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Welltower

1,311 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 575 increasing their positions, 350 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $256M | Put options by funds: $269M

5.6% less ownership

Funds ownership: 98.91%93.3% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$269M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
976
Courier Capital
New York
$265K
FNBT
977
FineMark National Bank & Trust
Florida
$265K
FFS
978
Founders Financial Securities
Maryland
$263K
CAM
979
Concorde Asset Management
Michigan
$262K
NP
980
Ninepoint Partners
Ontario, Canada
$261K
FCBT
981
First Citizens Bank & Trust
North Carolina
$261K
FFP
982
FourThought Financial Partners
Florida
$259K
FC
983
Fairscale Capital
New Hampshire
$258K
FSC
984
Full Sail Capital
Oklahoma
$258K
IP
985
Investment Partners
Ohio
$257K
CWMGP
986
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$256K
LWM
987
LeConte Wealth Management
Tennessee
$256K
PWP
988
Phillips Wealth Planners
Mississippi
$255K
MHC
989
May Hill Capital
Massachusetts
$255K
RWP
990
Revolve Wealth Partners
New Jersey
$254K
AF
991
Advisornet Financial
Minnesota
$254K
VRM
992
Vectors Research Management
New York
$253K
NG
993
Norden Group
Utah
$253K
GXJ
994
Global X Japan
Japan
$251K
NI
995
Natural Investments
California
$251K
FWI
996
Facet Wealth Inc
Maryland
$250K
MWM
997
Mattern Wealth Management
Kansas
$249K
OFG
998
Oxford Financial Group
Indiana
$249K
WRPWM
999
Werba Rubin Papier Wealth Management
California
$248K
CTA
1000
Colonial Trust Advisors
South Carolina
$248K