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Welltower

1,299 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 563 increasing their positions, 348 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

5.61% less ownership

Funds ownership: 98.79%93.18% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,299
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
PMG
1001
Private Management Group
California
$237K
PFP
1002
Pinnacle Financial Partners
Tennessee
$236K
CCM
1003
Cinctive Capital Management
New York
$235K
TCM
1004
TABR Capital Management
California
$234K
QC
1005
Quent Capital
New York
$234K
WBG
1006
Wharton Business Group
Pennsylvania
$232K
AMBIA
1007
Allen Mooney & Barnes Investment Advisors
Georgia
$230K
CAM
1008
Cidel Asset Management
Ontario, Canada
$227K
AZ
1009
Alpha Zero
Florida
$226K
CWP
1010
Cyndeo Wealth Partners
Florida
$225K
CWM
1011
Centurion Wealth Management
Virginia
$224K
TNA
1012
True North Advisors
Texas
$224K
SFS
1013
Sowell Financial Services
Arkansas
$223K
CFG
1014
Cooper Financial Group
California
$223K
CWMG
1015
Compass Wealth Management (Georgia)
Georgia
$223K
BFG
1016
Beacon Financial Group
Texas
$223K
SIC
1017
Samalin Investment Counsel
New York
$221K
KFI
1018
Key Financial Inc
Pennsylvania
$221K
OPA
1019
Old Port Advisors
Maine
$221K
JHCP
1020
Jackson Hole Capital Partners
Oklahoma
$220K
SC
1021
Scotia Capital
Ontario, Canada
$219K
DLA
1022
Douglas Lane & Associates
New York
$219K
BHWM
1023
Bar Harbor Wealth Management
New Hampshire
$218K
1C
1024
111 Capital
France
$218K
CPA
1025
Court Place Advisors
Maryland
$217K