WELL icon

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
SCA
1001
Stonebridge Capital Advisors
Minnesota
$247K
IAS
1002
Investment Advisory Services
Texas
$246K
RA
1003
RFG Advisory
Alabama
$243K
VCA
1004
Verdence Capital Advisors
Maryland
$243K
FWM
1005
Focused Wealth Management
New York
$242K
APC
1006
Aspire Private Capital
North Carolina
$241K
HAM
1007
Harmony Asset Management
Arizona
$241K
AWM
1008
Aberdeen Wealth Management
Illinois
$240K
SA
1009
Sovran Advisors
California
$240K
XF
1010
XML Financial
Maryland
$238K
DW30
1011
Drucker Wealth 3.0
New Jersey
$237K
PMG
1012
Private Management Group
California
$237K
PFP
1013
Pinnacle Financial Partners
Tennessee
$236K
CCM
1014
Cinctive Capital Management
New York
$235K
TCM
1015
TABR Capital Management
California
$234K
QC
1016
Quent Capital
New York
$234K
WBG
1017
Wharton Business Group
Pennsylvania
$232K
AMBIA
1018
Allen Mooney & Barnes Investment Advisors
Georgia
$230K
CAM
1019
Cidel Asset Management
Ontario, Canada
$227K
AZ
1020
Alpha Zero
Florida
$226K
CWP
1021
Cyndeo Wealth Partners
Florida
$225K
CWM
1022
Centurion Wealth Management
Virginia
$224K
TNA
1023
True North Advisors
Texas
$224K
SFS
1024
Sowell Financial Services
Arkansas
$223K
CFG
1025
Cooper Financial Group
California
$223K