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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
FCA
1026
FLC Capital Advisors
California
$216K
AA
1027
Argent Advisors
Louisiana
$216K
SIM
1028
Stratos Investment Management
Ohio
$215K
SWM
1029
Silverlake Wealth Management
Vermont
$214K
JCM
1030
Jag Capital Management
Missouri
$214K
SIAP
1031
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K
TW
1032
TritonPoint Wealth
Maryland
$214K
ACG
1033
Allen Capital Group
Nebraska
$211K
Empower Advisory Group
1034
Empower Advisory Group
Colorado
$210K
HIC
1035
Holderness Investments Company
North Carolina
$210K
GWS
1036
Greykasell Wealth Strategies
California
$209K
VCAM
1037
Van Cleef Asset Management
Ohio
$209K
PNC
1038
Park National Corp
Ohio
$209K
CT
1039
Colonial Trust
South Carolina
$208K
APG
1040
Abacus Planning Group
South Carolina
$208K
KWM
1041
Keebeck Wealth Management
Illinois
$207K
WMA
1042
West Michigan Advisors
Michigan
$207K
SSG
1043
Summit Securities Group
New York
$206K
BFC
1044
Bedel Financial Consulting
Indiana
$205K
BHIA
1045
Birch Hill Investment Advisors
Massachusetts
$205K
WWM
1046
Whalen Wealth Management
Nevada
$205K
CWP
1047
Core Wealth Partners
California
$201K
BFG
1048
Birch Financial Group
New Hampshire
$201K
BAAM
1049
Baker Avenue Asset Management
California
$201K
SP
1050
Successful Portfolios
Florida
$200K