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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
BFG
1026
Beacon Financial Group
Texas
$223K
CWMG
1027
Compass Wealth Management (Georgia)
Georgia
$223K
SIC
1028
Samalin Investment Counsel
New York
$221K
KFI
1029
Key Financial Inc
Pennsylvania
$221K
OPA
1030
Old Port Advisors
Maine
$221K
JHCP
1031
Jackson Hole Capital Partners
Oklahoma
$220K
SC
1032
Scotia Capital
Ontario, Canada
$219K
DLA
1033
Douglas Lane & Associates
New York
$219K
BHWM
1034
Bar Harbor Wealth Management
New Hampshire
$218K
1C
1035
111 Capital
France
$218K
CPA
1036
Court Place Advisors
Maryland
$217K
FCA
1037
FLC Capital Advisors
California
$216K
AA
1038
Argent Advisors
Louisiana
$216K
SIM
1039
Stratos Investment Management
Ohio
$215K
SWM
1040
Silverlake Wealth Management
Vermont
$214K
JCM
1041
Jag Capital Management
Missouri
$214K
SIAP
1042
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K
TW
1043
TritonPoint Wealth
Maryland
$214K
ACG
1044
Allen Capital Group
Nebraska
$211K
Empower Advisory Group
1045
Empower Advisory Group
Colorado
$210K
HIC
1046
Holderness Investments Company
North Carolina
$210K
GWS
1047
Greykasell Wealth Strategies
California
$209K
VCAM
1048
Van Cleef Asset Management
Ohio
$209K
PNC
1049
Park National Corp
Ohio
$209K
CT
1050
Colonial Trust
South Carolina
$208K