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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
PWM
1051
Pines Wealth Management
North Carolina
$200K
TWM
1052
Tradition Wealth Management
Minnesota
$200K
CSP
1053
Cary Street Partners
Virginia
$200K
AIM
1054
Arcadia Investment Management
Michigan
$196K
AGWCA
1055
Annis Gardner Whiting Capital Advisors
Florida
$194K
WA
1056
Westfuller Advisors
New York
$190K
CSB
1057
City State Bank
Iowa
$188K
SGK
1058
Steigerwald Gordon & Koch
Virginia
$186K
PGAM
1059
Princeton Global Asset Management
New Jersey
$178K
MR
1060
Munich Reinsurance
$176K
BG
1061
Bollard Group
Massachusetts
$174K
OWP
1062
ORG Wealth Partners
Texas
$172K
NSIM
1063
North Star Investment Management
Illinois
$170K
PTC
1064
Private Trust Company
Ohio
$169K
FCT
1065
Family Capital Trust
Massachusetts
$164K
BC
1066
Bayforest Capital
United Kingdom
$163K
PD
1067
Point72 (DIFC)
United Arab Emirates
$161K
SIA
1068
Sit Investment Associates
Minnesota
$158K
CT
1069
Clearstead Trust
Maine
$155K
CCA
1070
Catalyst Capital Advisors
New York
$155K
HPC
1071
HM Payson & Co
Maine
$148K
PFA
1072
Pathway Financial Advisers
Indiana
$148K
PWA
1073
Physician Wealth Advisors
Utah
$143K
FUBT
1074
First United Bank & Trust
Maryland
$143K
HIIFS
1075
Harel Insurance Investments & Financial Services
Israel
$142K