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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
APG
1051
Abacus Planning Group
South Carolina
$208K
KWM
1052
Keebeck Wealth Management
Illinois
$207K
WMA
1053
West Michigan Advisors
Michigan
$207K
SSG
1054
Summit Securities Group
New York
$206K
BFC
1055
Bedel Financial Consulting
Indiana
$205K
BHIA
1056
Birch Hill Investment Advisors
Massachusetts
$205K
WWM
1057
Whalen Wealth Management
Nevada
$205K
CWP
1058
Core Wealth Partners
California
$201K
BFG
1059
Birch Financial Group
New Hampshire
$201K
BAAM
1060
Baker Avenue Asset Management
California
$201K
SP
1061
Successful Portfolios
Florida
$200K
PWM
1062
Pines Wealth Management
North Carolina
$200K
TWM
1063
Tradition Wealth Management
Minnesota
$200K
CSP
1064
Cary Street Partners
Virginia
$200K
AIM
1065
Arcadia Investment Management
Michigan
$196K
AGWCA
1066
Annis Gardner Whiting Capital Advisors
Florida
$194K
WA
1067
Westfuller Advisors
New York
$190K
CSB
1068
City State Bank
Iowa
$188K
SGK
1069
Steigerwald Gordon & Koch
Virginia
$186K
PGAM
1070
Princeton Global Asset Management
New Jersey
$178K
MR
1071
Munich Reinsurance
$176K
BG
1072
Bollard Group
Massachusetts
$174K
OWP
1073
ORG Wealth Partners
Texas
$172K
NSIM
1074
North Star Investment Management
Illinois
$170K
PTC
1075
Private Trust Company
Ohio
$169K