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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
CFO
1076
CVA Family Office
Colorado
$138K
GIA
1077
GHP Investment Advisors
Colorado
$138K
GEA
1078
Glen Eagle Advisors
New Jersey
$136K
CB
1079
Centennial Bank
Arkansas
$132K
BGAI
1080
Bruce G. Allen Investments
Colorado
$129K
IWM
1081
Inlight Wealth Management
Georgia
$128K
TPBG
1082
Turning Point Benefit Group
Maryland
$128K
FWA
1083
Flagship Wealth Advisors
Massachusetts
$127K
HWA
1084
HHM Wealth Advisors
Tennessee
$125K
WB
1085
Webster Bank
Connecticut
$125K
OCM
1086
Orion Capital Management
California
$120K
NS
1087
NBC Securities
Alabama
$119K
GSWM
1088
Golden State Wealth Management
California
$118K
OP
1089
ORG Partners
Indiana
$118K
WAG
1090
Wiser Advisor Group
Arizona
$117K
CFD
1091
Creative Financial Designs
Indiana
$104K
MIA
1092
MeadowBrook Investment Advisors
Michigan
$102K
FC
1093
Franchise Capital
Cayman Islands
$101K
BTC
1094
Bank & Trust Company
Illinois
$98K
MCM
1095
Manchester Capital Management
Vermont
$93.2K
MA
1096
MCF Advisors
Kentucky
$93.2K
TCOV
1097
Trust Company of Vermont
Vermont
$93K
VNA
1098
Valley National Advisers
Pennsylvania
$90K
EB
1099
Eastern Bank
Massachusetts
$89.1K
MHR
1100
Matthew Hamilton Rosenberg
$87.5K