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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
FCT
1076
Family Capital Trust
Massachusetts
$164K
BC
1077
Bayforest Capital
United Kingdom
$163K
PD
1078
Point72 (DIFC)
United Arab Emirates
$161K
SIA
1079
Sit Investment Associates
Minnesota
$158K
CT
1080
Clearstead Trust
Maine
$155K
CCA
1081
Catalyst Capital Advisors
New York
$155K
HPC
1082
HM Payson & Co
Maine
$148K
PFA
1083
Pathway Financial Advisers
Indiana
$148K
PWA
1084
Physician Wealth Advisors
Utah
$143K
FUBT
1085
First United Bank & Trust
Maryland
$143K
HIIFS
1086
Harel Insurance Investments & Financial Services
Israel
$142K
CFO
1087
CVA Family Office
Colorado
$138K
GIA
1088
GHP Investment Advisors
Colorado
$138K
GEA
1089
Glen Eagle Advisors
New Jersey
$136K
CB
1090
Centennial Bank
Arkansas
$132K
BGAI
1091
Bruce G. Allen Investments
Colorado
$129K
IWM
1092
Inlight Wealth Management
Georgia
$128K
TPBG
1093
Turning Point Benefit Group
Maryland
$128K
FWA
1094
Flagship Wealth Advisors
Massachusetts
$127K
HWA
1095
HHM Wealth Advisors
Tennessee
$125K
WB
1096
Webster Bank
Connecticut
$125K
OCM
1097
Orion Capital Management
California
$120K
NS
1098
NBC Securities
Alabama
$119K
GSWM
1099
Golden State Wealth Management
California
$118K
OP
1100
ORG Partners
Indiana
$118K