WELL icon

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
WAG
1101
Wiser Advisor Group
Arizona
$117K
CFD
1102
Creative Financial Designs
Indiana
$104K
MIA
1103
MeadowBrook Investment Advisors
Michigan
$102K
FC
1104
Franchise Capital
Cayman Islands
$101K
BTC
1105
Bank & Trust Company
Illinois
$98K
MCM
1106
Manchester Capital Management
Vermont
$93.2K
MA
1107
MCF Advisors
Kentucky
$93.2K
TCOV
1108
Trust Company of Vermont
Vermont
$93K
VNA
1109
Valley National Advisers
Pennsylvania
$90K
EB
1110
Eastern Bank
Massachusetts
$89.1K
MHR
1111
Matthew Hamilton Rosenberg
$87.5K
FWM
1112
FSA Wealth Management
Massachusetts
$83.6K
IBOK
1113
Independence Bank of Kentucky
Kentucky
$80.3K
PB
1114
Pinnacle Bancorp
Nebraska
$80.2K
S
1115
Sachetta
Massachusetts
$79.8K
DMBA
1116
Deseret Mutual Benefit Administrators
Utah
$76.4K
CIA
1117
Cape Investment Advisory
Georgia
$76.4K
CFB
1118
Cullen/Frost Bankers
Texas
$75.6K
AT
1119
Avalon Trust
New Mexico
$74.8K
CT
1120
Caldwell Trust
Florida
$73K
ADL
1121
Asset Dedication LLC
California
$72.1K
MFC
1122
Mechanics Financial Corp
Ohio
$71.3K
RTC
1123
Riverview Trust Company
Washington
$71.3K
PWAM
1124
Private Wealth Asset Management
Iowa
$70.4K
RA
1125
Rise Advisors
New York
$69.4K