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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
WFA
1126
West Financial Advisors
Iowa
$57K
NFSG
1127
Newbridge Financial Services Group
Florida
$54.7K
CF
1128
Collier Financial
Colorado
$53.7K
JFA
1129
JNBA Financial Advisors
Minnesota
$53.5K
IWP
1130
IAG Wealth Partners
Wisconsin
$53.4K
BIA
1131
Bell Investment Advisors
California
$52.2K
FFO
1132
Fortitude Family Office
Arizona
$52K
CAL
1133
Capital Advisors Ltd
Ohio
$52K
YDMI
1134
Y.D. More Investments
Israel
$51.2K
TC
1135
Truvestments Capital
Florida
$49.5K
MAM
1136
Meeder Asset Management
Ohio
$48.1K
MIM
1137
Manitou Investment Management
Ontario, Canada
$48.1K
TCM
1138
TruNorth Capital Management
Michigan
$46.5K
CAM
1139
Creekmur Asset Management
Illinois
$45.4K
FP
1140
Financial Perspectives
Minnesota
$44.9K
C
1141
Covestor
United Kingdom
$44K
SIC
1142
Salem Investment Counselors
North Carolina
$41.2K
BWAM
1143
Boyd Watterson Asset Management
Ohio
$40.6K
CIAS
1144
CBIZ Investment Advisory Services
Ohio
$40.3K
HFS
1145
Hughes Financial Services
Virginia
$38.8K
HCM
1146
Hollencrest Capital Management
California
$38.3K
GBT
1147
Grove Bank & Trust
Florida
$37.8K
NEWAS
1148
N.E.W. Advisory Services
Wisconsin
$37.8K
SS
1149
Sunbelt Securities
Texas
$36.8K
FCAS
1150
First Command Advisory Services
Texas
$36.5K