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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
VCM
1126
Versant Capital Management
Arizona
$68.8K
TH
1127
TCTC Holdings
Texas
$67.5K
TWD
1128
True Wealth Design
Ohio
$66.5K
GKIM
1129
GW&K Investment Management
Massachusetts
$64K
AIM
1130
Anchor Investment Management
South Carolina
$62.4K
SCM
1131
Silvant Capital Management
Georgia
$62K
PSB
1132
Piscataqua Savings Bank
New Hampshire
$60.2K
JWM
1133
JPL Wealth Management
Colorado
$59.8K
CHC
1134
City Holding Co
West Virginia
$59.5K
CWM
1135
Copia Wealth Management
Oregon
$59.3K
SL
1136
Salomon & Ludwin
Virginia
$58.8K
FMP
1137
Financial Management Professionals
Texas
$57.9K
WFA
1138
West Financial Advisors
Iowa
$57K
NFSG
1139
Newbridge Financial Services Group
Florida
$54.7K
CF
1140
Collier Financial
Colorado
$53.7K
JFA
1141
JNBA Financial Advisors
Minnesota
$53.5K
IWP
1142
IAG Wealth Partners
Wisconsin
$53.4K
BIA
1143
Bell Investment Advisors
California
$52.2K
FFO
1144
Fortitude Family Office
Arizona
$52K
CAL
1145
Capital Advisors Ltd
Ohio
$52K
YDMI
1146
Y.D. More Investments
Israel
$51.2K
TC
1147
Truvestments Capital
Florida
$49.5K
MAM
1148
Meeder Asset Management
Ohio
$48.1K
MIM
1149
Manitou Investment Management
Ontario, Canada
$48.1K
TCM
1150
TruNorth Capital Management
Michigan
$46.5K