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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
CAM
1151
Creekmur Asset Management
Illinois
$45.4K
FP
1152
Financial Perspectives
Minnesota
$44.9K
C
1153
Covestor
United Kingdom
$44K
SIC
1154
Salem Investment Counselors
North Carolina
$41.2K
BWAM
1155
Boyd Watterson Asset Management
Ohio
$40.6K
CIAS
1156
CBIZ Investment Advisory Services
Ohio
$40.3K
HFS
1157
Hughes Financial Services
Virginia
$38.8K
HCM
1158
Hollencrest Capital Management
California
$38.3K
GBT
1159
Grove Bank & Trust
Florida
$37.8K
NEWAS
1160
N.E.W. Advisory Services
Wisconsin
$37.8K
SS
1161
Sunbelt Securities
Texas
$36.8K
FCAS
1162
First Command Advisory Services
Texas
$36.5K
GTAM
1163
Global Trust Asset Management
Florida
$35.6K
BC
1164
Broadwater Capital
Massachusetts
$35.6K
GWSA
1165
Global Wealth Strategies & Associates
Colorado
$35.6K
MAM
1166
MMA Asset Management
Pennsylvania
$35.5K
NB
1167
NBT Bank
New York
$35K
RF
1168
Roxbury Financial
New Jersey
$34.9K
SWIM
1169
Smallwood Wealth Investment Management
New Jersey
$34.7K
SIS
1170
Sound Income Strategies
Florida
$34.5K
WA
1171
WPG Advisers
Maryland
$34K
DF
1172
Dunhill Financial
United Kingdom
$33.4K
Q1WB
1173
Quest 10 Wealth Builders
Virginia
$33.1K
QL
1174
Quarry LP
New York
$33K
ME
1175
McIlrath & Eck
Washington
$32.8K