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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
AWM
1176
Activest Wealth Management
Florida
$26.2K
BFS
1177
Burkett Financial Services
South Carolina
$26K
HBW
1178
Hazlett, Burt & Watson
West Virginia
$26K
HWP
1179
Highline Wealth Partners
California
$25.5K
AAG
1180
Armstrong Advisory Group
Massachusetts
$25.5K
HHMI
1181
Howard Hughes Medical Institute
Maryland
$25.5K
FNWA
1182
Financial Network Wealth Advisors
Utah
$25.3K
HIMS
1183
Hager Investment Management Services
New Hampshire
$25.3K
PWA
1184
Provenance Wealth Advisors
Florida
$24.8K
NECFA
1185
New England Capital Financial Advisors
Connecticut
$24.2K
MAM
1186
Morse Asset Management
Connecticut
$24K
AW
1187
Avion Wealth
Texas
$24K
CFFP
1188
Center for Financial Planning
Michigan
$23.7K
PAM
1189
Palisade Asset Management
Minnesota
$23.3K
AT
1190
Arlington Trust
Alabama
$23.3K
OAJ
1191
Ogorek Anthony Joseph
New York
$23K
CPBTD
1192
Central Pacific Bank - Trust Division
Hawaii
$22.3K
RFP
1193
Root Financial Partners
California
$21K
MAFA
1194
MJT & Associates Financial Advisory
Minnesota
$20.3K
CMP
1195
Coston McIsaac & Partners
Maine
$20K
JSAM
1196
J. Safra Asset Management
New York
$19.6K
VFM
1197
Vision Financial Markets
Connecticut
$19.6K
IAS
1198
IMA Advisory Services
Colorado
$19.1K
EWM
1199
Evermay Wealth Management
Virginia
$18.7K
WWM
1200
Wolff Wiese Magana
California
$18.7K