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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
BLC
1176
Brown, Lisle/Cummings
Rhode Island
$32.6K
BONH
1177
Bank of New Hampshire
New Hampshire
$32.4K
AEPWM
1178
Atlantic Edge Private Wealth Management
Florida
$31.4K
BAM
1179
Bellevue Asset Management
Washington
$30.7K
WPA
1180
Wealth Preservation Advisors
Tennessee
$30.6K
SN
1181
Sittner & Nelson
Oregon
$30.5K
GWSG
1182
GPS Wealth Strategies Group
Colorado
$29.4K
AFG
1183
Albion Financial Group
Utah
$29K
HCA
1184
Harbor Capital Advisors
Illinois
$28K
PPC
1185
Park Place Capital
Alabama
$27.1K
NRG
1186
Nemes Rush Group
Michigan
$26.5K
SC
1187
Solstein Capital
California
$26.4K
AWM
1188
Activest Wealth Management
Florida
$26.2K
BFS
1189
Burkett Financial Services
South Carolina
$26K
HBW
1190
Hazlett, Burt & Watson
West Virginia
$26K
HWP
1191
Highline Wealth Partners
California
$25.5K
AAG
1192
Armstrong Advisory Group
Massachusetts
$25.5K
HHMI
1193
Howard Hughes Medical Institute
Maryland
$25.5K
FNWA
1194
Financial Network Wealth Advisors
Utah
$25.3K
HIMS
1195
Hager Investment Management Services
New Hampshire
$25.3K
PWA
1196
Provenance Wealth Advisors
Florida
$24.8K
NECFA
1197
New England Capital Financial Advisors
Connecticut
$24.2K
MAM
1198
Morse Asset Management
Connecticut
$24K
AW
1199
Avion Wealth
Texas
$24K
CFFP
1200
Center for Financial Planning
Michigan
$23.7K