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Welltower

1,304 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 567 increasing their positions, 349 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

5.57% less ownership

Funds ownership: 98.81%93.24% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,304
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
JSAM
1201
J. Safra Asset Management
New York
$19.6K
VFM
1202
Vision Financial Markets
Connecticut
$19.6K
IAS
1203
IMA Advisory Services
Colorado
$19.1K
EWM
1204
Evermay Wealth Management
Virginia
$18.7K
WWM
1205
Wolff Wiese Magana
California
$18.7K
AWM
1206
Abound Wealth Management
Tennessee
$18.2K
BC
1207
Barrett & Company
Rhode Island
$17.8K
MSFP
1208
Mark Sheptoff Financial Planning
Connecticut
$17.8K
PCTC
1209
Perkins Coie Trust Company
Washington
$17.8K
WTA
1210
Washington Trust Advisors
Massachusetts
$17.8K
JFGIW
1211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K
WAS
1212
Winch Advisory Services
Wisconsin
$16.8K
MAM
1213
Marquette Asset Management
Minnesota
$16.7K
NMG
1214
New Millennium Group
Utah
$16.2K
HNW
1215
High Note Wealth
Minnesota
$16.2K
CNBTD
1216
Citizens National Bank Trust Department
Mississippi
$14.8K
BI
1217
Binnacle Investments
Iowa
$14.8K
RTL
1218
Red Tortoise LLC
Georgia
$14.4K
RFA
1219
Reyes Financial Architecture
California
$13.9K
MWPCG
1220
Measured Wealth Private Client Group
New Hampshire
$13.4K
MSWM
1221
Mowery & Schoenfeld Wealth Management
Illinois
$13K
ST
1222
Smithfield Trust
Pennsylvania
$12K
MSWA
1223
Marshall & Sterling Wealth Advisors
New York
$11.6K
BFS
1224
Bare Financial Services
Pennsylvania
$11.2K
B
1225
Birchbrook
Maine
$10.5K