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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
PAM
1201
Palisade Asset Management
Minnesota
$23.3K
AT
1202
Arlington Trust
Alabama
$23.3K
OAJ
1203
Ogorek Anthony Joseph
New York
$23K
CPBTD
1204
Central Pacific Bank - Trust Division
Hawaii
$22.3K
RFP
1205
Root Financial Partners
California
$21K
MAFA
1206
MJT & Associates Financial Advisory
Minnesota
$20.3K
CMP
1207
Coston McIsaac & Partners
Maine
$20K
JSAM
1208
J. Safra Asset Management
New York
$19.6K
VFM
1209
Vision Financial Markets
Connecticut
$19.6K
IAS
1210
IMA Advisory Services
Colorado
$19.1K
WWM
1211
Wolff Wiese Magana
California
$18.7K
EWM
1212
Evermay Wealth Management
Virginia
$18.7K
AWM
1213
Abound Wealth Management
Tennessee
$18.2K
WTA
1214
Washington Trust Advisors
Massachusetts
$17.8K
PCTC
1215
Perkins Coie Trust Company
Washington
$17.8K
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$17.8K
BC
1217
Barrett & Company
Rhode Island
$17.8K
JFGIW
1218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K
WAS
1219
Winch Advisory Services
Wisconsin
$16.8K
MAM
1220
Marquette Asset Management
Minnesota
$16.7K
NMG
1221
New Millennium Group
Utah
$16.2K
HNW
1222
High Note Wealth
Minnesota
$16.2K
CNBTD
1223
Citizens National Bank Trust Department
Mississippi
$14.8K
BI
1224
Binnacle Investments
Iowa
$14.8K
RTL
1225
Red Tortoise LLC
Georgia
$14.4K