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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
Artisan Partners
101
Artisan Partners
Wisconsin
$82.9M
First Trust Advisors
102
First Trust Advisors
Illinois
$79.1M
Franklin Resources
103
Franklin Resources
California
$78.4M
Victory Capital Management
104
Victory Capital Management
Texas
$77.1M
JAM
105
Jupiter Asset Management
United Kingdom
$76.4M
UM
106
UniSuper Management
Australia
$75.6M
RAM
107
Resona Asset Management
Japan
$73.9M
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.6M
CS
109
Candriam SCA
Luxembourg
$72.5M
SOADOR
110
State of Alaska Department of Revenue
Alaska
$71.1M
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$70.8M
Primecap Management
112
Primecap Management
California
$69.6M
Two Sigma Investments
113
Two Sigma Investments
New York
$69.3M
Jane Street
114
Jane Street
New York
$68.8M
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$67.7M
DB
116
Danske Bank
Denmark
$67.3M
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$67.3M
DekaBank Deutsche Girozentrale
118
DekaBank Deutsche Girozentrale
Germany
$67.1M
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$66.3M
Renaissance Technologies
120
Renaissance Technologies
New York
$64.4M
VanEck Associates
121
VanEck Associates
New York
$64M
Credit Agricole
122
Credit Agricole
France
$61.8M
BHC
123
Bowen Hanes & Co
Florida
$61.7M
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$61.2M
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$61.2M