WELL icon

Welltower

1,319 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, 579 increasing their positions, 353 reducing their positions, and 84 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

5.48% less ownership

Funds ownership: 98.9%93.43% (-5.5%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,319
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
Millennium Management
101
Millennium Management
New York
$83M
Artisan Partners
102
Artisan Partners
Wisconsin
$82.9M
First Trust Advisors
103
First Trust Advisors
Illinois
$79.1M
Franklin Resources
104
Franklin Resources
California
$78.4M
Victory Capital Management
105
Victory Capital Management
Texas
$77.1M
JAM
106
Jupiter Asset Management
United Kingdom
$76.4M
UM
107
UniSuper Management
Australia
$75.6M
RAM
108
Resona Asset Management
Japan
$73.9M
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.6M
CS
110
Candriam SCA
Luxembourg
$72.5M
SOADOR
111
State of Alaska Department of Revenue
Alaska
$71.1M
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$70.8M
Primecap Management
113
Primecap Management
California
$69.6M
Two Sigma Investments
114
Two Sigma Investments
New York
$69.3M
Jane Street
115
Jane Street
New York
$68.8M
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$67.7M
DB
117
Danske Bank
Denmark
$67.3M
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$67.3M
DekaBank Deutsche Girozentrale
119
DekaBank Deutsche Girozentrale
Germany
$67.1M
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$66.3M
Renaissance Technologies
121
Renaissance Technologies
New York
$64.4M
VanEck Associates
122
VanEck Associates
New York
$64M
Credit Agricole
123
Credit Agricole
France
$61.8M
BHC
124
Bowen Hanes & Co
Florida
$61.7M
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$61.2M