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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
AP
1226
Aspect Partners
Virginia
$9.97K
CWM
1227
Crowley Wealth Management
Delaware
$9.8K
PP
1228
Pacifica Partners
Canada
$9.69K
BCWM
1229
Bartlett & Co Wealth Management
Ohio
$9.67K
Kayne Anderson Rudnick Investment Management
1230
Kayne Anderson Rudnick Investment Management
California
$9.55K
HWA
1231
Heritage Wealth Advisors
Virginia
$9.26K
VWA
1232
VSM Wealth Advisory
Maryland
$8.91K
PP
1233
PFS Partners
New Jersey
$8.59K
CFS
1234
Compass Financial Services
Iowa
$8.21K
RWA
1235
Redmont Wealth Advisors
Illinois
$8.19K
SA
1236
Strategic Advocates
Utah
$7.3K
CA
1237
Centerpoint Advisors
Massachusetts
$7K
TIM
1238
Tortoise Investment Management
New York
$6.59K
TSMHT
1239
Thurston Springer Miller Herd & Titak
Indiana
$6.06K
WSFS
1240
Wilmington Savings Fund Society
Delaware
$5.88K
DIP
1241
DT Investment Partners
Pennsylvania
$5.7K
AA
1242
Addison Advisors
Vermont
$5.7K
TCM
1243
TD Capital Management
Tennessee
$5.55K
RF
1244
Rossby Financial
Florida
$5.38K
TFM
1245
TFC Financial Management
Massachusetts
$5.36K
STB
1246
S&T Bank
Pennsylvania
$5.17K
W
1247
WealthCollab
Washington
$5.17K
HWM
1248
HighMark Wealth Management
Minnesota
$5.17K
MNA
1249
Manning & Napier Advisors
New York
$5.17K
RFS
1250
Richardson Financial Services
Massachusetts
$4.81K