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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
SWA
1226
SOA Wealth Advisors
New York
$10.4K
Loomis, Sayles & Company
1227
Loomis, Sayles & Company
Massachusetts
$10.3K
NWM
1228
Navigoe Wealth Management
California
$10K
HWM
1229
Hemington Wealth Management
Virginia
$10K
SC
1230
SouthState Corp
Florida
$9.98K
AP
1231
Aspect Partners
Virginia
$9.97K
CWM
1232
Crowley Wealth Management
Delaware
$9.8K
PP
1233
Pacifica Partners
Canada
$9.69K
BCWM
1234
Bartlett & Co Wealth Management
Ohio
$9.67K
Kayne Anderson Rudnick Investment Management
1235
Kayne Anderson Rudnick Investment Management
California
$9.55K
HWA
1236
Heritage Wealth Advisors
Virginia
$9.26K
VWA
1237
VSM Wealth Advisory
Maryland
$8.91K
PP
1238
PFS Partners
New Jersey
$8.59K
CFS
1239
Compass Financial Services
Iowa
$8.21K
RWA
1240
Redmont Wealth Advisors
Illinois
$8.19K
SA
1241
Strategic Advocates
Utah
$7.3K
CA
1242
Centerpoint Advisors
Massachusetts
$7K
TIM
1243
Tortoise Investment Management
New York
$6.59K
TSMHT
1244
Thurston Springer Miller Herd & Titak
Indiana
$6.06K
WSFS
1245
Wilmington Savings Fund Society
Delaware
$5.88K
DIP
1246
DT Investment Partners
Pennsylvania
$5.7K
AA
1247
Addison Advisors
Vermont
$5.7K
TCM
1248
TD Capital Management
Tennessee
$5.55K
RF
1249
Rossby Financial
Florida
$5.38K
TFM
1250
TFC Financial Management
Massachusetts
$5.36K