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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
RFA
1226
Reyes Financial Architecture
California
$13.9K
MWPCG
1227
Measured Wealth Private Client Group
New Hampshire
$13.4K
MSWM
1228
Mowery & Schoenfeld Wealth Management
Illinois
$13K
ST
1229
Smithfield Trust
Pennsylvania
$12K
MSWA
1230
Marshall & Sterling Wealth Advisors
New York
$11.6K
BFS
1231
Bare Financial Services
Pennsylvania
$11.2K
B
1232
Birchbrook
Maine
$10.5K
SWA
1233
SOA Wealth Advisors
New York
$10.4K
Loomis, Sayles & Company
1234
Loomis, Sayles & Company
Massachusetts
$10.3K
NWM
1235
Navigoe Wealth Management
California
$10K
HWM
1236
Hemington Wealth Management
Virginia
$10K
SC
1237
SouthState Corp
Florida
$9.98K
AP
1238
Aspect Partners
Virginia
$9.97K
CWM
1239
Crowley Wealth Management
Delaware
$9.8K
PP
1240
Pacifica Partners
Canada
$9.69K
BCWM
1241
Bartlett & Co Wealth Management
Ohio
$9.67K
Kayne Anderson Rudnick Investment Management
1242
Kayne Anderson Rudnick Investment Management
California
$9.55K
HWA
1243
Heritage Wealth Advisors
Virginia
$9.26K
VWA
1244
VSM Wealth Advisory
Maryland
$8.91K
PP
1245
PFS Partners
New Jersey
$8.59K
CFS
1246
Compass Financial Services
Iowa
$8.21K
RWA
1247
Redmont Wealth Advisors
Illinois
$8.19K
SA
1248
Strategic Advocates
Utah
$7.3K
CA
1249
Centerpoint Advisors
Massachusetts
$7K
TIM
1250
Tortoise Investment Management
New York
$6.59K