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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
WW
1251
Winnow Wealth
Texas
$4.65K
CBT
1252
Crews Bank & Trust
Florida
$4.63K
BDPWM
1253
Barnes Dennig Private Wealth Management
Ohio
$4.63K
IWM
1254
IMG Wealth Management
Florida
$4.45K
APW
1255
Atlantic Private Wealth
North Carolina
$4.45K
CCMI
1256
Creative Capital Management Investments
California
$4.45K
NWM
1257
Nova Wealth Management
Florida
$4.42K
EWP
1258
Elevation Wealth Partners
California
$4.28K
EPW
1259
Evergreen Private Wealth
Colorado
$4.1K
MEG
1260
Millstone Evans Group
Colorado
$4.1K
GA
1261
Guerra Advisors
Florida
$4.1K
CCM
1262
Cloud Capital Management
Washington
$4K
MPW
1263
MASECO Private Wealth
$3.99K
MFT
1264
Moisand Fitzgerald Tamayo
Florida
$3.92K
PWMG
1265
Private Wealth Management Group
New Jersey
$3.92K
BHWM
1266
Beaird Harris Wealth Management
Texas
$3.21K
MA
1267
Montag & Associates
Georgia
$3.03K
DSC
1268
Duncker Streett & Co
Missouri
$3.03K
HHGA
1269
Halbert Hargrove Global Advisors
California
$2.85K
NL
1270
NVWM LLC
Pennsylvania
$2.85K
RPA
1271
Redwood Park Advisors
California
$2.67K
TCA
1272
Trifecta Capital Advisors
Illinois
$2.67K
WWA
1273
Wealth Watch Advisors
Colorado
$2.67K
ACM
1274
Anfield Capital Management
California
$2.49K
QWM
1275
Quaker Wealth Management
New Jersey
$2.49K