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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
STB
1251
S&T Bank
Pennsylvania
$5.17K
W
1252
WealthCollab
Washington
$5.17K
HWM
1253
HighMark Wealth Management
Minnesota
$5.17K
MNA
1254
Manning & Napier Advisors
New York
$5.17K
RFS
1255
Richardson Financial Services
Massachusetts
$4.81K
WW
1256
Winnow Wealth
Texas
$4.65K
CBT
1257
Crews Bank & Trust
Florida
$4.63K
BDPWM
1258
Barnes Dennig Private Wealth Management
Ohio
$4.63K
IWM
1259
IMG Wealth Management
Florida
$4.45K
APW
1260
Atlantic Private Wealth
North Carolina
$4.45K
CCMI
1261
Creative Capital Management Investments
California
$4.45K
NWM
1262
Nova Wealth Management
Florida
$4.42K
EWP
1263
Elevation Wealth Partners
California
$4.28K
EPW
1264
Evergreen Private Wealth
Colorado
$4.1K
MEG
1265
Millstone Evans Group
Colorado
$4.1K
GA
1266
Guerra Advisors
Florida
$4.1K
CCM
1267
Cloud Capital Management
Washington
$4K
MPW
1268
MASECO Private Wealth
$3.99K
MFT
1269
Moisand Fitzgerald Tamayo
Florida
$3.92K
PWMG
1270
Private Wealth Management Group
New Jersey
$3.92K
BHWM
1271
Beaird Harris Wealth Management
Texas
$3.21K
MA
1272
Montag & Associates
Georgia
$3.03K
DSC
1273
Duncker Streett & Co
Missouri
$3.03K
HHGA
1274
Halbert Hargrove Global Advisors
California
$2.85K
NL
1275
NVWM LLC
Pennsylvania
$2.85K