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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
TSMHT
1251
Thurston Springer Miller Herd & Titak
Indiana
$6.06K
WSFS
1252
Wilmington Savings Fund Society
Delaware
$5.88K
DIP
1253
DT Investment Partners
Pennsylvania
$5.7K
AA
1254
Addison Advisors
Vermont
$5.7K
TCM
1255
TD Capital Management
Tennessee
$5.55K
RF
1256
Rossby Financial
Florida
$5.38K
TFM
1257
TFC Financial Management
Massachusetts
$5.36K
STB
1258
S&T Bank
Pennsylvania
$5.17K
W
1259
WealthCollab
Washington
$5.17K
HWM
1260
HighMark Wealth Management
Minnesota
$5.17K
MNA
1261
Manning & Napier Advisors
New York
$5.17K
RFS
1262
Richardson Financial Services
Massachusetts
$4.81K
WW
1263
Winnow Wealth
Texas
$4.65K
CBT
1264
Crews Bank & Trust
Florida
$4.63K
BDPWM
1265
Barnes Dennig Private Wealth Management
Ohio
$4.63K
IWM
1266
IMG Wealth Management
Florida
$4.45K
APW
1267
Atlantic Private Wealth
North Carolina
$4.45K
CCMI
1268
Creative Capital Management Investments
California
$4.45K
NWM
1269
Nova Wealth Management
Florida
$4.42K
EWP
1270
Elevation Wealth Partners
California
$4.28K
EPW
1271
Evergreen Private Wealth
Colorado
$4.1K
MEG
1272
Millstone Evans Group
Colorado
$4.1K
GA
1273
Guerra Advisors
Florida
$4.1K
CCM
1274
Cloud Capital Management
Washington
$4K
MPW
1275
MASECO Private Wealth
$3.99K