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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
CAC
1276
Core Alternative Capital
Georgia
$2.49K
TCB
1277
Texas Capital Bancshares
Texas
$2.49K
CPG
1278
Cornerstone Planning Group
New Jersey
$2.39K
RWM
1279
Rialto Wealth Management
New York
$2.32K
HFS
1280
Horizon Financial Services
North Carolina
$2.32K
SRCM
1281
Signature Resources Capital Management
California
$2.14K
SFCL
1282
Strengthening Families & Communities LLC
Massachusetts
$1.97K
ACA
1283
American Capital Advisory
Idaho
$1.96K
CYG
1284
Clean Yield Group
Vermont
$1.96K
HI
1285
Hoey Investments
Pennsylvania
$1.78K
JFG
1286
JDM Financial Group
Texas
$1.78K
1IA
1287
1620 Investment Advisors
Massachusetts
$1.69K
UCB
1288
United Community Bank
South Carolina
$1.6K
DF
1289
DecisionPoint Financial
Arizona
$1.44K
T
1290
Tidemark
California
$1.07K
FGAM
1291
Financial Gravity Asset Management
Texas
$1.07K
DCM
1292
Davis Capital Management
Florida
$1.07K
CMA
1293
Cedar Mountain Advisors
Oregon
$1.07K
HC
1294
Hurley Capital
New York
$891
HWA
1295
Heartwood Wealth Advisors
Virginia
$891
EFMH
1296
E Fund Management (HK)
Hong Kong
$713
BIM
1297
Breakwater Investment Management
Washington
$535
SHIM
1298
Stone House Investment Management
Pennsylvania
$534
RWS
1299
Retirement Wealth Solutions
Wisconsin
$100
FLP
1300
Financial Life Planners
Arizona
$76