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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
TCA
1276
Trifecta Capital Advisors
Illinois
$2.67K
RPA
1277
Redwood Park Advisors
California
$2.67K
WWA
1278
Wealth Watch Advisors
Colorado
$2.67K
ACM
1279
Anfield Capital Management
California
$2.49K
CAC
1280
Core Alternative Capital
Georgia
$2.49K
QWM
1281
Quaker Wealth Management
New Jersey
$2.49K
TCB
1282
Texas Capital Bancshares
Texas
$2.49K
CPG
1283
Cornerstone Planning Group
New Jersey
$2.39K
RWM
1284
Rialto Wealth Management
New York
$2.32K
HFS
1285
Horizon Financial Services
North Carolina
$2.32K
SRCM
1286
Signature Resources Capital Management
California
$2.14K
SFCL
1287
Strengthening Families & Communities LLC
Massachusetts
$1.97K
ACA
1288
American Capital Advisory
Idaho
$1.96K
CYG
1289
Clean Yield Group
Vermont
$1.96K
HI
1290
Hoey Investments
Pennsylvania
$1.78K
JFG
1291
JDM Financial Group
Texas
$1.78K
1IA
1292
1620 Investment Advisors
Massachusetts
$1.69K
UCB
1293
United Community Bank
South Carolina
$1.6K
DF
1294
DecisionPoint Financial
Arizona
$1.44K
T
1295
Tidemark
California
$1.07K
FGAM
1296
Financial Gravity Asset Management
Texas
$1.07K
DCM
1297
Davis Capital Management
Florida
$1.07K
CMA
1298
Cedar Mountain Advisors
Oregon
$1.07K
HC
1299
Hurley Capital
New York
$891
HWA
1300
Heartwood Wealth Advisors
Virginia
$891