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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
MFT
1276
Moisand Fitzgerald Tamayo
Florida
$3.92K
PWMG
1277
Private Wealth Management Group
New Jersey
$3.92K
BHWM
1278
Beaird Harris Wealth Management
Texas
$3.21K
MA
1279
Montag & Associates
Georgia
$3.03K
DSC
1280
Duncker Streett & Co
Missouri
$3.03K
HHGA
1281
Halbert Hargrove Global Advisors
California
$2.85K
NL
1282
NVWM LLC
Pennsylvania
$2.85K
RPA
1283
Redwood Park Advisors
California
$2.67K
TCA
1284
Trifecta Capital Advisors
Illinois
$2.67K
WWA
1285
Wealth Watch Advisors
Colorado
$2.67K
ACM
1286
Anfield Capital Management
California
$2.49K
CAC
1287
Core Alternative Capital
Georgia
$2.49K
QWM
1288
Quaker Wealth Management
New Jersey
$2.49K
TCB
1289
Texas Capital Bancshares
Texas
$2.49K
CPG
1290
Cornerstone Planning Group
New Jersey
$2.39K
RWM
1291
Rialto Wealth Management
New York
$2.32K
HFS
1292
Horizon Financial Services
North Carolina
$2.32K
SRCM
1293
Signature Resources Capital Management
California
$2.14K
SFCL
1294
Strengthening Families & Communities LLC
Massachusetts
$1.97K
ACA
1295
American Capital Advisory
Idaho
$1.96K
CYG
1296
Clean Yield Group
Vermont
$1.96K
HI
1297
Hoey Investments
Pennsylvania
$1.78K
JFG
1298
JDM Financial Group
Texas
$1.78K
1IA
1299
1620 Investment Advisors
Massachusetts
$1.69K
UCB
1300
United Community Bank
South Carolina
$1.6K