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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
Norges Bank
1301
Norges Bank
Norway
HF
1302
HRT Financial
New York
Axa
1303
Axa
France
WAM
1304
Weiss Asset Management
Massachusetts
ERSOT
1305
Employees Retirement System of Texas
Texas
GC
1306
Gillson Capital
Illinois
BHCM
1307
Brevan Howard Capital Management
Jersey
FAF
1308
Fjarde Ap-fonden
Sweden
SFI
1309
Susquehanna Fundamental Investments
Pennsylvania
CSS
1310
Cubist Systematic Strategies
Connecticut
EGM
1311
Engineers Gate Manager
New York
TPSF
1312
Texas Permanent School Fund
Texas
QC
1313
Quadrature Capital
United Kingdom
ECM
1314
ExodusPoint Capital Management
New York
AIM
1315
Achmea Investment Management
Netherlands
SH
1316
Svenska Handelsbanken
Sweden
CFM
1317
Catalyst Funds Management
Australia
Capital Fund Management (CFM)
1318
Capital Fund Management (CFM)
France
JFG
1319
Jefferies Financial Group
New York
SC
1320
SummitTX Capital
Texas
TF
1321
Trek Financial
Arizona
NWM
1322
Nicola Wealth Management
British Columbia, Canada
Tudor Investment Corp
1323
Tudor Investment Corp
Connecticut
DFCM
1324
Dark Forest Capital Management
Puerto Rico
BCI
1325
Blue Capital Inc
Nebraska