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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
EFMH
1301
E Fund Management (HK)
Hong Kong
$713
BIM
1302
Breakwater Investment Management
Washington
$535
SHIM
1303
Stone House Investment Management
Pennsylvania
$534
RWS
1304
Retirement Wealth Solutions
Wisconsin
$100
FLP
1305
Financial Life Planners
Arizona
$76
Norges Bank
1306
Norges Bank
Norway
HF
1307
HRT Financial
New York
Axa
1308
Axa
France
WAM
1309
Weiss Asset Management
Massachusetts
ERSOT
1310
Employees Retirement System of Texas
Texas
GC
1311
Gillson Capital
Illinois
BHCM
1312
Brevan Howard Capital Management
Jersey
FAF
1313
Fjarde Ap-fonden
Sweden
SFI
1314
Susquehanna Fundamental Investments
Pennsylvania
CSS
1315
Cubist Systematic Strategies
Connecticut
EGM
1316
Engineers Gate Manager
New York
TPSF
1317
Texas Permanent School Fund
Texas
QC
1318
Quadrature Capital
United Kingdom
ECM
1319
ExodusPoint Capital Management
New York
AIM
1320
Achmea Investment Management
Netherlands
SH
1321
Svenska Handelsbanken
Sweden
CFM
1322
Catalyst Funds Management
Australia
Capital Fund Management (CFM)
1323
Capital Fund Management (CFM)
France
JFG
1324
Jefferies Financial Group
New York
SC
1325
SummitTX Capital
Texas