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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
DF
1301
DecisionPoint Financial
Arizona
$1.44K
T
1302
Tidemark
California
$1.07K
FGAM
1303
Financial Gravity Asset Management
Texas
$1.07K
CMA
1304
Cedar Mountain Advisors
Oregon
$1.07K
DCM
1305
Davis Capital Management
Florida
$1.07K
HWA
1306
Heartwood Wealth Advisors
Virginia
$891
HC
1307
Hurley Capital
New York
$891
EFMH
1308
E Fund Management (HK)
Hong Kong
$713
BIM
1309
Breakwater Investment Management
Washington
$535
SHIM
1310
Stone House Investment Management
Pennsylvania
$534
RWS
1311
Retirement Wealth Solutions
Wisconsin
$100
FLP
1312
Financial Life Planners
Arizona
$76
Norges Bank
1313
Norges Bank
Norway
HF
1314
HRT Financial
New York
Axa
1315
Axa
France
WAM
1316
Weiss Asset Management
Massachusetts
ERSOT
1317
Employees Retirement System of Texas
Texas
GC
1318
Gillson Capital
Illinois
BHCM
1319
Brevan Howard Capital Management
Jersey
FAF
1320
Fjarde Ap-fonden
Sweden
SFI
1321
Susquehanna Fundamental Investments
Pennsylvania
CSS
1322
Cubist Systematic Strategies
Connecticut
EGM
1323
Engineers Gate Manager
New York
TPSF
1324
Texas Permanent School Fund
Texas
QC
1325
Quadrature Capital
United Kingdom