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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
UBP
1326
Union Bancaire Privee
Switzerland
TC
1327
TwinBeech Capital
New York
WLG
1328
Williamson Legacy Group
Indiana
HI
1329
HBK Investments
Texas
GCM
1330
Garland Capital Management
Washington
QC
1331
Quantessence Capital
New York
XT
1332
XTX Topco
Cayman Islands
AWM
1333
Axxcess Wealth Management
California
FRM
1334
Fox Run Management
Connecticut
GCP
1335
GSA Capital Partners
United Kingdom
UFF
1336
USA Financial Formulas
Michigan
IA
1337
Integrity Alliance
Iowa
CIP
1338
Convergence Investment Partners
Florida
PCP
1339
Proficio Capital Partners
Massachusetts
SPA
1340
Sherbrooke Park Advisers
New York
GCM
1341
Graham Capital Management
Connecticut
BAM
1342
Belpointe Asset Management
Nevada
FCA
1343
Fortis Capital Advisors
Kansas
IC
1344
Iconiq Capital
California
NRD
1345
Nebula Research & Development
New York
SW
1346
SMART Wealth
Nebraska
JWM
1347
Jackson Wealth Management
Florida
NWAG
1348
Net Worth Advisory Group
Utah
FC
1349
Farringdon Capital
United Kingdom
SIAG
1350
Safeguard Investment Advisory Group
California