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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
TF
1326
Trek Financial
Arizona
NWM
1327
Nicola Wealth Management
British Columbia, Canada
Tudor Investment Corp
1328
Tudor Investment Corp
Connecticut
DFCM
1329
Dark Forest Capital Management
Puerto Rico
BCI
1330
Blue Capital Inc
Nebraska
UBP
1331
Union Bancaire Privee
Switzerland
TC
1332
TwinBeech Capital
New York
WLG
1333
Williamson Legacy Group
Indiana
HI
1334
HBK Investments
Texas
GCM
1335
Garland Capital Management
Washington
QC
1336
Quantessence Capital
New York
XT
1337
XTX Topco
Cayman Islands
AWM
1338
Axxcess Wealth Management
California
FRM
1339
Fox Run Management
Connecticut
GCP
1340
GSA Capital Partners
United Kingdom
UFF
1341
USA Financial Formulas
Michigan
IA
1342
Integrity Alliance
Iowa
CIP
1343
Convergence Investment Partners
Florida
PCP
1344
Proficio Capital Partners
Massachusetts
SPA
1345
Sherbrooke Park Advisers
New York
GCM
1346
Graham Capital Management
Connecticut
BAM
1347
Belpointe Asset Management
Nevada
FCA
1348
Fortis Capital Advisors
Kansas
IC
1349
Iconiq Capital
California
NRD
1350
Nebula Research & Development
New York