WELL icon

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
ECM
1326
ExodusPoint Capital Management
New York
AIM
1327
Achmea Investment Management
Netherlands
SH
1328
Svenska Handelsbanken
Sweden
CFM
1329
Catalyst Funds Management
Australia
Capital Fund Management (CFM)
1330
Capital Fund Management (CFM)
France
JFG
1331
Jefferies Financial Group
New York
SC
1332
SummitTX Capital
Texas
TF
1333
Trek Financial
Arizona
NWM
1334
Nicola Wealth Management
British Columbia, Canada
Tudor Investment Corp
1335
Tudor Investment Corp
Connecticut
DFCM
1336
Dark Forest Capital Management
Puerto Rico
BCI
1337
Blue Capital Inc
Nebraska
UBP
1338
Union Bancaire Privee
Switzerland
TC
1339
TwinBeech Capital
New York
WLG
1340
Williamson Legacy Group
Indiana
HI
1341
HBK Investments
Texas
GCM
1342
Garland Capital Management
Washington
QC
1343
Quantessence Capital
New York
XT
1344
XTX Topco
Cayman Islands
AWM
1345
Axxcess Wealth Management
California
FRM
1346
Fox Run Management
Connecticut
GCP
1347
GSA Capital Partners
United Kingdom
UFF
1348
USA Financial Formulas
Michigan
IA
1349
Integrity Alliance
Iowa
CIP
1350
Convergence Investment Partners
Florida