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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
CCP
1351
Carmel Capital Partners
California
WEG
1352
World Equity Group
Illinois
AI
1353
Atom Investors
Texas
PSFG
1354
Park Square Financial Group
Georgia
SRL
1355
Scientech Research LLC
New Jersey
MPM
1356
MBB Public Markets
Illinois
AGM
1357
Alpine Global Management
New York
CI
1358
Cherokee Insurance
Michigan
GWM
1359
Gitterman Wealth Management
New Jersey
ATC
1360
Argent Trust Co
Tennessee
HW
1361
Hancock Whitney
Mississippi
RSWM
1362
Robertson Stephens Wealth Management
California
PFC
1363
Phocas Financial Corp
California
BCMLT
1364
Beacon Capital Management LLC (Tennessee)
Tennessee
VEA
1365
Virtus ETF Advisers
New York
CIAM
1366
Caitong International Asset Management
Hong Kong
TPWA
1367
Twin Peaks Wealth Advisors
California
WTFG
1368
Wood Tarver Financial Group
Idaho
OWA
1369
Opal Wealth Advisors
New York
NC
1370
NewSquare Capital
Pennsylvania
SO
1371
Sierra Ocean
California
PMFA
1372
Plante Moran Financial Advisors
Michigan
MWM
1373
MorganRosel Wealth Management
Colorado
GPFA
1374
Game Plan Financial Advisors
Ohio
RAM
1375
Riggs Asset Management
Pennsylvania