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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
SW
1351
SMART Wealth
Nebraska
JWM
1352
Jackson Wealth Management
Florida
NWAG
1353
Net Worth Advisory Group
Utah
FC
1354
Farringdon Capital
United Kingdom
SIAG
1355
Safeguard Investment Advisory Group
California
CCP
1356
Carmel Capital Partners
California
WEG
1357
World Equity Group
Illinois
AI
1358
Atom Investors
Texas
PSFG
1359
Park Square Financial Group
Georgia
SRL
1360
Scientech Research LLC
New Jersey
MPM
1361
MBB Public Markets
Illinois
AGM
1362
Alpine Global Management
New York
CI
1363
Cherokee Insurance
Michigan
GWM
1364
Gitterman Wealth Management
New Jersey
ATC
1365
Argent Trust Co
Tennessee
HW
1366
Hancock Whitney
Mississippi
RSWM
1367
Robertson Stephens Wealth Management
California
PFC
1368
Phocas Financial Corp
California
BCMLT
1369
Beacon Capital Management LLC (Tennessee)
Tennessee
VEA
1370
Virtus ETF Advisers
New York
CIAM
1371
Caitong International Asset Management
Hong Kong
TPWA
1372
Twin Peaks Wealth Advisors
California
WTFG
1373
Wood Tarver Financial Group
Idaho
OWA
1374
Opal Wealth Advisors
New York
NC
1375
NewSquare Capital
Pennsylvania