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
PCP
1351
Proficio Capital Partners
Massachusetts
SPA
1352
Sherbrooke Park Advisers
New York
GCM
1353
Graham Capital Management
Connecticut
BAM
1354
Belpointe Asset Management
Nevada
FCA
1355
Fortis Capital Advisors
Kansas
IC
1356
Iconiq Capital
California
NRD
1357
Nebula Research & Development
New York
SW
1358
SMART Wealth
Nebraska
JWM
1359
Jackson Wealth Management
Florida
NWAG
1360
Net Worth Advisory Group
Utah
FC
1361
Farringdon Capital
United Kingdom
SIAG
1362
Safeguard Investment Advisory Group
California
CCP
1363
Carmel Capital Partners
California
WEG
1364
World Equity Group
Illinois
AI
1365
Atom Investors
Texas
PSFG
1366
Park Square Financial Group
Georgia
SRL
1367
Scientech Research LLC
New Jersey
MPM
1368
MBB Public Markets
Illinois
AGM
1369
Alpine Global Management
New York
CI
1370
Cherokee Insurance
Michigan
GWM
1371
Gitterman Wealth Management
New Jersey
ATC
1372
Argent Trust Co
Tennessee
HW
1373
Hancock Whitney
Mississippi
RSWM
1374
Robertson Stephens Wealth Management
California
PFC
1375
Phocas Financial Corp
California