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Welltower

1,319 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, 579 increasing their positions, 353 reducing their positions, and 84 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

5.48% less ownership

Funds ownership: 98.9%93.43% (-5.5%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,319
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
AGM
1376
Alpine Global Management
New York
CI
1377
Cherokee Insurance
Michigan
GWM
1378
Gitterman Wealth Management
New Jersey
ATC
1379
Argent Trust Co
Tennessee
HW
1380
Hancock Whitney
Mississippi
RSWM
1381
Robertson Stephens Wealth Management
California
PFC
1382
Phocas Financial Corp
California
BCMLT
1383
Beacon Capital Management LLC (Tennessee)
Tennessee
VEA
1384
Virtus ETF Advisers
New York
CIAM
1385
Caitong International Asset Management
Hong Kong
TPWA
1386
Twin Peaks Wealth Advisors
California
WTFG
1387
Wood Tarver Financial Group
Idaho
OWA
1388
Opal Wealth Advisors
New York
NC
1389
NewSquare Capital
Pennsylvania
SO
1390
Sierra Ocean
California
PMFA
1391
Plante Moran Financial Advisors
Michigan
MWM
1392
MorganRosel Wealth Management
Colorado
GPFA
1393
Game Plan Financial Advisors
Ohio
RAM
1394
Riggs Asset Management
Pennsylvania
WCM
1395
WealthTrak Capital Management
Virginia
TIM
1396
Total Investment Management
Arizona
TCM
1397
Traub Capital Management
Massachusetts
GC
1398
GFG Capital
Florida
SC
1399
Stephens Consulting
Michigan
AWM
1400
Atticus Wealth Management
Florida