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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.1M
VRS
127
Virginia Retirement Systems
Virginia
$59.7M
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$58.7M
MDSL
129
M.D. Sass LLC
New York
$58.2M
APG Asset Management
130
APG Asset Management
Netherlands
$58.1M
BTCPP
131
Border to Coast Pensions Partnership
United Kingdom
$57.9M
UIC
132
Uniplan Investment Counsel
Wisconsin
$57.9M
LPL Financial
133
LPL Financial
California
$57.2M
BC
134
Brookfield Corp
Ontario, Canada
$56.6M
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$55.5M
Capital Research Global Investors
136
Capital Research Global Investors
California
$54.6M
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$54.3M
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$53.6M
WorldQuant Millennium Advisors
139
WorldQuant Millennium Advisors
New York
$53.2M
Acadian Asset Management
140
Acadian Asset Management
Massachusetts
$52M
SG Americas Securities
141
SG Americas Securities
New York
$51.2M
CIM
142
Corda Investment Management
Texas
$51.1M
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$50.6M
CIBC World Market
144
CIBC World Market
Ontario, Canada
$50.2M
FMI
145
Factory Mutual Insurance
Massachusetts
$47.5M
CBU
146
CIBC Bancorp USA
Illinois
$47.2M
Fidelity International
147
Fidelity International
Bermuda
$46.6M
Stifel Financial
148
Stifel Financial
Missouri
$45.8M
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$45.2M
SMDAM
150
Sumitomo Mitsui DS Asset Management
Japan
$44.2M