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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
Osaic Holdings
151
Osaic Holdings
Arizona
$43.1M
KK
152
KLP Kapitalforvaltning
Norway
$42.8M
Citadel Advisors
153
Citadel Advisors
Florida
$42.8M
N
154
Natixis
France
$42.8M
TD Asset Management
155
TD Asset Management
Ontario, Canada
$42.7M
Cerity Partners
156
Cerity Partners
New York
$42.1M
FAF
157
Första AP-fonden
Sweden
$40.8M
II
158
IFM Investors
Australia
$40.7M
BSA
159
Braun Stacey Associates
New York
$40.4M
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$39.4M
NW
161
NewEdge Wealth
Pennsylvania
$38.8M
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$38.4M
HS
163
Hazelview Securities
Ontario, Canada
$38.3M
BNP Paribas Asset Management
164
BNP Paribas Asset Management
France
$38M
Bank Julius Baer & Co
165
Bank Julius Baer & Co
Switzerland
$37.7M
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$37.4M
TI
167
Tidal Investments
Wisconsin
$37.4M
CI Investments Inc
168
CI Investments Inc
Ontario, Canada
$37M
LF
169
Lansforsakringar Fondforvaltning
Sweden
$36.9M
Creative Planning
170
Creative Planning
Kansas
$35.8M
PP
171
Prudential plc
United Kingdom
$35.1M
EAM
172
Erste Asset Management
Austria
$34.4M
ASRS
173
Arizona State Retirement System
Arizona
$34M
MIM
174
MetLife Investment Management
New Jersey
$32.9M
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$32.8M