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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
SMDAM
151
Sumitomo Mitsui DS Asset Management
Japan
$44.2M
Osaic Holdings
152
Osaic Holdings
Arizona
$43.1M
KK
153
KLP Kapitalforvaltning
Norway
$42.8M
Citadel Advisors
154
Citadel Advisors
Florida
$42.8M
N
155
Natixis
France
$42.8M
TD Asset Management
156
TD Asset Management
Ontario, Canada
$42.7M
Cerity Partners
157
Cerity Partners
New York
$42.1M
FAF
158
Första AP-fonden
Sweden
$40.8M
II
159
IFM Investors
Australia
$40.7M
BSA
160
Braun Stacey Associates
New York
$40.4M
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$39.4M
NW
162
NewEdge Wealth
Pennsylvania
$38.8M
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$38.4M
HS
164
Hazelview Securities
Ontario, Canada
$38.3M
BNP Paribas Asset Management
165
BNP Paribas Asset Management
France
$38M
Bank Julius Baer & Co
166
Bank Julius Baer & Co
Switzerland
$37.7M
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$37.4M
TI
168
Tidal Investments
Wisconsin
$37.4M
CI Investments Inc
169
CI Investments Inc
Ontario, Canada
$37M
LF
170
Lansforsakringar Fondforvaltning
Sweden
$36.9M
Creative Planning
171
Creative Planning
Kansas
$35.8M
GAM
172
Groupama Asset Management
France
$35.4M
PP
173
Prudential plc
United Kingdom
$35.1M
EAM
174
Erste Asset Management
Austria
$34.4M
ASRS
175
Arizona State Retirement System
Arizona
$34M