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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
NAM
176
Nissay Asset Management
Japan
$32.5M
SOMRS
177
State of Michigan Retirement System
Michigan
$32.2M
UB
178
UMB Bank
Missouri
$32.1M
MGP
179
Metis Global Partners
California
$31.9M
Marshall Wace
180
Marshall Wace
United Kingdom
$30.8M
Ensign Peak Advisors
181
Ensign Peak Advisors
Utah
$30.6M
CNB
182
Czech National Bank
Czech Republic
$30.3M
MIF
183
Mediolanum International Funds
Ireland
$29.8M
SSA
184
Schonfeld Strategic Advisors
New York
$29.5M
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$29.4M
ZIG
186
Zurich Insurance Group
Switzerland
$29.2M
BIC
187
B&I Capital
Switzerland
$28.8M
GC
188
Guggenheim Capital
Illinois
$28.3M
Federated Hermes
189
Federated Hermes
Pennsylvania
$26.9M
Bank of Nova Scotia
190
Bank of Nova Scotia
Ontario, Canada
$26.2M
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$25.9M
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.7M
GAM
193
Gotham Asset Management
New York
$25.4M
TAF
194
Tredje AP-fonden
Sweden
$25.2M
DnB Asset Management
195
DnB Asset Management
Norway
$25.1M
WCM Investment Management
196
WCM Investment Management
California
$25M
AAF
197
Andra AP-fonden
Sweden
$24.5M
VAM
198
Vert Asset Management
California
$24.5M
VMPIC
199
Varma Mutual Pension Insurance Co
Finland
$24.4M
WA
200
WestEnd Advisors
North Carolina
$24.2M