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Welltower

1,304 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 567 increasing their positions, 349 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

5.57% less ownership

Funds ownership: 98.81%93.24% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,304
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
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$32.8M
NAM
177
Nissay Asset Management
Japan
$32.5M
SOMRS
178
State of Michigan Retirement System
Michigan
$32.2M
UB
179
UMB Bank
Missouri
$32.1M
MGP
180
Metis Global Partners
California
$31.9M
Marshall Wace
181
Marshall Wace
United Kingdom
$30.8M
Ensign Peak Advisors
182
Ensign Peak Advisors
Utah
$30.6M
CNB
183
Czech National Bank
Czech Republic
$30.3M
MIF
184
Mediolanum International Funds
Ireland
$29.8M
SSA
185
Schonfeld Strategic Advisors
New York
$29.5M
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$29.4M
ZIG
187
Zurich Insurance Group
Switzerland
$29.2M
BIC
188
B&I Capital
Switzerland
$28.8M
GC
189
Guggenheim Capital
Illinois
$28.3M
Federated Hermes
190
Federated Hermes
Pennsylvania
$26.9M
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$26.2M
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$25.9M
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.7M
GAM
194
Gotham Asset Management
New York
$25.4M
TAF
195
Tredje AP-fonden
Sweden
$25.2M
DnB Asset Management
196
DnB Asset Management
Norway
$25.1M
WCM Investment Management
197
WCM Investment Management
California
$25M
AAF
198
Andra AP-fonden
Sweden
$24.5M
VAM
199
Vert Asset Management
California
$24.5M
VMPIC
200
Varma Mutual Pension Insurance Co
Finland
$24.4M