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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
GA
201
GRS Advisors
Illinois
$23.8M
ProShare Advisors
202
ProShare Advisors
Maryland
$23.6M
NIM
203
NEOS Investment Management
Connecticut
$23.4M
Skandinaviska Enskilda Banken (SEB)
204
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.1M
GLF
205
Groupe la Francaise
France
$23M
AB
206
Amalgamated Bank
New York
$22.8M
AssetMark Inc
207
AssetMark Inc
California
$22.4M
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$22.3M
TIAA Trust, National Association
209
TIAA Trust, National Association
North Carolina
$22M
OCBCO
210
Oversea-Chinese Banking Corp (OCBC)
Singapore
$21.6M
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$21.6M
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$21.5M
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$21.4M
KOCAA
214
Knights of Columbus Asset Advisors
Connecticut
$21.1M
Calamos Advisors
215
Calamos Advisors
Illinois
$21.1M
QCM
216
Quantinno Capital Management
New York
$20.5M
VI
217
Vestcor Inc
New Brunswick, Canada
$20.4M
DPL
218
Danica Pension Livsforsikrings
$20.3M
Jones Financial Companies
219
Jones Financial Companies
Missouri
$20.1M
UIM
220
USS Investment Management
United Kingdom
$19.9M
URS
221
Utah Retirement Systems
Utah
$19.7M
EI
222
Ethic Inc
New York
$19.4M
PFSRSONJ
223
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.3M
Mariner
224
Mariner
Kansas
$19.3M
NAAA
225
New Age Alpha Advisors
New York
$19.2M