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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
WA
201
WestEnd Advisors
North Carolina
$24.2M
GA
202
GRS Advisors
Illinois
$23.8M
ProShare Advisors
203
ProShare Advisors
Maryland
$23.6M
NIM
204
NEOS Investment Management
Connecticut
$23.4M
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.1M
GLF
206
Groupe la Francaise
France
$23M
AB
207
Amalgamated Bank
New York
$22.8M
AssetMark Inc
208
AssetMark Inc
California
$22.4M
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$22.3M
SLAML
210
Swiss Life Asset Management Ltd
$22.3M
TIAA Trust, National Association
211
TIAA Trust, National Association
North Carolina
$22M
OCBCO
212
Oversea-Chinese Banking Corp (OCBC)
Singapore
$21.6M
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$21.6M
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$21.5M
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$21.4M
KOCAA
216
Knights of Columbus Asset Advisors
Connecticut
$21.1M
Calamos Advisors
217
Calamos Advisors
Illinois
$21.1M
QCM
218
Quantinno Capital Management
New York
$20.5M
VI
219
Vestcor Inc
New Brunswick, Canada
$20.4M
DPL
220
Danica Pension Livsforsikrings
$20.3M
Jones Financial Companies
221
Jones Financial Companies
Missouri
$20.1M
UIM
222
USS Investment Management
United Kingdom
$19.9M
URS
223
Utah Retirement Systems
Utah
$19.7M
EI
224
Ethic Inc
New York
$19.4M
PFSRSONJ
225
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.3M