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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
VMPIC
201
Varma Mutual Pension Insurance Co
Finland
$24.4M
WA
202
WestEnd Advisors
North Carolina
$24.2M
GA
203
GRS Advisors
Illinois
$23.8M
ProShare Advisors
204
ProShare Advisors
Maryland
$23.6M
NIM
205
NEOS Investment Management
Connecticut
$23.4M
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.1M
GLF
207
Groupe la Francaise
France
$23M
AB
208
Amalgamated Bank
New York
$22.8M
AssetMark Inc
209
AssetMark Inc
California
$22.4M
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$22.3M
SLAM
211
Swiss Life Asset Management
$22.3M
TIAA Trust, National Association
212
TIAA Trust, National Association
North Carolina
$22M
OCBCO
213
Oversea-Chinese Banking Corp (OCBC)
Singapore
$21.6M
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$21.6M
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$21.5M
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$21.4M
KOCAA
217
Knights of Columbus Asset Advisors
Connecticut
$21.1M
Calamos Advisors
218
Calamos Advisors
Illinois
$21.1M
QCM
219
Quantinno Capital Management
New York
$20.5M
VI
220
Vestcor Inc
New Brunswick, Canada
$20.4M
DPL
221
Danica Pension Livsforsikrings
$20.3M
Jones Financial Companies
222
Jones Financial Companies
Missouri
$20.1M
UIM
223
USS Investment Management
United Kingdom
$19.9M
URS
224
Utah Retirement Systems
Utah
$19.7M
EI
225
Ethic Inc
New York
$19.4M