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Welltower

1,405 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 598 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
$461M
Puts
$354M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AM
351
AGF Management
Ontario, Canada
$6.78M
OCA
352
OpenArc Corporate Advisory
Georgia
$6.77M
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$6.65M
WA
354
Waverly Advisors
Alabama
$6.64M
LF
355
Longbow Finance
Switzerland
$6.62M
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$6.61M
BFM
357
Boothbay Fund Management
New York
$6.59M
KFP
358
KMG Fiduciary Partners
Ohio
$6.59M
FFA
359
Fairfield Financial Advisors
Massachusetts
$6.58M
LSERS
360
Louisiana State Employees Retirement System
Louisiana
$6.51M
APSI
361
Asset Planning Services Inc
Louisiana
$6.5M
DILIC
362
Dai-ichi Life Insurance Company
Japan
$6.44M
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$6.43M
GIBU
364
Gulf International Bank (UK)
United Kingdom
$6.31M
VA
365
Vident Advisory
Georgia
$6.28M
BCM
366
Beck Capital Management
Texas
$6.28M
PFM
367
Patton Fund Management
Texas
$6.2M
SCM
368
Sterling Capital Management
North Carolina
$6.2M
Vontobel Holding
369
Vontobel Holding
Switzerland
$6.19M
BF
370
BOK Financial
Oklahoma
$6.18M
IP
371
Indivisible Partners
Florida
$6.15M
WHG
372
Westwood Holdings Group
Texas
$6.12M
SCM
373
Stevens Capital Management
Pennsylvania
$6.08M
BCI
374
Brinker Capital Investments
Pennsylvania
$6.05M
AAM
375
Azzad Asset Management
Virginia
$6.02M