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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
VAS
351
Vestmark Advisory Solutions
Massachusetts
$6.79M
AM
352
AGF Management
Ontario, Canada
$6.78M
OCA
353
OpenArc Corporate Advisory
Georgia
$6.77M
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$6.65M
WA
355
Waverly Advisors
Alabama
$6.64M
LF
356
Longbow Finance
Switzerland
$6.62M
BMSSC
357
B. Metzler seel. Sohn & Co
Germany
$6.61M
BFM
358
Boothbay Fund Management
New York
$6.59M
KFP
359
KMG Fiduciary Partners
Ohio
$6.59M
FFA
360
Fairfield Financial Advisors
Massachusetts
$6.58M
LSERS
361
Louisiana State Employees Retirement System
Louisiana
$6.51M
APSI
362
Asset Planning Services Inc
Louisiana
$6.5M
DILIC
363
Dai-ichi Life Insurance Company
Japan
$6.44M
MSRPS
364
Maryland State Retirement & Pension System
Maryland
$6.43M
GIBU
365
Gulf International Bank (UK)
United Kingdom
$6.31M
VA
366
Vident Advisory
Georgia
$6.28M
BCM
367
Beck Capital Management
Texas
$6.28M
PFM
368
Patton Fund Management
Texas
$6.2M
SCM
369
Sterling Capital Management
North Carolina
$6.2M
Vontobel Holding
370
Vontobel Holding
Switzerland
$6.19M
BF
371
BOK Financial
Oklahoma
$6.18M
IP
372
Indivisible Partners
Florida
$6.15M
WHG
373
Westwood Holdings Group
Texas
$6.12M
SCM
374
Stevens Capital Management
Pennsylvania
$6.08M
BCI
375
Brinker Capital Investments
Pennsylvania
$6.05M