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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
RMS
401
Retirement Management Systems
Maryland
$4.88M
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$4.88M
LCM
403
Landscape Capital Management
New Jersey
$4.78M
AP
404
Advisors Preferred
Maryland
$4.76M
IMPI
405
Ilmarinen Mutual Pension Insurance
Finland
$4.73M
AWA
406
Arkadios Wealth Advisors
Georgia
$4.72M
BCV
407
Banque Cantonale Vaudoise
Switzerland
$4.68M
TCM
408
Thames Capital Management
New Jersey
$4.68M
AUB
409
Atlantic Union Bankshares
Virginia
$4.66M
BFG
410
Bleakley Financial Group
New Jersey
$4.55M
CFO
411
Callan Family Office
Pennsylvania
$4.55M
GI
412
GAMCO Investors
Connecticut
$4.49M
TMAM
413
Tokio Marine Asset Management
Japan
$4.48M
SFI
414
Siemens Fonds Invest
Germany
$4.47M
AG
415
Ascent Group
Virginia
$4.47M
UBP
416
Union Bancaire Privee
Switzerland
$4.45M
HI
417
Horizon Investments
North Carolina
$4.43M
OAM
418
Ostrum Asset Management
France
$4.4M
WCA
419
Westover Capital Advisors
Delaware
$4.4M
CB
420
Commerce Bank
Missouri
$4.36M
Assenagon Asset Management
421
Assenagon Asset Management
Luxembourg
$4.36M
PAG
422
Private Advisor Group
New Jersey
$4.35M
RBC
423
Romano Brothers & Co
Illinois
$4.28M
NDSIB
424
North Dakota State Investment Board
North Dakota
$4.26M
BBVA
425
Banco Bilbao Vizcaya Argentaria
Spain
$4.24M