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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
PDL
426
Portfolio Design Labs
California
$4.21M
Brown Advisory
427
Brown Advisory
Maryland
$4.2M
UBS AM
428
UBS AM
Illinois
$4.17M
CIA
429
Concurrent Investment Advisors
Florida
$4.16M
UCFA
430
United Capital Financial Advisors
Texas
$4.15M
PL
431
Perpetual Ltd
Australia
$4.13M
ST
432
Spinnaker Trust
Maine
$4.12M
GIA
433
Gladstone Institutional Advisory
Florida
$4.12M
KAS
434
Kestra Advisory Services
Texas
$4.11M
AF
435
Allworth Financial
California
$4.09M
BFO
436
Boston Family Office
Massachusetts
$4.09M
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$4.07M
TF
438
Trek Financial
Arizona
$3.99M
BIM
439
Brentview Investment Management
Illinois
$3.95M
SPFA
440
Summit Place Financial Advisors
New Jersey
$3.92M
SW
441
SteelPeak Wealth
California
$3.92M
A
442
Argentarii
Ohio
$3.92M
RA
443
Rational Advisors
New York
$3.9M
P8IP
444
Pier 88 Investment Partners
California
$3.9M
RBI
445
Raiffeisen Bank International
Austria
$3.89M
FCM
446
FJ Capital Management
Virginia
$3.89M
OAC
447
OMERS Administration Corp
Ontario, Canada
$3.75M
TRCT
448
Tower Research Capital (TRC)
New York
$3.73M
BL
449
Bleichroeder LP
New York
$3.71M
API
450
Asset Planning Inc
California
$3.69M