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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
RBC
426
Romano Brothers & Co
Illinois
$4.28M
NDSIB
427
North Dakota State Investment Board
North Dakota
$4.26M
BBVA
428
Banco Bilbao Vizcaya Argentaria
Spain
$4.24M
PAS
429
Park Avenue Securities
New York
$4.23M
PDL
430
Portfolio Design Labs
California
$4.21M
Brown Advisory
431
Brown Advisory
Maryland
$4.2M
UBS AM
432
UBS AM
Illinois
$4.17M
CIA
433
Concurrent Investment Advisors
Florida
$4.16M
UCFA
434
United Capital Financial Advisors
Texas
$4.15M
PL
435
Perpetual Ltd
Australia
$4.13M
ST
436
Spinnaker Trust
Maine
$4.12M
GIA
437
Gladstone Institutional Advisory
Florida
$4.12M
KAS
438
Kestra Advisory Services
Texas
$4.11M
AF
439
Allworth Financial
California
$4.09M
BFO
440
Boston Family Office
Massachusetts
$4.09M
NMIMC
441
Northwestern Mutual Investment Management Company
Wisconsin
$4.07M
TF
442
Trek Financial
Arizona
$3.99M
BIM
443
Brentview Investment Management
Illinois
$3.95M
SPFA
444
Summit Place Financial Advisors
New Jersey
$3.92M
SW
445
SteelPeak Wealth
California
$3.92M
A
446
Argentarii
Ohio
$3.92M
P8IP
447
Pier 88 Investment Partners
California
$3.9M
RA
448
Rational Advisors
New York
$3.9M
RBI
449
Raiffeisen Bank International
Austria
$3.89M
FCM
450
FJ Capital Management
Virginia
$3.89M