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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
PAS
426
Park Avenue Securities
New York
$4.23M
PDL
427
Portfolio Design Labs
California
$4.21M
Brown Advisory
428
Brown Advisory
Maryland
$4.2M
UBS AM
429
UBS AM
Illinois
$4.17M
CIA
430
Concurrent Investment Advisors
Florida
$4.16M
UCFA
431
United Capital Financial Advisors
Texas
$4.15M
PL
432
Perpetual Ltd
Australia
$4.13M
ST
433
Spinnaker Trust
Maine
$4.12M
GIA
434
Gladstone Institutional Advisory
Florida
$4.12M
KAS
435
Kestra Advisory Services
Texas
$4.11M
AF
436
Allworth Financial
California
$4.09M
BFO
437
Boston Family Office
Massachusetts
$4.09M
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$4.07M
TF
439
Trek Financial
Arizona
$3.99M
BIM
440
Brentview Investment Management
Illinois
$3.95M
SPFA
441
Summit Place Financial Advisors
New Jersey
$3.92M
SW
442
SteelPeak Wealth
California
$3.92M
A
443
Argentarii
Ohio
$3.92M
RA
444
Rational Advisors
New York
$3.9M
P8IP
445
Pier 88 Investment Partners
California
$3.9M
RBI
446
Raiffeisen Bank International
Austria
$3.89M
FCM
447
FJ Capital Management
Virginia
$3.89M
OAC
448
OMERS Administration Corp
Ontario, Canada
$3.75M
TRCT
449
Tower Research Capital (TRC)
New York
$3.73M
BL
450
Bleichroeder LP
New York
$3.71M