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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
API
451
Asset Planning Inc
California
$3.69M
CPCPP
452
Canada Post Corporation Pension Plan
Canada
$3.69M
GDP
453
Great Diamond Partners
Maine
$3.62M
JG
454
Jain Global
New York
$3.6M
LM
455
Lincluden Management
Ontario, Canada
$3.58M
KA
456
Kintegral Advisory
New York
$3.58M
CTA
457
Chesley Taft & Associates
Illinois
$3.56M
SFA
458
Sequoia Financial Advisors
Ohio
$3.53M
TC
459
TwinBeech Capital
New York
$3.53M
CI
460
Capital International
California
$3.51M
LNWTC
461
Laird Norton Wetherby Trust Company
Washington
$3.49M
SAM
462
Securian Asset Management
Minnesota
$3.45M
FTWA
463
Fifth Third Wealth Advisors
Ohio
$3.43M
MSA
464
MUFG Securities Americas
New York
$3.43M
NA
465
NewEdge Advisors
Louisiana
$3.43M
SP
466
Sarasin & Partners
United Kingdom
$3.42M
HFM
467
Harvest Fund Management
China
$3.4M
WI
468
Wahed Invest
New York
$3.36M
VSQM
469
V-Square Quantitative Management
Illinois
$3.36M
HCM
470
Hilton Capital Management
New York
$3.34M
KCM
471
Kornitzer Capital Management
Kansas
$3.32M
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.27M
MK
473
MASTERINVEST Kapitalanlage
$3.25M
OC
474
Oppenheimer & Co
New York
$3.23M
MAS
475
Meeder Advisory Services
Ohio
$3.19M