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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
YIA
476
YHB Investment Advisors
Connecticut
$3.16M
BPIM
477
Brant Point Investment Management
New York
$3.16M
NP
478
Nilsine Partners
Colorado
$3.15M
CIA
479
Capital Investment Advisors
Georgia
$3.11M
BEI
480
Benjamin Edwards Inc
Missouri
$3.11M
HWM
481
HB Wealth Management
Georgia
$3.1M
Impax Asset Management Group
482
Impax Asset Management Group
United Kingdom
$3.07M
LCM
483
Liberty Capital Management
Michigan
$3.02M
ETC
484
Exchange Traded Concepts
Oklahoma
$3.01M
SVWAG
485
Sound View Wealth Advisors Group
Georgia
$3M
DADC
486
D.A. Davidson & Co
Montana
$2.98M
QCG
487
Quadrant Capital Group
Ohio
$2.97M
JSSH
488
J. Safra Sarasin Holding
$2.94M
HIS
489
Harvest Investment Services
Illinois
$2.93M
VCM
490
Verde Capital Management
Michigan
$2.92M
AFM
491
Anson Funds Management
Texas
$2.88M
SQA
492
Simon Quick Advisors
New Jersey
$2.85M
GI
493
GAMMA Investing
California
$2.83M
CG
494
Caprock Group
Idaho
$2.81M
MYLI
495
Meiji Yasuda Life Insurance
Japan
$2.8M
Two Sigma Advisers
496
Two Sigma Advisers
New York
$2.8M
CF
497
Centaurus Financial
California
$2.77M
SLI
498
Sumitomo Life Insurance
Japan
$2.75M
PS
499
Principal Securities
Iowa
$2.72M
XT
500
XTX Topco
Cayman Islands
$2.71M