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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
ECM
476
Everence Capital Management
Indiana
$3.18M
YIA
477
YHB Investment Advisors
Connecticut
$3.16M
BPIM
478
Brant Point Investment Management
New York
$3.16M
NP
479
Nilsine Partners
Colorado
$3.15M
CIA
480
Capital Investment Advisors
Georgia
$3.11M
BEI
481
Benjamin Edwards Inc
Missouri
$3.11M
HWM
482
HB Wealth Management
Georgia
$3.1M
Impax Asset Management Group
483
Impax Asset Management Group
United Kingdom
$3.07M
LCM
484
Liberty Capital Management
Michigan
$3.02M
ETC
485
Exchange Traded Concepts
Oklahoma
$3.01M
SVWAG
486
Sound View Wealth Advisors Group
Georgia
$3M
DADC
487
D.A. Davidson & Co
Montana
$2.98M
QCG
488
Quadrant Capital Group
Ohio
$2.97M
JSSH
489
J. Safra Sarasin Holding
$2.94M
HIS
490
Harvest Investment Services
Illinois
$2.93M
VCM
491
Verde Capital Management
Michigan
$2.92M
WIA
492
World Investment Advisors
California
$2.92M
AFM
493
Anson Funds Management
Texas
$2.88M
SQA
494
Simon Quick Advisors
New Jersey
$2.85M
GI
495
GAMMA Investing
California
$2.83M
CG
496
Caprock Group
Idaho
$2.81M
MYLI
497
Meiji Yasuda Life Insurance
Japan
$2.8M
Two Sigma Advisers
498
Two Sigma Advisers
New York
$2.8M
CF
499
Centaurus Financial
California
$2.77M
SLI
500
Sumitomo Life Insurance
Japan
$2.75M