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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
ORC
501
O'Rourke & Company
Massachusetts
$2.7M
EIA
502
Edgemoor Investment Advisors
Maryland
$2.67M
CW
503
CreativeOne Wealth
Kansas
$2.66M
IAA
504
Independent Advisor Alliance
North Carolina
$2.64M
CCM
505
Coldstream Capital Management
Washington
$2.62M
BG
506
BDF Gestion
France
$2.61M
OSNBOA
507
Old Second National Bank of Aurora
Illinois
$2.6M
WIA
508
World Investment Advisors
California
$2.6M
Bessemer Group
509
Bessemer Group
New Jersey
$2.58M
BCI
510
Blue Capital Inc
Nebraska
$2.56M
ACM
511
Advance Capital Management
Michigan
$2.55M
CL
512
Choreo LLC
Illinois
$2.52M
NFG
513
Nations Financial Group
Iowa
$2.51M
DF
514
Donoghue Forlines
Massachusetts
$2.49M
SPIA
515
Steward Partners Investment Advisory
New York
$2.48M
CGIM
516
Capital Group Investment Management
Singapore
$2.48M
SCTC
517
Sanibel Captiva Trust Company
Florida
$2.46M
PEAK6
518
PEAK6
Illinois
$2.45M
OTL
519
Oak Thistle LLC
New York
$2.45M
GBA
520
Garrison Bradford & Associates
New York
$2.45M
HFM
521
Hartford Funds Management
Pennsylvania
$2.43M
S
522
SignatureFD
Georgia
$2.42M
TCM
523
Twin Capital Management
Pennsylvania
$2.4M
NAM
524
NTV Asset Management
West Virginia
$2.38M
PFS
525
Prospera Financial Services
Texas
$2.31M