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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
PS
501
Principal Securities
Iowa
$2.72M
XT
502
XTX Topco
Cayman Islands
$2.71M
ORC
503
O'Rourke & Company
Massachusetts
$2.7M
EIA
504
Edgemoor Investment Advisors
Maryland
$2.67M
CW
505
CreativeOne Wealth
Kansas
$2.66M
IAA
506
Independent Advisor Alliance
North Carolina
$2.64M
CCM
507
Coldstream Capital Management
Washington
$2.62M
BG
508
BDF Gestion
France
$2.61M
OSNBOA
509
Old Second National Bank of Aurora
Illinois
$2.6M
Bessemer Group
510
Bessemer Group
New Jersey
$2.58M
BCI
511
Blue Capital Inc
Nebraska
$2.56M
ACM
512
Advance Capital Management
Michigan
$2.55M
CL
513
Choreo LLC
Illinois
$2.52M
NFG
514
Nations Financial Group
Iowa
$2.51M
DF
515
Donoghue Forlines
Massachusetts
$2.49M
SPIA
516
Steward Partners Investment Advisory
New York
$2.48M
CGIM
517
Capital Group Investment Management
Singapore
$2.48M
SCTC
518
Sanibel Captiva Trust Company
Florida
$2.46M
PEAK6
519
PEAK6
Illinois
$2.45M
OTL
520
Oak Thistle LLC
New York
$2.45M
GBA
521
Garrison Bradford & Associates
New York
$2.45M
HFM
522
Hartford Funds Management
Pennsylvania
$2.43M
S
523
SignatureFD
Georgia
$2.42M
TCM
524
Twin Capital Management
Pennsylvania
$2.4M
NAM
525
NTV Asset Management
West Virginia
$2.38M