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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
YIH
551
Y-Intercept (HK)
Hong Kong
$1.91M
TE
552
Tema ETFs
New York
$1.89M
PA
553
Profund Advisors
Maryland
$1.89M
FFA
554
Farther Finance Advisors
California
$1.88M
NRI
555
NFP Retirement Inc
California
$1.88M
CA
556
Cullinan Associates
Kentucky
$1.87M
SCA
557
Snowden Capital Advisors
New York
$1.87M
SI
558
Stephens Inc
Arkansas
$1.86M
AAIM
559
American Assets Investment Management
California
$1.86M
PAM
560
Paradigm Asset Management
New York
$1.84M
B
561
Bailard
California
$1.84M
DWA
562
Dorsey Wright & Associates
California
$1.84M
FRA
563
Frank Rimerman Advisors
California
$1.83M
HNB
564
Huntington National Bank
Ohio
$1.83M
Baird Financial Group
565
Baird Financial Group
Wisconsin
$1.82M
GT
566
Greenleaf Trust
Michigan
$1.82M
BP
567
BNP Paribas
France
$1.82M
DT
568
Diversified Trust
Tennessee
$1.81M
CBA
569
Coastal Bridge Advisors
Connecticut
$1.78M
ACMA
570
Arbor Capital Management (Alaska)
Alaska
$1.76M
HPWM
571
High Point Wealth Management
New Jersey
$1.74M
DA
572
Denali Advisors
California
$1.74M
WPC
573
Wedmont Private Capital
Pennsylvania
$1.72M
RWM
574
Ritholtz Wealth Management
New York
$1.71M
AFG
575
Atomi Financial Group
New York
$1.69M