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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
BPA
551
Beacon Pointe Advisors
California
$1.95M
WC
552
Waterloo Capital
Texas
$1.95M
MM
553
Morangie Management
Florida
$1.95M
AFA
554
American Financial Advisors
Georgia
$1.94M
JIR
555
James Investment Research
Ohio
$1.92M
YIH
556
Y-Intercept (HK)
Hong Kong
$1.91M
TE
557
Tema ETFs
New York
$1.89M
PA
558
Profund Advisors
Maryland
$1.89M
FFA
559
Farther Finance Advisors
California
$1.88M
NRI
560
NFP Retirement Inc
California
$1.88M
CA
561
Cullinan Associates
Kentucky
$1.87M
SCA
562
Snowden Capital Advisors
New York
$1.87M
SI
563
Stephens Inc
Arkansas
$1.86M
AAIM
564
American Assets Investment Management
California
$1.86M
PAM
565
Paradigm Asset Management
New York
$1.84M
B
566
Bailard
California
$1.84M
DWA
567
Dorsey Wright & Associates
California
$1.84M
FRA
568
Frank Rimerman Advisors
California
$1.83M
HNB
569
Huntington National Bank
Ohio
$1.83M
Baird Financial Group
570
Baird Financial Group
Wisconsin
$1.82M
GT
571
Greenleaf Trust
Michigan
$1.82M
BP
572
BNP Paribas
France
$1.82M
DT
573
Diversified Trust
Tennessee
$1.81M
CBA
574
Coastal Bridge Advisors
Connecticut
$1.78M
ACMA
575
Arbor Capital Management (Alaska)
Alaska
$1.76M