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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
JIR
551
James Investment Research
Ohio
$1.92M
YIH
552
Y-Intercept (HK)
Hong Kong
$1.91M
TE
553
Tema ETFs
New York
$1.89M
PA
554
Profund Advisors
Maryland
$1.89M
FFA
555
Farther Finance Advisors
California
$1.88M
NRI
556
NFP Retirement Inc
California
$1.88M
CA
557
Cullinan Associates
Kentucky
$1.87M
SCA
558
Snowden Capital Advisors
New York
$1.87M
SI
559
Stephens Inc
Arkansas
$1.86M
AAIM
560
American Assets Investment Management
California
$1.86M
PAM
561
Paradigm Asset Management
New York
$1.84M
B
562
Bailard
California
$1.84M
DWA
563
Dorsey Wright & Associates
California
$1.84M
FRA
564
Frank Rimerman Advisors
California
$1.83M
HNB
565
Huntington National Bank
Ohio
$1.83M
Baird Financial Group
566
Baird Financial Group
Wisconsin
$1.82M
GT
567
Greenleaf Trust
Michigan
$1.82M
BP
568
BNP Paribas
France
$1.82M
DT
569
Diversified Trust
Tennessee
$1.81M
CBA
570
Coastal Bridge Advisors
Connecticut
$1.78M
ACMA
571
Arbor Capital Management (Alaska)
Alaska
$1.76M
HPWM
572
High Point Wealth Management
New Jersey
$1.74M
DA
573
Denali Advisors
California
$1.74M
WPC
574
Wedmont Private Capital
Pennsylvania
$1.72M
RWM
575
Ritholtz Wealth Management
New York
$1.71M