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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

152% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 83

49% more repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 407

30% more call options, than puts

Call options by funds: $461M | Put options by funds: $354M

13% more capital invested

Capital invested by funds: $111B → $126B (+$14.3B)

8% more funds holding

Funds holding: 1,3281,428 (+100)

5.02% more ownership

Funds ownership: 93.55%98.57% (+5%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
1,428
Holders Change
+100
Holders Change %
+7.53%
% of All Funds
17.38%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.32%
New
209
Increased
608
Reduced
407
Closed
83
Calls
$461M
Puts
$354M
Net Calls
+$107M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Apollon Wealth Management
South Carolina
$1.25M +$219K +1,171 +21%
VFA
627
Values First Advisors
Tennessee
$1.25M +$89.8K +481 +8%
CCA
628
Checchi Capital Advisers
California
$1.24M -$79.9K -428 -6%
CI
629
Cigna Investments
Connecticut
$1.23M +$16.8K +90 +1%
KWA
630
Kingswood Wealth Advisors
California
$1.23M +$7.28K +39 +0.6%
PWM
631
Perigon Wealth Management
California
$1.23M +$84K +450 +7%
GFA
632
Gallagher Fiduciary Advisors
Illinois
$1.21M +$45.4K +243 +4%
LFAS
633
Level Four Advisory Services
Texas
$1.21M +$19.6K +105 +2%
ECM
634
Evergreen Capital Management
Washington
$1.21M +$395K +2,114 +48%
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$1.2M -$108K -576 -8%
RIG
636
RiverFront Investment Group
Virginia
$1.19M +$11.8K +63 +1%
RIA
637
Richwood Investment Advisors
Ohio
$1.19M -$32.7K -175 -3%
SC
638
Saturna Capital
Washington
$1.18M +$14.9K +80 +1%
IEFM
639
IQ EQ Fund Management
Ireland
$1.18M +$57.5K +308 +5%
BWP
640
BSW Wealth Partners
Colorado
$1.17M +$69.5K +372 +6%
PCM
641
Penserra Capital Management
California
$1.17M -$105K -564 -8%
HFS
642
Hantz Financial Services
Michigan
$1.17M +$62.9K +337 +6%
MWM
643
Modern Wealth Management
Kansas
$1.16M +$6.91K +37 +0.6%
TYCC
644
Texas Yale Capital Corp
Florida
$1.16M +$49.1K +263 +4%
Parallax Volatility Advisers
645
Parallax Volatility Advisers
California
$1.16M +$1.17M +6,247 New
PCIA
646
Prime Capital Investment Advisors
Kansas
$1.16M +$82.7K +443 +8%
SWP
647
Stratos Wealth Partners
Ohio
$1.15M +$155K +829 +15%
GS
648
GTS Securities
New York
$1.14M +$551K +2,949 +92%
AIP
649
Ameritas Investment Partners
Nebraska
$1.14M +$8.78K +47 +0.8%
GCS
650
Gordian Capital (Singapore)
Singapore
$1.13M +$93.4K +500 +9%