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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
DCM
651
Dudley Capital Management
Virginia
$1.12M
DW
652
Dodds Wealth
Colorado
$1.12M
HIA
653
Harbor Investment Advisory
Maryland
$1.11M
EI
654
Ellevest Inc
New York
$1.11M
BB
655
Busey Bank
Illinois
$1.08M
JIC
656
Johnson Investment Counsel
Ohio
$1.08M
AC
657
Apella Capital
Connecticut
$1.07M
LS
658
Livforsakringsbolaget Skandia
Sweden
$1.06M
FAMI
659
Fideuram Asset Management (Ireland)
$1.06M
DWT
660
Dorsey & Whitney Trust
South Dakota
$1.06M
TNBTD
661
Trustmark National Bank Trust Department
Mississippi
$1.05M
EPW
662
Evolve Private Wealth
California
$1.04M
CS
663
Capital Square
Tennessee
$1.03M
LK
664
Lumbard & Kellner
New Hampshire
$1.02M
FF
665
Friedenthal Financial
New Jersey
$1.02M
SC
666
Syon Capital
California
$1.02M
WANY
667
Wealthspire Advisors (New York)
New York
$1.01M
MM
668
MQS Management
New York
$1M
SCI
669
Stableford Capital II
Arizona
$1M
CIM
670
Contravisory Investment Management
Massachusetts
$1,000K
IWC
671
Integrated Wealth Concepts
Massachusetts
$998K
MMG
672
Monetary Management Group
Missouri
$993K
IG
673
ING Group
Netherlands
$992K
CIS
674
Custom Index Systems
New York
$992K
A
675
AlphaQuest
New York
$978K