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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
CA
651
Continuum Advisory
Idaho
$1.13M +$28.4K +152 +3%
SF
652
Summit Financial
New Jersey
$1.13M +$31.4K +168 +3%
PSF
653
Pacific Sun Financial
California
$1.13M -$14K -75 -1%
EWA
654
EverSource Wealth Advisors
Alabama
$1.12M +$190K +1,017 +20%
QI
655
Qtron Investments
Massachusetts
$1.12M +$22.6K +121 +2%
DCM
656
Dudley Capital Management
Virginia
$1.12M
DW
657
Dodds Wealth
Colorado
$1.12M -$75.6K -405 -6%
HIA
658
Harbor Investment Advisory
Maryland
$1.11M +$522K +2,797 +88%
EI
659
Ellevest Inc
New York
$1.11M -$34.9K -187 -3%
BB
660
Busey Bank
Illinois
$1.08M +$8.22K +44 +0.8%
JIC
661
Johnson Investment Counsel
Ohio
$1.08M -$48.7K -261 -4%
AC
662
Apella Capital
Connecticut
$1.07M +$3.55K +19 +0.3%
LS
663
Livforsakringsbolaget Skandia
Sweden
$1.06M
FAMI
664
Fideuram Asset Management (Ireland)
$1.06M +$1.28M +6,842 New
DWT
665
Dorsey & Whitney Trust
South Dakota
$1.06M +$76.6K +410 +8%
TNBTD
666
Trustmark National Bank Trust Department
Mississippi
$1.05M -$8.22K -44 -0.8%
EPW
667
Evolve Private Wealth
California
$1.04M +$1.05M +5,616 New
CS
668
Capital Square
Tennessee
$1.03M -$600K -3,213 -37%
LK
669
Lumbard & Kellner
New Hampshire
$1.02M
FF
670
Friedenthal Financial
New Jersey
$1.02M +$1.02M +5,477 New
SC
671
Syon Capital
California
$1.02M +$4.67K +25 +0.5%
WANY
672
Wealthspire Advisors (New York)
New York
$1.01M +$386K +2,068 +62%
MM
673
MQS Management
New York
$1M +$1.01M +5,405 New
SCI
674
Stableford Capital II
Arizona
$1M -$47.6K -255 -5%
CIM
675
Contravisory Investment Management
Massachusetts
$1,000K -$42.8K -229 -4%