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