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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
IWC
676
Integrated Wealth Concepts
Massachusetts
$998K -$785K -4,204 -44%
MMG
677
Monetary Management Group
Missouri
$993K -$46.7K -250 -4%
IG
678
ING Group
Netherlands
$992K -$6.06M -32,466 -86%
CIS
679
Custom Index Systems
New York
$992K -$462K -2,476 -32%
A
680
AlphaQuest
New York
$978K -$913K -4,886 -48%
RPCONE
681
Retirement Planning Company of New England
Rhode Island
$975K -$2.8K -15 -0.3%
PEA
682
Park Edge Advisors
Ohio
$974K +$980K +5,248 New
ATS
683
Ashton Thomas Securities
New York
$969K +$311K +1,663 +47%
SBF
684
Sara-Bay Financial
Florida
$965K -$3.92K -21 -0.4%
I
685
InceptionR
California
$961K +$967K +5,177 New
MC
686
Machina Capital
France
$957K -$3.23M -17,317 -77%
FCP
687
Fidelis Capital Partners
Florida
$955K +$83.3K +446 +9%
IA
688
Integrity Alliance
Iowa
$954K +$960K +5,139 New
FB
689
Finward Bancorp
Indiana
$946K -$53.2K -285 -5%
GWM
690
Geneos Wealth Management
Colorado
$943K -$62.9K -337 -6%
SIC
691
SJS Investment Consulting
Ohio
$941K +$3.55K +19 +0.4%
JSC
692
Jackson Square Capital
California
$933K +$20.4K +109 +2%
AWAG
693
ARS Wealth Advisors Group
Florida
$926K
IAG
694
Investment Advisory Group
Massachusetts
$913K
IAN
695
Integrated Advisors Network
Texas
$908K -$20K -107 -2%
PMG
696
ProVise Management Group
Florida
$905K -$747 -4 -0.1%
SPC
697
Sigma Planning Corp
Michigan
$903K -$640K -3,425 -41%
CAM
698
Cresset Asset Management
Illinois
$903K -$2.06K -11 -0.2%
MAS
699
Madden Advisory Services
Florida
$902K -$24.7K -132 -3%
LWAM
700
Legacy Wealth Asset Management
Minnesota
$897K -$114K -609 -11%