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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
EWM
701
Empirical Wealth Management
Washington
$890K -$5.6K -30 -0.6%
VFA
702
Valeo Financial Advisors
Indiana
$884K +$43K +230 +5%
MGP
703
M&G plc
United Kingdom
$884K -$120K -642 -12%
EP
704
Edgestream Partners
New Jersey
$884K -$1.84M -9,876 -67%
SMA
705
Sage Mountain Advisors
Georgia
$878K +$115K +618 +15%
CIBC Private Wealth Group
706
CIBC Private Wealth Group
Georgia
$878K +$338K +1,812 +62%
LWM
707
LongView Wealth Management
Georgia
$876K -$48.4K -259 -5%
LAIC
708
Lederer & Associates Investment Counsel
California
$863K -$18.7K -100 -2%
PPWP
709
Premier Path Wealth Partners
New Jersey
$859K +$12.5K +67 +1%
PI
710
PineBridge Investments
New York
$852K -$1.31M -7,019 -60%
PP
711
PDS Planning
Ohio
$850K +$47.1K +252 +6%
MT
712
Midwest Trust
Kansas
$849K -$513K -2,748 -38%
FFA
713
Florida Financial Advisors
Florida
$848K +$109K +586 +15%
FC
714
Fulcrum Capital
Washington
$842K -$138K -738 -14%
FAT
715
First American Trust
California
$839K +$1.31K +7 +0.2%
FPAS
716
Focus Partners Advisor Solutions
Missouri
$836K -$489K -2,619 -37%
LI
717
LRI Investments
Florida
$835K -$4.67K -25 -0.6%
JIC
718
Joel Isaacson & Co
New York
$832K +$15.5K +83 +2%
BA
719
Bard Associates
Illinois
$823K -$65.9K -353 -7%
ESC
720
Eurizon SLJ Capital
$822K +$827K +4,427 New
TBA
721
Tower Bridge Advisors
Pennsylvania
$821K
IWM
722
IHT Wealth Management
Illinois
$821K +$7.84K +42 +1%
PIM
723
Plato Investment Management
Australia
$819K
AW
724
Alteri Wealth
California
$819K -$194K -1,041 -19%
ISL
725
Ingalls & Snyder LLC
New York
$816K