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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
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$661K +$665K +3,561 New
FLPIM
777
F.L. Putnam Investment Management
Massachusetts
$660K +$374 +2 +0.1%
TFIPS
778
Towarzystwo Funduszy Inwestycyjnych PZU SA
$659K +$67.2K +360 +11%
KP
779
Keel Point
Alabama
$651K +$36.4K +195 +6%
CI
780
CX Institutional
Indiana
$650K +$43.1K +231 +7%
SW
781
Simplicity Wealth
New Jersey
$650K +$134K +716 +26%
SFGP
782
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$649K +$4.3K +23 +0.7%
DWM
783
Dakota Wealth Management
Florida
$649K +$653K +3,497 New
WFI
784
West Family Investments
California
$648K
VR
785
Valued Retirements
Texas
$647K +$109K +584 +20%
TCWA
786
Turtle Creek Wealth Advisors
Texas
$647K +$85K +455 +15%
BHCM
787
Brevan Howard Capital Management
Jersey
$647K +$651K +3,484 New
SAM
788
Strategy Asset Managers
California
$646K +$6.91K +37 +1%
NP
789
Ninepoint Partners
Ontario, Canada
$646K +$376K +2,013 +137%
CFCI
790
Comprehensive Financial Consultants Institutional
Indiana
$645K
WC
791
Westerkirk Capital
$644K -$1.22M -6,529 -65%
AWM
792
AE Wealth Management
Kansas
$644K +$52.9K +283 +9%
CI
793
Conning Inc
Connecticut
$644K +$25.4K +136 +4%
LAM
794
L2 Asset Management
Massachusetts
$642K +$58.6K +314 +10%
DG
795
DigitalBridge Group
Florida
$640K -$65.4K -350 -9%
BWP
796
Balboa Wealth Partners
Arizona
$640K -$15.3K -82 -2%
LSPW
797
Lake Street Private Wealth
Illinois
$639K +$560 +3 +0.1%
MFIM
798
Mesirow Financial Investment Management
Illinois
$639K -$15.9K -85 -2%
LC
799
LCNB Corp
Ohio
$630K -$32.5K -174 -5%
HAG
800
HF Advisory Group
Maryland
$629K -$56.4K -302 -8%