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Welltower

1,405 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 598 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
MUAMU
1426
Mitsubishi UFJ Asset Management (UK)
United Kingdom
BJL
1427
Brighton Jones LLC
Washington
MFS
1428
Mattson Financial Services
Michigan
FTUS
1429
Flow Traders U.S.
New York
IWA
1430
IBEX Wealth Advisors
New Jersey
FF
1431
Fluent Financial
Texas
SGI
1432
Summit Global Investments
Utah
LFA
1433
Legacy Financial Advisors
Kentucky
FC
1434
FORA Capital
Florida
CIP
1435
Capital Insight Partners
Arizona
BFA
1436
Brown Financial Advisors
Ohio
Fiera Capital (Canada)
1437
Fiera Capital (Canada)
Quebec, Canada
IF
1438
Intrua Financial
Texas
Group One Trading
1439
Group One Trading
Illinois
CFG
1440
Copley Financial Group
California
Caisse de Depot et Placement du Quebec (CDPQ)
1441
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
P
1442
Pitcairn
Pennsylvania
AWA
1443
A4 Wealth Advisors
North Carolina
OMC
1444
Old Mission Capital
Illinois
BF
1445
Brucke Financial
Indiana
FCM
1446
Fieldview Capital Management
Michigan
Q
1447
QVR
California
CCIA
1448
Campbell & Co Investment Adviser
Maryland
MSCM
1449
McElhenny Sheffield Capital Management
Texas
CTI
1450
Community Trust & Investment
Kentucky