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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
II
151
IFM Investors
Australia
$44.9M
N
152
Natixis
France
$44M
Squarepoint
153
Squarepoint
New York
$44M
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$42.5M
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$41.7M
BSA
156
Braun Stacey Associates
New York
$41.6M
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$41.6M
LF
158
Lansforsakringar Fondforvaltning
Sweden
$40.5M
NW
159
NewEdge Wealth
Pennsylvania
$40.2M
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$40.2M
CI Investments Inc
161
CI Investments Inc
Ontario, Canada
$39.9M
EWA
162
EP Wealth Advisors
California
$39.8M
Creative Planning
163
Creative Planning
Kansas
$39.3M
TI
164
Tidal Investments
Wisconsin
$39.2M
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$38M
ZIG
166
Zurich Insurance Group
Switzerland
$37.3M
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$36.6M
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$36.2M
ASRS
169
Arizona State Retirement System
Arizona
$35.8M
SA
170
Sanctuary Advisors
Indiana
$35.7M
MGP
171
Metis Global Partners
California
$35.6M
Citadel Advisors
172
Citadel Advisors
Florida
$35.3M
NAM
173
Nissay Asset Management
Japan
$35.3M
EAM
174
Erste Asset Management
Austria
$34.6M
MIM
175
MetLife Investment Management
New Jersey
$34.1M