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Welltower

1,423 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 606 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
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
Cerity Partners
151
Cerity Partners
New York
$45.6M
FAF
152
Första AP-fonden
Sweden
$45M
II
153
IFM Investors
Australia
$44.9M
N
154
Natixis
France
$44M
Squarepoint
155
Squarepoint
New York
$44M
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$42.5M
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$41.7M
BSA
158
Braun Stacey Associates
New York
$41.6M
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$41.6M
LF
160
Lansforsakringar Fondforvaltning
Sweden
$40.5M
NW
161
NewEdge Wealth
Pennsylvania
$40.2M
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$40.2M
CI Investments Inc
163
CI Investments Inc
Ontario, Canada
$39.9M
EWA
164
EP Wealth Advisors
California
$39.8M
Creative Planning
165
Creative Planning
Kansas
$39.3M
TI
166
Tidal Investments
Wisconsin
$39.2M
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$38M
ZIG
168
Zurich Insurance Group
Switzerland
$37.3M
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$36.6M
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$36.2M
ASRS
171
Arizona State Retirement System
Arizona
$35.8M
SA
172
Sanctuary Advisors
Indiana
$35.7M
MGP
173
Metis Global Partners
California
$35.6M
Citadel Advisors
174
Citadel Advisors
Florida
$35.3M
NAM
175
Nissay Asset Management
Japan
$35.3M