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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
GRP
526
Global Retirement Partners
California
$2.3M
WB
527
WesBanco Bank
West Virginia
$2.27M
TM
528
Taproot Management
New York
$2.24M
STA
529
Summit Trail Advisors
New York
$2.24M
GT
530
Glenmede Trust
Pennsylvania
$2.23M
BIG
531
Brooklyn Investment Group
New York
$2.21M
GC
532
Grimes & Company
Massachusetts
$2.16M
JWCA
533
J.W. Cole Advisors
Florida
$2.12M
OIAM
534
OFI Invest Asset Management
France
$2.12M
MLM
535
Mount Lucas Management
Pennsylvania
$2.12M
GFM
536
GF Fund Management
China
$2.06M
OIA
537
OneDigital Investment Advisors
Kansas
$2.03M
LCM
538
LDR Capital Management
New York
$2.01M
BP
539
Ballentine Partners
Massachusetts
$2.01M
WG
540
Welch Group
Alabama
$1.99M
DA
541
Drake & Associates
Wisconsin
$1.99M
WFC
542
Western Financial Corp
California
$1.99M
RFN
543
RDA Financial Network
Iowa
$1.98M
VIA
544
Virtus Investment Advisers
Connecticut
$1.97M
BPA
545
Beacon Pointe Advisors
California
$1.95M
WC
546
Waterloo Capital
Texas
$1.95M
MM
547
Morangie Management
Florida
$1.95M
HAG
548
HighPoint Advisor Group
Illinois
$1.95M
AFA
549
American Financial Advisors
Georgia
$1.94M
JIR
550
James Investment Research
Ohio
$1.92M