We are live on ! Find out more
WELL icon

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
Holders
1,428
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
HFM
526
Hartford Funds Management
Pennsylvania
$2.43M
S
527
SignatureFD
Georgia
$2.42M
TCM
528
Twin Capital Management
Pennsylvania
$2.4M
NAM
529
NTV Asset Management
West Virginia
$2.38M
PFS
530
Prospera Financial Services
Texas
$2.31M
GRP
531
Global Retirement Partners
California
$2.3M
WB
532
WesBanco Bank
West Virginia
$2.27M
TM
533
Taproot Management
New York
$2.24M
STA
534
Summit Trail Advisors
New York
$2.24M
GT
535
Glenmede Trust
Pennsylvania
$2.23M
BIG
536
Brooklyn Investment Group
New York
$2.21M
GC
537
Grimes & Company
Massachusetts
$2.16M
IFG
538
Independent Financial Group
California
$2.14M
JWCA
539
J.W. Cole Advisors
Florida
$2.12M
OIAM
540
OFI Invest Asset Management
France
$2.12M
MLM
541
Mount Lucas Management
Pennsylvania
$2.12M
GFM
542
GF Fund Management
China
$2.06M
OIA
543
OneDigital Investment Advisors
Kansas
$2.03M
LCM
544
LDR Capital Management
New York
$2.01M
BP
545
Ballentine Partners
Massachusetts
$2.01M
WG
546
Welch Group
Alabama
$1.99M
DA
547
Drake & Associates
Wisconsin
$1.99M
WFC
548
Western Financial Corp
California
$1.99M
RFN
549
RDA Financial Network
Iowa
$1.98M
VIA
550
Virtus Investment Advisers
Connecticut
$1.97M