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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
PFS
526
Prospera Financial Services
Texas
$2.31M
GRP
527
Global Retirement Partners
California
$2.3M
WB
528
WesBanco Bank
West Virginia
$2.27M
TM
529
Taproot Management
New York
$2.24M
STA
530
Summit Trail Advisors
New York
$2.24M
GT
531
Glenmede Trust
Pennsylvania
$2.23M
BIG
532
Brooklyn Investment Group
New York
$2.21M
GC
533
Grimes & Company
Massachusetts
$2.16M
JWCA
534
J.W. Cole Advisors
Florida
$2.12M
OIAM
535
OFI Invest Asset Management
France
$2.12M
MLM
536
Mount Lucas Management
Pennsylvania
$2.12M
GFM
537
GF Fund Management
China
$2.06M
OIA
538
OneDigital Investment Advisors
Kansas
$2.03M
LCM
539
LDR Capital Management
New York
$2.01M
BP
540
Ballentine Partners
Massachusetts
$2.01M
WG
541
Welch Group
Alabama
$1.99M
DA
542
Drake & Associates
Wisconsin
$1.99M
WFC
543
Western Financial Corp
California
$1.99M
RFN
544
RDA Financial Network
Iowa
$1.98M
VIA
545
Virtus Investment Advisers
Connecticut
$1.97M
BPA
546
Beacon Pointe Advisors
California
$1.95M
WC
547
Waterloo Capital
Texas
$1.95M
MM
548
Morangie Management
Florida
$1.95M
HAG
549
HighPoint Advisor Group
Illinois
$1.95M
AFA
550
American Financial Advisors
Georgia
$1.94M