WELL icon

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
SWA
601
Sax Wealth Advisors
New Jersey
$1.4M
FRM
602
Fox Run Management
Connecticut
$1.4M
TWC
603
TD Waterhouse Canada
Ontario, Canada
$1.37M
CA
604
Clearstead Advisors
Ohio
$1.37M
SAM
605
Smartleaf Asset Management
Massachusetts
$1.37M
PCA
606
Purkiss Capital Advisors
Connecticut
$1.36M
DC
607
Davenport & Co
Virginia
$1.35M
SFS
608
Stiles Financial Services
Minnesota
$1.34M
IMRF
609
Illinois Municipal Retirement Fund
Illinois
$1.33M
KWM
610
Kingsview Wealth Management
Oregon
$1.32M
PF
611
Phoenix Financial
Israel
$1.32M
PA
612
Parallel Advisors
California
$1.32M
ANBT
613
American National Bank & Trust
Texas
$1.31M
CBTWT
614
Community Bank & Trust (Waco, Texas)
Texas
$1.31M
MQWP
615
Morey & Quinn Wealth Partners
Nebraska
$1.3M
WA
616
Wealth Architects
California
$1.29M
GLA
617
Great Lakes Advisors
Illinois
$1.28M
SWP
618
Sagespring Wealth Partners
Tennessee
$1.28M
EH
619
Equitable Holdings
New York
$1.28M
CA
620
Commerzbank Aktiengesellschaft
Germany
$1.25M
AWM
621
Apollon Wealth Management
South Carolina
$1.25M
VFA
622
Values First Advisors
Tennessee
$1.25M
CCA
623
Checchi Capital Advisers
California
$1.24M
CI
624
Cigna Investments
Connecticut
$1.23M
KWA
625
Kingswood Wealth Advisors
California
$1.23M