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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
QT
601
Quantbot Technologies
New York
$1.46M
PFPG
602
Pinnacle Financial Partners (Georgia)
Georgia
$1.46M
SC
603
Savant Capital
Illinois
$1.44M
AA
604
Ancora Advisors
Ohio
$1.42M
HCM
605
Highview Capital Management
Illinois
$1.41M
SWA
606
Sax Wealth Advisors
New Jersey
$1.4M
FRM
607
Fox Run Management
Connecticut
$1.4M
TWC
608
TD Waterhouse Canada
Ontario, Canada
$1.37M
CA
609
Clearstead Advisors
Ohio
$1.37M
SAM
610
Smartleaf Asset Management
Massachusetts
$1.37M
PCA
611
Purkiss Capital Advisors
Connecticut
$1.36M
DC
612
Davenport & Co
Virginia
$1.35M
SFS
613
Stiles Financial Services
Minnesota
$1.34M
IMRF
614
Illinois Municipal Retirement Fund
Illinois
$1.33M
KWM
615
Kingsview Wealth Management
Oregon
$1.32M
PF
616
Phoenix Financial
Israel
$1.32M
PA
617
Parallel Advisors
California
$1.32M
ANBT
618
American National Bank & Trust
Texas
$1.31M
CBTWT
619
Community Bank & Trust (Waco, Texas)
Texas
$1.31M
MQWP
620
Morey & Quinn Wealth Partners
Nebraska
$1.3M
WA
621
Wealth Architects
California
$1.29M
GLA
622
Great Lakes Advisors
Illinois
$1.28M
SWP
623
Sagespring Wealth Partners
Tennessee
$1.28M
EH
624
Equitable Holdings
New York
$1.28M
CA
625
Commerzbank Aktiengesellschaft
Germany
$1.25M