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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
HCM
601
Highview Capital Management
Illinois
$1.41M
SWA
602
Sax Wealth Advisors
New Jersey
$1.4M
FRM
603
Fox Run Management
Connecticut
$1.4M
TWC
604
TD Waterhouse Canada
Ontario, Canada
$1.37M
CA
605
Clearstead Advisors
Ohio
$1.37M
SAM
606
Smartleaf Asset Management
Massachusetts
$1.37M
PCA
607
Purkiss Capital Advisors
Connecticut
$1.36M
DC
608
Davenport & Co
Virginia
$1.35M
SFS
609
Stiles Financial Services
Minnesota
$1.34M
IMRF
610
Illinois Municipal Retirement Fund
Illinois
$1.33M
KWM
611
Kingsview Wealth Management
Oregon
$1.32M
PF
612
Phoenix Financial
Israel
$1.32M
PA
613
Parallel Advisors
California
$1.32M
ANBT
614
American National Bank & Trust
Texas
$1.31M
CBTWT
615
Community Bank & Trust (Waco, Texas)
Texas
$1.31M
MQWP
616
Morey & Quinn Wealth Partners
Nebraska
$1.3M
WA
617
Wealth Architects
California
$1.29M
GLA
618
Great Lakes Advisors
Illinois
$1.28M
SWP
619
Sagespring Wealth Partners
Tennessee
$1.28M
EH
620
Equitable Holdings
New York
$1.28M
CA
621
Commerzbank Aktiengesellschaft
Germany
$1.25M
AWM
622
Apollon Wealth Management
South Carolina
$1.25M
VFA
623
Values First Advisors
Tennessee
$1.25M
CCA
624
Checchi Capital Advisers
California
$1.24M
CI
625
Cigna Investments
Connecticut
$1.23M