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
RPCONE
676
Retirement Planning Company of New England
Rhode Island
$975K
PEA
677
Park Edge Advisors
Ohio
$974K
ATS
678
Ashton Thomas Securities
New York
$969K
SBF
679
Sara-Bay Financial
Florida
$965K
I
680
InceptionR
California
$961K
MC
681
Machina Capital
France
$957K
FCP
682
Fidelis Capital Partners
Florida
$955K
IA
683
Integrity Alliance
Iowa
$954K
FB
684
Finward Bancorp
Indiana
$946K
GWM
685
Geneos Wealth Management
Colorado
$943K
SIC
686
SJS Investment Consulting
Ohio
$941K
JSC
687
Jackson Square Capital
California
$933K
AWAG
688
ARS Wealth Advisors Group
Florida
$926K
IAG
689
Investment Advisory Group
Massachusetts
$913K
IAN
690
Integrated Advisors Network
Texas
$908K
PMG
691
ProVise Management Group
Florida
$905K
SPC
692
Sigma Planning Corp
Michigan
$903K
CAM
693
Cresset Asset Management
Illinois
$903K
MAS
694
Madden Advisory Services
Florida
$902K
LWAM
695
Legacy Wealth Asset Management
Minnesota
$897K
EWM
696
Empirical Wealth Management
Washington
$890K
VFA
697
Valeo Financial Advisors
Indiana
$884K
MGP
698
M&G plc
United Kingdom
$884K
EP
699
Edgestream Partners
New Jersey
$884K
SMA
700
Sage Mountain Advisors
Georgia
$878K