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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
A
676
AlphaQuest
New York
$978K
RPCONE
677
Retirement Planning Company of New England
Rhode Island
$975K
PEA
678
Park Edge Advisors
Ohio
$974K
ATS
679
Ashton Thomas Securities
New York
$969K
SBF
680
Sara-Bay Financial
Florida
$965K
I
681
InceptionR
California
$961K
MC
682
Machina Capital
France
$957K
FCP
683
Fidelis Capital Partners
Florida
$955K
IA
684
Integrity Alliance
Iowa
$954K
FB
685
Finward Bancorp
Indiana
$946K
GWM
686
Geneos Wealth Management
Colorado
$943K
SIC
687
SJS Investment Consulting
Ohio
$941K
JSC
688
Jackson Square Capital
California
$933K
AWAG
689
ARS Wealth Advisors Group
Florida
$926K
IAG
690
Investment Advisory Group
Massachusetts
$913K
IAN
691
Integrated Advisors Network
Texas
$908K
PMG
692
ProVise Management Group
Florida
$905K
SPC
693
Sigma Planning Corp
Michigan
$903K
CAM
694
Cresset Asset Management
Illinois
$903K
MAS
695
Madden Advisory Services
Florida
$902K
LWAM
696
Legacy Wealth Asset Management
Minnesota
$897K
EWM
697
Empirical Wealth Management
Washington
$890K
VFA
698
Valeo Financial Advisors
Indiana
$884K
MGP
699
M&G plc
United Kingdom
$884K
EP
700
Edgestream Partners
New Jersey
$884K