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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
PIA
726
Panoramic Investment Advisors
Colorado
$789K
VIM
727
Vinva Investment Management
Australia
$785K
FVWA
728
Foster Victor Wealth Advisors
South Carolina
$783K
IA
729
IFP Advisors
Florida
$781K
VF
730
Virtu Financial
New York
$774K
ABC
731
Associated Banc-Corp
Wisconsin
$773K
MWM
732
Manske Wealth Management
Texas
$770K
TCM
733
Tuttle Capital Management
Connecticut
$763K
CIA
734
Caerus Investment Advisors
Texas
$762K
WTC
735
WhitTier Trust Company
Nevada
$762K
DWM
736
Dogwood Wealth Management
Kansas
$762K
CFA
737
Churchill Financial Advisors
Kentucky
$760K
BIM
738
Baldwin Investment Management
Pennsylvania
$757K
CCA
739
Childress Capital Advisors
Texas
$753K
HI
740
Harbour Investments
Wisconsin
$744K
BBHC
741
Brown Brothers Harriman & Co
New York
$742K
SEP
742
Southland Equity Partners
Missouri
$733K
AWM
743
Aprio Wealth Management
Georgia
$730K
1WA
744
180 Wealth Advisors
Washington
$724K
GT
745
Glenview Trust
Kentucky
$724K
PCS
746
Personal CFO Solutions
New Jersey
$721K
CMMS
747
Comprehensive Money Management Services
Florida
$719K
CIM
748
Cambria Investment Management
California
$718K
RSA
749
River Street Advisors
Illinois
$713K
AFA
750
AA Financial Advisors
Ohio
$712K