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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

152% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 83

49% more repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 407

30% more call options, than puts

Call options by funds: $461M | Put options by funds: $354M

13% more capital invested

Capital invested by funds: $111B → $126B (+$14.3B)

8% more funds holding

Funds holding: 1,3281,428 (+100)

5.02% more ownership

Funds ownership: 93.55%98.57% (+5%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
1,428
Holders Change
+100
Holders Change %
+7.53%
% of All Funds
17.38%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.32%
New
209
Increased
608
Reduced
407
Closed
83
Calls
$461M
Puts
$354M
Net Calls
+$107M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$810K +$8.03K +43 +1%
JCIA
727
Jackson Creek Investment Advisors
Colorado
$803K -$13.1K -70 -2%
FAM
728
Fairtree Asset Management
South Africa
$796K +$2.99K +16 +0.4%
HCM
729
Howard Capital Management
Georgia
$792K +$4.11K +22 +0.5%
DJSG
730
D.J. St. Germain
Massachusetts
$792K -$39K -209 -5%
PIA
731
Panoramic Investment Advisors
Colorado
$789K
VIM
732
Vinva Investment Management
Australia
$785K +$780K +4,177 New
FVWA
733
Foster Victor Wealth Advisors
South Carolina
$783K +$764K +4,091 New
IA
734
IFP Advisors
Florida
$781K +$156K +836 +25%
VF
735
Virtu Financial
New York
$774K +$779K +4,171 New
ABC
736
Associated Banc-Corp
Wisconsin
$773K -$47.8K -256 -6%
MWM
737
Manske Wealth Management
Texas
$770K -$44.1K -236 -5%
RCAG
738
Rehmann Capital Advisory Group
Michigan
$763K +$120K +640 +18%
TCM
739
Tuttle Capital Management
Connecticut
$763K -$160K -857 -17%
CIA
740
Caerus Investment Advisors
Texas
$762K -$93.9K -503 -11%
WTC
741
WhitTier Trust Company
Nevada
$762K +$24.3K +130 +3%
DWM
742
Dogwood Wealth Management
Kansas
$762K -$65.2K -349 -8%
CFA
743
Churchill Financial Advisors
Kentucky
$760K +$765K +4,095 New
BIM
744
Baldwin Investment Management
Pennsylvania
$757K
CCA
745
Childress Capital Advisors
Texas
$753K +$192K +1,026 +34%
HI
746
Harbour Investments
Wisconsin
$744K -$11K -59 -1%
BBHC
747
Brown Brothers Harriman & Co
New York
$742K +$278K +1,489 +59%
SEP
748
Southland Equity Partners
Missouri
$733K +$5.42K +29 +0.7%
AWM
749
Aprio Wealth Management
Georgia
$730K +$357K +1,910 +94%
1WA
750
180 Wealth Advisors
Washington
$724K -$549K -2,940 -43%