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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
DJSG
726
D.J. St. Germain
Massachusetts
$792K
PIA
727
Panoramic Investment Advisors
Colorado
$789K
VIM
728
Vinva Investment Management
Australia
$785K
FVWA
729
Foster Victor Wealth Advisors
South Carolina
$783K
IA
730
IFP Advisors
Florida
$781K
VF
731
Virtu Financial
New York
$774K
ABC
732
Associated Banc-Corp
Wisconsin
$773K
MWM
733
Manske Wealth Management
Texas
$770K
RCAG
734
Rehmann Capital Advisory Group
Michigan
$763K
TCM
735
Tuttle Capital Management
Connecticut
$763K
CIA
736
Caerus Investment Advisors
Texas
$762K
WTC
737
WhitTier Trust Company
Nevada
$762K
DWM
738
Dogwood Wealth Management
Kansas
$762K
CFA
739
Churchill Financial Advisors
Kentucky
$760K
BIM
740
Baldwin Investment Management
Pennsylvania
$757K
CCA
741
Childress Capital Advisors
Texas
$753K
HI
742
Harbour Investments
Wisconsin
$744K
BBHC
743
Brown Brothers Harriman & Co
New York
$742K
SEP
744
Southland Equity Partners
Missouri
$733K
AWM
745
Aprio Wealth Management
Georgia
$730K
1WA
746
180 Wealth Advisors
Washington
$724K
GT
747
Glenview Trust
Kentucky
$724K
PCS
748
Personal CFO Solutions
New Jersey
$721K
CMMS
749
Comprehensive Money Management Services
Florida
$719K
CIM
750
Cambria Investment Management
California
$718K