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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
GT
751
Glenview Trust
Kentucky
$724K +$16.4K +88 +2%
PCS
752
Personal CFO Solutions
New Jersey
$721K +$232K +1,240 +47%
CMMS
753
Comprehensive Money Management Services
Florida
$719K
CIM
754
Cambria Investment Management
California
$718K +$187 +1 +0%
RSA
755
River Street Advisors
Illinois
$713K +$19.2K +103 +3%
AFA
756
AA Financial Advisors
Ohio
$712K +$54K +289 +8%
ZBNA
757
Zions Bancorporation, National Association
Utah
$706K +$297K +1,589 +72%
GVAG
758
Great Valley Advisor Group
Delaware
$706K +$747 +4 +0.1%
EFS
759
Essex Financial Services
Connecticut
$703K +$144K +771 +26%
FC
760
Farringdon Capital
United Kingdom
$695K +$699K +3,745 New
BWM
761
Buckley Wealth Management
Nevada
$694K +$698K +3,738 New
BFG
762
Beto Financial Group
Idaho
$692K +$690K +3,694 New
AAS
763
Ameritas Advisory Services
Nebraska
$690K +$149K +799 +27%
PCG
764
Prosperity Consulting Group
Maryland
$689K +$176K +940 +34%
CH
765
CDKV Holdings
Colorado
$689K +$132K +708 New
BRWA
766
B. Riley Wealth Advisors
Florida
$681K +$113K +605 +20%
SFA
767
Souders Financial Advisors
Ohio
$681K +$151K +811 +28%
CSC
768
Caldwell Sutter Capital
California
$673K -$10.8K -58 -2%
PAM
769
Panagora Asset Management
Massachusetts
$673K
CA
770
CoreCap Advisors
Michigan
$671K +$40K +214 +6%
AAP
771
Arax Advisory Partners
Colorado
$670K -$1.75M -9,386 -72%
HSA
772
HBK Sorce Advisory
Pennsylvania
$663K +$3.74K +20 +0.6%
FWP
773
Family Wealth Partners
North Carolina
$662K +$374 +2 +0.1%
PPG
774
Peak Planning Group
Colorado
$661K +$1.12K +6 +0.2%
VHAM
775
Van Hulzen Asset Management
California
$661K -$56K -300 -8%