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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
SFGP
776
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$649K
DWM
777
Dakota Wealth Management
Florida
$649K
WFI
778
West Family Investments
California
$648K
VR
779
Valued Retirements
Texas
$647K
TCWA
780
Turtle Creek Wealth Advisors
Texas
$647K
BHCM
781
Brevan Howard Capital Management
Jersey
$647K
SAM
782
Strategy Asset Managers
California
$646K
NP
783
Ninepoint Partners
Ontario, Canada
$646K
CFCI
784
Comprehensive Financial Consultants Institutional
Indiana
$645K
WC
785
Westerkirk Capital
$644K
AWM
786
AE Wealth Management
Kansas
$644K
CI
787
Conning Inc
Connecticut
$644K
LAM
788
L2 Asset Management
Massachusetts
$642K
DG
789
DigitalBridge Group
Florida
$640K
BWP
790
Balboa Wealth Partners
Arizona
$640K
LSPW
791
Lake Street Private Wealth
Illinois
$639K
MFIM
792
Mesirow Financial Investment Management
Illinois
$639K
LC
793
LCNB Corp
Ohio
$630K
HAG
794
HF Advisory Group
Maryland
$629K
FMI
795
Frec Markets Inc
California
$627K
Koshinski Asset Management
796
Koshinski Asset Management
Illinois
$626K
PWW
797
Pettyjohn Wood & White
Virginia
$626K
UFF
798
USA Financial Formulas
Michigan
$625K
ASN
799
Advisory Services Network
Georgia
$624K
HKIMG
800
Hutchens & Kramer Investment Management Group
Indiana
$611K