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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
CI
776
CX Institutional
Indiana
$650K
SW
777
Simplicity Wealth
New Jersey
$650K
SFGP
778
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$649K
DWM
779
Dakota Wealth Management
Florida
$649K
WFI
780
West Family Investments
California
$648K
VR
781
Valued Retirements
Texas
$647K
TCWA
782
Turtle Creek Wealth Advisors
Texas
$647K
BHCM
783
Brevan Howard Capital Management
Jersey
$647K
SAM
784
Strategy Asset Managers
California
$646K
NP
785
Ninepoint Partners
Ontario, Canada
$646K
CFCI
786
Comprehensive Financial Consultants Institutional
Indiana
$645K
WC
787
Westerkirk Capital
$644K
AWM
788
AE Wealth Management
Kansas
$644K
CI
789
Conning Inc
Connecticut
$644K
LAM
790
L2 Asset Management
Massachusetts
$642K
DG
791
DigitalBridge Group
Florida
$640K
BWP
792
Balboa Wealth Partners
Arizona
$640K
LSPW
793
Lake Street Private Wealth
Illinois
$639K
MFIM
794
Mesirow Financial Investment Management
Illinois
$639K
LC
795
LCNB Corp
Ohio
$630K
HAG
796
HF Advisory Group
Maryland
$629K
FMI
797
Frec Markets Inc
California
$627K
Koshinski Asset Management
798
Koshinski Asset Management
Illinois
$626K
PWW
799
Pettyjohn Wood & White
Virginia
$626K
UFF
800
USA Financial Formulas
Michigan
$625K