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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
ITG
801
Index Technologies Group
New York
$611K
SCM
802
Shelton Capital Management
Colorado
$608K
PWMG
803
Pinnacle Wealth Management Group
Michigan
$608K
SOS
804
Silver Oak Securities
Tennessee
$604K
SWA
805
SFMG Wealth Advisors
Texas
$604K
BHA
806
Beech Hill Advisors
New York
$603K
SPC
807
Spirepoint Private Client
Florida
$600K
GS
808
GWN Securities
Florida
$596K
OWP
809
Obermeyer Wealth Partners
Colorado
$595K
TPCW
810
TD Private Client Wealth
New York
$592K
MPWT
811
MassMutual Private Wealth & Trust
Connecticut
$589K
KFGK
812
Keystone Financial Group (Kentucky)
Kentucky
$587K
WIM
813
Warwick Investment Management
Texas
$586K
MHC
814
May Hill Capital
Massachusetts
$582K
HI
815
Hendershot Investments
Virginia
$580K
MFWP
816
Mosaic Family Wealth Partners
Missouri
$578K
HH
817
Hilltop Holdings
Texas
$573K
BTI
818
Blue Trust Inc
Georgia
$571K
RL
819
Retireful LLC
Michigan
$571K
WA
820
Waddell & Associates
Tennessee
$570K
MC
821
Moors & Cabot
Massachusetts
$566K
JSW
822
Journey Strategic Wealth
New Jersey
$565K
DAC
823
Dividend Assets Capital
South Carolina
$557K
WPI
824
Walter Public Investments
Canada
$557K
VA
825
Valmark Advisers
Ohio
$556K