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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
FMI
801
Frec Markets Inc
California
$627K +$630K +3,375 New
Koshinski Asset Management
802
Koshinski Asset Management
Illinois
$626K +$84.4K +452 +15%
PWW
803
Pettyjohn Wood & White
Virginia
$626K +$32.5K +174 +5%
UFF
804
USA Financial Formulas
Michigan
$625K +$629K +3,366 New
ASN
805
Advisory Services Network
Georgia
$624K +$181K +968 +40%
HKIMG
806
Hutchens & Kramer Investment Management Group
Indiana
$611K -$28.9K -155 -4%
ITG
807
Index Technologies Group
New York
$611K +$615K +3,294 New
SCM
808
Shelton Capital Management
Colorado
$608K
PWMG
809
Pinnacle Wealth Management Group
Michigan
$608K -$7.84K -42 -1%
SOS
810
Silver Oak Securities
Tennessee
$604K +$90K +482 +18%
SWA
811
SFMG Wealth Advisors
Texas
$604K -$14K -75 -2%
BHA
812
Beech Hill Advisors
New York
$603K
SPC
813
Spirepoint Private Client
Florida
$600K +$70.4K +377 +13%
GS
814
GWN Securities
Florida
$596K +$99K +530 +20%
OWP
815
Obermeyer Wealth Partners
Colorado
$595K -$11.4K -61 -2%
TPCW
816
TD Private Client Wealth
New York
$592K +$2.8K +15 +0.5%
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$589K +$29.1K +156 +5%
KFGK
818
Keystone Financial Group (Kentucky)
Kentucky
$587K +$47.6K +255 +9%
WIM
819
Warwick Investment Management
Texas
$586K +$71.9K +385 +14%
HI
820
Hendershot Investments
Virginia
$580K -$22.4K -120 -4%
MFWP
821
Mosaic Family Wealth Partners
Missouri
$578K -$560 -3 -0.1%
HH
822
Hilltop Holdings
Texas
$573K +$16.6K +89 +3%
BTI
823
Blue Trust Inc
Georgia
$571K -$24.1K -129 -4%
RL
824
Retireful LLC
Michigan
$571K +$567K +3,036 New
WA
825
Waddell & Associates
Tennessee
$570K