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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
ASN
801
Advisory Services Network
Georgia
$624K
HKIMG
802
Hutchens & Kramer Investment Management Group
Indiana
$611K
ITG
803
Index Technologies Group
New York
$611K
SCM
804
Shelton Capital Management
Colorado
$608K
PWMG
805
Pinnacle Wealth Management Group
Michigan
$608K
SOS
806
Silver Oak Securities
Tennessee
$604K
SWA
807
SFMG Wealth Advisors
Texas
$604K
BHA
808
Beech Hill Advisors
New York
$603K
SPC
809
Spirepoint Private Client
Florida
$600K
GS
810
GWN Securities
Florida
$596K
OWP
811
Obermeyer Wealth Partners
Colorado
$595K
TPCW
812
TD Private Client Wealth
New York
$592K
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$589K
KFGK
814
Keystone Financial Group (Kentucky)
Kentucky
$587K
WIM
815
Warwick Investment Management
Texas
$586K
MHC
816
May Hill Capital
Massachusetts
$582K
HI
817
Hendershot Investments
Virginia
$580K
MFWP
818
Mosaic Family Wealth Partners
Missouri
$578K
HH
819
Hilltop Holdings
Texas
$573K
BTI
820
Blue Trust Inc
Georgia
$571K
RL
821
Retireful LLC
Michigan
$571K
WA
822
Waddell & Associates
Tennessee
$570K
MC
823
Moors & Cabot
Massachusetts
$566K
JSW
824
Journey Strategic Wealth
New Jersey
$565K
DAC
825
Dividend Assets Capital
South Carolina
$557K