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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
MWM
826
Moran Wealth Management
Florida
$547K
MFGM
827
Marshall Financial Group (Maryland)
Maryland
$544K
SWM
828
Shrier Wealth Management
California
$537K
FT
829
Fiduciary Trust
Massachusetts
$527K
FH
830
FWG Holdings
Florida
$527K
SYBT
831
Stock Yards Bank & Trust
Kentucky
$522K
MG
832
Marex Group
$520K
MA
833
Mutual Advisors
Nebraska
$520K
QFW
834
QTR Family Wealth
Florida
$519K
WAM
835
Wakefield Asset Management
Colorado
$515K
HBT
836
Heartland Bank & Trust
Illinois
$515K
AA
837
Alta Advisers
United Kingdom
$507K
WA
838
Whipplewood Advisors
Colorado
$506K
SIA
839
Strategic Investment Advisors
Michigan
$501K
CAM
840
Covenant Asset Management
New Jersey
$501K
FMLI
841
Fukoku Mutual Life Insurance
Japan
$501K
RM
842
RCW Management
Florida
$497K
MG
843
Mather Group
Illinois
$497K
RYIA
844
Roehl & Yi Investment Advisors
Oregon
$496K
AA
845
ALPS Advisors
Colorado
$496K
PFT
846
Providence First Trust
Arizona
$496K
BC
847
Bowman & Company
Wisconsin
$495K
QWP
848
Quotient Wealth Partners
Texas
$494K
HIC
849
Hartline Investment Corp
Illinois
$492K
CAL
850
Capital Analysts LLC
Pennsylvania
$491K