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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
Holders
1,428
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
MC
826
Moors & Cabot
Massachusetts
$566K
JSW
827
Journey Strategic Wealth
New Jersey
$565K
DAC
828
Dividend Assets Capital
South Carolina
$557K
WPI
829
Walter Public Investments
Canada
$557K
VA
830
Valmark Advisers
Ohio
$556K
MWM
831
Moran Wealth Management
Florida
$547K
MFGM
832
Marshall Financial Group (Maryland)
Maryland
$544K
SWM
833
Shrier Wealth Management
California
$537K
FT
834
Fiduciary Trust
Massachusetts
$527K
FH
835
FWG Holdings
Florida
$527K
SYBT
836
Stock Yards Bank & Trust
Kentucky
$522K
MG
837
Marex Group
$520K
MA
838
Mutual Advisors
Nebraska
$520K
QFW
839
QTR Family Wealth
Florida
$519K
WAM
840
Wakefield Asset Management
Colorado
$515K
HBT
841
Heartland Bank & Trust
Illinois
$515K
AA
842
Alta Advisers
United Kingdom
$507K
WA
843
Whipplewood Advisors
Colorado
$506K
SIA
844
Strategic Investment Advisors
Michigan
$501K
CAM
845
Covenant Asset Management
New Jersey
$501K
FMLI
846
Fukoku Mutual Life Insurance
Japan
$501K
RM
847
RCW Management
Florida
$497K
MG
848
Mather Group
Illinois
$497K
RYIA
849
Roehl & Yi Investment Advisors
Oregon
$496K
AA
850
ALPS Advisors
Colorado
$496K