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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
WPI
826
Walter Public Investments
Canada
$557K
VA
827
Valmark Advisers
Ohio
$556K
MWM
828
Moran Wealth Management
Florida
$547K
MFGM
829
Marshall Financial Group (Maryland)
Maryland
$544K
SWM
830
Shrier Wealth Management
California
$537K
FT
831
Fiduciary Trust
Massachusetts
$527K
FH
832
FWG Holdings
Florida
$527K
SYBT
833
Stock Yards Bank & Trust
Kentucky
$522K
MG
834
Marex Group
$520K
MA
835
Mutual Advisors
Nebraska
$520K
QFW
836
QTR Family Wealth
Florida
$519K
WAM
837
Wakefield Asset Management
Colorado
$515K
HBT
838
Heartland Bank & Trust
Illinois
$515K
AA
839
Alta Advisers
United Kingdom
$507K
WA
840
Whipplewood Advisors
Colorado
$506K
SIA
841
Strategic Investment Advisors
Michigan
$501K
CAM
842
Covenant Asset Management
New Jersey
$501K
FMLI
843
Fukoku Mutual Life Insurance
Japan
$501K
RM
844
RCW Management
Florida
$497K
MG
845
Mather Group
Illinois
$497K
RYIA
846
Roehl & Yi Investment Advisors
Oregon
$496K
AA
847
ALPS Advisors
Colorado
$496K
PFT
848
Providence First Trust
Arizona
$496K
BC
849
Bowman & Company
Wisconsin
$495K
QWP
850
Quotient Wealth Partners
Texas
$494K