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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
FHC
851
First Horizon Corporation
Tennessee
$489K
FG
852
Foresight Group
United Kingdom
$488K
WS
853
Wedbush Securities
California
$486K
LFM
854
LGT Fund Management
Liechtenstein
$483K
HIP
855
HUB Investment Partners
Texas
$481K
JCM
856
Jacobi Capital Management
Pennsylvania
$478K
VWA
857
Visionary Wealth Advisors
Illinois
$477K
CT
858
Chicago Trust
Illinois
$477K
BPWM
859
Badgley Phelps Wealth Managers
Washington
$477K
CG
860
Cynosure Group
Utah
$477K
4WM
861
44 Wealth Management
Oregon
$475K
EW
862
Evoke Wealth
California
$471K
GSEP
863
Golden State Equity Partners
California
$471K
RCP
864
Rothschild Capital Partners
New York
$468K
DCM
865
Driehaus Capital Management
Illinois
$468K
FCBT
866
First Citizens Bank & Trust
North Carolina
$468K
AA
867
ABC Arbitrage
France
$467K
MMA
868
Miracle Mile Advisors
California
$466K
CI
869
Corient IA
Florida
$464K
WT
870
Whittier Trust
California
$464K
HI
871
Hudock Inc
Pennsylvania
$463K
IA
872
IFG Advisory
Georgia
$462K
RPGNY
873
Retirement Planning Group (New York)
New York
$460K
SP
874
SmartHarvest Portfolios
Washington
$459K
GIM
875
Gold Investment Management
Alberta, Canada
$458K