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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
PFT
851
Providence First Trust
Arizona
$496K
BC
852
Bowman & Company
Wisconsin
$495K
QWP
853
Quotient Wealth Partners
Texas
$494K
HIC
854
Hartline Investment Corp
Illinois
$492K
CAL
855
Capital Analysts LLC
Pennsylvania
$491K
FHC
856
First Horizon Corporation
Tennessee
$489K
FG
857
Foresight Group
United Kingdom
$488K
WS
858
Wedbush Securities
California
$486K
LFM
859
LGT Fund Management
Liechtenstein
$483K
HIP
860
HUB Investment Partners
Texas
$481K
JCM
861
Jacobi Capital Management
Pennsylvania
$478K
VWA
862
Visionary Wealth Advisors
Illinois
$477K
CT
863
Chicago Trust
Illinois
$477K
BPWM
864
Badgley Phelps Wealth Managers
Washington
$477K
CG
865
Cynosure Group
Utah
$477K
4WM
866
44 Wealth Management
Oregon
$475K
EW
867
Evoke Wealth
California
$471K
GSEP
868
Golden State Equity Partners
California
$471K
RCP
869
Rothschild Capital Partners
New York
$468K
DCM
870
Driehaus Capital Management
Illinois
$468K
FCBT
871
First Citizens Bank & Trust
North Carolina
$468K
AA
872
ABC Arbitrage
France
$467K
MMA
873
Miracle Mile Advisors
California
$466K
CI
874
Corient IA
Florida
$464K
WT
875
Whittier Trust
California
$464K