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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
HIC
851
Hartline Investment Corp
Illinois
$492K
CAL
852
Capital Analysts LLC
Pennsylvania
$491K
FHC
853
First Horizon Corporation
Tennessee
$489K
FG
854
Foresight Group
United Kingdom
$488K
WS
855
Wedbush Securities
California
$486K
LFM
856
LGT Fund Management
Liechtenstein
$483K
HIP
857
HUB Investment Partners
Texas
$481K
JCM
858
Jacobi Capital Management
Pennsylvania
$478K
VWA
859
Visionary Wealth Advisors
Illinois
$477K
CT
860
Chicago Trust
Illinois
$477K
BPWM
861
Badgley Phelps Wealth Managers
Washington
$477K
CG
862
Cynosure Group
Utah
$477K
4WM
863
44 Wealth Management
Oregon
$475K
EW
864
Evoke Wealth
California
$471K
GSEP
865
Golden State Equity Partners
California
$471K
RCP
866
Rothschild Capital Partners
New York
$468K
DCM
867
Driehaus Capital Management
Illinois
$468K
FCBT
868
First Citizens Bank & Trust
North Carolina
$468K
AA
869
ABC Arbitrage
France
$467K
MMA
870
Miracle Mile Advisors
California
$466K
CI
871
Corient IA
Florida
$464K
WT
872
Whittier Trust
California
$464K
HI
873
Hudock Inc
Pennsylvania
$463K
IA
874
IFG Advisory
Georgia
$462K
RPGNY
875
Retirement Planning Group (New York)
New York
$460K