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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
FWI
876
Facet Wealth Inc
Maryland
$457K
JFG
877
Jefferies Financial Group
New York
$455K
BF
878
bLong Financial
Tennessee
$455K
CAMG
879
CWA Asset Management Group
Florida
$450K
CSIC
880
Clifford Swan Investment Counsel
California
$450K
AO
881
Advisor OS
Illinois
$447K
TCA
882
Transcend Capital Advisors
New Jersey
$447K
WPP
883
Whalerock Point Partners
Rhode Island
$445K
RCA
884
Resonant Capital Advisors
Wisconsin
$443K
MW
885
Maia Wealth
Colorado
$442K
CAG
886
Crestwood Advisors Group
Massachusetts
$441K
TWP
887
Triad Wealth Partners
Kansas
$440K
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
$436K
WWM
889
Western Wealth Management
Colorado
$433K
LSIA
890
LaSalle St. Investment Advisors
Illinois
$432K
PAS
891
Parsonex Advisory Services
Colorado
$432K
GAG
892
GM Advisory Group
New York
$429K
PS
893
Planned Solutions
California
$428K
AWA
894
AGH Wealth Advisors
Kansas
$427K
MIM
895
MTM Investment Management
South Carolina
$427K
GLAM
896
Gardner Lewis Asset Management
Pennsylvania
$424K
BPFA
897
Barnes Pettey Financial Advisors
Mississippi
$423K
Lazard Asset Management
898
Lazard Asset Management
New York
$422K
SCP
899
Sivia Capital Partners
California
$421K
SL
900
Sentinus LLC
Illinois
$419K