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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
HI
876
Hudock Inc
Pennsylvania
$463K
IA
877
IFG Advisory
Georgia
$462K
RPGNY
878
Retirement Planning Group (New York)
New York
$460K
SP
879
SmartHarvest Portfolios
Washington
$459K
GIM
880
Gold Investment Management
Alberta, Canada
$458K
FWI
881
Facet Wealth Inc
Maryland
$457K
JFG
882
Jefferies Financial Group
New York
$455K
BF
883
bLong Financial
Tennessee
$455K
CAMG
884
CWA Asset Management Group
Florida
$450K
CSIC
885
Clifford Swan Investment Counsel
California
$450K
AO
886
Advisor OS
Illinois
$447K
TCA
887
Transcend Capital Advisors
New Jersey
$447K
WPP
888
Whalerock Point Partners
Rhode Island
$445K
RCA
889
Resonant Capital Advisors
Wisconsin
$443K
FNBOMD
890
First National Bank of Mount Dora
Florida
$443K
MW
891
Maia Wealth
Colorado
$442K
CAG
892
Crestwood Advisors Group
Massachusetts
$441K
TWP
893
Triad Wealth Partners
Kansas
$440K
CSPIA
894
Cary Street Partners Investment Advisory
Virginia
$436K
WWM
895
Western Wealth Management
Colorado
$433K
LSIA
896
LaSalle St. Investment Advisors
Illinois
$432K
PAS
897
Parsonex Advisory Services
Colorado
$432K
GAG
898
GM Advisory Group
New York
$429K
PS
899
Planned Solutions
California
$428K
AWA
900
AGH Wealth Advisors
Kansas
$427K