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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
SP
876
SmartHarvest Portfolios
Washington
$459K
GIM
877
Gold Investment Management
Alberta, Canada
$458K
FWI
878
Facet Wealth Inc
Maryland
$457K
JFG
879
Jefferies Financial Group
New York
$455K
BF
880
bLong Financial
Tennessee
$455K
CAMG
881
CWA Asset Management Group
Florida
$450K
CSIC
882
Clifford Swan Investment Counsel
California
$450K
AO
883
Advisor OS
Illinois
$447K
TCA
884
Transcend Capital Advisors
New Jersey
$447K
WPP
885
Whalerock Point Partners
Rhode Island
$445K
RCA
886
Resonant Capital Advisors
Wisconsin
$443K
MW
887
Maia Wealth
Colorado
$442K
CAG
888
Crestwood Advisors Group
Massachusetts
$441K
TWP
889
Triad Wealth Partners
Kansas
$440K
CSPIA
890
Cary Street Partners Investment Advisory
Virginia
$436K
WWM
891
Western Wealth Management
Colorado
$433K
LSIA
892
LaSalle St. Investment Advisors
Illinois
$432K
PAS
893
Parsonex Advisory Services
Colorado
$432K
GAG
894
GM Advisory Group
New York
$429K
PS
895
Planned Solutions
California
$428K
AWA
896
AGH Wealth Advisors
Kansas
$427K
MIM
897
MTM Investment Management
South Carolina
$427K
GLAM
898
Gardner Lewis Asset Management
Pennsylvania
$424K
BPFA
899
Barnes Pettey Financial Advisors
Mississippi
$423K
Lazard Asset Management
900
Lazard Asset Management
New York
$422K