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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
M
976
MOTCO
Texas
$318K
Fisher Asset Management
977
Fisher Asset Management
Washington
$317K
OL
978
OneFund LLC
Florida
$317K
TPI
979
Trust Point Inc
Wisconsin
$317K
CGL
980
Clarius Group LLC
Washington
$316K
SIA
981
Soltis Investment Advisors
Utah
$316K
MC
982
Middleton & Co
Massachusetts
$316K
LI
983
Lafayette Investments
Maryland
$315K
RFC
984
Regions Financial Corp
Alabama
$314K
MF
985
Magnetar Financial
Illinois
$314K
WP
986
WealthShield Partners
North Carolina
$314K
AWE
987
Avidian Wealth Enterprises
Texas
$314K
MNBTD
988
Moody National Bank Trust Division
Texas
$313K
BA
989
Bridgewater Advisors
New York
$313K
KIA
990
KCM Investment Advisors
California
$311K
RPWA
991
Regent Peak Wealth Advisors
Georgia
$310K
CI
992
Cambiar Investors
Colorado
$308K
LIM
993
Leavell Investment Management
Alabama
$308K
RIL
994
Rothschild Investment LLC
Illinois
$307K
XF
995
XML Financial
Maryland
$307K
MBTD
996
Mechanics Bank - Trust Department
California
$306K
WT
997
Washington Trust
Rhode Island
$305K
NI
998
Natural Investments
California
$305K
CIAS
999
Capital Investment Advisory Services
North Carolina
$305K
FHA
1000
Flagship Harbor Advisors
Massachusetts
$304K