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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
Fisher Asset Management
976
Fisher Asset Management
Washington
$317K
OL
977
OneFund LLC
Florida
$317K
TPI
978
Trust Point Inc
Wisconsin
$317K
CGL
979
Clarius Group LLC
Washington
$316K
SIA
980
Soltis Investment Advisors
Utah
$316K
MC
981
Middleton & Co
Massachusetts
$316K
LI
982
Lafayette Investments
Maryland
$315K
RFC
983
Regions Financial Corp
Alabama
$314K
MF
984
Magnetar Financial
Illinois
$314K
WP
985
WealthShield Partners
North Carolina
$314K
AWE
986
Avidian Wealth Enterprises
Texas
$314K
MNBTD
987
Moody National Bank Trust Division
Texas
$313K
BA
988
Bridgewater Advisors
New York
$313K
KIA
989
KCM Investment Advisors
California
$311K
RPWA
990
Regent Peak Wealth Advisors
Georgia
$310K
CI
991
Cambiar Investors
Colorado
$308K
LIM
992
Leavell Investment Management
Alabama
$308K
RIL
993
Rothschild Investment LLC
Illinois
$307K
XF
994
XML Financial
Maryland
$307K
MBTD
995
Mechanics Bank - Trust Department
California
$306K
WT
996
Washington Trust
Rhode Island
$305K
NI
997
Natural Investments
California
$305K
CIAS
998
Capital Investment Advisory Services
North Carolina
$305K
FHA
999
Flagship Harbor Advisors
Massachusetts
$304K
CTA
1000
Clear Trail Advisors
Texas
$304K