We are live on ! Find out more
WELL icon

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
CPIG
976
Chicago Partners Investment Group
Illinois
$326K
AWM
977
Accurate Wealth Management
Florida
$325K
CM
978
Cercano Management
Washington
$322K
SFS
979
Sowell Financial Services
Arkansas
$322K
VA
980
VestGen Advisors
Illinois
$321K
CIC
981
Crawford Investment Counsel
Georgia
$321K
AA
982
AlphaCentric Advisors
Puerto Rico
$320K
OL
983
Optas LLC
Texas
$319K
EA
984
Everpar Advisors
Oklahoma
$319K
CFA
985
Cahill Financial Advisors
Minnesota
$319K
M
986
MOTCO
Texas
$318K
Fisher Asset Management
987
Fisher Asset Management
Washington
$317K
OL
988
OneFund LLC
Florida
$317K
TPI
989
Trust Point Inc
Wisconsin
$317K
CGL
990
Clarius Group LLC
Washington
$316K
SIA
991
Soltis Investment Advisors
Utah
$316K
MC
992
Middleton & Co
Massachusetts
$316K
FCM
993
Fell Capital Management
California
$316K
LI
994
Lafayette Investments
Maryland
$315K
RFC
995
Regions Financial Corp
Alabama
$314K
MF
996
Magnetar Financial
Illinois
$314K
WP
997
WealthShield Partners
North Carolina
$314K
AWE
998
Avidian Wealth Enterprises
Texas
$314K
MNBTD
999
Moody National Bank Trust Division
Texas
$313K
BA
1000
Bridgewater Advisors
New York
$313K