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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
KIA
1001
KCM Investment Advisors
California
$311K
RPWA
1002
Regent Peak Wealth Advisors
Georgia
$310K
CI
1003
Cambiar Investors
Colorado
$308K
LIM
1004
Leavell Investment Management
Alabama
$308K
RIL
1005
Rothschild Investment LLC
Illinois
$307K
XF
1006
XML Financial
Maryland
$307K
MBTD
1007
Mechanics Bank - Trust Department
California
$306K
WT
1008
Washington Trust
Rhode Island
$305K
NI
1009
Natural Investments
California
$305K
CIAS
1010
Capital Investment Advisory Services
North Carolina
$305K
FHA
1011
Flagship Harbor Advisors
Massachusetts
$304K
CTA
1012
Clear Trail Advisors
Texas
$304K
ACM
1013
Advisors Capital Management
New Jersey
$304K
CWG
1014
Cornerstone Wealth Group
North Carolina
$303K
AIIMS
1015
Analyst IMS Investment Management Services
Israel
$301K
A
1016
Alongside
Texas
$301K
LWM
1017
Liberty Wealth Management
California
$300K
HAIM
1018
Hunter Associates Investment Management
Pennsylvania
$297K
SP
1019
Stonebrook Private
Michigan
$293K
BWL
1020
Bogart Wealth LLC
Virginia
$291K
MHC
1021
May Hill Capital
Massachusetts
$291K
FFS
1022
Founders Financial Securities
Maryland
$290K
PE
1023
PCM Encore
Colorado
$289K
SWP
1024
Strategic Wealth Partners
Ohio
$289K
FFM
1025
Forum Financial Management
Illinois
$289K