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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
OFG
1051
Oxford Financial Group
Indiana
$266K
RWP
1052
Revolve Wealth Partners
New Jersey
$265K
SA
1053
Sovran Advisors
California
$264K
VRM
1054
Vectors Research Management
New York
$264K
JTWM
1055
Jackson Thornton Wealth Management
Alabama
$263K
IAIM
1056
International Assets Investment Management
Florida
$263K
AHL
1057
Abel Hall LLC
Louisiana
$259K
CWP
1058
Cyndeo Wealth Partners
Florida
$258K
CTA
1059
Colonial Trust Advisors
South Carolina
$258K
SCA
1060
Stonebridge Capital Advisors
Minnesota
$258K
VCA
1061
Verdence Capital Advisors
Maryland
$257K
MCM
1062
MV Capital Management
Maryland
$257K
AA
1063
Argent Advisors
Louisiana
$257K
FFP
1064
FourThought Financial Partners
Florida
$257K
PCM
1065
Prelude Capital Management
New York
$257K
IAS
1066
Investment Advisory Services
Texas
$256K
HAM
1067
Harmony Asset Management
Arizona
$254K
FWM
1068
Focused Wealth Management
New York
$253K
CFG
1069
Cooper Financial Group
California
$253K
CFG
1070
Carr Financial Group
Massachusetts
$252K
APC
1071
Aspire Private Capital
North Carolina
$252K
DE
1072
Diversified Enterprises
Delaware
$251K
AWM
1073
Aberdeen Wealth Management
Illinois
$251K
DS
1074
DRW Securities
Illinois
$251K
DW30
1075
Drucker Wealth 3.0
New Jersey
$248K