WELL icon

Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
SCA
1051
Stonebridge Capital Advisors
Minnesota
$258K
VCA
1052
Verdence Capital Advisors
Maryland
$257K
MCM
1053
MV Capital Management
Maryland
$257K
AA
1054
Argent Advisors
Louisiana
$257K
FFP
1055
FourThought Financial Partners
Florida
$257K
PCM
1056
Prelude Capital Management
New York
$257K
IAS
1057
Investment Advisory Services
Texas
$256K
HAM
1058
Harmony Asset Management
Arizona
$254K
FWM
1059
Focused Wealth Management
New York
$253K
CFG
1060
Cooper Financial Group
California
$253K
CFG
1061
Carr Financial Group
Massachusetts
$252K
APC
1062
Aspire Private Capital
North Carolina
$252K
DE
1063
Diversified Enterprises
Delaware
$251K
AWM
1064
Aberdeen Wealth Management
Illinois
$251K
DS
1065
DRW Securities
Illinois
$251K
DW30
1066
Drucker Wealth 3.0
New Jersey
$248K
PMG
1067
Private Management Group
California
$247K
RA
1068
RFG Advisory
Alabama
$246K
1C
1069
111 Capital
France
$244K
FFN
1070
Focus Financial Network
Minnesota
$242K
WBG
1071
Wharton Business Group
Pennsylvania
$241K
DAS
1072
Dynamic Advisor Solutions
Arizona
$241K
PNC
1073
Park National Corp
Ohio
$239K
PIA
1074
Perennial Investment Advisors
California
$239K
CWP
1075
Core Wealth Partners
California
$238K