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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
PMG
1076
Private Management Group
California
$247K
RA
1077
RFG Advisory
Alabama
$246K
1C
1078
111 Capital
France
$244K
FFN
1079
Focus Financial Network
Minnesota
$242K
WBG
1080
Wharton Business Group
Pennsylvania
$241K
DAS
1081
Dynamic Advisor Solutions
Arizona
$241K
PNC
1082
Park National Corp
Ohio
$239K
PIA
1083
Perennial Investment Advisors
California
$239K
CWP
1084
Core Wealth Partners
California
$238K
AMBIA
1085
Allen Mooney & Barnes Investment Advisors
Georgia
$238K
AOWM
1086
Asset One Wealth Management
Washington
$237K
CFM
1087
Cornerstone Financial Management
Massachusetts
$236K
WW
1088
Wright Wealth
Georgia
$236K
EGM
1089
Engineers Gate Manager
New York
$236K
T
1090
TrustBank
Illinois
$234K
KCM
1091
Kanawha Capital Management
Virginia
$234K
CWM
1092
Centurion Wealth Management
Virginia
$234K
BFG
1093
Beacon Financial Group
Texas
$233K
MR
1094
Munich Reinsurance
$233K
CWMG
1095
Compass Wealth Management (Georgia)
Georgia
$232K
OPA
1096
Old Port Advisors
Maine
$231K
SC
1097
Scotia Capital
Ontario, Canada
$231K
TCM
1098
TABR Capital Management
California
$230K
HIC
1099
Holderness Investments Company
North Carolina
$230K
LCAM
1100
London & Capital Asset Management
United Kingdom
$229K