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Welltower

1,405 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 598 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
IA
1126
Intellus Advisors
Florida
$207K
BFG
1127
Birch Financial Group
New Hampshire
$207K
CWM
1128
Calamos Wealth Management
Illinois
$206K
LAM
1129
Longboard Asset Management
Arizona
$205K
AIM
1130
Arcadia Investment Management
Michigan
$205K
CAC
1131
Certified Advisory Corp
Florida
$204K
OF
1132
Optimize Financial
California
$204K
APG
1133
Abacus Planning Group
South Carolina
$204K
SIM
1134
Stratos Investment Management
Ohio
$203K
FNT
1135
First National Trust
Pennsylvania
$203K
IC
1136
IEQ Capital
California
$202K
GWM
1137
Greenwich Wealth Management
Connecticut
$201K
TW
1138
TritonPoint Wealth
Maryland
$201K
PGAM
1139
Princeton Global Asset Management
New Jersey
$197K
CSB
1140
City State Bank
Iowa
$196K
WA
1141
Westfuller Advisors
New York
$195K
SGK
1142
Steigerwald Gordon & Koch
Virginia
$194K
TSMHT
1143
Thurston Springer Miller Herd & Titak
Indiana
$191K
SSG
1144
Summit Securities Group
New York
$189K
NS
1145
NBC Securities
Alabama
$186K
BG
1146
Bollard Group
Massachusetts
$182K
DE
1147
DV Equities
Illinois
$179K
NSIM
1148
North Star Investment Management
Illinois
$178K
SAG
1149
SageView Advisory Group
California
$175K
CT
1150
Colonial Trust
South Carolina
$174K