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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
BFC
1126
Bedel Financial Consulting
Indiana
$214K
BHIA
1127
Birch Hill Investment Advisors
Massachusetts
$214K
JIP
1128
Jaffetilchin Investment Partners
Florida
$213K
CPA
1129
Capital Performance Advisors
California
$213K
TWM
1130
Tradition Wealth Management
Minnesota
$212K
KCM
1131
Kathmere Capital Management
Pennsylvania
$212K
AWM
1132
Axxcess Wealth Management
California
$211K
HP
1133
Havemeyer Place
Connecticut
$211K
CCMG
1134
Clark Capital Management Group
Pennsylvania
$211K
NP
1135
NorthRock Partners
Minnesota
$210K
AP
1136
Anchyra Partners
Georgia
$209K
GLLW
1137
Graves Light Lenhart Wealth
Virginia
$208K
PWM
1138
Parkway Wealth Management
Texas
$208K
SP
1139
Successful Portfolios
Florida
$207K
HWA
1140
Hilltop Wealth Advisors
North Carolina
$207K
IA
1141
Intellus Advisors
Florida
$207K
BFG
1142
Birch Financial Group
New Hampshire
$207K
CWM
1143
Calamos Wealth Management
Illinois
$206K
LAM
1144
Longboard Asset Management
Arizona
$205K
AIM
1145
Arcadia Investment Management
Michigan
$205K
CAC
1146
Certified Advisory Corp
Florida
$204K
OF
1147
Optimize Financial
California
$204K
AZ
1148
Alpha Zero
Florida
$204K
APG
1149
Abacus Planning Group
South Carolina
$204K
SIM
1150
Stratos Investment Management
Ohio
$203K