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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
BFG
1126
Birch Financial Group
New Hampshire
$207K
CWM
1127
Calamos Wealth Management
Illinois
$206K
LAM
1128
Longboard Asset Management
Arizona
$205K
AIM
1129
Arcadia Investment Management
Michigan
$205K
CAC
1130
Certified Advisory Corp
Florida
$204K
OF
1131
Optimize Financial
California
$204K
APG
1132
Abacus Planning Group
South Carolina
$204K
SIM
1133
Stratos Investment Management
Ohio
$203K
FNT
1134
First National Trust
Pennsylvania
$203K
IC
1135
IEQ Capital
California
$202K
GWM
1136
Greenwich Wealth Management
Connecticut
$201K
TW
1137
TritonPoint Wealth
Maryland
$201K
PGAM
1138
Princeton Global Asset Management
New Jersey
$197K
CSB
1139
City State Bank
Iowa
$196K
WA
1140
Westfuller Advisors
New York
$195K
SGK
1141
Steigerwald Gordon & Koch
Virginia
$194K
TSMHT
1142
Thurston Springer Miller Herd & Titak
Indiana
$191K
SSG
1143
Summit Securities Group
New York
$189K
NS
1144
NBC Securities
Alabama
$186K
BG
1145
Bollard Group
Massachusetts
$182K
DE
1146
DV Equities
Illinois
$179K
NSIM
1147
North Star Investment Management
Illinois
$178K
SAG
1148
SageView Advisory Group
California
$175K
CT
1149
Colonial Trust
South Carolina
$174K
FCT
1150
Family Capital Trust
Massachusetts
$173K