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
NP
1126
NorthRock Partners
Minnesota
$210K
AP
1127
Anchyra Partners
Georgia
$209K
GLLW
1128
Graves Light Lenhart Wealth
Virginia
$208K
PWM
1129
Parkway Wealth Management
Texas
$208K
SP
1130
Successful Portfolios
Florida
$207K
HWA
1131
Hilltop Wealth Advisors
North Carolina
$207K
IA
1132
Intellus Advisors
Florida
$207K
BFG
1133
Birch Financial Group
New Hampshire
$207K
CWM
1134
Calamos Wealth Management
Illinois
$206K
LAM
1135
Longboard Asset Management
Arizona
$205K
AIM
1136
Arcadia Investment Management
Michigan
$205K
CAC
1137
Certified Advisory Corp
Florida
$204K
OF
1138
Optimize Financial
California
$204K
APG
1139
Abacus Planning Group
South Carolina
$204K
SIM
1140
Stratos Investment Management
Ohio
$203K
FNT
1141
First National Trust
Pennsylvania
$203K
IC
1142
IEQ Capital
California
$202K
GWM
1143
Greenwich Wealth Management
Connecticut
$201K
TW
1144
TritonPoint Wealth
Maryland
$201K
PGAM
1145
Princeton Global Asset Management
New Jersey
$197K
CSB
1146
City State Bank
Iowa
$196K
WA
1147
Westfuller Advisors
New York
$195K
SGK
1148
Steigerwald Gordon & Koch
Virginia
$194K
TSMHT
1149
Thurston Springer Miller Herd & Titak
Indiana
$191K
SSG
1150
Summit Securities Group
New York
$189K