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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
FNT
1151
First National Trust
Pennsylvania
$203K
IC
1152
IEQ Capital
California
$202K
GWM
1153
Greenwich Wealth Management
Connecticut
$201K
TW
1154
TritonPoint Wealth
Maryland
$201K
PGAM
1155
Princeton Global Asset Management
New Jersey
$197K
CSB
1156
City State Bank
Iowa
$196K
WA
1157
Westfuller Advisors
New York
$195K
SGK
1158
Steigerwald Gordon & Koch
Virginia
$194K
TSMHT
1159
Thurston Springer Miller Herd & Titak
Indiana
$191K
SSG
1160
Summit Securities Group
New York
$189K
NS
1161
NBC Securities
Alabama
$186K
BG
1162
Bollard Group
Massachusetts
$182K
DE
1163
DV Equities
Illinois
$179K
NSIM
1164
North Star Investment Management
Illinois
$178K
SAG
1165
SageView Advisory Group
California
$175K
CT
1166
Colonial Trust
South Carolina
$174K
FCT
1167
Family Capital Trust
Massachusetts
$173K
AG
1168
AmeriFlex Group
Nevada
$172K
OWP
1169
ORG Wealth Partners
Texas
$171K
CP
1170
Camelot Portfolios
Ohio
$167K
SIA
1171
Sit Investment Associates
Minnesota
$164K
CSP
1172
Cary Street Partners
Virginia
$162K
CT
1173
Clearstead Trust
Maine
$162K
RAM
1174
Reflection Asset Management
South Carolina
$155K
HPC
1175
HM Payson & Co
Maine
$154K