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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
AG
1151
AmeriFlex Group
Nevada
$172K
OWP
1152
ORG Wealth Partners
Texas
$171K
CP
1153
Camelot Portfolios
Ohio
$167K
SIA
1154
Sit Investment Associates
Minnesota
$164K
CSP
1155
Cary Street Partners
Virginia
$162K
CT
1156
Clearstead Trust
Maine
$162K
HPC
1157
HM Payson & Co
Maine
$154K
PWA
1158
Physician Wealth Advisors
Utah
$152K
TPBG
1159
Turning Point Benefit Group
Maryland
$152K
FUBT
1160
First United Bank & Trust
Maryland
$148K
HIIFS
1161
Harel Insurance Investments & Financial Services
Israel
$148K
CFO
1162
CVA Family Office
Colorado
$147K
BDPWM
1163
Barnes Dennig Private Wealth Management
Ohio
$146K
GIA
1164
GHP Investment Advisors
Colorado
$144K
HCA
1165
Harbor Capital Advisors
Illinois
$141K
CB
1166
Centennial Bank
Arkansas
$137K
IWM
1167
Inlight Wealth Management
Georgia
$134K
C
1168
Covestor
United Kingdom
$132K
FWA
1169
Flagship Wealth Advisors
Massachusetts
$130K
HWA
1170
HHM Wealth Advisors
Tennessee
$130K
WB
1171
Webster Bank
Connecticut
$130K
TCOV
1172
Trust Company of Vermont
Vermont
$130K
GEA
1173
Glen Eagle Advisors
New Jersey
$130K
GXJ
1174
Global X Japan
Japan
$127K
OP
1175
ORG Partners
Indiana
$126K