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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
NS
1151
NBC Securities
Alabama
$186K
BG
1152
Bollard Group
Massachusetts
$182K
DE
1153
DV Equities
Illinois
$179K
NSIM
1154
North Star Investment Management
Illinois
$178K
SAG
1155
SageView Advisory Group
California
$175K
CT
1156
Colonial Trust
South Carolina
$174K
FCT
1157
Family Capital Trust
Massachusetts
$173K
AG
1158
AmeriFlex Group
Nevada
$172K
OWP
1159
ORG Wealth Partners
Texas
$171K
CP
1160
Camelot Portfolios
Ohio
$167K
SIA
1161
Sit Investment Associates
Minnesota
$164K
CSP
1162
Cary Street Partners
Virginia
$162K
CT
1163
Clearstead Trust
Maine
$162K
RAM
1164
Reflection Asset Management
South Carolina
$155K
HPC
1165
HM Payson & Co
Maine
$154K
PWA
1166
Physician Wealth Advisors
Utah
$152K
TPBG
1167
Turning Point Benefit Group
Maryland
$152K
FUBT
1168
First United Bank & Trust
Maryland
$148K
HIIFS
1169
Harel Insurance Investments & Financial Services
Israel
$148K
CFO
1170
CVA Family Office
Colorado
$147K
BDPWM
1171
Barnes Dennig Private Wealth Management
Ohio
$146K
GIA
1172
GHP Investment Advisors
Colorado
$144K
HCA
1173
Harbor Capital Advisors
Illinois
$141K
CB
1174
Centennial Bank
Arkansas
$137K
IWM
1175
Inlight Wealth Management
Georgia
$134K