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Welltower

1,405 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, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
OP
1176
ORG Partners
Indiana
$126K
QL
1177
Quarry LP
New York
$125K
GSWM
1178
Golden State Wealth Management
California
$123K
WAG
1179
Wiser Advisor Group
Arizona
$122K
WA
1180
WPG Advisers
Maryland
$119K
EB
1181
Eastern Bank
Massachusetts
$117K
CFB
1182
Cullen/Frost Bankers
Texas
$110K
CIA
1183
Cape Investment Advisory
Georgia
$110K
OCM
1184
Orion Capital Management
California
$109K
CFD
1185
Creative Financial Designs
Indiana
$108K
MIA
1186
MeadowBrook Investment Advisors
Michigan
$107K
MCM
1187
Manchester Capital Management
Vermont
$104K
MA
1188
MCF Advisors
Kentucky
$104K
BTC
1189
Bank & Trust Company
Illinois
$102K
VNA
1190
Valley National Advisers
Pennsylvania
$95K
CCA
1191
Catalyst Capital Advisors
New York
$93.7K
MCM
1192
MidAtlantic Capital Management
Virginia
$92.8K
IBOK
1193
Independence Bank of Kentucky
Kentucky
$92.1K
MHR
1194
Matthew Hamilton Rosenberg
$91.1K
EC
1195
Elequin Capital
New York
$90.2K
BGAI
1196
Bruce G. Allen Investments
Colorado
$85.6K
PB
1197
Pinnacle Bancorp
Nebraska
$83.5K
FG
1198
Franchise GP
$83.3K
GAFA
1199
Garton & Associates Financial Advisors
Kentucky
$77.7K
SL
1200
Salomon & Ludwin
Virginia
$77.4K