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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
QL
1176
Quarry LP
New York
$125K
GSWM
1177
Golden State Wealth Management
California
$123K
WAG
1178
Wiser Advisor Group
Arizona
$122K
WA
1179
WPG Advisers
Maryland
$119K
EB
1180
Eastern Bank
Massachusetts
$117K
CFB
1181
Cullen/Frost Bankers
Texas
$110K
CIA
1182
Cape Investment Advisory
Georgia
$110K
OCM
1183
Orion Capital Management
California
$109K
CFD
1184
Creative Financial Designs
Indiana
$108K
MIA
1185
MeadowBrook Investment Advisors
Michigan
$107K
MCM
1186
Manchester Capital Management
Vermont
$104K
MA
1187
MCF Advisors
Kentucky
$104K
BTC
1188
Bank & Trust Company
Illinois
$102K
VNA
1189
Valley National Advisers
Pennsylvania
$95K
CCA
1190
Catalyst Capital Advisors
New York
$93.7K
MCM
1191
MidAtlantic Capital Management
Virginia
$92.8K
IBOK
1192
Independence Bank of Kentucky
Kentucky
$92.1K
MHR
1193
Matthew Hamilton Rosenberg
$91.1K
EC
1194
Elequin Capital
New York
$90.2K
BGAI
1195
Bruce G. Allen Investments
Colorado
$85.6K
PB
1196
Pinnacle Bancorp
Nebraska
$83.5K
FG
1197
Franchise GP
$83.3K
GAFA
1198
Garton & Associates Financial Advisors
Kentucky
$77.7K
SL
1199
Salomon & Ludwin
Virginia
$77.4K
AT
1200
Avalon Trust
New Mexico
$76.5K