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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
C
1176
Covestor
United Kingdom
$132K
FWA
1177
Flagship Wealth Advisors
Massachusetts
$130K
WB
1178
Webster Bank
Connecticut
$130K
HWA
1179
HHM Wealth Advisors
Tennessee
$130K
TCOV
1180
Trust Company of Vermont
Vermont
$130K
GEA
1181
Glen Eagle Advisors
New Jersey
$130K
GXJ
1182
Global X Japan
Japan
$127K
OP
1183
ORG Partners
Indiana
$126K
QL
1184
Quarry LP
New York
$125K
GSWM
1185
Golden State Wealth Management
California
$123K
WAG
1186
Wiser Advisor Group
Arizona
$122K
WA
1187
WPG Advisers
Maryland
$119K
EB
1188
Eastern Bank
Massachusetts
$117K
CFB
1189
Cullen/Frost Bankers
Texas
$110K
CIA
1190
Cape Investment Advisory
Georgia
$110K
OCM
1191
Orion Capital Management
California
$109K
CFD
1192
Creative Financial Designs
Indiana
$108K
MIA
1193
MeadowBrook Investment Advisors
Michigan
$107K
MCM
1194
Manchester Capital Management
Vermont
$104K
MA
1195
MCF Advisors
Kentucky
$104K
BTC
1196
Bank & Trust Company
Illinois
$102K
VNA
1197
Valley National Advisers
Pennsylvania
$95K
CCA
1198
Catalyst Capital Advisors
New York
$93.7K
MCM
1199
MidAtlantic Capital Management
Virginia
$92.8K
IBOK
1200
Independence Bank of Kentucky
Kentucky
$92.1K