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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
ADL
1201
Asset Dedication LLC
California
$75.2K
MFC
1202
Mechanics Financial Corp
Ohio
$74.2K
RTC
1203
Riverview Trust Company
Washington
$74.2K
PWAM
1204
Private Wealth Asset Management
Iowa
$73.3K
DMBA
1205
Deseret Mutual Benefit Administrators
Utah
$73.1K
GKIM
1206
GW&K Investment Management
Massachusetts
$73K
BIA
1207
Bell Investment Advisors
California
$71.6K
VCM
1208
Versant Capital Management
Arizona
$71.6K
TH
1209
TCTC Holdings
Texas
$70.3K
ACA
1210
Atlas Capital Advisors
Wyoming
$67.9K
CT
1211
Caldwell Trust
Florida
$67K
GWM
1212
Greenline Wealth Management
Florida
$64.6K
SCM
1213
Silvant Capital Management
Georgia
$64.6K
PB
1214
Prosperity Bancshares
Texas
$63.7K
PSB
1215
Piscataqua Savings Bank
New Hampshire
$62.7K
HHCP
1216
Hilton Head Capital Partners
South Carolina
$62.2K
CWM
1217
Copia Wealth Management
Oregon
$61.8K
CAL
1218
Capital Advisors Ltd
Ohio
$61K
FMP
1219
Financial Management Professionals
Texas
$60.3K
WFA
1220
West Financial Advisors
Iowa
$59.4K
CF
1221
Collier Financial
Colorado
$56.1K
IWP
1222
IAG Wealth Partners
Wisconsin
$55.7K
FFO
1223
Fortitude Family Office
Arizona
$54.2K
EF
1224
Entrust Financial
Pennsylvania
$52K
EW
1225
Elyxium Wealth
California
$50.9K