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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
CIA
1201
Cape Investment Advisory
Georgia
$110K
OCM
1202
Orion Capital Management
California
$109K
CFD
1203
Creative Financial Designs
Indiana
$108K
MIA
1204
MeadowBrook Investment Advisors
Michigan
$107K
MCM
1205
Manchester Capital Management
Vermont
$104K
MA
1206
MCF Advisors
Kentucky
$104K
BTC
1207
Bank & Trust Company
Illinois
$102K
VNA
1208
Valley National Advisers
Pennsylvania
$95K
CCA
1209
Catalyst Capital Advisors
New York
$93.7K
MCM
1210
MidAtlantic Capital Management
Virginia
$92.8K
IBOK
1211
Independence Bank of Kentucky
Kentucky
$92.1K
MHR
1212
Matthew Hamilton Rosenberg
$91.1K
EC
1213
Elequin Capital
New York
$90.2K
BGAI
1214
Bruce G. Allen Investments
Colorado
$85.6K
PB
1215
Pinnacle Bancorp
Nebraska
$83.5K
FG
1216
Franchise GP
$83.3K
GAFA
1217
Garton & Associates Financial Advisors
Kentucky
$77.7K
SL
1218
Salomon & Ludwin
Virginia
$77.4K
AT
1219
Avalon Trust
New Mexico
$76.5K
ADL
1220
Asset Dedication LLC
California
$75.2K
MFC
1221
Mechanics Financial Corp
Ohio
$74.2K
RTC
1222
Riverview Trust Company
Washington
$74.2K
PWAM
1223
Private Wealth Asset Management
Iowa
$73.3K
DMBA
1224
Deseret Mutual Benefit Administrators
Utah
$73.1K
GKIM
1225
GW&K Investment Management
Massachusetts
$73K