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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
MHR
1201
Matthew Hamilton Rosenberg
$91.1K
EC
1202
Elequin Capital
New York
$90.2K
BGAI
1203
Bruce G. Allen Investments
Colorado
$85.6K
PB
1204
Pinnacle Bancorp
Nebraska
$83.5K
FG
1205
Franchise GP
$83.3K
GAFA
1206
Garton & Associates Financial Advisors
Kentucky
$77.7K
SL
1207
Salomon & Ludwin
Virginia
$77.4K
AT
1208
Avalon Trust
New Mexico
$76.5K
ADL
1209
Asset Dedication LLC
California
$75.2K
MFC
1210
Mechanics Financial Corp
Ohio
$74.2K
RTC
1211
Riverview Trust Company
Washington
$74.2K
PWAM
1212
Private Wealth Asset Management
Iowa
$73.3K
DMBA
1213
Deseret Mutual Benefit Administrators
Utah
$73.1K
GKIM
1214
GW&K Investment Management
Massachusetts
$73K
BIA
1215
Bell Investment Advisors
California
$71.6K
VCM
1216
Versant Capital Management
Arizona
$71.6K
TH
1217
TCTC Holdings
Texas
$70.3K
ACA
1218
Atlas Capital Advisors
Wyoming
$67.9K
CT
1219
Caldwell Trust
Florida
$67K
AIM
1220
Anchor Investment Management
South Carolina
$65K
GWM
1221
Greenline Wealth Management
Florida
$64.6K
SCM
1222
Silvant Capital Management
Georgia
$64.6K
PB
1223
Prosperity Bancshares
Texas
$63.7K
PSB
1224
Piscataqua Savings Bank
New Hampshire
$62.7K
HHCP
1225
Hilton Head Capital Partners
South Carolina
$62.2K