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Welltower

1,405 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, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
EF
1226
Entrust Financial
Pennsylvania
$52K
EW
1227
Elyxium Wealth
California
$50.9K
KAS
1228
Kemnay Advisory Services
New York
$50.9K
MIM
1229
Manitou Investment Management
Ontario, Canada
$50.1K
TWD
1230
True Wealth Design
Ohio
$48.8K
RFS
1231
Richardson Financial Services
Massachusetts
$47.7K
TC
1232
Truvestments Capital
Florida
$46.4K
SS
1233
Sunbelt Securities
Texas
$45.2K
CPG
1234
Cornerstone Planning Group
New Jersey
$44.7K
KFAS
1235
Keating Financial Advisory Services
Kansas
$44.4K
FP
1236
Financial Perspectives
Minnesota
$42.9K
OC
1237
Optima Capital
Oregon
$41.6K
FCAS
1238
First Command Advisory Services
Texas
$41.4K
DF
1239
Dunhill Financial
United Kingdom
$41.4K
CIAS
1240
CBIZ Investment Advisory Services
Ohio
$40.1K
HCM
1241
Hollencrest Capital Management
California
$39.9K
GBT
1242
Grove Bank & Trust
Florida
$39.9K
NEWAS
1243
N.E.W. Advisory Services
Wisconsin
$39.3K
MAM
1244
Morse Asset Management
Connecticut
$39.2K
NFSG
1245
Newbridge Financial Services Group
Florida
$39K
SWIM
1246
Smallwood Wealth Investment Management
New Jersey
$38.4K
JFA
1247
JNBA Financial Advisors
Minnesota
$38.1K
HFS
1248
Hughes Financial Services
Virginia
$37.7K
GTAM
1249
Global Trust Asset Management
Florida
$37.1K
BC
1250
Broadwater Capital
Massachusetts
$37.1K