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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
KAS
1226
Kemnay Advisory Services
New York
$50.9K
MIM
1227
Manitou Investment Management
Ontario, Canada
$50.1K
TWD
1228
True Wealth Design
Ohio
$48.8K
RFS
1229
Richardson Financial Services
Massachusetts
$47.7K
TC
1230
Truvestments Capital
Florida
$46.4K
SS
1231
Sunbelt Securities
Texas
$45.2K
CPG
1232
Cornerstone Planning Group
New Jersey
$44.7K
KFAS
1233
Keating Financial Advisory Services
Kansas
$44.4K
FP
1234
Financial Perspectives
Minnesota
$42.9K
OC
1235
Optima Capital
Oregon
$41.6K
FCAS
1236
First Command Advisory Services
Texas
$41.4K
DF
1237
Dunhill Financial
United Kingdom
$41.4K
CIAS
1238
CBIZ Investment Advisory Services
Ohio
$40.1K
HCM
1239
Hollencrest Capital Management
California
$39.9K
GBT
1240
Grove Bank & Trust
Florida
$39.9K
NEWAS
1241
N.E.W. Advisory Services
Wisconsin
$39.3K
MAM
1242
Morse Asset Management
Connecticut
$39.2K
NFSG
1243
Newbridge Financial Services Group
Florida
$39K
SWIM
1244
Smallwood Wealth Investment Management
New Jersey
$38.4K
JFA
1245
JNBA Financial Advisors
Minnesota
$38.1K
HFS
1246
Hughes Financial Services
Virginia
$37.7K
GTAM
1247
Global Trust Asset Management
Florida
$37.1K
BC
1248
Broadwater Capital
Massachusetts
$37.1K
NB
1249
NBT Bank
New York
$36.5K
RF
1250
Roxbury Financial
New Jersey
$36.4K