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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
BIA
1226
Bell Investment Advisors
California
$71.6K
VCM
1227
Versant Capital Management
Arizona
$71.6K
TH
1228
TCTC Holdings
Texas
$70.3K
ACA
1229
Atlas Capital Advisors
Wyoming
$67.9K
CT
1230
Caldwell Trust
Florida
$67K
AIM
1231
Anchor Investment Management
South Carolina
$65K
GWM
1232
Greenline Wealth Management
Florida
$64.6K
SCM
1233
Silvant Capital Management
Georgia
$64.6K
PB
1234
Prosperity Bancshares
Texas
$63.7K
PSB
1235
Piscataqua Savings Bank
New Hampshire
$62.7K
HHCP
1236
Hilton Head Capital Partners
South Carolina
$62.2K
CWM
1237
Copia Wealth Management
Oregon
$61.8K
CAL
1238
Capital Advisors Ltd
Ohio
$61K
FMP
1239
Financial Management Professionals
Texas
$60.3K
WFA
1240
West Financial Advisors
Iowa
$59.4K
CF
1241
Collier Financial
Colorado
$56.1K
IWP
1242
IAG Wealth Partners
Wisconsin
$55.7K
FFO
1243
Fortitude Family Office
Arizona
$54.2K
EF
1244
Entrust Financial
Pennsylvania
$52K
EW
1245
Elyxium Wealth
California
$50.9K
KAS
1246
Kemnay Advisory Services
New York
$50.9K
MIM
1247
Manitou Investment Management
Ontario, Canada
$50.1K
TWD
1248
True Wealth Design
Ohio
$48.8K
RFS
1249
Richardson Financial Services
Massachusetts
$47.7K
TC
1250
Truvestments Capital
Florida
$46.4K