We are live on ! Find out more
WELL icon

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
SS
1251
Sunbelt Securities
Texas
$45.2K
CPG
1252
Cornerstone Planning Group
New Jersey
$44.7K
KFAS
1253
Keating Financial Advisory Services
Kansas
$44.4K
FP
1254
Financial Perspectives
Minnesota
$42.9K
OC
1255
Optima Capital
Oregon
$41.6K
FCAS
1256
First Command Advisory Services
Texas
$41.4K
DF
1257
Dunhill Financial
United Kingdom
$41.4K
CIAS
1258
CBIZ Investment Advisory Services
Ohio
$40.1K
HCM
1259
Hollencrest Capital Management
California
$39.9K
GBT
1260
Grove Bank & Trust
Florida
$39.9K
NEWAS
1261
N.E.W. Advisory Services
Wisconsin
$39.3K
MAM
1262
Morse Asset Management
Connecticut
$39.2K
NFSG
1263
Newbridge Financial Services Group
Florida
$39K
SWIM
1264
Smallwood Wealth Investment Management
New Jersey
$38.4K
JFA
1265
JNBA Financial Advisors
Minnesota
$38.1K
HFS
1266
Hughes Financial Services
Virginia
$37.7K
BC
1267
Broadwater Capital
Massachusetts
$37.1K
GTAM
1268
Global Trust Asset Management
Florida
$37.1K
GCM
1269
Gunpowder Capital Management
Maryland
$37.1K
NB
1270
NBT Bank
New York
$36.5K
RF
1271
Roxbury Financial
New Jersey
$36.4K
AEPWM
1272
Atlantic Edge Private Wealth Management
Florida
$34.5K
Q1WB
1273
Quest 10 Wealth Builders
Virginia
$34.2K
ME
1274
McIlrath & Eck
Washington
$34.2K
BLC
1275
Brown, Lisle/Cummings
Rhode Island
$34K