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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
MSFP
1301
Mark Sheptoff Financial Planning
Connecticut
$18.6K
SFS
1302
Sunrise Financial Services
Washington
$18.6K
KTC
1303
Kentucky Trust Company
Kentucky
$18K
WAS
1304
Winch Advisory Services
Wisconsin
$17.5K
KG
1305
Kilter Group
New York
$17.1K
NMG
1306
New Millennium Group
Utah
$16.9K
JGCM
1307
Joseph Group Capital Management
Ohio
$16.9K
SC
1308
SouthState Corp
Florida
$15.8K
UOTTAIMCU
1309
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K
CNBTD
1310
Citizens National Bank Trust Department
Mississippi
$15.4K
RTL
1311
Red Tortoise LLC
Georgia
$15K
WAG
1312
Wilkerson Advisory Group
Missouri
$15K
B
1313
Birchbrook
Maine
$14.9K
SFG
1314
Strive Financial Group
Indiana
$14.7K
MWPCG
1315
Measured Wealth Private Client Group
New Hampshire
$13.9K
APW
1316
Aventura Private Wealth
Florida
$13.9K
JWM
1317
Jessup Wealth Management
Ohio
$13.8K
YDMI
1318
Y.D. More Investments
Israel
$13.6K
MSWM
1319
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K
BSB
1320
Bangor Savings Bank
Maine
$12.4K
LSA
1321
Leonteq Securities AG
Switzerland
$12.1K
AP
1322
Aspect Partners
Virginia
$11.9K
SIS
1323
Sound Income Strategies
Florida
$11.7K
Kayne Anderson Rudnick Investment Management
1324
Kayne Anderson Rudnick Investment Management
California
$11.6K
LB
1325
Legacy Bridge
Iowa
$10.8K