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Welltower

1,423 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 606 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
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
AFC
1301
Ares Financial Consulting
California
$23K
OAJ
1302
Ogorek Anthony Joseph
New York
$22K
ST
1303
Smithfield Trust
Pennsylvania
$22K
PWMG
1304
Prestige Wealth Management Group
New Jersey
$21.2K
MAFA
1305
MJT & Associates Financial Advisory
Minnesota
$21.2K
CMP
1306
Coston McIsaac & Partners
Maine
$21K
RF
1307
Rossby Financial
Florida
$20.8K
VFM
1308
Vision Financial Markets
Connecticut
$20.5K
JSAM
1309
J. Safra Asset Management
New York
$20.4K
WWM
1310
Wolff Wiese Magana
California
$19.5K
S
1311
Sachetta
Massachusetts
$19.1K
AWM
1312
Abound Wealth Management
Tennessee
$19K
RFA
1313
Reyes Financial Architecture
California
$18.7K
GWSA
1314
Global Wealth Strategies & Associates
Colorado
$18.6K
BC
1315
Barrett & Company
Rhode Island
$18.6K
MSFP
1316
Mark Sheptoff Financial Planning
Connecticut
$18.6K
PCTC
1317
Perkins Coie Trust Company
Washington
$18.6K
SFS
1318
Sunrise Financial Services
Washington
$18.6K
KTC
1319
Kentucky Trust Company
Kentucky
$18K
WAS
1320
Winch Advisory Services
Wisconsin
$17.5K
KG
1321
Kilter Group
New York
$17.1K
NMG
1322
New Millennium Group
Utah
$16.9K
JGCM
1323
Joseph Group Capital Management
Ohio
$16.9K
SC
1324
SouthState Corp
Florida
$15.8K
UOTTAIMCU
1325
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K