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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
KTC
1301
Kentucky Trust Company
Kentucky
$18K
WAS
1302
Winch Advisory Services
Wisconsin
$17.5K
KG
1303
Kilter Group
New York
$17.1K
NMG
1304
New Millennium Group
Utah
$16.9K
JGCM
1305
Joseph Group Capital Management
Ohio
$16.9K
SC
1306
SouthState Corp
Florida
$15.8K
UOTTAIMCU
1307
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K
CNBTD
1308
Citizens National Bank Trust Department
Mississippi
$15.4K
RTL
1309
Red Tortoise LLC
Georgia
$15K
WAG
1310
Wilkerson Advisory Group
Missouri
$15K
B
1311
Birchbrook
Maine
$14.9K
SFG
1312
Strive Financial Group
Indiana
$14.7K
MWPCG
1313
Measured Wealth Private Client Group
New Hampshire
$13.9K
APW
1314
Aventura Private Wealth
Florida
$13.9K
JWM
1315
Jessup Wealth Management
Ohio
$13.8K
YDMI
1316
Y.D. More Investments
Israel
$13.6K
MSWM
1317
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K
BSB
1318
Bangor Savings Bank
Maine
$12.4K
LSA
1319
Leonteq Securities AG
Switzerland
$12.1K
AP
1320
Aspect Partners
Virginia
$11.9K
SIS
1321
Sound Income Strategies
Florida
$11.7K
Kayne Anderson Rudnick Investment Management
1322
Kayne Anderson Rudnick Investment Management
California
$11.6K
LB
1323
Legacy Bridge
Iowa
$10.8K
Loomis, Sayles & Company
1324
Loomis, Sayles & Company
Massachusetts
$10.8K
BFS
1325
Bare Financial Services
Pennsylvania
$10.6K