WELL icon

Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
VFM
1301
Vision Financial Markets
Connecticut
$20.5K
JSAM
1302
J. Safra Asset Management
New York
$20.4K
WWM
1303
Wolff Wiese Magana
California
$19.5K
S
1304
Sachetta
Massachusetts
$19.1K
AWM
1305
Abound Wealth Management
Tennessee
$19K
RFA
1306
Reyes Financial Architecture
California
$18.7K
GWSA
1307
Global Wealth Strategies & Associates
Colorado
$18.6K
BC
1308
Barrett & Company
Rhode Island
$18.6K
PCTC
1309
Perkins Coie Trust Company
Washington
$18.6K
MSFP
1310
Mark Sheptoff Financial Planning
Connecticut
$18.6K
SFS
1311
Sunrise Financial Services
Washington
$18.6K
KTC
1312
Kentucky Trust Company
Kentucky
$18K
WAS
1313
Winch Advisory Services
Wisconsin
$17.5K
KG
1314
Kilter Group
New York
$17.1K
NMG
1315
New Millennium Group
Utah
$16.9K
JGCM
1316
Joseph Group Capital Management
Ohio
$16.9K
SC
1317
SouthState Corp
Florida
$15.8K
UOTTAIMCU
1318
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K
CNBTD
1319
Citizens National Bank Trust Department
Mississippi
$15.4K
RTL
1320
Red Tortoise LLC
Georgia
$15K
WAG
1321
Wilkerson Advisory Group
Missouri
$15K
B
1322
Birchbrook
Maine
$14.9K
SFG
1323
Strive Financial Group
Indiana
$14.7K
MWPCG
1324
Measured Wealth Private Client Group
New Hampshire
$13.9K
APW
1325
Aventura Private Wealth
Florida
$13.9K