WELL icon

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
CNBTD
1326
Citizens National Bank Trust Department
Mississippi
$15.4K
RTL
1327
Red Tortoise LLC
Georgia
$15K
WAG
1328
Wilkerson Advisory Group
Missouri
$15K
B
1329
Birchbrook
Maine
$14.9K
SFG
1330
Strive Financial Group
Indiana
$14.7K
MWPCG
1331
Measured Wealth Private Client Group
New Hampshire
$13.9K
APW
1332
Aventura Private Wealth
Florida
$13.9K
JWM
1333
Jessup Wealth Management
Ohio
$13.8K
YDMI
1334
Y.D. More Investments
Israel
$13.6K
MSWM
1335
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K
SWM
1336
SHP Wealth Management
Massachusetts
$12.9K
BSB
1337
Bangor Savings Bank
Maine
$12.4K
LSA
1338
Leonteq Securities AG
Switzerland
$12.1K
AP
1339
Aspect Partners
Virginia
$11.9K
SIS
1340
Sound Income Strategies
Florida
$11.7K
Kayne Anderson Rudnick Investment Management
1341
Kayne Anderson Rudnick Investment Management
California
$11.6K
LB
1342
Legacy Bridge
Iowa
$10.8K
Loomis, Sayles & Company
1343
Loomis, Sayles & Company
Massachusetts
$10.8K
BFS
1344
Bare Financial Services
Pennsylvania
$10.6K
SWA
1345
SOA Wealth Advisors
New York
$10.4K
PP
1346
Pacifica Partners
Canada
$10.1K
BCWM
1347
Bartlett & Co Wealth Management
Ohio
$10.1K
HWM
1348
HighMark Wealth Management
Minnesota
$9.84K
HWA
1349
Heritage Wealth Advisors
Virginia
$9.65K
EWP
1350
Elevation Wealth Partners
California
$9.47K