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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
NMG
1326
New Millennium Group
Utah
$16.9K
JGCM
1327
Joseph Group Capital Management
Ohio
$16.9K
SC
1328
SouthState Corp
Florida
$15.8K
UOTTAIMCU
1329
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K
CNBTD
1330
Citizens National Bank Trust Department
Mississippi
$15.4K
RTL
1331
Red Tortoise LLC
Georgia
$15K
WAG
1332
Wilkerson Advisory Group
Missouri
$15K
B
1333
Birchbrook
Maine
$14.9K
SFG
1334
Strive Financial Group
Indiana
$14.7K
MWPCG
1335
Measured Wealth Private Client Group
New Hampshire
$13.9K
APW
1336
Aventura Private Wealth
Florida
$13.9K
JWM
1337
Jessup Wealth Management
Ohio
$13.8K
YDMI
1338
Y.D. More Investments
Israel
$13.6K
MSWM
1339
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K
SWM
1340
SHP Wealth Management
Massachusetts
$12.9K
BSB
1341
Bangor Savings Bank
Maine
$12.4K
LSA
1342
Leonteq Securities AG
Switzerland
$12.1K
AP
1343
Aspect Partners
Virginia
$11.9K
SIS
1344
Sound Income Strategies
Florida
$11.7K
Kayne Anderson Rudnick Investment Management
1345
Kayne Anderson Rudnick Investment Management
California
$11.6K
LB
1346
Legacy Bridge
Iowa
$10.8K
Loomis, Sayles & Company
1347
Loomis, Sayles & Company
Massachusetts
$10.8K
BFS
1348
Bare Financial Services
Pennsylvania
$10.6K
SWA
1349
SOA Wealth Advisors
New York
$10.4K
PP
1350
Pacifica Partners
Canada
$10.1K