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
JWM
1326
Jessup Wealth Management
Ohio
$13.8K
YDMI
1327
Y.D. More Investments
Israel
$13.6K
MSWM
1328
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K
SWM
1329
SHP Wealth Management
Massachusetts
$12.9K
BSB
1330
Bangor Savings Bank
Maine
$12.4K
LSA
1331
Leonteq Securities AG
Switzerland
$12.1K
AP
1332
Aspect Partners
Virginia
$11.9K
SIS
1333
Sound Income Strategies
Florida
$11.7K
Kayne Anderson Rudnick Investment Management
1334
Kayne Anderson Rudnick Investment Management
California
$11.6K
LB
1335
Legacy Bridge
Iowa
$10.8K
Loomis, Sayles & Company
1336
Loomis, Sayles & Company
Massachusetts
$10.8K
BFS
1337
Bare Financial Services
Pennsylvania
$10.6K
SWA
1338
SOA Wealth Advisors
New York
$10.4K
PP
1339
Pacifica Partners
Canada
$10.1K
BCWM
1340
Bartlett & Co Wealth Management
Ohio
$10.1K
HWM
1341
HighMark Wealth Management
Minnesota
$9.84K
HWA
1342
Heritage Wealth Advisors
Virginia
$9.65K
EWP
1343
Elevation Wealth Partners
California
$9.47K
VWA
1344
VSM Wealth Advisory
Maryland
$9.28K
AT
1345
Arlington Trust
Alabama
$9.1K
PP
1346
PFS Partners
New Jersey
$8.98K
JFGIW
1347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K
CFS
1348
Compass Financial Services
Iowa
$8.59K
RWA
1349
Redmont Wealth Advisors
Illinois
$8.54K
MPW
1350
MASECO Private Wealth
$8.53K