WELL icon

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
IWA
1426
IBEX Wealth Advisors
New Jersey
FF
1427
Fluent Financial
Texas
SGI
1428
Summit Global Investments
Utah
LFA
1429
Legacy Financial Advisors
Kentucky
FC
1430
FORA Capital
Florida
CIP
1431
Capital Insight Partners
Arizona
BFA
1432
Brown Financial Advisors
Ohio
Fiera Capital (Canada)
1433
Fiera Capital (Canada)
Quebec, Canada
IF
1434
Intrua Financial
Texas
Group One Trading
1435
Group One Trading
Illinois
CFG
1436
Copley Financial Group
California
Caisse de Depot et Placement du Quebec (CDPQ)
1437
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
P
1438
Pitcairn
Pennsylvania
AWA
1439
A4 Wealth Advisors
North Carolina
OMC
1440
Old Mission Capital
Illinois
BF
1441
Brucke Financial
Indiana
FCM
1442
Fieldview Capital Management
Michigan
Q
1443
QVR
California
CCIA
1444
Campbell & Co Investment Adviser
Maryland
MSCM
1445
McElhenny Sheffield Capital Management
Texas
CTI
1446
Community Trust & Investment
Kentucky
IP
1447
Investment Partners
Ohio
LWM
1448
LeConte Wealth Management
Tennessee
CCM
1449
Cinctive Capital Management
New York
DLA
1450
Douglas Lane & Associates
New York