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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
SGI
1451
Summit Global Investments
Utah
LFA
1452
Legacy Financial Advisors
Kentucky
FC
1453
FORA Capital
Florida
CIP
1454
Capital Insight Partners
Arizona
BFA
1455
Brown Financial Advisors
Ohio
Fiera Capital (Canada)
1456
Fiera Capital (Canada)
Quebec, Canada
IF
1457
Intrua Financial
Texas
Group One Trading
1458
Group One Trading
Illinois
CFG
1459
Copley Financial Group
California
Caisse de Depot et Placement du Quebec (CDPQ)
1460
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
P
1461
Pitcairn
Pennsylvania
AWA
1462
A4 Wealth Advisors
North Carolina
OMC
1463
Old Mission Capital
Illinois
BF
1464
Brucke Financial
Indiana
FCM
1465
Fieldview Capital Management
Michigan
Q
1466
QVR
California
CCIA
1467
Campbell & Co Investment Adviser
Maryland
MSCM
1468
McElhenny Sheffield Capital Management
Texas
CTI
1469
Community Trust & Investment
Kentucky
IP
1470
Investment Partners
Ohio
LWM
1471
LeConte Wealth Management
Tennessee
CCM
1472
Cinctive Capital Management
New York
DLA
1473
Douglas Lane & Associates
New York
Empower Advisory Group
1474
Empower Advisory Group
Colorado
WWM
1475
Whalen Wealth Management
Nevada