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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
BJL
1451
Brighton Jones LLC
Washington
MFS
1452
Mattson Financial Services
Michigan
FTUS
1453
Flow Traders U.S.
New York
IWA
1454
IBEX Wealth Advisors
New Jersey
FF
1455
Fluent Financial
Texas
SGI
1456
Summit Global Investments
Utah
LFA
1457
Legacy Financial Advisors
Kentucky
FC
1458
FORA Capital
Florida
CIP
1459
Capital Insight Partners
Arizona
BFA
1460
Brown Financial Advisors
Ohio
Fiera Capital (Canada)
1461
Fiera Capital (Canada)
Quebec, Canada
IF
1462
Intrua Financial
Texas
Group One Trading
1463
Group One Trading
Illinois
CFG
1464
Copley Financial Group
California
Caisse de Depot et Placement du Quebec (CDPQ)
1465
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
P
1466
Pitcairn
Pennsylvania
AWA
1467
A4 Wealth Advisors
North Carolina
OMC
1468
Old Mission Capital
Illinois
BF
1469
Brucke Financial
Indiana
FCM
1470
Fieldview Capital Management
Michigan
Q
1471
QVR
California
CCIA
1472
Campbell & Co Investment Adviser
Maryland
MSCM
1473
McElhenny Sheffield Capital Management
Texas
CTI
1474
Community Trust & Investment
Kentucky
IP
1475
Investment Partners
Ohio