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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
CFG
1451
Copley Financial Group
California
Caisse de Depot et Placement du Quebec (CDPQ)
1452
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
P
1453
Pitcairn
Pennsylvania
AWA
1454
A4 Wealth Advisors
North Carolina
OMC
1455
Old Mission Capital
Illinois
BF
1456
Brucke Financial
Indiana
FCM
1457
Fieldview Capital Management
Michigan
Q
1458
QVR
California
CCIA
1459
Campbell & Co Investment Adviser
Maryland
MSCM
1460
McElhenny Sheffield Capital Management
Texas
CTI
1461
Community Trust & Investment
Kentucky
IP
1462
Investment Partners
Ohio
LWM
1463
LeConte Wealth Management
Tennessee
CCM
1464
Cinctive Capital Management
New York
DLA
1465
Douglas Lane & Associates
New York
Empower Advisory Group
1466
Empower Advisory Group
Colorado
WWM
1467
Whalen Wealth Management
Nevada
BAAM
1468
Baker Avenue Asset Management
California
PWM
1469
Pines Wealth Management
North Carolina
BC
1470
Bayforest Capital
United Kingdom
PFA
1471
Pathway Financial Advisers
Indiana
RA
1472
Rise Advisors
New York
JWM
1473
JPL Wealth Management
Colorado
CHC
1474
City Holding Co
West Virginia
TCM
1475
TruNorth Capital Management
Michigan