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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
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$10.2M
ET
302
Entropy Technologies
New York
$10.2M
HTIM
303
Harbour Trust & Investment Management
Indiana
$10.1M
DCM
304
Dupont Capital Management
Delaware
$10.1M
ACA
305
Aptus Capital Advisors
Alabama
$10.1M
USCWA
306
U.S. Capital Wealth Advisors
Texas
$9.94M
WW
307
Windle Wealth
Oklahoma
$9.91M
AI
308
Atria Investments
North Carolina
$9.87M
WAS
309
WESPAC Advisors SoCal
California
$9.86M
PDN
310
Pensionfund DSM Netherlands
Netherlands
$9.79M
BCM
311
Brookstone Capital Management
Illinois
$9.68M
PA
312
Pinnacle Associates
New York
$9.59M
EMPI
313
Elo Mutual Pension Insurance
Finland
$9.4M
IIM
314
INTECH Investment Management
Florida
$9.39M
GCM
315
Greenland Capital Management
New York
$9.35M
KCM
316
Kingdon Capital Management
New York
$9.28M
GM
317
GeoWealth Management
Illinois
$9.24M
SEIA
318
Signature Estate & Investment Advisors
California
$9.16M
Tudor Investment Corp
319
Tudor Investment Corp
Connecticut
$9.15M
Man Group
320
Man Group
United Kingdom
$9.1M
Pathstone Holdings
321
Pathstone Holdings
New Jersey
$8.94M
CPC
322
Consolidated Planning Corp
Georgia
$8.79M
TS
323
Triglav Skladi
Slovenia
$8.75M
TPM
324
Triasima Portfolio Management
Quebec, Canada
$8.29M
CA
325
Callahan Advisors
Texas
$8.28M