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Welltower

1,405 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, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
CIC
576
Carnegie Investment Counsel
Ohio
$1.67M
CPIA
577
Cornell Pochily Investment Advisors
New York
$1.66M
JWM
578
Jeppson Wealth Management
California
$1.66M
EFG
579
Everhart Financial Group
Ohio
$1.66M
GH
580
GAM Holding
Switzerland
$1.65M
WETS
581
Wealth Enhancement Trust Services
South Dakota
$1.64M
Verition Fund Management
582
Verition Fund Management
Connecticut
$1.64M
APIM
583
Agate Pass Investment Management
Washington
$1.63M
SAI
584
Savvy Advisors Inc
New York
$1.61M
SCM
585
Schnieders Capital Management
California
$1.56M
DFCM
586
Dark Forest Capital Management
Puerto Rico
$1.55M
TWM
587
Trueblood Wealth Management
Ohio
$1.54M
MOS
588
MGO One Seven
Ohio
$1.54M
AC
589
AlphaCore Capital
California
$1.51M
PI
590
PFG Investments
New York
$1.51M
EWA
591
Emergent Wealth Advisors
New York
$1.5M
WAM
592
Wolverine Asset Management
Illinois
$1.5M
RBWA
593
RFG - Bristol Wealth Advisors
Massachusetts
$1.5M
FISPB
594
Fideuram - Intesa Sanpaolo Private Banking
$1.48M
QIM
595
Quantitative Investment Management
Virginia
$1.46M
QT
596
Quantbot Technologies
New York
$1.46M
PFPG
597
Pinnacle Financial Partners (Georgia)
Georgia
$1.46M
SC
598
Savant Capital
Illinois
$1.44M
AA
599
Ancora Advisors
Ohio
$1.42M
HCM
600
Highview Capital Management
Illinois
$1.41M