We are live on ! Find out more
WELL icon

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
HPWM
576
High Point Wealth Management
New Jersey
$1.74M
DA
577
Denali Advisors
California
$1.74M
WPC
578
Wedmont Private Capital
Pennsylvania
$1.72M
RWM
579
Ritholtz Wealth Management
New York
$1.71M
AFG
580
Atomi Financial Group
New York
$1.69M
CIC
581
Carnegie Investment Counsel
Ohio
$1.67M
CPIA
582
Cornell Pochily Investment Advisors
New York
$1.66M
JWM
583
Jeppson Wealth Management
California
$1.66M
EFG
584
Everhart Financial Group
Ohio
$1.66M
GH
585
GAM Holding
Switzerland
$1.65M
WETS
586
Wealth Enhancement Trust Services
South Dakota
$1.64M
Verition Fund Management
587
Verition Fund Management
Connecticut
$1.64M
APIM
588
Agate Pass Investment Management
Washington
$1.63M
SAI
589
Savvy Advisors Inc
New York
$1.61M
SCM
590
Schnieders Capital Management
California
$1.56M
DFCM
591
Dark Forest Capital Management
Puerto Rico
$1.55M
TWM
592
Trueblood Wealth Management
Ohio
$1.54M
MOS
593
MGO One Seven
Ohio
$1.54M
AC
594
AlphaCore Capital
California
$1.51M
PI
595
PFG Investments
New York
$1.51M
EWA
596
Emergent Wealth Advisors
New York
$1.5M
WAM
597
Wolverine Asset Management
Illinois
$1.5M
RBWA
598
RFG - Bristol Wealth Advisors
Massachusetts
$1.5M
FISPB
599
Fideuram - Intesa Sanpaolo Private Banking
$1.48M
QIM
600
Quantitative Investment Management
Virginia
$1.46M