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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
AFG
576
Atomi Financial Group
New York
$1.69M
CIC
577
Carnegie Investment Counsel
Ohio
$1.67M
CPIA
578
Cornell Pochily Investment Advisors
New York
$1.66M
JWM
579
Jeppson Wealth Management
California
$1.66M
EFG
580
Everhart Financial Group
Ohio
$1.66M
GH
581
GAM Holding
Switzerland
$1.65M
WETS
582
Wealth Enhancement Trust Services
South Dakota
$1.64M
Verition Fund Management
583
Verition Fund Management
Connecticut
$1.64M
APIM
584
Agate Pass Investment Management
Washington
$1.63M
SAI
585
Savvy Advisors Inc
New York
$1.61M
SCM
586
Schnieders Capital Management
California
$1.56M
DFCM
587
Dark Forest Capital Management
Puerto Rico
$1.55M
TWM
588
Trueblood Wealth Management
Ohio
$1.54M
MOS
589
MGO One Seven
Ohio
$1.54M
AC
590
AlphaCore Capital
California
$1.51M
PI
591
PFG Investments
New York
$1.51M
EWA
592
Emergent Wealth Advisors
New York
$1.5M
WAM
593
Wolverine Asset Management
Illinois
$1.5M
RBWA
594
RFG - Bristol Wealth Advisors
Massachusetts
$1.5M
FISPB
595
Fideuram - Intesa Sanpaolo Private Banking
$1.48M
QIM
596
Quantitative Investment Management
Virginia
$1.46M
QT
597
Quantbot Technologies
New York
$1.46M
PFPG
598
Pinnacle Financial Partners (Georgia)
Georgia
$1.46M
SC
599
Savant Capital
Illinois
$1.44M
AA
600
Ancora Advisors
Ohio
$1.42M