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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
CIBC Private Wealth Group
701
CIBC Private Wealth Group
Georgia
$878K
LWM
702
LongView Wealth Management
Georgia
$876K
LAIC
703
Lederer & Associates Investment Counsel
California
$863K
PPWP
704
Premier Path Wealth Partners
New Jersey
$859K
PI
705
PineBridge Investments
New York
$852K
PP
706
PDS Planning
Ohio
$850K
MT
707
Midwest Trust
Kansas
$849K
FFA
708
Florida Financial Advisors
Florida
$848K
FC
709
Fulcrum Capital
Washington
$842K
FAT
710
First American Trust
California
$839K
FPAS
711
Focus Partners Advisor Solutions
Missouri
$836K
LI
712
LRI Investments
Florida
$835K
JIC
713
Joel Isaacson & Co
New York
$832K
BA
714
Bard Associates
Illinois
$823K
ESC
715
Eurizon SLJ Capital
$822K
TBA
716
Tower Bridge Advisors
Pennsylvania
$821K
IWM
717
IHT Wealth Management
Illinois
$821K
PIM
718
Plato Investment Management
Australia
$819K
AW
719
Alteri Wealth
California
$819K
ISL
720
Ingalls & Snyder LLC
New York
$816K
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$810K
JCIA
722
Jackson Creek Investment Advisors
Colorado
$803K
FAM
723
Fairtree Asset Management
South Africa
$796K
HCM
724
Howard Capital Management
Georgia
$792K
DJSG
725
D.J. St. Germain
Massachusetts
$792K