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