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
MIM
901
MTM Investment Management
South Carolina
$427K
GLAM
902
Gardner Lewis Asset Management
Pennsylvania
$424K
BPFA
903
Barnes Pettey Financial Advisors
Mississippi
$423K
Lazard Asset Management
904
Lazard Asset Management
New York
$422K
SCP
905
Sivia Capital Partners
California
$421K
SL
906
Sentinus LLC
Illinois
$419K
CFP
907
Catalyst Financial Partners
Massachusetts
$416K
CTC
908
Cetera Trust Company
Minnesota
$416K
MCM
909
Monument Capital Management
Virginia
$412K
SWM
910
Shelton Wealth Management
Texas
$408K
BFC
911
Blue Fin Capital
Rhode Island
$408K
PPA
912
Painted Porch Advisors
California
$408K
BFIM
913
Beese Fulmer Investment Management
Ohio
$407K
PK
914
Pflug Koory
Nebraska
$406K
NRC
915
New Republic Capital
North Carolina
$405K
LFG
916
Larson Financial Group
Missouri
$405K
BWA
917
Basecamp Wealth Advisors
Washington
$405K
BHBT
918
Burke & Herbert Bank & Trust
Virginia
$400K
AG
919
AlTi Global
New York
$396K
CAWM
920
Capital Advisors Wealth Management
Washington
$396K
MAM
921
Mystic Asset Management
Rhode Island
$393K
WFA
922
Wellspring Financial Advisors
Ohio
$393K
WKWM
923
Walter & Keenan Wealth Management
Indiana
$389K
NG
924
Norden Group
Utah
$385K
WIC
925
Woodmont Investment Counsel
Tennessee
$384K