WELL icon

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
CTA
1001
Clear Trail Advisors
Texas
$304K
ACM
1002
Advisors Capital Management
New Jersey
$304K
CWG
1003
Cornerstone Wealth Group
North Carolina
$303K
AIIMS
1004
Analyst IMS Investment Management Services
Israel
$301K
LWM
1005
Liberty Wealth Management
California
$300K
HAIM
1006
Hunter Associates Investment Management
Pennsylvania
$297K
SP
1007
Stonebrook Private
Michigan
$293K
BWL
1008
Bogart Wealth LLC
Virginia
$291K
FFS
1009
Founders Financial Securities
Maryland
$290K
PE
1010
PCM Encore
Colorado
$289K
FFM
1011
Forum Financial Management
Illinois
$289K
DIM
1012
Delta Investment Management
California
$289K
NWM
1013
Northcape Wealth Management
New York
$289K
QC
1014
Quent Capital
New York
$288K
QLSGSCF
1015
Quent Long Short Global Small Cap Fund
New York
$288K
WIM
1016
Westside Investment Management
California
$287K
FAG
1017
Fortitude Advisory Group
Washington
$287K
KBFS
1018
Kohmann Bosshard Financial Services
Ohio
$282K
OBWG
1019
Onyx Bridge Wealth Group
New York
$281K
AC
1020
Avestar Capital
New York
$280K
C
1021
Certuity
Florida
$280K
CWM
1022
Challenger Wealth Management
California
$279K
HDIM
1023
Hanson & Doremus Investment Management
Vermont
$278K
KIM
1024
Kane Investment Management
California
$278K
PA
1025
Procyon Advisors
Connecticut
$277K