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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
ACM
1001
Advisors Capital Management
New Jersey
$304K
CWG
1002
Cornerstone Wealth Group
North Carolina
$303K
AIIMS
1003
Analyst IMS Investment Management Services
Israel
$301K
LWM
1004
Liberty Wealth Management
California
$300K
HAIM
1005
Hunter Associates Investment Management
Pennsylvania
$297K
SP
1006
Stonebrook Private
Michigan
$293K
BWL
1007
Bogart Wealth LLC
Virginia
$291K
FFS
1008
Founders Financial Securities
Maryland
$290K
PE
1009
PCM Encore
Colorado
$289K
FFM
1010
Forum Financial Management
Illinois
$289K
DIM
1011
Delta Investment Management
California
$289K
NWM
1012
Northcape Wealth Management
New York
$289K
QC
1013
Quent Capital
New York
$288K
QLSGSCF
1014
Quent Long Short Global Small Cap Fund
New York
$288K
WIM
1015
Westside Investment Management
California
$287K
FAG
1016
Fortitude Advisory Group
Washington
$287K
KBFS
1017
Kohmann Bosshard Financial Services
Ohio
$282K
OBWG
1018
Onyx Bridge Wealth Group
New York
$281K
AC
1019
Avestar Capital
New York
$280K
C
1020
Certuity
Florida
$280K
CWM
1021
Challenger Wealth Management
California
$279K
HDIM
1022
Hanson & Doremus Investment Management
Vermont
$278K
KIM
1023
Kane Investment Management
California
$278K
PA
1024
Procyon Advisors
Connecticut
$277K
HP
1025
Holistic Planning
Texas
$276K