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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
MBTD
1001
Mechanics Bank - Trust Department
California
$306K
WT
1002
Washington Trust
Rhode Island
$305K
NI
1003
Natural Investments
California
$305K
CIAS
1004
Capital Investment Advisory Services
North Carolina
$305K
FHA
1005
Flagship Harbor Advisors
Massachusetts
$304K
CTA
1006
Clear Trail Advisors
Texas
$304K
ACM
1007
Advisors Capital Management
New Jersey
$304K
CWG
1008
Cornerstone Wealth Group
North Carolina
$303K
AIIMS
1009
Analyst IMS Investment Management Services
Israel
$301K
LWM
1010
Liberty Wealth Management
California
$300K
HAIM
1011
Hunter Associates Investment Management
Pennsylvania
$297K
SP
1012
Stonebrook Private
Michigan
$293K
BWL
1013
Bogart Wealth LLC
Virginia
$291K
FFS
1014
Founders Financial Securities
Maryland
$290K
PE
1015
PCM Encore
Colorado
$289K
FFM
1016
Forum Financial Management
Illinois
$289K
DIM
1017
Delta Investment Management
California
$289K
NWM
1018
Northcape Wealth Management
New York
$289K
QC
1019
Quent Capital
New York
$288K
QLSGSCF
1020
Quent Long Short Global Small Cap Fund
New York
$288K
WIM
1021
Westside Investment Management
California
$287K
FAG
1022
Fortitude Advisory Group
Washington
$287K
KBFS
1023
Kohmann Bosshard Financial Services
Ohio
$282K
OBWG
1024
Onyx Bridge Wealth Group
New York
$281K
AC
1025
Avestar Capital
New York
$280K