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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
SDWMA
1026
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K
CC
1027
Courier Capital
New York
$276K
FNBT
1028
FineMark National Bank & Trust
Florida
$276K
MYIA
1029
Mount Yale Investment Advisors
Colorado
$274K
AF
1030
Advisornet Financial
Minnesota
$271K
WRPWM
1031
Werba Rubin Papier Wealth Management
California
$269K
FC
1032
Fairscale Capital
New Hampshire
$269K
CWMGP
1033
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$268K
CAM
1034
Concorde Asset Management
Michigan
$268K
ODA
1035
One Degree Advisors
California
$266K
OFG
1036
Oxford Financial Group
Indiana
$266K
RWP
1037
Revolve Wealth Partners
New Jersey
$265K
SA
1038
Sovran Advisors
California
$264K
VRM
1039
Vectors Research Management
New York
$264K
JTWM
1040
Jackson Thornton Wealth Management
Alabama
$263K
IAIM
1041
International Assets Investment Management
Florida
$263K
AHL
1042
Abel Hall LLC
Louisiana
$259K
CWP
1043
Cyndeo Wealth Partners
Florida
$258K
CTA
1044
Colonial Trust Advisors
South Carolina
$258K
SCA
1045
Stonebridge Capital Advisors
Minnesota
$258K
VCA
1046
Verdence Capital Advisors
Maryland
$257K
MCM
1047
MV Capital Management
Maryland
$257K
AA
1048
Argent Advisors
Louisiana
$257K
FFP
1049
FourThought Financial Partners
Florida
$257K
PCM
1050
Prelude Capital Management
New York
$257K