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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
DIM
1026
Delta Investment Management
California
$289K
NWM
1027
Northcape Wealth Management
New York
$289K
QC
1028
Quent Capital
New York
$288K
QLSGSCF
1029
Quent Long Short Global Small Cap Fund
New York
$288K
WIM
1030
Westside Investment Management
California
$287K
FAG
1031
Fortitude Advisory Group
Washington
$287K
KBFS
1032
Kohmann Bosshard Financial Services
Ohio
$282K
OBWG
1033
Onyx Bridge Wealth Group
New York
$281K
AC
1034
Avestar Capital
New York
$280K
C
1035
Certuity
Florida
$280K
CWM
1036
Challenger Wealth Management
California
$279K
HDIM
1037
Hanson & Doremus Investment Management
Vermont
$278K
KIM
1038
Kane Investment Management
California
$278K
PA
1039
Procyon Advisors
Connecticut
$277K
HP
1040
Holistic Planning
Texas
$276K
SDWMA
1041
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K
CC
1042
Courier Capital
New York
$276K
FNBT
1043
FineMark National Bank & Trust
Florida
$276K
MYIA
1044
Mount Yale Investment Advisors
Colorado
$274K
AF
1045
Advisornet Financial
Minnesota
$271K
WRPWM
1046
Werba Rubin Papier Wealth Management
California
$269K
FC
1047
Fairscale Capital
New Hampshire
$269K
CWMGP
1048
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$268K
CAM
1049
Concorde Asset Management
Michigan
$268K
ODA
1050
One Degree Advisors
California
$266K