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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
T
1076
TrustBank
Illinois
$234K
KCM
1077
Kanawha Capital Management
Virginia
$234K
CWM
1078
Centurion Wealth Management
Virginia
$234K
MR
1079
Munich Reinsurance
$233K
CWMG
1080
Compass Wealth Management (Georgia)
Georgia
$232K
OPA
1081
Old Port Advisors
Maine
$231K
SC
1082
Scotia Capital
Ontario, Canada
$231K
TCM
1083
TABR Capital Management
California
$230K
HIC
1084
Holderness Investments Company
North Carolina
$230K
LCAM
1085
London & Capital Asset Management
United Kingdom
$229K
PW
1086
PUREfi Wealth
Massachusetts
$229K
JHCP
1087
Jackson Hole Capital Partners
Oklahoma
$229K
KFI
1088
Key Financial Inc
Pennsylvania
$228K
ACG
1089
Allen Capital Group
Nebraska
$226K
KA
1090
Kovack Advisors
Florida
$226K
FCA
1091
FLC Capital Advisors
California
$226K
BHWM
1092
Bar Harbor Wealth Management
New Hampshire
$225K
NAM
1093
NorthCrest Asset Manangement
Minnesota
$225K
AGWCA
1094
Annis Gardner Whiting Capital Advisors
Florida
$223K
MWM
1095
Mattern Wealth Management
Kansas
$223K
JCM
1096
Jag Capital Management
Missouri
$223K
SIAP
1097
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K
SIC
1098
Samalin Investment Counsel
New York
$223K
ELM
1099
Elite Life Management
Florida
$221K
PTC
1100
Private Trust Company
Ohio
$221K