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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
KCM
1076
Kanawha Capital Management
Virginia
$234K
CWM
1077
Centurion Wealth Management
Virginia
$234K
MR
1078
Munich Reinsurance
$233K
CWMG
1079
Compass Wealth Management (Georgia)
Georgia
$232K
OPA
1080
Old Port Advisors
Maine
$231K
SC
1081
Scotia Capital
Ontario, Canada
$231K
TCM
1082
TABR Capital Management
California
$230K
HIC
1083
Holderness Investments Company
North Carolina
$230K
LCAM
1084
London & Capital Asset Management
United Kingdom
$229K
PW
1085
PUREfi Wealth
Massachusetts
$229K
JHCP
1086
Jackson Hole Capital Partners
Oklahoma
$229K
KFI
1087
Key Financial Inc
Pennsylvania
$228K
ACG
1088
Allen Capital Group
Nebraska
$226K
KA
1089
Kovack Advisors
Florida
$226K
FCA
1090
FLC Capital Advisors
California
$226K
BHWM
1091
Bar Harbor Wealth Management
New Hampshire
$225K
NAM
1092
NorthCrest Asset Manangement
Minnesota
$225K
AGWCA
1093
Annis Gardner Whiting Capital Advisors
Florida
$223K
MWM
1094
Mattern Wealth Management
Kansas
$223K
SIAP
1095
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K
JCM
1096
Jag Capital Management
Missouri
$223K
SIC
1097
Samalin Investment Counsel
New York
$223K
ELM
1098
Elite Life Management
Florida
$221K
PTC
1099
Private Trust Company
Ohio
$221K
TNA
1100
True North Advisors
Texas
$220K