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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
AMBIA
1076
Allen Mooney & Barnes Investment Advisors
Georgia
$238K
AOWM
1077
Asset One Wealth Management
Washington
$237K
CFM
1078
Cornerstone Financial Management
Massachusetts
$236K
WW
1079
Wright Wealth
Georgia
$236K
EGM
1080
Engineers Gate Manager
New York
$236K
T
1081
TrustBank
Illinois
$234K
KCM
1082
Kanawha Capital Management
Virginia
$234K
CWM
1083
Centurion Wealth Management
Virginia
$234K
BFG
1084
Beacon Financial Group
Texas
$233K
MR
1085
Munich Reinsurance
$233K
CWMG
1086
Compass Wealth Management (Georgia)
Georgia
$232K
OPA
1087
Old Port Advisors
Maine
$231K
SC
1088
Scotia Capital
Ontario, Canada
$231K
TCM
1089
TABR Capital Management
California
$230K
HIC
1090
Holderness Investments Company
North Carolina
$230K
LCAM
1091
London & Capital Asset Management
United Kingdom
$229K
PW
1092
PUREfi Wealth
Massachusetts
$229K
JHCP
1093
Jackson Hole Capital Partners
Oklahoma
$229K
KFI
1094
Key Financial Inc
Pennsylvania
$228K
ACG
1095
Allen Capital Group
Nebraska
$226K
KA
1096
Kovack Advisors
Florida
$226K
FCA
1097
FLC Capital Advisors
California
$226K
BHWM
1098
Bar Harbor Wealth Management
New Hampshire
$225K
NAM
1099
NorthCrest Asset Manangement
Minnesota
$225K
AGWCA
1100
Annis Gardner Whiting Capital Advisors
Florida
$223K