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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
TNA
1101
True North Advisors
Texas
$220K
KWM
1102
Keebeck Wealth Management
Illinois
$220K
SL
1103
StoryOne LLC
Kansas
$220K
BPW
1104
Bingham Private Wealth
California
$220K
SWM
1105
Silverlake Wealth Management
Vermont
$218K
GWS
1106
Greykasell Wealth Strategies
California
$218K
VCAM
1107
Van Cleef Asset Management
Ohio
$218K
CAM
1108
Cidel Asset Management
Ontario, Canada
$217K
WMA
1109
West Michigan Advisors
Michigan
$216K
CFO
1110
Cambient Family Office
Michigan
$215K
BFC
1111
Bedel Financial Consulting
Indiana
$214K
BHIA
1112
Birch Hill Investment Advisors
Massachusetts
$214K
JIP
1113
Jaffetilchin Investment Partners
Florida
$213K
CPA
1114
Capital Performance Advisors
California
$213K
TWM
1115
Tradition Wealth Management
Minnesota
$212K
KCM
1116
Kathmere Capital Management
Pennsylvania
$212K
AWM
1117
Axxcess Wealth Management
California
$211K
HP
1118
Havemeyer Place
Connecticut
$211K
CCMG
1119
Clark Capital Management Group
Pennsylvania
$211K
NP
1120
NorthRock Partners
Minnesota
$210K
AP
1121
Anchyra Partners
Georgia
$209K
GLLW
1122
Graves Light Lenhart Wealth
Virginia
$208K
PWM
1123
Parkway Wealth Management
Texas
$208K
SP
1124
Successful Portfolios
Florida
$207K
HWA
1125
Hilltop Wealth Advisors
North Carolina
$207K