We are live on ! Find out more
WELL icon

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
PW
1101
PUREfi Wealth
Massachusetts
$229K
JHCP
1102
Jackson Hole Capital Partners
Oklahoma
$229K
KFI
1103
Key Financial Inc
Pennsylvania
$228K
ACG
1104
Allen Capital Group
Nebraska
$226K
KA
1105
Kovack Advisors
Florida
$226K
FCA
1106
FLC Capital Advisors
California
$226K
BHWM
1107
Bar Harbor Wealth Management
New Hampshire
$225K
NAM
1108
NorthCrest Asset Manangement
Minnesota
$225K
AGWCA
1109
Annis Gardner Whiting Capital Advisors
Florida
$223K
MWM
1110
Mattern Wealth Management
Kansas
$223K
JCM
1111
Jag Capital Management
Missouri
$223K
SIAP
1112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K
SIC
1113
Samalin Investment Counsel
New York
$223K
ELM
1114
Elite Life Management
Florida
$221K
PTC
1115
Private Trust Company
Ohio
$221K
TNA
1116
True North Advisors
Texas
$220K
KWM
1117
Keebeck Wealth Management
Illinois
$220K
SL
1118
StoryOne LLC
Kansas
$220K
BPW
1119
Bingham Private Wealth
California
$220K
SWM
1120
Silverlake Wealth Management
Vermont
$218K
GWS
1121
Greykasell Wealth Strategies
California
$218K
VCAM
1122
Van Cleef Asset Management
Ohio
$218K
CAM
1123
Cidel Asset Management
Ontario, Canada
$217K
WMA
1124
West Michigan Advisors
Michigan
$216K
CFO
1125
Cambient Family Office
Michigan
$215K