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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
MWM
1101
Mattern Wealth Management
Kansas
$223K
JCM
1102
Jag Capital Management
Missouri
$223K
SIAP
1103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K
SIC
1104
Samalin Investment Counsel
New York
$223K
ELM
1105
Elite Life Management
Florida
$221K
PTC
1106
Private Trust Company
Ohio
$221K
TNA
1107
True North Advisors
Texas
$220K
KWM
1108
Keebeck Wealth Management
Illinois
$220K
SL
1109
StoryOne LLC
Kansas
$220K
BPW
1110
Bingham Private Wealth
California
$220K
SWM
1111
Silverlake Wealth Management
Vermont
$218K
GWS
1112
Greykasell Wealth Strategies
California
$218K
VCAM
1113
Van Cleef Asset Management
Ohio
$218K
CAM
1114
Cidel Asset Management
Ontario, Canada
$217K
WMA
1115
West Michigan Advisors
Michigan
$216K
CFO
1116
Cambient Family Office
Michigan
$215K
BFC
1117
Bedel Financial Consulting
Indiana
$214K
BHIA
1118
Birch Hill Investment Advisors
Massachusetts
$214K
JIP
1119
Jaffetilchin Investment Partners
Florida
$213K
CPA
1120
Capital Performance Advisors
California
$213K
TWM
1121
Tradition Wealth Management
Minnesota
$212K
KCM
1122
Kathmere Capital Management
Pennsylvania
$212K
AWM
1123
Axxcess Wealth Management
California
$211K
HP
1124
Havemeyer Place
Connecticut
$211K
CCMG
1125
Clark Capital Management Group
Pennsylvania
$211K