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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
MAM
1251
Morse Asset Management
Connecticut
$39.2K
NFSG
1252
Newbridge Financial Services Group
Florida
$39K
SWIM
1253
Smallwood Wealth Investment Management
New Jersey
$38.4K
JFA
1254
JNBA Financial Advisors
Minnesota
$38.1K
HFS
1255
Hughes Financial Services
Virginia
$37.7K
GTAM
1256
Global Trust Asset Management
Florida
$37.1K
BC
1257
Broadwater Capital
Massachusetts
$37.1K
GCM
1258
Gunpowder Capital Management
Maryland
$37.1K
NB
1259
NBT Bank
New York
$36.5K
RF
1260
Roxbury Financial
New Jersey
$36.4K
AEPWM
1261
Atlantic Edge Private Wealth Management
Florida
$34.5K
Q1WB
1262
Quest 10 Wealth Builders
Virginia
$34.2K
ME
1263
McIlrath & Eck
Washington
$34.2K
BLC
1264
Brown, Lisle/Cummings
Rhode Island
$34K
BONH
1265
Bank of New Hampshire
New Hampshire
$33.8K
FC
1266
Financial Consulate
Maryland
$33.7K
WPA
1267
Wealth Preservation Advisors
Tennessee
$33.6K
SN
1268
Sittner & Nelson
Oregon
$33.5K
BAM
1269
Bellevue Asset Management
Washington
$32.1K
NRG
1270
Nemes Rush Group
Michigan
$31.2K
CPBTD
1271
Central Pacific Bank - Trust Division
Hawaii
$29.7K
HWP
1272
Highline Wealth Partners
California
$28.8K
SR
1273
Swiss Re
Switzerland
$28.8K
MAM
1274
Marquette Asset Management
Minnesota
$28.4K
SEP
1275
Signature Equity Partners
Ohio
$28.4K