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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
AA
1351
Addison Advisors
Vermont
$5.94K
DIP
1352
DT Investment Partners
Pennsylvania
$5.94K
IWM
1353
IMG Wealth Management
Florida
$5.94K
LWM
1354
Lodestone Wealth Management
Washington
$5.94K
TCM
1355
TD Capital Management
Tennessee
$5.79K
TFM
1356
TFC Financial Management
Massachusetts
$5.58K
APW
1357
Atlantic Private Wealth
North Carolina
$5.4K
W
1358
WealthCollab
Washington
$5.38K
WW
1359
Winnow Wealth
Texas
$4.84K
CBT
1360
Crews Bank & Trust
Florida
$4.83K
CCMI
1361
Creative Capital Management Investments
California
$4.64K
NWM
1362
Nova Wealth Management
Florida
$4.61K
MEG
1363
Millstone Evans Group
Colorado
$4.27K
PWMG
1364
Private Wealth Management Group
New Jersey
$4.08K
WWA
1365
Wealth Watch Advisors
Colorado
$4.08K
TCM
1366
Triumph Capital Management
Colorado
$3.71K
STB
1367
S&T Bank
Pennsylvania
$3.34K
BHWM
1368
Beaird Harris Wealth Management
Texas
$3.34K
ACA
1369
American Capital Advisory
Idaho
$3.34K
LWMI
1370
Legacy Wealth Management (Idaho)
Idaho
$3.16K
DSC
1371
Duncker Streett & Co
Missouri
$3.15K
HFS
1372
Horizon Financial Services
North Carolina
$3.15K
QA
1373
Quattro Advisors
Pennsylvania
$2.98K
NL
1374
NVWM LLC
Pennsylvania
$2.97K
RPA
1375
Redwood Park Advisors
California
$2.79K