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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
LWM
1351
Lodestone Wealth Management
Washington
$5.94K
TFM
1352
TFC Financial Management
Massachusetts
$5.58K
APW
1353
Atlantic Private Wealth
North Carolina
$5.4K
W
1354
WealthCollab
Washington
$5.38K
WW
1355
Winnow Wealth
Texas
$4.84K
CBT
1356
Crews Bank & Trust
Florida
$4.83K
CCMI
1357
Creative Capital Management Investments
California
$4.64K
NWM
1358
Nova Wealth Management
Florida
$4.61K
MEG
1359
Millstone Evans Group
Colorado
$4.27K
PWMG
1360
Private Wealth Management Group
New Jersey
$4.08K
WWA
1361
Wealth Watch Advisors
Colorado
$4.08K
TCM
1362
Triumph Capital Management
Colorado
$3.71K
STB
1363
S&T Bank
Pennsylvania
$3.34K
BHWM
1364
Beaird Harris Wealth Management
Texas
$3.34K
ACA
1365
American Capital Advisory
Idaho
$3.34K
LWMI
1366
Legacy Wealth Management (Idaho)
Idaho
$3.16K
DSC
1367
Duncker Streett & Co
Missouri
$3.15K
HFS
1368
Horizon Financial Services
North Carolina
$3.15K
QA
1369
Quattro Advisors
Pennsylvania
$2.98K
NL
1370
NVWM LLC
Pennsylvania
$2.97K
RPA
1371
Redwood Park Advisors
California
$2.79K
QWM
1372
Quaker Wealth Management
New Jersey
$2.79K
BWAM
1373
Boyd Watterson Asset Management
Ohio
$2.78K
ACM
1374
Anfield Capital Management
California
$2.6K
CA
1375
Crewe Advisors
Utah
$2.6K