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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
QWM
1376
Quaker Wealth Management
New Jersey
$2.79K
BWAM
1377
Boyd Watterson Asset Management
Ohio
$2.78K
ACM
1378
Anfield Capital Management
California
$2.6K
CA
1379
Crewe Advisors
Utah
$2.6K
RWM
1380
Rialto Wealth Management
New York
$2.41K
RWM
1381
RMG Wealth Management
Wisconsin
$2.38K
SRCM
1382
Signature Resources Capital Management
California
$2.23K
CYG
1383
Clean Yield Group
Vermont
$2.04K
MWM
1384
Mascoma Wealth Management
New Hampshire
$2.04K
HIA
1385
HFM Investment Advisors
New Jersey
$1.86K
JFG
1386
JDM Financial Group
Texas
$1.86K
FW
1387
Fairway Wealth
Ohio
$1.86K
1IA
1388
1620 Investment Advisors
Massachusetts
$1.76K
UCB
1389
United Community Bank
South Carolina
$1.67K
BW
1390
Basepoint Wealth
Iowa
$1.51K
DF
1391
DecisionPoint Financial
Arizona
$1.49K
SFCL
1392
Strengthening Families & Communities LLC
Massachusetts
$1.11K
DCM
1393
Davis Capital Management
Florida
$1.11K
CMA
1394
Cedar Mountain Advisors
Oregon
$1.11K
GFA
1395
Godfrey Financial Associates
New York
$1.11K
DT
1396
DV Trading
Illinois
$1.11K
FGAM
1397
Financial Gravity Asset Management
Texas
$928
SHIM
1398
Stone House Investment Management
Pennsylvania
$928
LIA
1399
Luken Investment Analytics
Tennessee
$928
EFMH
1400
E Fund Management (HK)
Hong Kong
$750