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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
RWM
1376
Rialto Wealth Management
New York
$2.41K
RWM
1377
RMG Wealth Management
Wisconsin
$2.38K
SRCM
1378
Signature Resources Capital Management
California
$2.23K
CYG
1379
Clean Yield Group
Vermont
$2.04K
MWM
1380
Mascoma Wealth Management
New Hampshire
$2.04K
HIA
1381
HFM Investment Advisors
New Jersey
$1.86K
JFG
1382
JDM Financial Group
Texas
$1.86K
FW
1383
Fairway Wealth
Ohio
$1.86K
1IA
1384
1620 Investment Advisors
Massachusetts
$1.76K
UCB
1385
United Community Bank
South Carolina
$1.67K
BW
1386
Basepoint Wealth
Iowa
$1.51K
DF
1387
DecisionPoint Financial
Arizona
$1.49K
SFCL
1388
Strengthening Families & Communities LLC
Massachusetts
$1.11K
CMA
1389
Cedar Mountain Advisors
Oregon
$1.11K
DCM
1390
Davis Capital Management
Florida
$1.11K
DT
1391
DV Trading
Illinois
$1.11K
GFA
1392
Godfrey Financial Associates
New York
$1.11K
FGAM
1393
Financial Gravity Asset Management
Texas
$928
SHIM
1394
Stone House Investment Management
Pennsylvania
$928
LIA
1395
Luken Investment Analytics
Tennessee
$928
EFMH
1396
E Fund Management (HK)
Hong Kong
$750
TC
1397
Trust Company
Kansas
$742
BIM
1398
Breakwater Investment Management
Washington
$557
MAM
1399
Meeder Asset Management
Ohio
$186
TFA
1400
Toth Financial Advisory
Virginia
$186