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Welltower

1,423 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 606 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
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
WW
1376
Winnow Wealth
Texas
$4.84K
CBT
1377
Crews Bank & Trust
Florida
$4.83K
CCMI
1378
Creative Capital Management Investments
California
$4.64K
NWM
1379
Nova Wealth Management
Florida
$4.61K
MEG
1380
Millstone Evans Group
Colorado
$4.27K
PWMG
1381
Private Wealth Management Group
New Jersey
$4.08K
WWA
1382
Wealth Watch Advisors
Colorado
$4.08K
TCM
1383
Triumph Capital Management
Colorado
$3.71K
STB
1384
S&T Bank
Pennsylvania
$3.34K
BHWM
1385
Beaird Harris Wealth Management
Texas
$3.34K
ACA
1386
American Capital Advisory
Idaho
$3.34K
LWMI
1387
Legacy Wealth Management (Idaho)
Idaho
$3.16K
DSC
1388
Duncker Streett & Co
Missouri
$3.15K
HFS
1389
Horizon Financial Services
North Carolina
$3.15K
QA
1390
Quattro Advisors
Pennsylvania
$2.98K
NL
1391
NVWM LLC
Pennsylvania
$2.97K
RPA
1392
Redwood Park Advisors
California
$2.79K
QWM
1393
Quaker Wealth Management
New Jersey
$2.79K
BWAM
1394
Boyd Watterson Asset Management
Ohio
$2.78K
ACM
1395
Anfield Capital Management
California
$2.6K
CA
1396
Crewe Advisors
Utah
$2.6K
RWM
1397
Rialto Wealth Management
New York
$2.41K
RWM
1398
RMG Wealth Management
Wisconsin
$2.38K
SRCM
1399
Signature Resources Capital Management
California
$2.23K
CYG
1400
Clean Yield Group
Vermont
$2.04K