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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
TCM
1376
TD Capital Management
Tennessee
$5.79K
TFM
1377
TFC Financial Management
Massachusetts
$5.58K
APW
1378
Atlantic Private Wealth
North Carolina
$5.4K
W
1379
WealthCollab
Washington
$5.38K
WW
1380
Winnow Wealth
Texas
$4.84K
CBT
1381
Crews Bank & Trust
Florida
$4.83K
CCMI
1382
Creative Capital Management Investments
California
$4.64K
NWM
1383
Nova Wealth Management
Florida
$4.61K
MEG
1384
Millstone Evans Group
Colorado
$4.27K
PWMG
1385
Private Wealth Management Group
New Jersey
$4.08K
WWA
1386
Wealth Watch Advisors
Colorado
$4.08K
TCM
1387
Triumph Capital Management
Colorado
$3.71K
STB
1388
S&T Bank
Pennsylvania
$3.34K
BHWM
1389
Beaird Harris Wealth Management
Texas
$3.34K
ACA
1390
American Capital Advisory
Idaho
$3.34K
LWMI
1391
Legacy Wealth Management (Idaho)
Idaho
$3.16K
DSC
1392
Duncker Streett & Co
Missouri
$3.15K
HFS
1393
Horizon Financial Services
North Carolina
$3.15K
QA
1394
Quattro Advisors
Pennsylvania
$2.98K
NL
1395
NVWM LLC
Pennsylvania
$2.97K
RPA
1396
Redwood Park Advisors
California
$2.79K
QWM
1397
Quaker Wealth Management
New Jersey
$2.79K
BWAM
1398
Boyd Watterson Asset Management
Ohio
$2.78K
ACM
1399
Anfield Capital Management
California
$2.6K
CA
1400
Crewe Advisors
Utah
$2.6K