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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
Triumph Capital Management
Colorado
$3.71K
STB
1377
S&T Bank
Pennsylvania
$3.34K
BHWM
1378
Beaird Harris Wealth Management
Texas
$3.34K
ACA
1379
American Capital Advisory
Idaho
$3.34K
LWMI
1380
Legacy Wealth Management (Idaho)
Idaho
$3.16K
DSC
1381
Duncker Streett & Co
Missouri
$3.15K
HFS
1382
Horizon Financial Services
North Carolina
$3.15K
QA
1383
Quattro Advisors
Pennsylvania
$2.98K
NL
1384
NVWM LLC
Pennsylvania
$2.97K
RPA
1385
Redwood Park Advisors
California
$2.79K
QWM
1386
Quaker Wealth Management
New Jersey
$2.79K
BWAM
1387
Boyd Watterson Asset Management
Ohio
$2.78K
ACM
1388
Anfield Capital Management
California
$2.6K
CA
1389
Crewe Advisors
Utah
$2.6K
RWM
1390
Rialto Wealth Management
New York
$2.41K
RWM
1391
RMG Wealth Management
Wisconsin
$2.38K
SRCM
1392
Signature Resources Capital Management
California
$2.23K
CYG
1393
Clean Yield Group
Vermont
$2.04K
MWM
1394
Mascoma Wealth Management
New Hampshire
$2.04K
HIA
1395
HFM Investment Advisors
New Jersey
$1.86K
JFG
1396
JDM Financial Group
Texas
$1.86K
FW
1397
Fairway Wealth
Ohio
$1.86K
1IA
1398
1620 Investment Advisors
Massachusetts
$1.76K
UCB
1399
United Community Bank
South Carolina
$1.67K
BW
1400
Basepoint Wealth
Iowa
$1.51K