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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
MWM
1401
Mascoma Wealth Management
New Hampshire
$2.04K
HIA
1402
HFM Investment Advisors
New Jersey
$1.86K
JFG
1403
JDM Financial Group
Texas
$1.86K
FW
1404
Fairway Wealth
Ohio
$1.86K
1IA
1405
1620 Investment Advisors
Massachusetts
$1.76K
UCB
1406
United Community Bank
South Carolina
$1.67K
1CP
1407
1015 Capital Partners
Pennsylvania
$1.67K
BW
1408
Basepoint Wealth
Iowa
$1.51K
DF
1409
DecisionPoint Financial
Arizona
$1.49K
SFCL
1410
Strengthening Families & Communities LLC
Massachusetts
$1.11K
CMA
1411
Cedar Mountain Advisors
Oregon
$1.11K
DCM
1412
Davis Capital Management
Florida
$1.11K
DT
1413
DV Trading
Illinois
$1.11K
GFA
1414
Godfrey Financial Associates
New York
$1.11K
FGAM
1415
Financial Gravity Asset Management
Texas
$928
SHIM
1416
Stone House Investment Management
Pennsylvania
$928
LIA
1417
Luken Investment Analytics
Tennessee
$928
EFMH
1418
E Fund Management (HK)
Hong Kong
$750
TC
1419
Trust Company
Kansas
$742
BIM
1420
Breakwater Investment Management
Washington
$557
MAM
1421
Meeder Asset Management
Ohio
$186
MMCM
1422
Murphy & Mullick Capital Management
New York
$186
TFA
1423
Toth Financial Advisory
Virginia
$186
RJA
1424
Ross\Johnson & Associates
Minnesota
$186
Alyeska Investment Group
1425
Alyeska Investment Group
Illinois