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Welltower

1,405 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, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
IP
1451
Investment Partners
Ohio
LWM
1452
LeConte Wealth Management
Tennessee
CCM
1453
Cinctive Capital Management
New York
DLA
1454
Douglas Lane & Associates
New York
Empower Advisory Group
1455
Empower Advisory Group
Colorado
WWM
1456
Whalen Wealth Management
Nevada
BAAM
1457
Baker Avenue Asset Management
California
PWM
1458
Pines Wealth Management
North Carolina
BC
1459
Bayforest Capital
United Kingdom
PFA
1460
Pathway Financial Advisers
Indiana
RA
1461
Rise Advisors
New York
JWM
1462
JPL Wealth Management
Colorado
CHC
1463
City Holding Co
West Virginia
TCM
1464
TruNorth Capital Management
Michigan
SIC
1465
Salem Investment Counselors
North Carolina
MAM
1466
MMA Asset Management
Pennsylvania
GWSG
1467
GPS Wealth Strategies Group
Colorado
AWM
1468
Activest Wealth Management
Florida
CFFP
1469
Center for Financial Planning
Michigan
PAM
1470
Palisade Asset Management
Minnesota
WTA
1471
Washington Trust Advisors
Massachusetts
MSWA
1472
Marshall & Sterling Wealth Advisors
New York
NWM
1473
Navigoe Wealth Management
California
CWM
1474
Crowley Wealth Management
Delaware
TIM
1475
Tortoise Investment Management
New York