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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
Empower Advisory Group
1451
Empower Advisory Group
Colorado
WWM
1452
Whalen Wealth Management
Nevada
BAAM
1453
Baker Avenue Asset Management
California
PWM
1454
Pines Wealth Management
North Carolina
BC
1455
Bayforest Capital
United Kingdom
PFA
1456
Pathway Financial Advisers
Indiana
RA
1457
Rise Advisors
New York
JWM
1458
JPL Wealth Management
Colorado
CHC
1459
City Holding Co
West Virginia
TCM
1460
TruNorth Capital Management
Michigan
SIC
1461
Salem Investment Counselors
North Carolina
MAM
1462
MMA Asset Management
Pennsylvania
GWSG
1463
GPS Wealth Strategies Group
Colorado
AWM
1464
Activest Wealth Management
Florida
CFFP
1465
Center for Financial Planning
Michigan
PAM
1466
Palisade Asset Management
Minnesota
WTA
1467
Washington Trust Advisors
Massachusetts
MSWA
1468
Marshall & Sterling Wealth Advisors
New York
NWM
1469
Navigoe Wealth Management
California
CWM
1470
Crowley Wealth Management
Delaware
TIM
1471
Tortoise Investment Management
New York
MNA
1472
Manning & Napier Advisors
New York
CCM
1473
Cloud Capital Management
Washington
EPW
1474
Evergreen Private Wealth
Colorado
MFT
1475
Moisand Fitzgerald Tamayo
Florida