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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
BAAM
1476
Baker Avenue Asset Management
California
PWM
1477
Pines Wealth Management
North Carolina
BC
1478
Bayforest Capital
United Kingdom
PFA
1479
Pathway Financial Advisers
Indiana
RA
1480
Rise Advisors
New York
JWM
1481
JPL Wealth Management
Colorado
CHC
1482
City Holding Co
West Virginia
TCM
1483
TruNorth Capital Management
Michigan
SIC
1484
Salem Investment Counselors
North Carolina
MAM
1485
MMA Asset Management
Pennsylvania
GWSG
1486
GPS Wealth Strategies Group
Colorado
AWM
1487
Activest Wealth Management
Florida
CFFP
1488
Center for Financial Planning
Michigan
PAM
1489
Palisade Asset Management
Minnesota
WTA
1490
Washington Trust Advisors
Massachusetts
MSWA
1491
Marshall & Sterling Wealth Advisors
New York
NWM
1492
Navigoe Wealth Management
California
CWM
1493
Crowley Wealth Management
Delaware
TIM
1494
Tortoise Investment Management
New York
MNA
1495
Manning & Napier Advisors
New York
CCM
1496
Cloud Capital Management
Washington
EPW
1497
Evergreen Private Wealth
Colorado
MFT
1498
Moisand Fitzgerald Tamayo
Florida
MA
1499
Montag & Associates
Georgia
HHGA
1500
Halbert Hargrove Global Advisors
California