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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
LWM
1476
LeConte Wealth Management
Tennessee
CCM
1477
Cinctive Capital Management
New York
DLA
1478
Douglas Lane & Associates
New York
Empower Advisory Group
1479
Empower Advisory Group
Colorado
WWM
1480
Whalen Wealth Management
Nevada
BAAM
1481
Baker Avenue Asset Management
California
PWM
1482
Pines Wealth Management
North Carolina
BC
1483
Bayforest Capital
United Kingdom
PFA
1484
Pathway Financial Advisers
Indiana
RA
1485
Rise Advisors
New York
JWM
1486
JPL Wealth Management
Colorado
CHC
1487
City Holding Co
West Virginia
TCM
1488
TruNorth Capital Management
Michigan
SIC
1489
Salem Investment Counselors
North Carolina
MAM
1490
MMA Asset Management
Pennsylvania
GWSG
1491
GPS Wealth Strategies Group
Colorado
AWM
1492
Activest Wealth Management
Florida
CFFP
1493
Center for Financial Planning
Michigan
PAM
1494
Palisade Asset Management
Minnesota
WTA
1495
Washington Trust Advisors
Massachusetts
MSWA
1496
Marshall & Sterling Wealth Advisors
New York
NWM
1497
Navigoe Wealth Management
California
CWM
1498
Crowley Wealth Management
Delaware
TIM
1499
Tortoise Investment Management
New York
MNA
1500
Manning & Napier Advisors
New York