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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
SIC
1476
Salem Investment Counselors
North Carolina
MAM
1477
MMA Asset Management
Pennsylvania
GWSG
1478
GPS Wealth Strategies Group
Colorado
AWM
1479
Activest Wealth Management
Florida
CFFP
1480
Center for Financial Planning
Michigan
PAM
1481
Palisade Asset Management
Minnesota
WTA
1482
Washington Trust Advisors
Massachusetts
MSWA
1483
Marshall & Sterling Wealth Advisors
New York
NWM
1484
Navigoe Wealth Management
California
CWM
1485
Crowley Wealth Management
Delaware
TIM
1486
Tortoise Investment Management
New York
MNA
1487
Manning & Napier Advisors
New York
CCM
1488
Cloud Capital Management
Washington
EPW
1489
Evergreen Private Wealth
Colorado
MFT
1490
Moisand Fitzgerald Tamayo
Florida
MA
1491
Montag & Associates
Georgia
HHGA
1492
Halbert Hargrove Global Advisors
California
TCA
1493
Trifecta Capital Advisors
Illinois
CAC
1494
Core Alternative Capital
Georgia
HI
1495
Hoey Investments
Pennsylvania
T
1496
Tidemark
California
HWA
1497
Heartwood Wealth Advisors
Virginia
HC
1498
Hurley Capital
New York
RWS
1499
Retirement Wealth Solutions
Wisconsin
FLP
1500
Financial Life Planners
Arizona