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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
PWM
626
Perigon Wealth Management
California
$1.23M
GFA
627
Gallagher Fiduciary Advisors
Illinois
$1.21M
LFAS
628
Level Four Advisory Services
Texas
$1.21M
ECM
629
Evergreen Capital Management
Washington
$1.21M
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$1.2M
RIG
631
RiverFront Investment Group
Virginia
$1.19M
RIA
632
Richwood Investment Advisors
Ohio
$1.19M
SC
633
Saturna Capital
Washington
$1.18M
IEFM
634
IQ EQ Fund Management
Ireland
$1.18M
BWP
635
BSW Wealth Partners
Colorado
$1.17M
PCM
636
Penserra Capital Management
California
$1.17M
HFS
637
Hantz Financial Services
Michigan
$1.17M
MWM
638
Modern Wealth Management
Kansas
$1.16M
TYCC
639
Texas Yale Capital Corp
Florida
$1.16M
Parallax Volatility Advisers
640
Parallax Volatility Advisers
California
$1.16M
PCIA
641
Prime Capital Investment Advisors
Kansas
$1.16M
SWP
642
Stratos Wealth Partners
Ohio
$1.15M
GS
643
GTS Securities
New York
$1.14M
AIP
644
Ameritas Investment Partners
Nebraska
$1.14M
GCS
645
Gordian Capital (Singapore)
Singapore
$1.13M
CA
646
Continuum Advisory
Idaho
$1.13M
SF
647
Summit Financial
New Jersey
$1.13M
PSF
648
Pacific Sun Financial
California
$1.13M
EWA
649
EverSource Wealth Advisors
Alabama
$1.12M
QI
650
Qtron Investments
Massachusetts
$1.12M