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