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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
ZBNA
751
Zions Bancorporation, National Association
Utah
$706K
GVAG
752
Great Valley Advisor Group
Delaware
$706K
EFS
753
Essex Financial Services
Connecticut
$703K
FC
754
Farringdon Capital
United Kingdom
$695K
BWM
755
Buckley Wealth Management
Nevada
$694K
BFG
756
Beto Financial Group
Idaho
$692K
AAS
757
Ameritas Advisory Services
Nebraska
$690K
PCG
758
Prosperity Consulting Group
Maryland
$689K
CH
759
CDKV Holdings
Colorado
$689K
BRWA
760
B. Riley Wealth Advisors
Florida
$681K
SFA
761
Souders Financial Advisors
Ohio
$681K
CSC
762
Caldwell Sutter Capital
California
$673K
PAM
763
Panagora Asset Management
Massachusetts
$673K
CA
764
CoreCap Advisors
Michigan
$671K
AAP
765
Arax Advisory Partners
Colorado
$670K
HSA
766
HBK Sorce Advisory
Pennsylvania
$663K
FWP
767
Family Wealth Partners
North Carolina
$662K
PPG
768
Peak Planning Group
Colorado
$661K
VHAM
769
Van Hulzen Asset Management
California
$661K
PFGIA
770
Patriot Financial Group Insurance Agency
Massachusetts
$661K
FLPIM
771
F.L. Putnam Investment Management
Massachusetts
$660K
TFIPS
772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$659K
KP
773
Keel Point
Alabama
$651K
CI
774
CX Institutional
Indiana
$650K
SW
775
Simplicity Wealth
New Jersey
$650K