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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
RSA
751
River Street Advisors
Illinois
$713K
AFA
752
AA Financial Advisors
Ohio
$712K
ZBNA
753
Zions Bancorporation, National Association
Utah
$706K
GVAG
754
Great Valley Advisor Group
Delaware
$706K
EFS
755
Essex Financial Services
Connecticut
$703K
FC
756
Farringdon Capital
United Kingdom
$695K
BWM
757
Buckley Wealth Management
Nevada
$694K
BFG
758
Beto Financial Group
Idaho
$692K
AAS
759
Ameritas Advisory Services
Nebraska
$690K
PCG
760
Prosperity Consulting Group
Maryland
$689K
CH
761
CDKV Holdings
Colorado
$689K
BRWA
762
B. Riley Wealth Advisors
Florida
$681K
SFA
763
Souders Financial Advisors
Ohio
$681K
CSC
764
Caldwell Sutter Capital
California
$673K
PAM
765
Panagora Asset Management
Massachusetts
$673K
CA
766
CoreCap Advisors
Michigan
$671K
AAP
767
Arax Advisory Partners
Colorado
$670K
HSA
768
HBK Sorce Advisory
Pennsylvania
$663K
FWP
769
Family Wealth Partners
North Carolina
$662K
PPG
770
Peak Planning Group
Colorado
$661K
VHAM
771
Van Hulzen Asset Management
California
$661K
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$661K
FLPIM
773
F.L. Putnam Investment Management
Massachusetts
$660K
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$659K
KP
775
Keel Point
Alabama
$651K