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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
CFP
901
Catalyst Financial Partners
Massachusetts
$416K
CTC
902
Cetera Trust Company
Minnesota
$416K
MCM
903
Monument Capital Management
Virginia
$412K
SWM
904
Shelton Wealth Management
Texas
$408K
BFC
905
Blue Fin Capital
Rhode Island
$408K
BFIM
906
Beese Fulmer Investment Management
Ohio
$407K
PK
907
Pflug Koory
Nebraska
$406K
NRC
908
New Republic Capital
North Carolina
$405K
LFG
909
Larson Financial Group
Missouri
$405K
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$400K
AG
911
AlTi Global
New York
$396K
CAWM
912
Capital Advisors Wealth Management
Washington
$396K
MAM
913
Mystic Asset Management
Rhode Island
$393K
WFA
914
Wellspring Financial Advisors
Ohio
$393K
WKWM
915
Walter & Keenan Wealth Management
Indiana
$389K
NG
916
Norden Group
Utah
$385K
WIC
917
Woodmont Investment Counsel
Tennessee
$384K
WA
918
Wealth Alliance
New York
$382K
IIL
919
Income Insurance Ltd
$380K
EW
920
Expressive Wealth
Illinois
$378K
GIA
921
Guyasuta Investment Advisors
Pennsylvania
$376K
PFA
922
Providence Financial Advisors
Kansas
$375K
SHFC
923
Safe Harbor Family Capital
North Carolina
$374K
TWL
924
Tempo Wealth, LLC
Ohio
$374K
KF
925
Krilogy Financial
Missouri
$374K