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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
SCP
901
Sivia Capital Partners
California
$421K
SL
902
Sentinus LLC
Illinois
$419K
CFP
903
Catalyst Financial Partners
Massachusetts
$416K
CTC
904
Cetera Trust Company
Minnesota
$416K
MCM
905
Monument Capital Management
Virginia
$412K
SWM
906
Shelton Wealth Management
Texas
$408K
PPA
907
Painted Porch Advisors
California
$408K
BFC
908
Blue Fin Capital
Rhode Island
$408K
BFIM
909
Beese Fulmer Investment Management
Ohio
$407K
PK
910
Pflug Koory
Nebraska
$406K
NRC
911
New Republic Capital
North Carolina
$405K
LFG
912
Larson Financial Group
Missouri
$405K
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$400K
AG
914
AlTi Global
New York
$396K
CAWM
915
Capital Advisors Wealth Management
Washington
$396K
MAM
916
Mystic Asset Management
Rhode Island
$393K
WFA
917
Wellspring Financial Advisors
Ohio
$393K
WKWM
918
Walter & Keenan Wealth Management
Indiana
$389K
NG
919
Norden Group
Utah
$385K
WIC
920
Woodmont Investment Counsel
Tennessee
$384K
WA
921
Wealth Alliance
New York
$382K
IIL
922
Income Insurance Ltd
$380K
EW
923
Expressive Wealth
Illinois
$378K
PUI
924
Purpose Unlimited Inc
$378K
GIA
925
Guyasuta Investment Advisors
Pennsylvania
$376K