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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
PWP
926
Phillips Wealth Planners
Mississippi
$373K
EAM
927
Evanson Asset Management
California
$373K
AI
928
Atom Investors
Texas
$372K
GIA
929
Gateway Investment Advisers
Ohio
$372K
SFG
930
SNS Financial Group
Minnesota
$371K
CWM
931
C2C Wealth Management
Arizona
$371K
HR
932
Hardy Reed
Mississippi
$371K
WEG
933
World Equity Group
Illinois
$370K
PFBT
934
Parkside Financial Bank & Trust
Missouri
$367K
BWFA
935
Baltimore-Washington Financial Advisors
Maryland
$366K
WSA
936
Wealth Science Advisors
Georgia
$365K
MSFS
937
Main Street Financial Solutions
Pennsylvania
$365K
FFA
938
First Foundation Advisors
California
$364K
AAM
939
Aureus Asset Management
Massachusetts
$362K
CC
940
Commons Capital
Massachusetts
$362K
PFG
941
Prosperity Financial Group
California
$362K
DWS
942
Discipline Wealth Solutions
South Carolina
$358K
CWM
943
Circle Wealth Management
New Jersey
$356K
FG
944
Foster Group
Iowa
$355K
PRAG
945
Portfolio Resources Advisor Group
Florida
$351K
MAWA
946
Moss Adams Wealth Advisors
Washington
$350K
WAP
947
Wealthcare Advisory Partners
Pennsylvania
$349K
PMA
948
Prudent Man Advisors
Illinois
$348K
SMC
949
Smith, Moore & Co
Missouri
$348K
AWM
950
Angeles Wealth Management
California
$347K