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Welltower

1,428 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 608 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
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
WA
926
Wealth Alliance
New York
$382K
IIL
927
Income Insurance Ltd
$380K
EW
928
Expressive Wealth
Illinois
$378K
PUI
929
Purpose Unlimited Inc
$378K
GIA
930
Guyasuta Investment Advisors
Pennsylvania
$376K
PFA
931
Providence Financial Advisors
Kansas
$375K
GHI
932
Gross & Hartman Investments
Pennsylvania
$374K
SHFC
933
Safe Harbor Family Capital
North Carolina
$374K
TW
934
Tempo Wealth
Ohio
$374K
KF
935
Krilogy Financial
Missouri
$374K
PWP
936
Phillips Wealth Planners
Mississippi
$373K
EAM
937
Evanson Asset Management
California
$373K
AI
938
Atom Investors
Texas
$372K
GIA
939
Gateway Investment Advisers
Ohio
$372K
CWM
940
C2C Wealth Management
Arizona
$371K
SFG
941
SNS Financial Group
Minnesota
$371K
HR
942
Hardy Reed
Mississippi
$371K
WEG
943
World Equity Group
Illinois
$370K
PFBT
944
Parkside Financial Bank & Trust
Missouri
$367K
BWFA
945
Baltimore-Washington Financial Advisors
Maryland
$366K
WSA
946
Wealth Science Advisors
Georgia
$365K
MSFS
947
Main Street Financial Solutions
Pennsylvania
$365K
FFA
948
First Foundation Advisors
California
$364K
AAM
949
Aureus Asset Management
Massachusetts
$362K
CC
950
Commons Capital
Massachusetts
$362K