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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
EAM
926
Evanson Asset Management
California
$373K
AI
927
Atom Investors
Texas
$372K
GIA
928
Gateway Investment Advisers
Ohio
$372K
SFG
929
SNS Financial Group
Minnesota
$371K
CWM
930
C2C Wealth Management
Arizona
$371K
HR
931
Hardy Reed
Mississippi
$371K
WEG
932
World Equity Group
Illinois
$370K
PFBT
933
Parkside Financial Bank & Trust
Missouri
$367K
BWFA
934
Baltimore-Washington Financial Advisors
Maryland
$366K
WSA
935
Wealth Science Advisors
Georgia
$365K
MSFS
936
Main Street Financial Solutions
Pennsylvania
$365K
FFA
937
First Foundation Advisors
California
$364K
AAM
938
Aureus Asset Management
Massachusetts
$362K
CC
939
Commons Capital
Massachusetts
$362K
PFG
940
Prosperity Financial Group
California
$362K
DWS
941
Discipline Wealth Solutions
South Carolina
$358K
CWM
942
Circle Wealth Management
New Jersey
$356K
FG
943
Foster Group
Iowa
$355K
PRAG
944
Portfolio Resources Advisor Group
Florida
$351K
MAWA
945
Moss Adams Wealth Advisors
Washington
$350K
WAP
946
Wealthcare Advisory Partners
Pennsylvania
$349K
PMA
947
Prudent Man Advisors
Illinois
$348K
SMC
948
Smith, Moore & Co
Missouri
$348K
AWM
949
Angeles Wealth Management
California
$347K
SW
950
SVB Wealth
Massachusetts
$346K