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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
PFA
926
Providence Financial Advisors
Kansas
$375K
SHFC
927
Safe Harbor Family Capital
North Carolina
$374K
TW
928
Tempo Wealth
Ohio
$374K
KF
929
Krilogy Financial
Missouri
$374K
PWP
930
Phillips Wealth Planners
Mississippi
$373K
EAM
931
Evanson Asset Management
California
$373K
AI
932
Atom Investors
Texas
$372K
GIA
933
Gateway Investment Advisers
Ohio
$372K
SFG
934
SNS Financial Group
Minnesota
$371K
CWM
935
C2C Wealth Management
Arizona
$371K
HR
936
Hardy Reed
Mississippi
$371K
WEG
937
World Equity Group
Illinois
$370K
PFBT
938
Parkside Financial Bank & Trust
Missouri
$367K
BWFA
939
Baltimore-Washington Financial Advisors
Maryland
$366K
WSA
940
Wealth Science Advisors
Georgia
$365K
MSFS
941
Main Street Financial Solutions
Pennsylvania
$365K
FFA
942
First Foundation Advisors
California
$364K
AAM
943
Aureus Asset Management
Massachusetts
$362K
CC
944
Commons Capital
Massachusetts
$362K
PFG
945
Prosperity Financial Group
California
$362K
DWS
946
Discipline Wealth Solutions
South Carolina
$358K
CWM
947
Circle Wealth Management
New Jersey
$356K
FG
948
Foster Group
Iowa
$355K
PRAG
949
Portfolio Resources Advisor Group
Florida
$351K
MAWA
950
Moss Adams Wealth Advisors
Washington
$350K