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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
SW
951
SVB Wealth
Massachusetts
$346K
RSWM
952
Robertson Stephens Wealth Management
California
$345K
RFA
953
Register Financial Advisors
Georgia
$345K
FIA
954
Foundations Investment Advisors
Arizona
$344K
MWM
955
Modera Wealth Management
New Jersey
$341K
DWP
956
Daymark Wealth Partners
Ohio
$341K
VGDSS
957
VUB Generali dochodkova spravcovska spolocnost
$340K
CFG
958
CMC Financial Group
Georgia
$339K
SIM
959
Sentry Investment Management
Wisconsin
$332K
CH
960
Cromwell Holdings
Wyoming
$331K
VAF
961
Values Added Financial
District of Columbia
$330K
ST
962
Sageworth Trust
Pennsylvania
$329K
FDW
963
Fourth Dimension Wealth
Ohio
$329K
FGA
964
Fortis Group Advisors
New Jersey
$328K
FWA
965
FSM Wealth Advisors
Ohio
$328K
CPIG
966
Chicago Partners Investment Group
Illinois
$326K
AWM
967
Accurate Wealth Management
Florida
$325K
CM
968
Cercano Management
Washington
$322K
SFS
969
Sowell Financial Services
Arkansas
$322K
VA
970
VestGen Advisors
Illinois
$321K
CIC
971
Crawford Investment Counsel
Georgia
$321K
AA
972
AlphaCentric Advisors
Puerto Rico
$320K
OL
973
Optas LLC
Texas
$319K
EA
974
Everpar Advisors
Oklahoma
$319K
CFA
975
Cahill Financial Advisors
Minnesota
$319K