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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
PFG
951
Prosperity Financial Group
California
$362K
DWS
952
Discipline Wealth Solutions
South Carolina
$358K
CWM
953
Circle Wealth Management
New Jersey
$356K
FG
954
Foster Group
Iowa
$355K
PRAG
955
Portfolio Resources Advisor Group
Florida
$351K
MAWA
956
Moss Adams Wealth Advisors
Washington
$350K
WAP
957
Wealthcare Advisory Partners
Pennsylvania
$349K
PMA
958
Prudent Man Advisors
Illinois
$348K
SMC
959
Smith, Moore & Co
Missouri
$348K
AWM
960
Angeles Wealth Management
California
$347K
SW
961
SVB Wealth
Massachusetts
$346K
RSWM
962
Robertson Stephens Wealth Management
California
$345K
RFA
963
Register Financial Advisors
Georgia
$345K
FIA
964
Foundations Investment Advisors
Arizona
$344K
MWM
965
Modera Wealth Management
New Jersey
$341K
DWP
966
Daymark Wealth Partners
Ohio
$341K
VGDSS
967
VUB Generali dochodkova spravcovska spolocnost
$340K
CFG
968
CMC Financial Group
Georgia
$339K
SIM
969
Sentry Investment Management
Wisconsin
$332K
CH
970
Cromwell Holdings
Wyoming
$331K
VAF
971
Values Added Financial
District of Columbia
$330K
ST
972
Sageworth Trust
Pennsylvania
$329K
FDW
973
Fourth Dimension Wealth
Ohio
$329K
FGA
974
Fortis Group Advisors
New Jersey
$328K
FWA
975
FSM Wealth Advisors
Ohio
$328K