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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
WAP
951
Wealthcare Advisory Partners
Pennsylvania
$349K
PMA
952
Prudent Man Advisors
Illinois
$348K
SMC
953
Smith, Moore & Co
Missouri
$348K
AWM
954
Angeles Wealth Management
California
$347K
SW
955
SVB Wealth
Massachusetts
$346K
RSWM
956
Robertson Stephens Wealth Management
California
$345K
RFA
957
Register Financial Advisors
Georgia
$345K
FIA
958
Foundations Investment Advisors
Arizona
$344K
MWM
959
Modera Wealth Management
New Jersey
$341K
DWP
960
Daymark Wealth Partners
Ohio
$341K
VGDSS
961
VUB Generali dochodkova spravcovska spolocnost
$340K
CFG
962
CMC Financial Group
Georgia
$339K
SIM
963
Sentry Investment Management
Wisconsin
$332K
CH
964
Cromwell Holdings
Wyoming
$331K
VAF
965
Values Added Financial
District of Columbia
$330K
ST
966
Sageworth Trust
Pennsylvania
$329K
FDW
967
Fourth Dimension Wealth
Ohio
$329K
FGA
968
Fortis Group Advisors
New Jersey
$328K
FWA
969
FSM Wealth Advisors
Ohio
$328K
CPIG
970
Chicago Partners Investment Group
Illinois
$326K
AWM
971
Accurate Wealth Management
Florida
$325K
CM
972
Cercano Management
Washington
$322K
SFS
973
Sowell Financial Services
Arkansas
$322K
VA
974
VestGen Advisors
Illinois
$321K
CIC
975
Crawford Investment Counsel
Georgia
$321K