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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
HP
1026
Holistic Planning
Texas
$276K
SDWMA
1027
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K
CC
1028
Courier Capital
New York
$276K
FNBT
1029
FineMark National Bank & Trust
Florida
$276K
MYIA
1030
Mount Yale Investment Advisors
Colorado
$274K
AF
1031
Advisornet Financial
Minnesota
$271K
WRPWM
1032
Werba Rubin Papier Wealth Management
California
$269K
FC
1033
Fairscale Capital
New Hampshire
$269K
CWMGP
1034
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$268K
CAM
1035
Concorde Asset Management
Michigan
$268K
ODA
1036
One Degree Advisors
California
$266K
OFG
1037
Oxford Financial Group
Indiana
$266K
RWP
1038
Revolve Wealth Partners
New Jersey
$265K
SA
1039
Sovran Advisors
California
$264K
VRM
1040
Vectors Research Management
New York
$264K
JTWM
1041
Jackson Thornton Wealth Management
Alabama
$263K
IAIM
1042
International Assets Investment Management
Florida
$263K
AHL
1043
Abel Hall LLC
Louisiana
$259K
CWP
1044
Cyndeo Wealth Partners
Florida
$258K
CTA
1045
Colonial Trust Advisors
South Carolina
$258K
SCA
1046
Stonebridge Capital Advisors
Minnesota
$258K
VCA
1047
Verdence Capital Advisors
Maryland
$257K
MCM
1048
MV Capital Management
Maryland
$257K
AA
1049
Argent Advisors
Louisiana
$257K
FFP
1050
FourThought Financial Partners
Florida
$257K