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Welltower

1,401 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, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
IAS
1051
Investment Advisory Services
Texas
$256K
HAM
1052
Harmony Asset Management
Arizona
$254K
FWM
1053
Focused Wealth Management
New York
$253K
CFG
1054
Cooper Financial Group
California
$253K
CFG
1055
Carr Financial Group
Massachusetts
$252K
APC
1056
Aspire Private Capital
North Carolina
$252K
DE
1057
Diversified Enterprises
Delaware
$251K
AWM
1058
Aberdeen Wealth Management
Illinois
$251K
DS
1059
DRW Securities
Illinois
$251K
DW30
1060
Drucker Wealth 3.0
New Jersey
$248K
PMG
1061
Private Management Group
California
$247K
RA
1062
RFG Advisory
Alabama
$246K
1C
1063
111 Capital
France
$244K
FFN
1064
Focus Financial Network
Minnesota
$242K
WBG
1065
Wharton Business Group
Pennsylvania
$241K
DAS
1066
Dynamic Advisor Solutions
Arizona
$241K
PNC
1067
Park National Corp
Ohio
$239K
PIA
1068
Perennial Investment Advisors
California
$239K
CWP
1069
Core Wealth Partners
California
$238K
AMBIA
1070
Allen Mooney & Barnes Investment Advisors
Georgia
$238K
AOWM
1071
Asset One Wealth Management
Washington
$237K
CFM
1072
Cornerstone Financial Management
Massachusetts
$236K
WW
1073
Wright Wealth
Georgia
$236K
EGM
1074
Engineers Gate Manager
New York
$236K
T
1075
TrustBank
Illinois
$234K