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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
PWA
1176
Physician Wealth Advisors
Utah
$152K
TPBG
1177
Turning Point Benefit Group
Maryland
$152K
FUBT
1178
First United Bank & Trust
Maryland
$148K
HIIFS
1179
Harel Insurance Investments & Financial Services
Israel
$148K
CFO
1180
CVA Family Office
Colorado
$147K
BDPWM
1181
Barnes Dennig Private Wealth Management
Ohio
$146K
GIA
1182
GHP Investment Advisors
Colorado
$144K
HCA
1183
Harbor Capital Advisors
Illinois
$141K
CB
1184
Centennial Bank
Arkansas
$137K
IWM
1185
Inlight Wealth Management
Georgia
$134K
C
1186
Covestor
United Kingdom
$132K
FWA
1187
Flagship Wealth Advisors
Massachusetts
$130K
HWA
1188
HHM Wealth Advisors
Tennessee
$130K
WB
1189
Webster Bank
Connecticut
$130K
TCOV
1190
Trust Company of Vermont
Vermont
$130K
GEA
1191
Glen Eagle Advisors
New Jersey
$130K
GXJ
1192
Global X Japan
Japan
$127K
EP
1193
Essential Partners
California
$126K
OP
1194
ORG Partners
Indiana
$126K
QL
1195
Quarry LP
New York
$125K
GSWM
1196
Golden State Wealth Management
California
$123K
WAG
1197
Wiser Advisor Group
Arizona
$122K
WA
1198
WPG Advisers
Maryland
$119K
EB
1199
Eastern Bank
Massachusetts
$117K
CFB
1200
Cullen/Frost Bankers
Texas
$110K