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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
CWM
1226
Copia Wealth Management
Oregon
$61.8K
CAL
1227
Capital Advisors Ltd
Ohio
$61K
FMP
1228
Financial Management Professionals
Texas
$60.3K
WFA
1229
West Financial Advisors
Iowa
$59.4K
CF
1230
Collier Financial
Colorado
$56.1K
IWP
1231
IAG Wealth Partners
Wisconsin
$55.7K
FFO
1232
Fortitude Family Office
Arizona
$54.2K
EF
1233
Entrust Financial
Pennsylvania
$52K
EW
1234
Elyxium Wealth
California
$50.9K
KAS
1235
Kemnay Advisory Services
New York
$50.9K
MIM
1236
Manitou Investment Management
Ontario, Canada
$50.1K
TWD
1237
True Wealth Design
Ohio
$48.8K
RFS
1238
Richardson Financial Services
Massachusetts
$47.7K
TC
1239
Truvestments Capital
Florida
$46.4K
SS
1240
Sunbelt Securities
Texas
$45.2K
CPG
1241
Cornerstone Planning Group
New Jersey
$44.7K
KFAS
1242
Keating Financial Advisory Services
Kansas
$44.4K
FP
1243
Financial Perspectives
Minnesota
$42.9K
OC
1244
Optima Capital
Oregon
$41.6K
FCAS
1245
First Command Advisory Services
Texas
$41.4K
DF
1246
Dunhill Financial
United Kingdom
$41.4K
CIAS
1247
CBIZ Investment Advisory Services
Ohio
$40.1K
HCM
1248
Hollencrest Capital Management
California
$39.9K
GBT
1249
Grove Bank & Trust
Florida
$39.9K
NEWAS
1250
N.E.W. Advisory Services
Wisconsin
$39.3K