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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
NB
1251
NBT Bank
New York
$36.5K
RF
1252
Roxbury Financial
New Jersey
$36.4K
AEPWM
1253
Atlantic Edge Private Wealth Management
Florida
$34.5K
Q1WB
1254
Quest 10 Wealth Builders
Virginia
$34.2K
ME
1255
McIlrath & Eck
Washington
$34.2K
BLC
1256
Brown, Lisle/Cummings
Rhode Island
$34K
FC
1257
Financial Consulate
Maryland
$33.7K
WPA
1258
Wealth Preservation Advisors
Tennessee
$33.6K
SN
1259
Sittner & Nelson
Oregon
$33.5K
BAM
1260
Bellevue Asset Management
Washington
$32.1K
NRG
1261
Nemes Rush Group
Michigan
$31.2K
CPBTD
1262
Central Pacific Bank - Trust Division
Hawaii
$29.7K
HWP
1263
Highline Wealth Partners
California
$28.8K
SR
1264
Swiss Re
Switzerland
$28.8K
MAM
1265
Marquette Asset Management
Minnesota
$28.4K
SEP
1266
Signature Equity Partners
Ohio
$28.4K
PPC
1267
Park Place Capital
Alabama
$28.2K
RFP
1268
Root Financial Partners
California
$28K
AFG
1269
Albion Financial Group
Utah
$27.5K
SC
1270
Solstein Capital
California
$27.5K
SA
1271
Scarborough Advisors
Maryland
$27.4K
HHMI
1272
Howard Hughes Medical Institute
Maryland
$27.3K
BFS
1273
Burkett Financial Services
South Carolina
$27.2K
AAG
1274
Armstrong Advisory Group
Massachusetts
$26.5K
FNWA
1275
Financial Network Wealth Advisors
Utah
$26.4K