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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
AEPWM
1251
Atlantic Edge Private Wealth Management
Florida
$34.5K
Q1WB
1252
Quest 10 Wealth Builders
Virginia
$34.2K
ME
1253
McIlrath & Eck
Washington
$34.2K
BLC
1254
Brown, Lisle/Cummings
Rhode Island
$34K
FC
1255
Financial Consulate
Maryland
$33.7K
WPA
1256
Wealth Preservation Advisors
Tennessee
$33.6K
SN
1257
Sittner & Nelson
Oregon
$33.5K
BAM
1258
Bellevue Asset Management
Washington
$32.1K
NRG
1259
Nemes Rush Group
Michigan
$31.2K
CPBTD
1260
Central Pacific Bank - Trust Division
Hawaii
$29.7K
HWP
1261
Highline Wealth Partners
California
$28.8K
SR
1262
Swiss Re
Switzerland
$28.8K
MAM
1263
Marquette Asset Management
Minnesota
$28.4K
SEP
1264
Signature Equity Partners
Ohio
$28.4K
PPC
1265
Park Place Capital
Alabama
$28.2K
RFP
1266
Root Financial Partners
California
$28K
AFG
1267
Albion Financial Group
Utah
$27.5K
SC
1268
Solstein Capital
California
$27.5K
SA
1269
Scarborough Advisors
Maryland
$27.4K
HHMI
1270
Howard Hughes Medical Institute
Maryland
$27.3K
BFS
1271
Burkett Financial Services
South Carolina
$27.2K
AAG
1272
Armstrong Advisory Group
Massachusetts
$26.5K
FNWA
1273
Financial Network Wealth Advisors
Utah
$26.4K
HIMS
1274
Hager Investment Management Services
New Hampshire
$26.4K
HBW
1275
Hazlett, Burt & Watson
West Virginia
$26K