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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
HIMS
1276
Hager Investment Management Services
New Hampshire
$26.4K
HBW
1277
Hazlett, Burt & Watson
West Virginia
$26K
PWA
1278
Provenance Wealth Advisors
Florida
$25.8K
EWM
1279
Evermay Wealth Management
Virginia
$25.4K
NECFA
1280
New England Capital Financial Advisors
Connecticut
$25.3K
IAS
1281
IMA Advisory Services
Colorado
$25.1K
HNW
1282
High Note Wealth
Minnesota
$24.9K
AW
1283
Avion Wealth
Texas
$24K
SFAM
1284
Sawyer Falduto Asset Management
Illinois
$23.2K
AFC
1285
Ares Financial Consulting
California
$23K
OAJ
1286
Ogorek Anthony Joseph
New York
$22K
ST
1287
Smithfield Trust
Pennsylvania
$22K
PWMG
1288
Prestige Wealth Management Group
New Jersey
$21.2K
MAFA
1289
MJT & Associates Financial Advisory
Minnesota
$21.2K
CMP
1290
Coston McIsaac & Partners
Maine
$21K
RF
1291
Rossby Financial
Florida
$20.8K
VFM
1292
Vision Financial Markets
Connecticut
$20.5K
JSAM
1293
J. Safra Asset Management
New York
$20.4K
WWM
1294
Wolff Wiese Magana
California
$19.5K
S
1295
Sachetta
Massachusetts
$19.1K
AWM
1296
Abound Wealth Management
Tennessee
$19K
RFA
1297
Reyes Financial Architecture
California
$18.7K
GWSA
1298
Global Wealth Strategies & Associates
Colorado
$18.6K
BC
1299
Barrett & Company
Rhode Island
$18.6K
PCTC
1300
Perkins Coie Trust Company
Washington
$18.6K