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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
BONH
1276
Bank of New Hampshire
New Hampshire
$33.8K
FC
1277
Financial Consulate
Maryland
$33.7K
WPA
1278
Wealth Preservation Advisors
Tennessee
$33.6K
SN
1279
Sittner & Nelson
Oregon
$33.5K
BAM
1280
Bellevue Asset Management
Washington
$32.1K
NRG
1281
Nemes Rush Group
Michigan
$31.2K
CPBTD
1282
Central Pacific Bank - Trust Division
Hawaii
$29.7K
HWP
1283
Highline Wealth Partners
California
$28.8K
SR
1284
Swiss Re
Switzerland
$28.8K
MAM
1285
Marquette Asset Management
Minnesota
$28.4K
SEP
1286
Signature Equity Partners
Ohio
$28.4K
PPC
1287
Park Place Capital
Alabama
$28.2K
RFP
1288
Root Financial Partners
California
$28K
AFG
1289
Albion Financial Group
Utah
$27.5K
SC
1290
Solstein Capital
California
$27.5K
SA
1291
Scarborough Advisors
Maryland
$27.4K
HHMI
1292
Howard Hughes Medical Institute
Maryland
$27.3K
BFS
1293
Burkett Financial Services
South Carolina
$27.2K
AAG
1294
Armstrong Advisory Group
Massachusetts
$26.5K
FNWA
1295
Financial Network Wealth Advisors
Utah
$26.4K
HIMS
1296
Hager Investment Management Services
New Hampshire
$26.4K
HBW
1297
Hazlett, Burt & Watson
West Virginia
$26K
PWA
1298
Provenance Wealth Advisors
Florida
$25.8K
EWM
1299
Evermay Wealth Management
Virginia
$25.4K
NECFA
1300
New England Capital Financial Advisors
Connecticut
$25.3K