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