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Welltower

1,423 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 606 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
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
BAM
1276
Bellevue Asset Management
Washington
$32.1K
NRG
1277
Nemes Rush Group
Michigan
$31.2K
CPBTD
1278
Central Pacific Bank - Trust Division
Hawaii
$29.7K
HWP
1279
Highline Wealth Partners
California
$28.8K
SR
1280
Swiss Re
Switzerland
$28.8K
MAM
1281
Marquette Asset Management
Minnesota
$28.4K
SEP
1282
Signature Equity Partners
Ohio
$28.4K
PPC
1283
Park Place Capital
Alabama
$28.2K
RFP
1284
Root Financial Partners
California
$28K
AFG
1285
Albion Financial Group
Utah
$27.5K
SC
1286
Solstein Capital
California
$27.5K
SA
1287
Scarborough Advisors
Maryland
$27.4K
HHMI
1288
Howard Hughes Medical Institute
Maryland
$27.3K
BFS
1289
Burkett Financial Services
South Carolina
$27.2K
AAG
1290
Armstrong Advisory Group
Massachusetts
$26.5K
HIMS
1291
Hager Investment Management Services
New Hampshire
$26.4K
FNWA
1292
Financial Network Wealth Advisors
Utah
$26.4K
HBW
1293
Hazlett, Burt & Watson
West Virginia
$26K
PWA
1294
Provenance Wealth Advisors
Florida
$25.8K
EWM
1295
Evermay Wealth Management
Virginia
$25.4K
NECFA
1296
New England Capital Financial Advisors
Connecticut
$25.3K
IAS
1297
IMA Advisory Services
Colorado
$25.1K
HNW
1298
High Note Wealth
Minnesota
$24.9K
AW
1299
Avion Wealth
Texas
$24K
SFAM
1300
Sawyer Falduto Asset Management
Illinois
$23.2K