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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
PPC
1276
Park Place Capital
Alabama
$28.2K
RFP
1277
Root Financial Partners
California
$28K
AFG
1278
Albion Financial Group
Utah
$27.5K
SC
1279
Solstein Capital
California
$27.5K
SA
1280
Scarborough Advisors
Maryland
$27.4K
HHMI
1281
Howard Hughes Medical Institute
Maryland
$27.3K
BFS
1282
Burkett Financial Services
South Carolina
$27.2K
AAG
1283
Armstrong Advisory Group
Massachusetts
$26.5K
FNWA
1284
Financial Network Wealth Advisors
Utah
$26.4K
HIMS
1285
Hager Investment Management Services
New Hampshire
$26.4K
HBW
1286
Hazlett, Burt & Watson
West Virginia
$26K
PWA
1287
Provenance Wealth Advisors
Florida
$25.8K
EWM
1288
Evermay Wealth Management
Virginia
$25.4K
NECFA
1289
New England Capital Financial Advisors
Connecticut
$25.3K
IAS
1290
IMA Advisory Services
Colorado
$25.1K
HNW
1291
High Note Wealth
Minnesota
$24.9K
AW
1292
Avion Wealth
Texas
$24K
SFAM
1293
Sawyer Falduto Asset Management
Illinois
$23.2K
AFC
1294
Ares Financial Consulting
California
$23K
OAJ
1295
Ogorek Anthony Joseph
New York
$22K
ST
1296
Smithfield Trust
Pennsylvania
$22K
PWMG
1297
Prestige Wealth Management Group
New Jersey
$21.2K
MAFA
1298
MJT & Associates Financial Advisory
Minnesota
$21.2K
CMP
1299
Coston McIsaac & Partners
Maine
$21K
RF
1300
Rossby Financial
Florida
$20.8K