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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
IAS
1301
IMA Advisory Services
Colorado
$25.1K
HNW
1302
High Note Wealth
Minnesota
$24.9K
AW
1303
Avion Wealth
Texas
$24K
SFAM
1304
Sawyer Falduto Asset Management
Illinois
$23.2K
AFC
1305
Ares Financial Consulting
California
$23K
OAJ
1306
Ogorek Anthony Joseph
New York
$22K
ST
1307
Smithfield Trust
Pennsylvania
$22K
PWMG
1308
Prestige Wealth Management Group
New Jersey
$21.2K
MAFA
1309
MJT & Associates Financial Advisory
Minnesota
$21.2K
CMP
1310
Coston McIsaac & Partners
Maine
$21K
RF
1311
Rossby Financial
Florida
$20.8K
VFM
1312
Vision Financial Markets
Connecticut
$20.5K
JSAM
1313
J. Safra Asset Management
New York
$20.4K
WWM
1314
Wolff Wiese Magana
California
$19.5K
S
1315
Sachetta
Massachusetts
$19.1K
AWM
1316
Abound Wealth Management
Tennessee
$19K
RFA
1317
Reyes Financial Architecture
California
$18.7K
GWSA
1318
Global Wealth Strategies & Associates
Colorado
$18.6K
BC
1319
Barrett & Company
Rhode Island
$18.6K
MSFP
1320
Mark Sheptoff Financial Planning
Connecticut
$18.6K
PCTC
1321
Perkins Coie Trust Company
Washington
$18.6K
SFS
1322
Sunrise Financial Services
Washington
$18.6K
KTC
1323
Kentucky Trust Company
Kentucky
$18K
WAS
1324
Winch Advisory Services
Wisconsin
$17.5K
KG
1325
Kilter Group
New York
$17.1K