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Welltower

1,405 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, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
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
Loomis, Sayles & Company
1326
Loomis, Sayles & Company
Massachusetts
$10.8K
BFS
1327
Bare Financial Services
Pennsylvania
$10.6K
SWA
1328
SOA Wealth Advisors
New York
$10.4K
PP
1329
Pacifica Partners
Canada
$10.1K
BCWM
1330
Bartlett & Co Wealth Management
Ohio
$10.1K
HWM
1331
HighMark Wealth Management
Minnesota
$9.84K
HWA
1332
Heritage Wealth Advisors
Virginia
$9.65K
EWP
1333
Elevation Wealth Partners
California
$9.47K
VWA
1334
VSM Wealth Advisory
Maryland
$9.28K
AT
1335
Arlington Trust
Alabama
$9.1K
PP
1336
PFS Partners
New Jersey
$8.98K
JFGIW
1337
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K
CFS
1338
Compass Financial Services
Iowa
$8.59K
RWA
1339
Redmont Wealth Advisors
Illinois
$8.54K
MPW
1340
MASECO Private Wealth
$8.53K
EWA
1341
EQ Wealth Advisors
Texas
$8.35K
CA
1342
Centerpoint Advisors
Massachusetts
$8K
RG
1343
RHL Group
Michigan
$7.8K
SA
1344
Strategic Advocates
Utah
$7.71K
PPL
1345
Planning Project LLC
Texas
$6.9K
PWA
1346
Principia Wealth Advisory
Texas
$6.68K
CFG
1347
Clayton Financial Group
Missouri
$6.5K
CWP
1348
Clark Wealth Partners
Illinois
$6.31K
FFA
1349
Frazier Financial Advisors
Ohio
$6.19K
WSFS
1350
Wilmington Savings Fund Society
Delaware
$6.13K