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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
SWA
1326
SOA Wealth Advisors
New York
$10.4K
PP
1327
Pacifica Partners
Canada
$10.1K
BCWM
1328
Bartlett & Co Wealth Management
Ohio
$10.1K
HWM
1329
HighMark Wealth Management
Minnesota
$9.84K
HWA
1330
Heritage Wealth Advisors
Virginia
$9.65K
EWP
1331
Elevation Wealth Partners
California
$9.47K
VWA
1332
VSM Wealth Advisory
Maryland
$9.28K
AT
1333
Arlington Trust
Alabama
$9.1K
PP
1334
PFS Partners
New Jersey
$8.98K
JFGIW
1335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K
RWA
1336
Redmont Wealth Advisors
Illinois
$8.54K
MPW
1337
MASECO Private Wealth
$8.53K
EWA
1338
EQ Wealth Advisors
Texas
$8.35K
CA
1339
Centerpoint Advisors
Massachusetts
$8K
RG
1340
RHL Group
Michigan
$7.8K
SA
1341
Strategic Advocates
Utah
$7.71K
PPL
1342
Planning Project LLC
Texas
$6.9K
PWA
1343
Principia Wealth Advisory
Texas
$6.68K
CFG
1344
Clayton Financial Group
Missouri
$6.5K
CWP
1345
Clark Wealth Partners
Illinois
$6.31K
FFA
1346
Frazier Financial Advisors
Ohio
$6.19K
WSFS
1347
Wilmington Savings Fund Society
Delaware
$6.13K
DIP
1348
DT Investment Partners
Pennsylvania
$5.94K
AA
1349
Addison Advisors
Vermont
$5.94K
IWM
1350
IMG Wealth Management
Florida
$5.94K