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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
BCWM
1351
Bartlett & Co Wealth Management
Ohio
$10.1K
HWM
1352
HighMark Wealth Management
Minnesota
$9.84K
HWA
1353
Heritage Wealth Advisors
Virginia
$9.65K
EWP
1354
Elevation Wealth Partners
California
$9.47K
VWA
1355
VSM Wealth Advisory
Maryland
$9.28K
AT
1356
Arlington Trust
Alabama
$9.1K
PP
1357
PFS Partners
New Jersey
$8.98K
JFGIW
1358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K
CFS
1359
Compass Financial Services
Iowa
$8.59K
RWA
1360
Redmont Wealth Advisors
Illinois
$8.54K
MPW
1361
MASECO Private Wealth
$8.53K
EWA
1362
EQ Wealth Advisors
Texas
$8.35K
CA
1363
Centerpoint Advisors
Massachusetts
$8K
RG
1364
RHL Group
Michigan
$7.8K
SA
1365
Strategic Advocates
Utah
$7.71K
PPL
1366
Planning Project LLC
Texas
$6.9K
PWA
1367
Principia Wealth Advisory
Texas
$6.68K
CFG
1368
Clayton Financial Group
Missouri
$6.5K
CWP
1369
Clark Wealth Partners
Illinois
$6.31K
FFA
1370
Frazier Financial Advisors
Ohio
$6.19K
WSFS
1371
Wilmington Savings Fund Society
Delaware
$6.13K
AA
1372
Addison Advisors
Vermont
$5.94K
DIP
1373
DT Investment Partners
Pennsylvania
$5.94K
IWM
1374
IMG Wealth Management
Florida
$5.94K
LWM
1375
Lodestone Wealth Management
Washington
$5.94K