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Welltower

1,423 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 606 increasing their positions, 407 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
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
VWA
1351
VSM Wealth Advisory
Maryland
$9.28K
AT
1352
Arlington Trust
Alabama
$9.1K
PP
1353
PFS Partners
New Jersey
$8.98K
JFGIW
1354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K
CFS
1355
Compass Financial Services
Iowa
$8.59K
RWA
1356
Redmont Wealth Advisors
Illinois
$8.54K
MPW
1357
MASECO Private Wealth
$8.53K
EWA
1358
EQ Wealth Advisors
Texas
$8.35K
CA
1359
Centerpoint Advisors
Massachusetts
$8K
RG
1360
RHL Group
Michigan
$7.8K
SA
1361
Strategic Advocates
Utah
$7.71K
PPL
1362
Planning Project LLC
Texas
$6.9K
PWA
1363
Principia Wealth Advisory
Texas
$6.68K
CFG
1364
Clayton Financial Group
Missouri
$6.5K
CWP
1365
Clark Wealth Partners
Illinois
$6.31K
FFA
1366
Frazier Financial Advisors
Ohio
$6.19K
WSFS
1367
Wilmington Savings Fund Society
Delaware
$6.13K
DIP
1368
DT Investment Partners
Pennsylvania
$5.94K
AA
1369
Addison Advisors
Vermont
$5.94K
IWM
1370
IMG Wealth Management
Florida
$5.94K
LWM
1371
Lodestone Wealth Management
Washington
$5.94K
TCM
1372
TD Capital Management
Tennessee
$5.79K
TFM
1373
TFC Financial Management
Massachusetts
$5.58K
APW
1374
Atlantic Private Wealth
North Carolina
$5.4K
W
1375
WealthCollab
Washington
$5.38K