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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
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
EWA
1351
EQ Wealth Advisors
Texas
$8.35K
CA
1352
Centerpoint Advisors
Massachusetts
$8K
RG
1353
RHL Group
Michigan
$7.8K
SA
1354
Strategic Advocates
Utah
$7.71K
PPL
1355
Planning Project LLC
Texas
$6.9K
PWA
1356
Principia Wealth Advisory
Texas
$6.68K
CFG
1357
Clayton Financial Group
Missouri
$6.5K
CWP
1358
Clark Wealth Partners
Illinois
$6.31K
FFA
1359
Frazier Financial Advisors
Ohio
$6.19K
WSFS
1360
Wilmington Savings Fund Society
Delaware
$6.13K
DIP
1361
DT Investment Partners
Pennsylvania
$5.94K
AA
1362
Addison Advisors
Vermont
$5.94K
IWM
1363
IMG Wealth Management
Florida
$5.94K
LWM
1364
Lodestone Wealth Management
Washington
$5.94K
TCM
1365
TD Capital Management
Tennessee
$5.79K
TFM
1366
TFC Financial Management
Massachusetts
$5.58K
APW
1367
Atlantic Private Wealth
North Carolina
$5.4K
W
1368
WealthCollab
Washington
$5.38K
WW
1369
Winnow Wealth
Texas
$4.84K
CBT
1370
Crews Bank & Trust
Florida
$4.83K
CCMI
1371
Creative Capital Management Investments
California
$4.64K
NWM
1372
Nova Wealth Management
Florida
$4.61K
MEG
1373
Millstone Evans Group
Colorado
$4.27K
PWMG
1374
Private Wealth Management Group
New Jersey
$4.08K
WWA
1375
Wealth Watch Advisors
Colorado
$4.08K