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Welltower

1,479 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 660 increasing their positions, 440 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308M
Puts
$248M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
551
High Point Wealth Management
New Jersey
$2.2M
GS
552
GTS Securities
New York
$2.2M
OIA
553
OneDigital Investment Advisors
Kansas
$2.19M
CIM
554
Contravisory Investment Management
Massachusetts
$2.18M
RFN
555
RDA Financial Network
Iowa
$2.16M
DC
556
Davenport & Co
Virginia
$2.15M
WG
557
Welch Group
Alabama
$2.12M
BPC
558
Banque Pictet & Cie
Switzerland
$2.11M
HFM
559
Hartford Funds Management
Pennsylvania
$2.11M
RWM
560
Ritholtz Wealth Management
New York
$2.11M
BP
561
Ballentine Partners
Massachusetts
$2.1M
IWC
562
Integrated Wealth Concepts
Massachusetts
$2.09M
GT
563
Greenleaf Trust
Michigan
$2.08M
GBFG
564
Gerald Baker Financial Group
Texas
$2.07M
EFG
565
Everhart Financial Group
Ohio
$2.06M
VIA
566
Virtus Investment Advisers
Connecticut
$2.04M
PF
567
Phoenix Financial
Israel
$2.04M
TE
568
Tema ETFs
New York
$2.02M
FRA
569
Frank Rimerman Advisors
California
$2.02M
Walleye Trading
570
Walleye Trading
New York
$2.01M
GFM
571
GF Fund Management
China
$2M
JIR
572
James Investment Research
Ohio
$2M
Parallax Volatility Advisers
573
Parallax Volatility Advisers
California
$1.99M
AFG
574
Atomi Financial Group
New York
$1.98M
NRI
575
NFP Retirement Inc
California
$1.98M