We are live on ! Find out more
WELL icon

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
MOS
601
MGO One Seven
Ohio
$1.77M
PIM
602
Plato Investment Management
Australia
$1.77M
PCA
603
Purkiss Capital Advisors
Connecticut
$1.77M
JWM
604
Jeppson Wealth Management
California
$1.76M
VA
605
VestGen Advisors
Illinois
$1.74M
APIM
606
Agate Pass Investment Management
Washington
$1.74M
IAA
607
Independent Advisor Alliance
North Carolina
$1.72M
SPC
608
Sigma Planning Corp
Michigan
$1.7M
LCIP
609
Life Cycle Investment Partners
$1.66M
SCM
610
Schnieders Capital Management
California
$1.65M
SGI
611
Summit Global Investments
Utah
$1.64M
A
612
Allianz
Germany
$1.64M
TWM
613
Trueblood Wealth Management
Ohio
$1.64M
EWM
614
Empirical Wealth Management
Washington
$1.63M
ECM
615
Evergreen Capital Management
Washington
$1.63M
RBWA
616
RFG - Bristol Wealth Advisors
Massachusetts
$1.6M
PMAM
617
Picton Mahoney Asset Management
Ontario, Canada
$1.6M
SAM
618
Smartleaf Asset Management
Massachusetts
$1.59M
PFPG
619
Pinnacle Financial Partners (Georgia)
Georgia
$1.59M
SC
620
Savant Capital
Illinois
$1.59M
PI
621
PFG Investments
New York
$1.58M
EWA
622
Emergent Wealth Advisors
New York
$1.57M
SI
623
Stephens Inc
Arkansas
$1.57M
KCM
624
Kornitzer Capital Management
Kansas
$1.56M
HCM
625
Highview Capital Management
Illinois
$1.53M