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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
LFAS
651
Level Four Advisory Services
Texas
$1.28M
PCM
652
Penserra Capital Management
California
$1.28M
PCIA
653
Prime Capital Investment Advisors
Kansas
$1.28M
KRS
654
Kentucky Retirement Systems
Kentucky
$1.28M
AC
655
Apella Capital
Connecticut
$1.27M
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$1.26M
HIA
657
Harbor Investment Advisory
Maryland
$1.26M
SF
658
Summit Financial
New Jersey
$1.25M
VGDSS
659
VUB Generali dochodkova spravcovska spolocnost
$1.25M
SWP
660
Stratos Wealth Partners
Ohio
$1.24M
AWM
661
Apollon Wealth Management
South Carolina
$1.24M
AIP
662
Ameritas Investment Partners
Nebraska
$1.24M
TYCC
663
Texas Yale Capital Corp
Florida
$1.24M
IWM
664
IHT Wealth Management
Illinois
$1.23M
RIG
665
RiverFront Investment Group
Virginia
$1.23M
DWT
666
Dorsey & Whitney Trust
South Dakota
$1.21M
MWM
667
Modern Wealth Management
Kansas
$1.21M
PSF
668
Pacific Sun Financial
California
$1.2M
QI
669
Qtron Investments
Massachusetts
$1.2M
RIA
670
Richwood Investment Advisors
Ohio
$1.2M
DCM
671
Dudley Capital Management
Virginia
$1.19M
BWP
672
BSW Wealth Partners
Colorado
$1.19M
TNBTD
673
Trustmark National Bank Trust Department
Mississippi
$1.17M
EI
674
Ellevest Inc
New York
$1.17M
CA
675
Clearstead Advisors
Ohio
$1.15M