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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
JSC
701
Jackson Square Capital
California
$1.01M
PWM
702
Perigon Wealth Management
California
$1.01M
AWAG
703
ARS Wealth Advisors Group
Florida
$1.01M
BIA
704
Benchmark Investment Advisors
Illinois
$1M
PPWP
705
Premier Path Wealth Partners
New Jersey
$998K
FMI
706
Frec Markets Inc
California
$991K
PCS
707
Personal CFO Solutions
New Jersey
$987K
LWAM
708
Legacy Wealth Asset Management
Minnesota
$986K
FB
709
Finward Bancorp
Indiana
$983K
LWM
710
LongView Wealth Management
Georgia
$980K
MMG
711
Monetary Management Group
Missouri
$974K
GWM
712
Geneos Wealth Management
Colorado
$973K
AWM
713
Aprio Wealth Management
Georgia
$963K
IAG
714
Investment Advisory Group
Massachusetts
$952K
QIM
715
Quantitative Investment Management
Virginia
$950K
MGP
716
M&G plc
United Kingdom
$948K
CS
717
Capital Square
Tennessee
$947K
DW
718
Dodds Wealth
Colorado
$939K
PP
719
PDS Planning
Ohio
$932K
YIH
720
Y-Intercept (HK)
Hong Kong
$924K
LAIC
721
Lederer & Associates Investment Counsel
California
$919K
SACTSONJ
722
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$919K
WANY
723
Wealthspire Advisors (New York)
New York
$916K
SIC
724
SJS Investment Consulting
Ohio
$910K
FAT
725
First American Trust
California
$908K