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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
CTA
726
Clear Trail Advisors
Texas
$896K
MG
727
Marex Group
$892K
FC
728
Fulcrum Capital
Washington
$886K
JIC
729
Joel Isaacson & Co
New York
$886K
MT
730
Midwest Trust
Kansas
$877K
IA
731
IFP Advisors
Florida
$877K
TBA
732
Tower Bridge Advisors
Pennsylvania
$875K
GCS
733
Gordian Capital (Singapore)
Singapore
$870K
PWPS
734
Pinnacle Wealth Planning Services
Ohio
$869K
ISL
735
Ingalls & Snyder LLC
New York
$869K
PMG
736
ProVise Management Group
Florida
$867K
AW
737
Alteri Wealth
California
$867K
FVWA
738
Foster Victor Wealth Advisors
South Carolina
$863K
BWM
739
Buckley Wealth Management
Nevada
$861K
JSW
740
Journey Strategic Wealth
New Jersey
$860K
AFA
741
AA Financial Advisors
Ohio
$859K
FAM
742
Fairtree Asset Management
South Africa
$848K
BA
743
Bard Associates
Illinois
$846K
CIS
744
Custom Index Systems
New York
$843K
LI
745
LRI Investments
Florida
$834K
WTC
746
WhitTier Trust Company
Nevada
$832K
PIA
747
Panoramic Investment Advisors
Colorado
$831K
BWP
748
Balboa Wealth Partners
Arizona
$827K
ABC
749
Associated Banc-Corp
Wisconsin
$825K
DJSG
750
D.J. St. Germain
Massachusetts
$822K