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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
TCM
751
Tuttle Capital Management
Connecticut
$813K
AWM
752
AE Wealth Management
Kansas
$811K
IAN
753
Integrated Advisors Network
Texas
$809K
RSA
754
River Street Advisors
Illinois
$805K
JCIA
755
Jackson Creek Investment Advisors
Colorado
$803K
HSA
756
HBK Sorce Advisory
Pennsylvania
$801K
PCG
757
Prosperity Consulting Group
Maryland
$801K
TCWA
758
Turtle Creek Wealth Advisors
Texas
$799K
JIC
759
Johnson Investment Counsel
Ohio
$798K
BHC
760
Bull Harbor Capital
Maryland
$796K
MWM
761
Manske Wealth Management
Texas
$796K
SFA
762
Souders Financial Advisors
Ohio
$794K
CSC
763
Caldwell Sutter Capital
California
$794K
BFG
764
Beto Financial Group
Idaho
$793K
GFA
765
Gallagher Fiduciary Advisors
Illinois
$787K
VR
766
Valued Retirements
Texas
$785K
CFA
767
Churchill Financial Advisors
Kentucky
$785K
TFIPS
768
Towarzystwo Funduszy Inwestycyjnych PZU SA
$781K
SC
769
Saiph Capital
New Jersey
$781K
SOS
770
Silver Oak Securities
Tennessee
$775K
CMMS
771
Comprehensive Money Management Services
Florida
$775K
GT
772
Glenview Trust
Kentucky
$771K
1WA
773
180 Wealth Advisors
Washington
$769K
DF
774
Donoghue Forlines
Massachusetts
$767K
BIM
775
Baldwin Investment Management
Pennsylvania
$766K