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
ASN
776
Advisory Services Network
Georgia
$760K
SEP
777
Southland Equity Partners
Missouri
$760K
TCIIS
778
TIAA-CREF Individual & Institutional Services
New York
$758K
TPCW
779
TD Private Client Wealth
New York
$758K
MAS
780
Madden Advisory Services
Florida
$753K
GVAG
781
Great Valley Advisor Group
Delaware
$751K
SW
782
Simplicity Wealth
New Jersey
$739K
DCM
783
Driehaus Capital Management
Illinois
$738K
DWM
784
Dogwood Wealth Management
Kansas
$737K
LAM
785
L2 Asset Management
Massachusetts
$733K
RCAG
786
Rehmann Capital Advisory Group
Michigan
$720K
CI
787
CX Institutional
Indiana
$719K
FWP
788
Family Wealth Partners
North Carolina
$717K
KNW
789
Kesler Norman & Wride
Utah
$717K
FLPIM
790
F.L. Putnam Investment Management
Massachusetts
$717K
PAM
791
Panagora Asset Management
Massachusetts
$717K
CA
792
CoreCap Advisors
Michigan
$712K
AAS
793
Ameritas Advisory Services
Nebraska
$711K
VHAM
794
Van Hulzen Asset Management
California
$705K
PPG
795
Peak Planning Group
Colorado
$700K
SAM
796
Strategy Asset Managers
California
$695K
SFGP
797
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$693K
CFP
798
Catalyst Financial Partners
Massachusetts
$689K
CFCI
799
Comprehensive Financial Consultants Institutional
Indiana
$687K
WC
800
Westerkirk Capital
$686K