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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
GS
801
GWN Securities
Florida
$678K
FWA
802
FSM Wealth Advisors
Ohio
$672K
LC
803
LCNB Corp
Ohio
$671K
GSEP
804
Golden State Equity Partners
California
$668K
PWW
805
Pettyjohn Wood & White
Virginia
$667K
GIA
806
Gateway Investment Advisers
Ohio
$665K
HAG
807
HF Advisory Group
Maryland
$660K
HFM
808
Harvest Fund Management
China
$657K
ESC
809
Eurizon SLJ Capital
$652K
PWMG
810
Pinnacle Wealth Management Group
Michigan
$649K
KFGK
811
Keystone Financial Group (Kentucky)
Kentucky
$649K
SCM
812
Shelton Capital Management
Colorado
$648K
FAFN
813
First Affirmative Financial Network
Colorado
$647K
CIM
814
Cambria Investment Management
California
$643K
BHA
815
Beech Hill Advisors
New York
$643K
FPAS
816
Focus Partners Advisor Solutions
Missouri
$642K
OWP
817
Obermeyer Wealth Partners
Colorado
$633K
LSPW
818
Lake Street Private Wealth
Illinois
$626K
Koshinski Asset Management
819
Koshinski Asset Management
Illinois
$625K
HI
820
Hendershot Investments
Virginia
$618K
MC
821
Moors & Cabot
Massachusetts
$617K
MMA
822
Miracle Mile Advisors
California
$617K
MFWP
823
Mosaic Family Wealth Partners
Missouri
$616K
SWA
824
SFMG Wealth Advisors
Texas
$615K
BRWA
825
B. Riley Wealth Advisors
Florida
$612K