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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
AWM
826
Angeles Wealth Management
California
$612K
HAG
827
HighPoint Advisor Group
Illinois
$612K
PF
828
PlanVest Financial
Maryland
$608K
WA
829
Waddell & Associates
Tennessee
$607K
FH
830
FWG Holdings
Florida
$600K
MFIM
831
Mesirow Financial Investment Management
Illinois
$600K
SPC
832
Spirepoint Private Client
Florida
$597K
CI
833
Conning Inc
Connecticut
$595K
WPI
834
Walter Public Investments
Canada
$593K
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$593K
VA
836
Valmark Advisers
Ohio
$591K
ST
837
Sageworth Trust
Pennsylvania
$588K
BTI
838
Blue Trust Inc
Georgia
$587K
CBA
839
Coastal Bridge Advisors
Connecticut
$583K
SWM
840
Shrier Wealth Management
California
$573K
DWM
841
Dakota Wealth Management
Florida
$569K
CCA
842
Childress Capital Advisors
Texas
$568K
LFM
843
LGT Fund Management
Liechtenstein
$565K
HBT
844
Heartland Bank & Trust
Illinois
$564K
AAM
845
Aureus Asset Management
Massachusetts
$563K
SYBT
846
Stock Yards Bank & Trust
Kentucky
$558K
WS
847
Wedbush Securities
California
$558K
KP
848
Keel Point
Alabama
$557K
MG
849
Mather Group
Illinois
$554K
WAM
850
Wakefield Asset Management
Colorado
$544K