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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
WEG
851
World Equity Group
Illinois
$544K
HIP
852
HUB Investment Partners
Texas
$542K
PFT
853
Providence First Trust
Arizona
$541K
QFW
854
QTR Family Wealth
Florida
$541K
AA
855
Alta Advisers
United Kingdom
$540K
MW
856
Maia Wealth
Colorado
$540K
RYIA
857
Roehl & Yi Investment Advisors
Oregon
$539K
TSS
858
Two Sigma Securities
New York
$537K
RCA
859
Resonant Capital Advisors
Wisconsin
$533K
RM
860
RCW Management
Florida
$532K
QWP
861
Quotient Wealth Partners
Texas
$530K
VFA
862
Valeo Financial Advisors
Indiana
$529K
HIC
863
Hartline Investment Corp
Illinois
$524K
MWM
864
Moran Wealth Management
Florida
$522K
FHC
865
First Horizon Corporation
Tennessee
$518K
FCBT
866
First Citizens Bank & Trust
North Carolina
$513K
CAM
867
Covenant Asset Management
New Jersey
$512K
NAM
868
NorthCrest Asset Manangement
Minnesota
$509K
VWA
869
Visionary Wealth Advisors
Illinois
$509K
EFM
870
E Fund Management
China
$509K
FISPB
871
Fideuram - Intesa Sanpaolo Private Banking
$508K
FG
872
Foresight Group
United Kingdom
$507K
JCM
873
Jacobi Capital Management
Pennsylvania
$506K
CT
874
Chicago Trust
Illinois
$505K
CAMG
875
CWA Asset Management Group
Florida
$504K