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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
WWM
876
Western Wealth Management
Colorado
$502K
CAG
877
Crestwood Advisors Group
Massachusetts
$501K
WFI
878
West Family Investments
California
$498K
AO
879
Advisor OS
Illinois
$497K
CSPIA
880
Cary Street Partners Investment Advisory
Virginia
$495K
4WM
881
44 Wealth Management
Oregon
$495K
HI
882
Hudock Inc
Pennsylvania
$494K
EWS
883
Evergreen Wealth Solutions
Pennsylvania
$494K
WT
884
Whittier Trust
California
$494K
CIA
885
Caerus Investment Advisors
Texas
$493K
FMLI
886
Fukoku Mutual Life Insurance
Japan
$490K
RPGNY
887
Retirement Planning Group (New York)
New York
$490K
GIM
888
Gold Investment Management
Alberta, Canada
$488K
TWP
889
Triad Wealth Partners
Kansas
$488K
CAL
890
Capital Analysts LLC
Pennsylvania
$487K
BF
891
bLong Financial
Tennessee
$484K
LFG
892
Larson Financial Group
Missouri
$483K
EW
893
Evoke Wealth
California
$479K
AWA
894
AGH Wealth Advisors
Kansas
$477K
ITG
895
Index Technologies Group
New York
$475K
BPWM
896
Badgley Phelps Wealth Managers
Washington
$475K
AA
897
ALPS Advisors
Colorado
$475K
WPP
898
Whalerock Point Partners
Rhode Island
$474K
BF
899
Brucke Financial
Indiana
$469K
FFA
900
First Foundation Advisors
California
$465K