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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
AIM
901
Advyzon Investment Management
Illinois
$463K
FCT
902
Family Capital Trust
Massachusetts
$463K
SL
903
Sentinus LLC
Illinois
$461K
Jane Street
904
Jane Street
New York
$461K
NG
905
Norden Group
Utah
$458K
TCA
906
Transcend Capital Advisors
New Jersey
$457K
PS
907
Planned Solutions
California
$456K
MIM
908
MTM Investment Management
South Carolina
$455K
SIA
909
Strategic Investment Advisors
Michigan
$454K
AA
910
Advisory Alpha
Michigan
$452K
DE
911
Defiance ETFs
New York
$451K
BPFA
912
Barnes Pettey Financial Advisors
Mississippi
$450K
CA
913
Cullinan Associates
Kentucky
$450K
CWWM
914
Clear Wave Wealth Management
New Jersey
$448K
AAP
915
Arax Advisory Partners
Colorado
$442K
PRAG
916
Portfolio Resources Advisor Group
Florida
$441K
MAWA
917
Moss Adams Wealth Advisors
Washington
$439K
EA
918
Everpar Advisors
Oklahoma
$438K
BWA
919
Basecamp Wealth Advisors
Washington
$438K
SWM
920
Shelton Wealth Management
Texas
$437K
BFC
921
Blue Fin Capital
Rhode Island
$434K
PK
922
Pflug Koory
Nebraska
$433K
PPA
923
Painted Porch Advisors
California
$433K
GAG
924
GM Advisory Group
New York
$432K
GWP
925
Gateway Wealth Partners
Wisconsin
$430K