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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
PWP
926
Phillips Wealth Planners
Mississippi
$430K
MWM
927
Modera Wealth Management
New Jersey
$428K
BHBT
928
Burke & Herbert Bank & Trust
Virginia
$426K
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$426K
CWM
930
Circle Wealth Management
New Jersey
$426K
BFIM
931
Beese Fulmer Investment Management
Ohio
$423K
CAWM
932
Capital Advisors Wealth Management
Washington
$423K
HCM
933
Howard Capital Management
Georgia
$422K
FWI
934
Facet Wealth Inc
Maryland
$419K
MAM
935
Mystic Asset Management
Rhode Island
$418K
MCM
936
Monument Capital Management
Virginia
$417K
BA
937
Bridgewater Advisors
New York
$417K
QC
938
Quent Capital
New York
$412K
LSIA
939
LaSalle St. Investment Advisors
Illinois
$411K
FG
940
Foster Group
Iowa
$410K
SP
941
SmartHarvest Portfolios
Washington
$410K
LA
942
Lifeworks Advisors
Michigan
$410K
WIC
943
Woodmont Investment Counsel
Tennessee
$409K
SMC
944
Smith, Moore & Co
Missouri
$409K
DBFM
945
Dickmeyer Boyce Financial Management
Indiana
$408K
IIL
946
Income Insurance Ltd
$405K
PUI
947
Purpose Unlimited Inc
$403K
PFBT
948
Parkside Financial Bank & Trust
Missouri
$402K
KF
949
Krilogy Financial
Missouri
$402K
CI
950
Corient IA
Florida
$401K