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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
EGM
951
Engineers Gate Manager
New York
$401K
GIA
952
Guyasuta Investment Advisors
Pennsylvania
$400K
SFG
953
SNS Financial Group
Minnesota
$400K
TW
954
Tempo Wealth
Ohio
$400K
GHI
955
Gross & Hartman Investments
Pennsylvania
$399K
SHFC
956
Safe Harbor Family Capital
North Carolina
$399K
WA
957
Whipplewood Advisors
Colorado
$396K
FGA
958
Fortis Group Advisors
New Jersey
$395K
CWM
959
C2C Wealth Management
Arizona
$395K
CPIG
960
Chicago Partners Investment Group
Illinois
$395K
CTC
961
Cetera Trust Company
Minnesota
$393K
LWL
962
Leo Wealth LLC
Texas
$391K
BWFA
963
Baltimore-Washington Financial Advisors
Maryland
$390K
HR
964
Hardy Reed
Mississippi
$390K
WFA
965
Wellspring Financial Advisors
Ohio
$389K
PFA
966
Providence Financial Advisors
Kansas
$387K
CC
967
Commons Capital
Massachusetts
$386K
PMA
968
Prudent Man Advisors
Illinois
$385K
GFP
969
Gryphon Financial Partners
Ohio
$382K
NRC
970
New Republic Capital
North Carolina
$381K
AF
971
Alerus Financial
North Dakota
$380K
DWP
972
Daymark Wealth Partners
Ohio
$380K
DWS
973
Discipline Wealth Solutions
South Carolina
$380K
AWM
974
Accurate Wealth Management
Florida
$380K
ZBNA
975
Zions Bancorporation, National Association
Utah
$379K