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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
OMC
976
Old Mission Capital
Illinois
$378K
RFC
977
Regions Financial Corp
Alabama
$376K
OL
978
OneFund LLC
Florida
$375K
CTA
979
Colonial Trust Advisors
South Carolina
$374K
AWE
980
Avidian Wealth Enterprises
Texas
$372K
VAF
981
Values Added Financial
District of Columbia
$369K
PFG
982
Prosperity Financial Group
California
$367K
OL
983
Optas LLC
Texas
$366K
WSA
984
Wealth Science Advisors
Georgia
$365K
FMP
985
Financial Management Professionals
Texas
$365K
PTC
986
Private Trust Company
Ohio
$363K
CWG
987
Cornerstone Wealth Group
North Carolina
$362K
RCP
988
Rothschild Capital Partners
New York
$359K
PE
989
PCM Encore
Colorado
$358K
SA
990
Sovran Advisors
California
$356K
AIIMS
991
Analyst IMS Investment Management Services
Israel
$355K
KWM
992
Keebeck Wealth Management
Illinois
$353K
CH
993
Cromwell Holdings
Wyoming
$352K
RSWM
994
Robertson Stephens Wealth Management
California
$352K
SFS
995
Sowell Financial Services
Arkansas
$350K
WA
996
Wealth Alliance
New York
$350K
SWM
997
Segment Wealth Management
Texas
$348K
CM
998
Cercano Management
Washington
$343K
RFA
999
Register Financial Advisors
Georgia
$343K
AHL
1000
Abel Hall LLC
Louisiana
$341K