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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
SW
1001
SVB Wealth
Massachusetts
$341K
RIL
1002
Rothschild Investment LLC
Illinois
$341K
DE
1003
Diversified Enterprises
Delaware
$339K
RPWA
1004
Regent Peak Wealth Advisors
Georgia
$337K
HAIM
1005
Hunter Associates Investment Management
Pennsylvania
$337K
ACM
1006
Advisors Capital Management
New Jersey
$337K
FCM
1007
Fell Capital Management
California
$336K
MFGM
1008
Marshall Financial Group (Maryland)
Maryland
$336K
MNBTD
1009
Moody National Bank Trust Division
Texas
$336K
WP
1010
WealthShield Partners
North Carolina
$334K
MHC
1011
May Hill Capital
Massachusetts
$333K
CSIC
1012
Clifford Swan Investment Counsel
California
$331K
TWM
1013
TRB Wealth Management
Texas
$331K
PA
1014
Procyon Advisors
Connecticut
$331K
CAM
1015
Cresset Asset Management
Illinois
$330K
CFA
1016
Cahill Financial Advisors
Minnesota
$330K
WKWM
1017
Walter & Keenan Wealth Management
Indiana
$328K
CI
1018
Cambiar Investors
Colorado
$328K
LIM
1019
Leavell Investment Management
Alabama
$328K
WAG
1020
Wilkerson Advisory Group
Missouri
$328K
DIM
1021
Delta Investment Management
California
$327K
AZ
1022
Alpha Zero
Florida
$326K
SIA
1023
Soltis Investment Advisors
Utah
$326K
MBTD
1024
Mechanics Bank - Trust Department
California
$326K
KIA
1025
KCM Investment Advisors
California
$326K