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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
SP
1026
Stonebrook Private
Michigan
$322K
FIA
1027
Foundations Investment Advisors
Arizona
$322K
AG
1028
AlTi Global
New York
$321K
TPI
1029
Trust Point Inc
Wisconsin
$321K
NI
1030
Natural Investments
California
$321K
LWM
1031
Liberty Wealth Management
California
$320K
CIAS
1032
Capital Investment Advisory Services
North Carolina
$319K
OFS
1033
OneAscent Financial Services
Alabama
$317K
GCA
1034
Greenwood Capital Associates
South Carolina
$316K
JIP
1035
Jaffetilchin Investment Partners
Florida
$316K
CFO
1036
Cambient Family Office
Michigan
$314K
CFG
1037
Cooper Financial Group
California
$313K
WIM
1038
Westside Investment Management
California
$310K
AC
1039
Avestar Capital
New York
$309K
SWP
1040
Strategic Wealth Partners
Ohio
$306K
TC
1041
TFR Capital
Texas
$306K
OBWG
1042
Onyx Bridge Wealth Group
New York
$306K
FAG
1043
Fortitude Advisory Group
Washington
$303K
FFS
1044
Founders Financial Securities
Maryland
$302K
FWM
1045
Focused Wealth Management
New York
$301K
CWM
1046
Challenger Wealth Management
California
$301K
KBFS
1047
Kohmann Bosshard Financial Services
Ohio
$300K
HP
1048
Holistic Planning
Texas
$299K
PIA
1049
Perennial Investment Advisors
California
$297K
MC
1050
Middleton & Co
Massachusetts
$297K