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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
FFM
1051
Forum Financial Management
Illinois
$296K
SDWMA
1052
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K
NWM
1053
Northcape Wealth Management
New York
$294K
PFA
1054
Pure Financial Advisors
California
$294K
CC
1055
Courier Capital
New York
$293K
DAS
1056
Dynamic Advisor Solutions
Arizona
$289K
RA
1057
RFG Advisory
Alabama
$287K
CWMGP
1058
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$287K
FC
1059
Fairscale Capital
New Hampshire
$286K
PNC
1060
Park National Corp
Ohio
$285K
ODA
1061
One Degree Advisors
California
$284K
FFP
1062
FourThought Financial Partners
Florida
$284K
AA
1063
Argent Advisors
Louisiana
$283K
HAM
1064
Harmony Asset Management
Arizona
$282K
IAIM
1065
International Assets Investment Management
Florida
$281K
XF
1066
XML Financial
Maryland
$280K
VRM
1067
Vectors Research Management
New York
$280K
VCA
1068
Verdence Capital Advisors
Maryland
$279K
HDIM
1069
Hanson & Doremus Investment Management
Vermont
$278K
Fisher Asset Management
1070
Fisher Asset Management
Washington
$277K
LI
1071
Lafayette Investments
Maryland
$277K
MCM
1072
MV Capital Management
Maryland
$277K
JCM
1073
Jag Capital Management
Missouri
$275K
CWP
1074
Cyndeo Wealth Partners
Florida
$273K
CAM
1075
Concorde Asset Management
Michigan
$270K