We are live on ! Find out more
WELL icon

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
DW30
1076
Drucker Wealth 3.0
New Jersey
$269K
APC
1077
Aspire Private Capital
North Carolina
$269K
OFG
1078
Oxford Financial Group
Indiana
$267K
AWM
1079
Aberdeen Wealth Management
Illinois
$267K
KCM
1080
Kathmere Capital Management
Pennsylvania
$267K
RWP
1081
Revolve Wealth Partners
New Jersey
$266K
CAM
1082
Cidel Asset Management
Ontario, Canada
$264K
QPWM
1083
Quadrant Private Wealth Management
Pennsylvania
$264K
PMG
1084
Private Management Group
California
$263K
CCG
1085
Capital CS Group
California
$263K
BWL
1086
Bogart Wealth LLC
Virginia
$263K
NS
1087
NBC Securities
Alabama
$261K
ACG
1088
Allen Capital Group
Nebraska
$260K
MR
1089
Munich Reinsurance
$259K
CPA
1090
Capital Performance Advisors
California
$257K
WBG
1091
Wharton Business Group
Pennsylvania
$257K
CWP
1092
Core Wealth Partners
California
$255K
SCA
1093
Stonebridge Capital Advisors
Minnesota
$255K
TPA
1094
Trivium Point Advisory
Connecticut
$254K
BFG
1095
Beacon Financial Group
Texas
$252K
CFM
1096
Cornerstone Financial Management
Massachusetts
$252K
WW
1097
Wright Wealth
Georgia
$252K
ATPW
1098
Ashton Thomas Private Wealth
Arizona
$252K
FAN
1099
Financial Advisors Network
California
$251K
AMBIA
1100
Allen Mooney & Barnes Investment Advisors
Georgia
$251K