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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
HIC
1101
Holderness Investments Company
North Carolina
$250K
T
1102
TrustBank
Illinois
$250K
KCM
1103
Kanawha Capital Management
Virginia
$249K
ELM
1104
Elite Life Management
Florida
$249K
CWM
1105
Centurion Wealth Management
Virginia
$249K
GWS
1106
Greykasell Wealth Strategies
California
$249K
AOWM
1107
Asset One Wealth Management
Washington
$248K
KIM
1108
Kane Investment Management
California
$248K
CCMG
1109
Clark Capital Management Group
Pennsylvania
$247K
CWMG
1110
Compass Wealth Management (Georgia)
Georgia
$247K
AP
1111
Anchyra Partners
Georgia
$247K
DWM
1112
Diversify Wealth Management
Utah
$247K
CCIA
1113
Campbell & Co Investment Adviser
Maryland
$247K
OPA
1114
Old Port Advisors
Maine
$246K
BPW
1115
Bingham Private Wealth
California
$246K
SIM
1116
Stratos Investment Management
Ohio
$244K
JHCP
1117
Jackson Hole Capital Partners
Oklahoma
$244K
KFI
1118
Key Financial Inc
Pennsylvania
$243K
FD
1119
Financial Designs
California
$242K
SGK
1120
Steigerwald Gordon & Koch
Virginia
$242K
Lazard Asset Management
1121
Lazard Asset Management
New York
$241K
FCA
1122
FLC Capital Advisors
California
$240K
BHWM
1123
Bar Harbor Wealth Management
New Hampshire
$240K
WI
1124
Wedgewood Investors
Pennsylvania
$239K
IAS
1125
Investment Advisory Services
Texas
$239K