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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
MWM
1126
Mattern Wealth Management
Kansas
$237K
DT
1127
DV Trading
Illinois
$237K
CAC
1128
Certified Advisory Corp
Florida
$237K
Empower Advisory Group
1129
Empower Advisory Group
Colorado
$236K
OWP
1130
ORG Wealth Partners
Texas
$235K
PWM
1131
Parkway Wealth Management
Texas
$235K
IA
1132
Integrity Alliance
Iowa
$233K
SWM
1133
Silverlake Wealth Management
Vermont
$233K
VCAM
1134
Van Cleef Asset Management
Ohio
$232K
CF
1135
Convergence Financial
Missouri
$231K
RG
1136
Renaissance Group
Kentucky
$231K
IAS
1137
Insigneo Advisory Services
Florida
$230K
FRM
1138
Fox Run Management
Connecticut
$229K
AF
1139
Advisornet Financial
Minnesota
$229K
TWM
1140
Tradition Wealth Management
Minnesota
$228K
BFC
1141
Bedel Financial Consulting
Indiana
$228K
BHIA
1142
Birch Hill Investment Advisors
Massachusetts
$228K
SIAP
1143
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$227K
HWA
1144
Hilltop Wealth Advisors
North Carolina
$227K
SL
1145
StoryOne LLC
Kansas
$226K
IA
1146
Intellus Advisors
Florida
$226K
HCP
1147
Hexagon Capital Partners
Arkansas
$226K
EL
1148
EWA LLC
Pennsylvania
$225K
AWM
1149
Aviso Wealth Management
Washington
$225K
WIM
1150
Warwick Investment Management
Texas
$225K