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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
CSB
1176
City State Bank
Iowa
$210K
BFG
1177
Birch Financial Group
New Hampshire
$210K
1C
1178
111 Capital
France
$209K
HIM
1179
Hanlon Investment Management
New Jersey
$208K
FCM
1180
Fourpath Capital Management
Oklahoma
$208K
GA
1181
GSG Advisors
New Jersey
$207K
IF
1182
Intrua Financial
Texas
$206K
PFC
1183
Phocas Financial Corp
California
$205K
ZIM
1184
Zacks Investment Management
Illinois
$205K
PGAM
1185
Princeton Global Asset Management
New Jersey
$204K
CI
1186
CacheTech Inc
Utah
$204K
CCP
1187
Carmel Capital Partners
California
$204K
EB
1188
Emprise Bank
Kansas
$204K
WFS
1189
Widmann Financial Services
Maryland
$203K
DLA
1190
Douglas Lane & Associates
New York
$203K
DPI
1191
Diversified Portfolios Inc
Michigan
$203K
SSWG
1192
Seven Springs Wealth Group
Tennessee
$202K
NSIM
1193
North Star Investment Management
Illinois
$202K
WAG
1194
Winthrop Advisory Group
Massachusetts
$202K
FCG
1195
Fielder Capital Group
Tennessee
$201K
VCM
1196
Virtue Capital Management
Tennessee
$201K
BAM
1197
Blueshift Asset Management
New Jersey
$201K
CWA
1198
Crusonia Wealth Advisors
Colorado
$201K
3IP
1199
3Chopt Investment Partners
Virginia
$201K
AIA
1200
Armor Investment Advisors
North Carolina
$200K