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
WA
1226
WestEnd Advisors
North Carolina
$152K
MIC
1227
Means Investment Company
Maine
$147K
CB
1228
Centennial Bank
Arkansas
$146K
HWA
1229
HHM Wealth Advisors
Tennessee
$143K
CH
1230
CDKV Holdings
Colorado
$140K
EP
1231
Essential Partners
California
$140K
DMBA
1232
Deseret Mutual Benefit Administrators
Utah
$139K
OWA
1233
Opal Wealth Advisors
New York
$139K
EC
1234
Elequin Capital
New York
$139K
WB
1235
Webster Bank
Connecticut
$138K
GEA
1236
Glen Eagle Advisors
New Jersey
$138K
GSWM
1237
Golden State Wealth Management
California
$131K
WAG
1238
Wiser Advisor Group
Arizona
$130K
TPWA
1239
Twin Peaks Wealth Advisors
California
$130K
HIIFS
1240
Harel Insurance Investments & Financial Services
Israel
$129K
CT
1241
Colonial Trust
South Carolina
$126K
EB
1242
Eastern Bank
Massachusetts
$125K
C
1243
Certuity
Florida
$120K
OCM
1244
Orion Capital Management
California
$120K
CFD
1245
Creative Financial Designs
Indiana
$116K
MA
1246
MCF Advisors
Kentucky
$115K
MIA
1247
MeadowBrook Investment Advisors
Michigan
$113K
WSFG
1248
Wall Street Financial Group
Illinois
$112K
CFB
1249
Cullen/Frost Bankers
Texas
$110K
FWA
1250
Flagship Wealth Advisors
Massachusetts
$110K