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
CWM
1276
Copia Wealth Management
Oregon
$73K
ACA
1277
Atlas Capital Advisors
Wyoming
$72.4K
CT
1278
Caldwell Trust
Florida
$71.4K
CAL
1279
Capital Advisors Ltd
Ohio
$71K
AIM
1280
Anchor Investment Management
South Carolina
$69.3K
SCM
1281
Silvant Capital Management
Georgia
$68.8K
PB
1282
Prosperity Bancshares
Texas
$67.8K
CPG
1283
Cornerstone Planning Group
New Jersey
$67.7K
CCWM
1284
Cassaday & Co Wealth Management
Virginia
$67.2K
PSB
1285
Piscataqua Savings Bank
New Hampshire
$66.8K
DWP
1286
Destiny Wealth Partners
Florida
$66.2K
Loomis, Sayles & Company
1287
Loomis, Sayles & Company
Massachusetts
$65.2K
WFA
1288
West Financial Advisors
Iowa
$63.3K
JWM
1289
JPL Wealth Management
Colorado
$61.9K
ADL
1290
Asset Dedication LLC
California
$61.3K
BLC
1291
Brown, Lisle/Cummings
Rhode Island
$61.3K
KFAS
1292
Keating Financial Advisory Services
Kansas
$61.1K
CF
1293
Collier Financial
Colorado
$60K
DWS
1294
Dynamic Wealth Strategies
California
$59.9K
HHCP
1295
Hilton Head Capital Partners
South Carolina
$59.7K
IWP
1296
IAG Wealth Partners
Wisconsin
$59.3K
FFO
1297
Fortitude Family Office
Arizona
$57.7K
TWD
1298
True Wealth Design
Ohio
$57.5K
KAS
1299
Kemnay Advisory Services
New York
$55.6K
EF
1300
Entrust Financial
Pennsylvania
$55.4K