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
MIM
1301
Manitou Investment Management
Ontario, Canada
$53.4K
GAA
1302
Global Assets Advisory
Florida
$53.4K
SMBT
1303
Southern Michigan Bank & Trust
Michigan
$52.4K
SEP
1304
Signature Equity Partners
Ohio
$52.1K
Kayne Anderson Rudnick Investment Management
1305
Kayne Anderson Rudnick Investment Management
California
$50.5K
EWM
1306
Evolution Wealth Management
Florida
$50.2K
KFG
1307
Kingdom Financial Group
Arizona
$49K
LAS
1308
Lloyd Advisory Services
Georgia
$49K
SS
1309
Sunbelt Securities
Texas
$48.3K
GBT
1310
Grove Bank & Trust
Florida
$47.5K
SIC
1311
Salem Investment Counselors
North Carolina
$45.7K
DF
1312
Dunhill Financial
United Kingdom
$45.6K
TC
1313
Truvestments Capital
Florida
$44.6K
FP
1314
Financial Perspectives
Minnesota
$44.1K
GCP
1315
Gill Capital Partners
Colorado
$43.5K
RFP
1316
Root Financial Partners
California
$42.9K
HCM
1317
Hollencrest Capital Management
California
$42.5K
NEWAS
1318
N.E.W. Advisory Services
Wisconsin
$42K
MAM
1319
Morse Asset Management
Connecticut
$41.7K
NFSG
1320
Newbridge Financial Services Group
Florida
$41.6K
HFS
1321
Hughes Financial Services
Virginia
$40.9K
SWIM
1322
Smallwood Wealth Investment Management
New Jersey
$40.9K
JFA
1323
JNBA Financial Advisors
Minnesota
$39.6K
GTAM
1324
Global Trust Asset Management
Florida
$39.5K
GCM
1325
Gunpowder Capital Management
Maryland
$39.5K