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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
NRG
1326
Nemes Rush Group
Michigan
$39.5K
RF
1327
Roxbury Financial
New Jersey
$38.7K
LWCFA
1328
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.8K
FFA
1329
Frazier Financial Advisors
Ohio
$37.4K
AFG
1330
Albion Financial Group
Utah
$36.8K
FC
1331
Financial Consulate
Maryland
$36.7K
Q1WB
1332
Quest 10 Wealth Builders
Virginia
$36.5K
ME
1333
McIlrath & Eck
Washington
$36.4K
HBW
1334
Hazlett, Burt & Watson
West Virginia
$36K
BONH
1335
Bank of New Hampshire
New Hampshire
$36K
AEPWM
1336
Atlantic Edge Private Wealth Management
Florida
$34.8K
MAM
1337
Marquette Asset Management
Minnesota
$34.8K
BAM
1338
Bellevue Asset Management
Washington
$34.3K
SN
1339
Sittner & Nelson
Oregon
$33.8K
NB
1340
NBT Bank
New York
$32.1K
SR
1341
Swiss Re
Switzerland
$30.6K
PPC
1342
Park Place Capital
Alabama
$30.1K
WPA
1343
Wealth Preservation Advisors
Tennessee
$29.7K
SA
1344
Scarborough Advisors
Maryland
$29.3K
SC
1345
Solstein Capital
California
$29.3K
HWP
1346
Highline Wealth Partners
California
$29.1K
BFS
1347
Burkett Financial Services
South Carolina
$29.1K
AW
1348
Avion Wealth
Texas
$29K
AAG
1349
Armstrong Advisory Group
Massachusetts
$28.3K
HIMS
1350
Hager Investment Management Services
New Hampshire
$28.1K