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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
HNW
1351
High Note Wealth
Minnesota
$27.9K
MAFA
1352
MJT & Associates Financial Advisory
Minnesota
$27.5K
SIS
1353
Sound Income Strategies
Florida
$27.3K
IAS
1354
IMA Advisory Services
Colorado
$27.3K
EWM
1355
Evermay Wealth Management
Virginia
$27.1K
NECFA
1356
New England Capital Financial Advisors
Connecticut
$26.9K
S
1357
Sachetta
Massachusetts
$26.3K
OAJ
1358
Ogorek Anthony Joseph
New York
$26K
STB
1359
S&T Bank
Pennsylvania
$25.7K
FNWA
1360
Financial Network Wealth Advisors
Utah
$25.1K
SFAM
1361
Sawyer Falduto Asset Management
Illinois
$24.7K
LSA
1362
Leonteq Securities AG
Switzerland
$24.7K
KG
1363
Kilter Group
New York
$23.5K
ST
1364
Smithfield Trust
Pennsylvania
$23K
JGCM
1365
Joseph Group Capital Management
Ohio
$22.9K
SWM
1366
SHP Wealth Management
Massachusetts
$22.8K
SSG
1367
Summit Securities Group
New York
$22.7K
CMP
1368
Coston McIsaac & Partners
Maine
$22K
FDW
1369
Fourth Dimension Wealth
Ohio
$21.9K
VFM
1370
Vision Financial Markets
Connecticut
$21.9K
JSAM
1371
J. Safra Asset Management
New York
$21.7K
AWM
1372
Abound Wealth Management
Tennessee
$21.6K
MSFP
1373
Mark Sheptoff Financial Planning
Connecticut
$21.4K
WWM
1374
Wolff Wiese Magana
California
$20.8K
RFL
1375
Robinswood Financial LLC
Washington
$20.2K