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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
SC
1401
SouthState Corp
Florida
$10.7K
PP
1402
Pacifica Partners
Canada
$10.7K
SWA
1403
SOA Wealth Advisors
New York
$10.4K
EWP
1404
Elevation Wealth Partners
California
$10.1K
VWA
1405
VSM Wealth Advisory
Maryland
$9.89K
PP
1406
PFS Partners
New Jersey
$9.6K
JFGIW
1407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.29K
OA
1408
Operose Advisors
Wisconsin
$8.7K
CWP
1409
Clark Wealth Partners
Illinois
$8.5K
RG
1410
RHL Group
Michigan
$8.33K
HWM
1411
HighMark Wealth Management
Minnesota
$8.11K
SA
1412
Strategic Advocates
Utah
$8.11K
TCM
1413
Triumph Capital Management
Colorado
$8.11K
HFS
1414
Horizon Financial Services
North Carolina
$8.11K
AWM
1415
Activest Wealth Management
Florida
$8.11K
CA
1416
Centerpoint Advisors
Massachusetts
$8K
CWA
1417
Carolina Wealth Advisors
South Carolina
$7.71K
CFG
1418
Clayton Financial Group
Missouri
$6.92K
PWMG
1419
Private Wealth Management Group
New Jersey
$6.72K
SC
1420
Stance Capital
Massachusetts
$6.52K
DIP
1421
DT Investment Partners
Pennsylvania
$6.33K
LWM
1422
Lodestone Wealth Management
Washington
$6.33K
TCM
1423
TD Capital Management
Tennessee
$6.17K
TFM
1424
TFC Financial Management
Massachusetts
$5.95K
W
1425
WealthCollab
Washington
$5.73K