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
IWM
1426
IMG Wealth Management
Florida
$5.54K
LWMI
1427
Legacy Wealth Management (Idaho)
Idaho
$5.54K
ACA
1428
American Capital Advisory
Idaho
$5.14K
CBT
1429
Crews Bank & Trust
Florida
$5.14K
CCMI
1430
Creative Capital Management Investments
California
$4.94K
PWA
1431
Portus Wealth Advisors
North Carolina
$4.94K
NWM
1432
Nova Wealth Management
Florida
$4.91K
MEG
1433
Millstone Evans Group
Colorado
$4.55K
NL
1434
NVWM LLC
Pennsylvania
$4.55K
YDMI
1435
Y.D. More Investments
Israel
$4.35K
RCM
1436
Richardson Capital Management
Wisconsin
$4.15K
CIAS
1437
CBIZ Investment Advisory Services
Ohio
$3.76K
BHWM
1438
Beaird Harris Wealth Management
Texas
$3.56K
QWM
1439
Quaker Wealth Management
New Jersey
$3.56K
RWM
1440
Rialto Wealth Management
New York
$3.56K
DSC
1441
Duncker Streett & Co
Missouri
$3.36K
MB
1442
MidFirst Bank
Oklahoma
$3.16K
BWAM
1443
Boyd Watterson Asset Management
Ohio
$2.97K
RPA
1444
Redwood Park Advisors
California
$2.97K
RWM
1445
RMG Wealth Management
Wisconsin
$2.79K
ACM
1446
Anfield Capital Management
California
$2.77K
SIM
1447
Synergy Investment Management
Florida
$2.77K
WTA
1448
Washington Trust Advisors
Massachusetts
$2.77K
SRCM
1449
Signature Resources Capital Management
California
$2.37K
CYG
1450
Clean Yield Group
Vermont
$2.17K