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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
TBFA
1451
Three Bearings Fiduciary Advisors
New Hampshire
$1.98K
JFG
1452
JDM Financial Group
Texas
$1.98K
RCM
1453
Raleigh Capital Management
North Carolina
$1.98K
1IA
1454
1620 Investment Advisors
Massachusetts
$1.88K
1CP
1455
1015 Capital Partners
Pennsylvania
$1.78K
UCB
1456
United Community Bank
South Carolina
$1.78K
CMA
1457
Cedar Mountain Advisors
Oregon
$1.78K
TWM
1458
TopTier Wealth Management
Wisconsin
$1.78K
BW
1459
Basepoint Wealth
Iowa
$1.61K
SVCP
1460
Silicon Valley Capital Partners
California
$1.59K
DF
1461
DecisionPoint Financial
Arizona
$1.58K
MWM
1462
Mascoma Wealth Management
New Hampshire
$1.38K
GFA
1463
Godfrey Financial Associates
New York
$1.38K
DCM
1464
Davis Capital Management
Florida
$1.19K
T
1465
Tidemark
California
$1.19K
APW
1466
Aventura Private Wealth
Florida
$989
FGAM
1467
Financial Gravity Asset Management
Texas
$989
SHIM
1468
Stone House Investment Management
Pennsylvania
$989
VR
1469
Vision Retirement
New Jersey
$989
UFF
1470
USA Financial Formulas
Michigan
$791
TC
1471
Trust Company
Kansas
$791
BIM
1472
Breakwater Investment Management
Washington
$594
PAI
1473
Pittenger & Anderson Inc
Nebraska
$594
MPG
1474
My Portfolio Guide
California
$593
3FI
1475
3 Factor Indexing
California
$396