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Welltower

1,468 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 656 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
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
AA
1526
AlphaCentric Advisors
Puerto Rico
MF
1527
Magnetar Financial
Illinois
WRPWM
1528
Werba Rubin Papier Wealth Management
California
JTWM
1529
Jackson Thornton Wealth Management
Alabama
PCM
1530
Prelude Capital Management
New York
CFG
1531
Carr Financial Group
Massachusetts
FFN
1532
Focus Financial Network
Minnesota
TCM
1533
TABR Capital Management
California
LCAM
1534
London & Capital Asset Management
United Kingdom
PW
1535
PUREfi Wealth
Massachusetts
KA
1536
Kovack Advisors
Florida
TNA
1537
True North Advisors
Texas
HP
1538
Havemeyer Place
Connecticut
CWM
1539
Calamos Wealth Management
Illinois
LAM
1540
Longboard Asset Management
Arizona
OF
1541
Optimize Financial
California
CP
1542
Camelot Portfolios
Ohio
TPBG
1543
Turning Point Benefit Group
Maryland
HCA
1544
Harbor Capital Advisors
Illinois
IWM
1545
Inlight Wealth Management
Georgia
QL
1546
Quarry LP
New York
CIA
1547
Cape Investment Advisory
Georgia
MCM
1548
MidAtlantic Capital Management
Virginia
GAFA
1549
Garton & Associates Financial Advisors
Kentucky
TH
1550
TCTC Holdings
Texas