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
OF
1551
Optimize Financial
California
CP
1552
Camelot Portfolios
Ohio
TPBG
1553
Turning Point Benefit Group
Maryland
HCA
1554
Harbor Capital Advisors
Illinois
IWM
1555
Inlight Wealth Management
Georgia
QL
1556
Quarry LP
New York
CIA
1557
Cape Investment Advisory
Georgia
MCM
1558
MidAtlantic Capital Management
Virginia
GAFA
1559
Garton & Associates Financial Advisors
Kentucky
TH
1560
TCTC Holdings
Texas
GWM
1561
Greenline Wealth Management
Florida
EW
1562
Elyxium Wealth
California
OC
1563
Optima Capital
Oregon
HHMI
1564
Howard Hughes Medical Institute
Maryland
PWA
1565
Provenance Wealth Advisors
Florida
SFG
1566
Strive Financial Group
Indiana
JWM
1567
Jessup Wealth Management
Ohio
BSB
1568
Bangor Savings Bank
Maine
LB
1569
Legacy Bridge
Iowa
CFS
1570
Compass Financial Services
Iowa
MPW
1571
MASECO Private Wealth
EWA
1572
EQ Wealth Advisors
Texas
APW
1573
Atlantic Private Wealth
North Carolina
WW
1574
Winnow Wealth
Texas
WWA
1575
Wealth Watch Advisors
Colorado