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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
CIA
451
Concurrent Investment Advisors
Florida
$4.47M
SPIA
452
Steward Partners Investment Advisory
New York
$4.46M
BIM
453
Brentview Investment Management
Illinois
$4.44M
PL
454
Perpetual Ltd
Australia
$4.43M
UCFA
455
United Capital Financial Advisors
Texas
$4.43M
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$4.41M
LSA
457
L & S Advisors
California
$4.26M
ST
458
Spinnaker Trust
Maine
$4.23M
A
459
Argentarii
Ohio
$4.17M
UBP
460
Union Bancaire Privee
Switzerland
$4.07M
PDL
461
Portfolio Design Labs
California
$4.05M
AF
462
Allworth Financial
California
$4.01M
API
463
Asset Planning Inc
California
$3.98M
BL
464
Bleichroeder LP
New York
$3.95M
NDSIB
465
North Dakota State Investment Board
North Dakota
$3.94M
GDP
466
Great Diamond Partners
Maine
$3.92M
SFA
467
Sequoia Financial Advisors
Ohio
$3.85M
CTA
468
Chesley Taft & Associates
Illinois
$3.82M
MSA
469
MUFG Securities Americas
New York
$3.82M
FCM
470
FJ Capital Management
Virginia
$3.81M
LNWTC
471
Laird Norton Wetherby Trust Company
Washington
$3.8M
NP
472
Nilsine Partners
Colorado
$3.8M
BEI
473
Benjamin Edwards Inc
Missouri
$3.79M
HIS
474
Harvest Investment Services
Illinois
$3.79M
SPFA
475
Summit Place Financial Advisors
New Jersey
$3.78M