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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
MM
501
Morangie Management
Florida
$3.39M
RBI
502
Raiffeisen Bank International
Austria
$3.38M
CIA
503
Capital Investment Advisors
Georgia
$3.35M
Bessemer Group
504
Bessemer Group
New Jersey
$3.31M
STA
505
Summit Trail Advisors
New York
$3.28M
GI
506
GAMMA Investing
California
$3.27M
PS
507
Principal Securities
Iowa
$3.26M
BPA
508
Beacon Pointe Advisors
California
$3.24M
BIG
509
Brooklyn Investment Group
New York
$3.17M
SVWAG
510
Sound View Wealth Advisors Group
Georgia
$3.16M
CCM
511
Coldstream Capital Management
Washington
$3.14M
CF
512
Centaurus Financial
California
$3.11M
MK
513
MASTERINVEST Kapitalanlage
$3.02M
SLI
514
Sumitomo Life Insurance
Japan
$3M
TS
515
Triglav Skladi
Slovenia
$2.94M
NCM
516
Nearwater Capital Markets
Ireland
$2.89M
MYLI
517
Meiji Yasuda Life Insurance
Japan
$2.86M
EIA
518
Edgemoor Investment Advisors
Maryland
$2.84M
NFG
519
Nations Financial Group
Iowa
$2.79M
BG
520
BDF Gestion
France
$2.78M
VCM
521
Verde Capital Management
Michigan
$2.78M
ORC
522
O'Rourke & Company
Massachusetts
$2.75M
SQA
523
Simon Quick Advisors
New Jersey
$2.74M
CW
524
CreativeOne Wealth
Kansas
$2.74M
Los Angeles Capital Management
525
Los Angeles Capital Management
California
$2.73M