WELL icon

Welltower

1,464 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, 653 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,464
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

Top Buyers

1 +$1.61B
2 +$1.23B
3 +$461M
4
Goldman Sachs
Goldman Sachs
New York
+$447M
5
Capital World Investors
Capital World Investors
California
+$391M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
551
Contravisory Investment Management
Massachusetts
$2.18M
RFN
552
RDA Financial Network
Iowa
$2.16M
DC
553
Davenport & Co
Virginia
$2.15M
WG
554
Welch Group
Alabama
$2.12M
BPC
555
Banque Pictet & Cie
Switzerland
$2.11M
HFM
556
Hartford Funds Management
Pennsylvania
$2.11M
RWM
557
Ritholtz Wealth Management
New York
$2.11M
BP
558
Ballentine Partners
Massachusetts
$2.1M
IWC
559
Integrated Wealth Concepts
Massachusetts
$2.09M
GT
560
Greenleaf Trust
Michigan
$2.08M
GBFG
561
Gerald Baker Financial Group
Texas
$2.07M
EFG
562
Everhart Financial Group
Ohio
$2.06M
VIA
563
Virtus Investment Advisers
Connecticut
$2.04M
PF
564
Phoenix Financial
Israel
$2.04M
TE
565
Tema ETFs
New York
$2.02M
FRA
566
Frank Rimerman Advisors
California
$2.02M
Walleye Trading
567
Walleye Trading
New York
$2.01M
GFM
568
GF Fund Management
China
$2M
JIR
569
James Investment Research
Ohio
$2M
Parallax Volatility Advisers
570
Parallax Volatility Advisers
California
$1.99M
AFG
571
Atomi Financial Group
New York
$1.98M
NRI
572
NFP Retirement Inc
California
$1.98M
AAIM
573
American Assets Investment Management
California
$1.98M
WFC
574
Western Financial Corp
California
$1.97M
PAM
575
Paradigm Asset Management
New York
$1.96M