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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
AAIM
576
American Assets Investment Management
California
$1.98M
WFC
577
Western Financial Corp
California
$1.97M
PAM
578
Paradigm Asset Management
New York
$1.96M
HNB
579
Huntington National Bank
Ohio
$1.96M
WPC
580
Wedmont Private Capital
Pennsylvania
$1.95M
AFA
581
American Financial Advisors
Georgia
$1.95M
B
582
Bailard
California
$1.94M
Baird Financial Group
583
Baird Financial Group
Wisconsin
$1.93M
SSA
584
Schonfeld Strategic Advisors
New York
$1.93M
WC
585
Waterloo Capital
Texas
$1.89M
IC
586
IEQ Capital
California
$1.88M
O
587
Ossiam
France
$1.87M
WETS
588
Wealth Enhancement Trust Services
South Dakota
$1.86M
JSSH
589
J. Safra Sarasin Holding
$1.86M
EH
590
Equitable Holdings
New York
$1.85M
DA
591
Denali Advisors
California
$1.85M
DADC
592
D.A. Davidson & Co
Montana
$1.84M
JF
593
Jump Financial
Illinois
$1.84M
MA
594
Mutual Advisors
Nebraska
$1.83M
BBHC
595
Brown Brothers Harriman & Co
New York
$1.83M
BBP
596
Banco BTG Pactual
Brazil
$1.81M
PWMG
597
Prestige Wealth Management Group
New Jersey
$1.8M
ACMA
598
Arbor Capital Management (Alaska)
Alaska
$1.78M
CPIA
599
Cornell Pochily Investment Advisors
New York
$1.78M
CIC
600
Carnegie Investment Counsel
Ohio
$1.77M