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
PA
626
Profund Advisors
Maryland
$1.48M
ANBT
627
American National Bank & Trust
Texas
$1.46M
AA
628
Ancora Advisors
Ohio
$1.46M
VIM
629
Vinva Investment Management
Australia
$1.45M
KWM
630
Kingsview Wealth Management
Oregon
$1.44M
DA
631
Drake & Associates
Wisconsin
$1.42M
SC
632
Saturna Capital
Washington
$1.42M
PA
633
Parallel Advisors
California
$1.42M
SWA
634
Sax Wealth Advisors
New Jersey
$1.4M
SFS
635
Stiles Financial Services
Minnesota
$1.4M
CBTWT
636
Community Bank & Trust (Waco, Texas)
Texas
$1.4M
MQWP
637
Morey & Quinn Wealth Partners
Nebraska
$1.38M
CCA
638
Checchi Capital Advisers
California
$1.38M
SAFS
639
S&A Financial Services
Kansas
$1.38M
WA
640
Wealth Architects
California
$1.37M
SWP
641
Sagespring Wealth Partners
Tennessee
$1.36M
DG
642
DigitalBridge Group
Florida
$1.35M
EWA
643
EverSource Wealth Advisors
Alabama
$1.35M
GLA
644
Great Lakes Advisors
Illinois
$1.35M
VFA
645
Values First Advisors
Tennessee
$1.34M
HFS
646
Hantz Financial Services
Michigan
$1.34M
KWA
647
Kingswood Wealth Advisors
California
$1.31M
NIM
648
Northeast Investment Management
Massachusetts
$1.3M
CI
649
Cigna Investments
Connecticut
$1.3M
AC
650
AlphaCore Capital
California
$1.28M