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
AC
651
Apella Capital
Connecticut
$1.27M
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$1.26M
HIA
653
Harbor Investment Advisory
Maryland
$1.26M
SF
654
Summit Financial
New Jersey
$1.25M
VGDSS
655
VUB Generali dochodkova spravcovska spolocnost
$1.25M
SWP
656
Stratos Wealth Partners
Ohio
$1.24M
AWM
657
Apollon Wealth Management
South Carolina
$1.24M
AIP
658
Ameritas Investment Partners
Nebraska
$1.24M
TYCC
659
Texas Yale Capital Corp
Florida
$1.24M
IWM
660
IHT Wealth Management
Illinois
$1.23M
RIG
661
RiverFront Investment Group
Virginia
$1.23M
DWT
662
Dorsey & Whitney Trust
South Dakota
$1.21M
MWM
663
Modern Wealth Management
Kansas
$1.21M
PSF
664
Pacific Sun Financial
California
$1.2M
QI
665
Qtron Investments
Massachusetts
$1.2M
RIA
666
Richwood Investment Advisors
Ohio
$1.2M
DCM
667
Dudley Capital Management
Virginia
$1.19M
BWP
668
BSW Wealth Partners
Colorado
$1.19M
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$1.17M
EI
670
Ellevest Inc
New York
$1.17M
CA
671
Clearstead Advisors
Ohio
$1.15M
SLF
672
Sun Life Financial
Ontario, Canada
$1.14M
EFS
673
Essex Financial Services
Connecticut
$1.14M
JFG
674
Jefferies Financial Group
New York
$1.14M
LS
675
Livforsakringsbolaget Skandia
Sweden
$1.13M