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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
SLF
676
Sun Life Financial
Ontario, Canada
$1.14M
EFS
677
Essex Financial Services
Connecticut
$1.14M
JFG
678
Jefferies Financial Group
New York
$1.14M
LS
679
Livforsakringsbolaget Skandia
Sweden
$1.13M
PI
680
PineBridge Investments
New York
$1.12M
IEFM
681
IQ EQ Fund Management
Ireland
$1.12M
CL
682
CVFG LLC
Indiana
$1.12M
Ninety One (UK)
683
Ninety One (UK)
United Kingdom
$1.12M
CA
684
Continuum Advisory
Idaho
$1.12M
CA
685
Commerzbank Aktiengesellschaft
Germany
$1.11M
EPW
686
Evolve Private Wealth
California
$1.11M
IWA
687
IBEX Wealth Advisors
New Jersey
$1.1M
SC
688
Syon Capital
California
$1.1M
HI
689
Harbour Investments
Wisconsin
$1.09M
LK
690
Lumbard & Kellner
New Hampshire
$1.09M
PEA
691
Park Edge Advisors
Ohio
$1.08M
BB
692
Busey Bank
Illinois
$1.08M
FF
693
Friedenthal Financial
New Jersey
$1.07M
SCI
694
Stableford Capital II
Arizona
$1.06M
FFA
695
Florida Financial Advisors
Florida
$1.06M
DT
696
Diversified Trust
Tennessee
$1.06M
RPCONE
697
Retirement Planning Company of New England
Rhode Island
$1.04M
FCP
698
Fidelis Capital Partners
Florida
$1.04M
ATS
699
Ashton Thomas Securities
New York
$1.03M
SBF
700
Sara-Bay Financial
Florida
$1.02M