WELL icon

Welltower

1,463 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, 652 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
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
FRM
1126
Fox Run Management
Connecticut
$229K
AF
1127
Advisornet Financial
Minnesota
$229K
TWM
1128
Tradition Wealth Management
Minnesota
$228K
BFC
1129
Bedel Financial Consulting
Indiana
$228K
BHIA
1130
Birch Hill Investment Advisors
Massachusetts
$228K
SIAP
1131
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$227K
HWA
1132
Hilltop Wealth Advisors
North Carolina
$227K
SL
1133
StoryOne LLC
Kansas
$226K
IA
1134
Intellus Advisors
Florida
$226K
HCP
1135
Hexagon Capital Partners
Arkansas
$226K
EL
1136
EWA LLC
Pennsylvania
$225K
AWM
1137
Aviso Wealth Management
Washington
$225K
WIM
1138
Warwick Investment Management
Texas
$225K
OCWP
1139
Owl Creek Wealth Partners
Colorado
$224K
AWM
1140
Axxcess Wealth Management
California
$224K
RZH
1141
Relyea Zuckerberg Hanson
Connecticut
$223K
TW
1142
TritonPoint Wealth
Maryland
$223K
GLLW
1143
Graves Light Lenhart Wealth
Virginia
$221K
HW
1144
Hancock Whitney
Mississippi
$221K
MAM
1145
Martingale Asset Management
Massachusetts
$219K
NP
1146
NorthRock Partners
Minnesota
$219K
CA
1147
Commerce Advisors
Tennessee
$219K
AIM
1148
Arcadia Investment Management
Michigan
$218K
SP
1149
Successful Portfolios
Florida
$218K
WT
1150
Washington Trust
Rhode Island
$217K