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
WAG
1226
Wiser Advisor Group
Arizona
$130K
TPWA
1227
Twin Peaks Wealth Advisors
California
$130K
HIIFS
1228
Harel Insurance Investments & Financial Services
Israel
$129K
CT
1229
Colonial Trust
South Carolina
$126K
EB
1230
Eastern Bank
Massachusetts
$125K
C
1231
Certuity
Florida
$120K
OCM
1232
Orion Capital Management
California
$120K
CFD
1233
Creative Financial Designs
Indiana
$116K
MA
1234
MCF Advisors
Kentucky
$115K
MIA
1235
MeadowBrook Investment Advisors
Michigan
$113K
WSFG
1236
Wall Street Financial Group
Illinois
$112K
CFB
1237
Cullen/Frost Bankers
Texas
$110K
BTC
1238
Bank & Trust Company
Illinois
$109K
CM
1239
Capula Management
Cayman Islands
$109K
AFC
1240
Ares Financial Consulting
California
$108K
VNA
1241
Valley National Advisers
Pennsylvania
$104K
SAS
1242
Stelac Advisory Services
New York
$102K
CCA
1243
Catalyst Capital Advisors
New York
$93.9K
IBOK
1244
Independence Bank of Kentucky
Kentucky
$93.1K
PB
1245
Pinnacle Bancorp
Nebraska
$89K
ITIM
1246
Indiana Trust & Investment Management
Indiana
$89K
FG
1247
Franchise GP
$88.8K
GKIM
1248
GW&K Investment Management
Massachusetts
$88K
TIAA Trust, National Association
1249
TIAA Trust, National Association
North Carolina
$87.6K
BH
1250
Burk Holdings
Oklahoma
$86.8K