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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
BTC
1251
Bank & Trust Company
Illinois
$109K
CM
1252
Capula Management
Cayman Islands
$109K
AFC
1253
Ares Financial Consulting
California
$108K
VNA
1254
Valley National Advisers
Pennsylvania
$104K
SAS
1255
Stelac Advisory Services
New York
$102K
CCA
1256
Catalyst Capital Advisors
New York
$93.9K
IBOK
1257
Independence Bank of Kentucky
Kentucky
$93.1K
PB
1258
Pinnacle Bancorp
Nebraska
$89K
ITIM
1259
Indiana Trust & Investment Management
Indiana
$89K
FG
1260
Franchise GP
$88.8K
GKIM
1261
GW&K Investment Management
Massachusetts
$88K
TIAA Trust, National Association
1262
TIAA Trust, National Association
North Carolina
$87.6K
BH
1263
Burk Holdings
Oklahoma
$86.8K
SL
1264
Salomon & Ludwin
Virginia
$84.8K
RF
1265
Rossby Financial
Florida
$82.5K
AT
1266
Avalon Trust
New Mexico
$81.5K
RFS
1267
Richardson Financial Services
Massachusetts
$79.3K
MFC
1268
Mechanics Financial Corp
Ohio
$79.1K
RTC
1269
Riverview Trust Company
Washington
$79.1K
IWS
1270
Intentional Wealth Strategies
Colorado
$78.1K
PWAM
1271
Private Wealth Asset Management
Iowa
$77.5K
BIA
1272
Bell Investment Advisors
California
$75.7K
C
1273
Covestor
United Kingdom
$74K
BGAI
1274
Bruce G. Allen Investments
Colorado
$73.3K
FCAS
1275
First Command Advisory Services
Texas
$73.3K