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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
BC
1376
Barrett & Company
Rhode Island
$19.8K
PCTC
1377
Perkins Coie Trust Company
Washington
$19.8K
SFS
1378
Sunrise Financial Services
Washington
$19.8K
GWSA
1379
Global Wealth Strategies & Associates
Colorado
$19.2K
KTC
1380
Kentucky Trust Company
Kentucky
$19.2K
WAS
1381
Winch Advisory Services
Wisconsin
$18.8K
BCWM
1382
Bartlett & Co Wealth Management
Ohio
$18.1K
WSFS
1383
Wilmington Savings Fund Society
Delaware
$17.2K
UOTTAIMCU
1384
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.8K
CNBTD
1385
Citizens National Bank Trust Department
Mississippi
$16.4K
RTL
1386
Red Tortoise LLC
Georgia
$16K
RFA
1387
Reyes Financial Architecture
California
$15.4K
HWA
1388
Heritage Wealth Advisors
Virginia
$15.2K
EFMH
1389
E Fund Management (HK)
Hong Kong
$15.2K
MWPCG
1390
Measured Wealth Private Client Group
New Hampshire
$14.8K
AT
1391
Arlington Trust
Alabama
$14.8K
RFG
1392
REAP Financial Group
Texas
$14.8K
BFS
1393
Bare Financial Services
Pennsylvania
$14.6K
MSWM
1394
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K
EI
1395
EFG International
$13K
AP
1396
Aspect Partners
Virginia
$12.9K
GAAM
1397
Guinness Atkinson Asset Management
California
$11.9K
B
1398
Birchbrook
Maine
$11.7K
CA
1399
Crewe Advisors
Utah
$10.9K
AA
1400
Addison Advisors
Vermont
$10.7K