$WELL is held by 31 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 11.52%, with an average of 0.65% of portfolio. Largest holder: Hazelview Securities Inc. at 11.52%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
WELLTOWER INC
13F holders
1,448
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,448 · Source: 13F-HR01
Menlo Advisors LLC
—
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02
Litman Gregory Wealth Management LLC
—
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03
Banyan Capital Management, Inc.
—
—
04
State Street
—
—
05
Axa S.a.
—
—
06
ProShare Advisors LLC
—
—
07
Equity Investment Corp.
—
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08
US Bancorp De
—
—
09
Strs Ohio
—
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10
Bronte Capital Management Pty Ltd.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
31 holders · Q1 202601
Hazelview Securities Inc.
11.52% ↑ +5.4pp
α +13.6pts
02
Triasima Portfolio Management inc.
1.35% held
α +15.7pts
03
Kingdon Capital Management, L.l.c.
1.12% held
α +12.8pts
04
D L Carlson Investment Group Inc.
1.03% held
α +17.7pts
05
New Age Alpha Advisors, LLC
0.85% held
α +10.8pts
06
Erste Asset Management GmbH
0.76% NEW
α +33.4pts
07
Wellington Management Group LLP
0.63% held
α +10.5pts
08
Venture Visionary Partners LLC
0.50% held
α +10.3pts
09
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.34% NEW
α +27.5pts
10
Sara-Bay Financial
0.31% held
α +22.0pts
11
Banco Santander, S.A.
0.28% held
α +12.6pts
12
Connor, Clark & Lunn Investment Management Ltd.
0.16% NEW
α +12.3pts
13
Nisa Investment Advisors, LLC
0.15% held
α +16.6pts
14
Citigroup Inc.
0.12% NEW
α +26.3pts
15
Caption Management, LLC
0.10% held
α +15.5pts
16
Voloridge Investment Management, LLC
0.09% held
α +15.5pts
17
ProVise Management Group, LLC
0.06% held
α +11.2pts
18
Principal Securities, Inc.
0.05% held
α +21.3pts
19
Collier Financial
0.05% held
α +14.2pts
20
Focused Wealth Management, Inc
0.03% held
α +19.2pts
21
Svb Wealth LLC
0.02% held
α +29.6pts
22
Stelac Advisory Services LLC
0.02% held
α +13.4pts
23
GM Advisory Group, LLC
0.02% held
α +16.5pts
24
Courier Capital LLC
0.02% held
α +14.9pts
25
Banque Pictet & Cie SA
0.02% held
α +10.3pts
26
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
27
RFG Advisory, LLC
0.01% held
α +16.2pts
28
Choate Investment Advisors
0.00% held
α +13.8pts
29
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
30
CV Advisors LLC
0.00% held
α +29.1pts
31
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $WELL in the recent window.
Congress trades · last 90 days
7 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $WELL lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $WELL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:26 UTC.