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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

75% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 100

50% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 440

24% more call options, than puts

Call options by funds: $308M | Put options by funds: $248M

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

6% more capital invested

Capital invested by funds: $126B → $133B (+$7.68B)

4% more funds holding

Funds holding: 1,4281,479 (+51)

1.94% less ownership

Funds ownership: 98.57%96.63% (-1.9%)

Holders
1,479
Holders Change
+51
Holders Change %
+3.57%
% of All Funds
18.22%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.39%
New
175
Increased
660
Reduced
440
Closed
100
Calls
$308M
Puts
$248M
Net Calls
+$59.3M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.6B +$242M +1,223,102 +2%
VCM
2
Vanguard Capital Management
Pennsylvania
$8.97B +$8.96B +45,352,434 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$8.28B +$8.27B +41,863,049 New
State Street
4
State Street
Massachusetts
$8.22B -$39.4M -199,551 -0.5%
Cohen & Steers
5
Cohen & Steers
New York
$7.09B +$461M +2,331,605 +7%
Capital International Investors
6
Capital International Investors
California
$7.08B -$2.3B -11,614,403 -24%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.38B +$267M +1,352,910 +6%
Bank of America
8
Bank of America
North Carolina
$4.3B +$266M +1,347,243 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.51B +$150M +760,518 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.4B +$77M +389,783 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.35B -$337M -1,704,411 -9%
Capital World Investors
12
Capital World Investors
California
$2.52B +$391M +1,977,809 +18%
Principal Financial Group
13
Principal Financial Group
Iowa
$1.9B -$96.3M -487,428 -5%
Morgan Stanley
14
Morgan Stanley
New York
$1.79B -$202M -1,020,504 -10%
Northern Trust
15
Northern Trust
Illinois
$1.78B +$2.67M +13,505 +0.2%
Charles Schwab
16
Charles Schwab
California
$1.75B +$83.8M +423,850 +5%
DZ Bank
17
DZ Bank
Germany
$1.73B -$89.8M -454,173 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.69B +$44.6M +225,686 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.65B +$11.4M +57,938 +0.7%
UBS AM
20
UBS AM
Illinois
$1.62B +$1.61B +8,148,400 +36,257%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.43B -$13.5M -68,122 -0.9%
Goldman Sachs
22
Goldman Sachs
New York
$1.33B +$447M +2,260,014 +51%
Invesco
23
Invesco
Georgia
$1.31B -$55.7M -281,623 -4%
Capital Research Global Investors
24
Capital Research Global Investors
California
$1.29B +$1.23B +6,228,622 +2,033%
N
25
Nuveen
North Carolina
$1.08B +$74.4M +376,243 +7%