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Welltower

1,464 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, 653 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,464
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
AI
326
Atria Investments
North Carolina
$10.1M
PA
327
Pinnacle Associates
New York
$10.1M
EMPI
328
Elo Mutual Pension Insurance
Finland
$9.94M
KCM
329
Kingdon Capital Management
New York
$9.89M
Lido Advisors
330
Lido Advisors
California
$9.86M
NW
331
Naviter Wealth
Arkansas
$9.75M
QC
332
Quadrature Capital
United Kingdom
$9.71M
EIP
333
Easterly Investment Partners
Massachusetts
$9.28M
VU
334
Vanderbilt University
Tennessee
$9.08M
TPM
335
Triasima Portfolio Management
Quebec, Canada
$8.94M
DILIC
336
Dai-ichi Life Insurance Company
Japan
$8.69M
VA
337
Vident Advisory
Georgia
$8.67M
ACIM
338
Azimuth Capital Investment Management
Michigan
$8.61M
IP
339
Indivisible Partners
Florida
$8.55M
Bank Julius Baer & Co
340
Bank Julius Baer & Co
Switzerland
$8.53M
RA
341
Rational Advisors
New York
$8.52M
WCM
342
Windward Capital Management
California
$8.51M
BFP
343
Beacon Financial Planning
Massachusetts
$8.43M
EF
344
Empowered Funds
Pennsylvania
$8.41M
CA
345
Callahan Advisors
Texas
$8.38M
MSU
346
Mizuho Securities USA
New York
$8.34M
AMG
347
Advisors Management Group
Wisconsin
$8.31M
TRCT
348
Tower Research Capital (TRC)
New York
$8.3M
DCM
349
Dupont Capital Management
Delaware
$8.26M
SOAMC
350
Spirit of America Management Corp
New York
$8.19M