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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
KPWS
351
Kestra Private Wealth Services
Texas
$8.17M
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$8.12M
CAM
353
Carret Asset Management
New York
$8.01M
VT
354
Vise Technologies
New York
$7.96M
MYAM
355
Meiji Yasuda Asset Management
Japan
$7.96M
AAM
356
Azzad Asset Management
Virginia
$7.95M
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$7.87M
BCI
358
Brinker Capital Investments
Pennsylvania
$7.84M
DS
359
DRW Securities
Illinois
$7.83M
CGH
360
Crossmark Global Holdings
Texas
$7.82M
GAM
361
Generali Asset Management
Italy
$7.8M
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$7.8M
Walleye Capital
363
Walleye Capital
New York
$7.77M
PPF
364
PFA Pension Forsikringsaktieselskab
$7.76M
BF
365
BOK Financial
Oklahoma
$7.68M
BMSSC
366
B. Metzler seel. Sohn & Co
Germany
$7.63M
LF
367
Longbow Finance
Switzerland
$7.59M
GM
368
GeoWealth Management
Illinois
$7.52M
AT
369
AMF Tjänstepension
Sweden
$7.32M
FFA
370
Fairfield Financial Advisors
Massachusetts
$7.26M
P
371
&Partners
Tennessee
$7.17M
BCM
372
Brasada Capital Management
Texas
$7.13M
LGF
373
LGT Group Foundation
Liechtenstein
$7.06M
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$7.04M
KFP
375
KMG Fiduciary Partners
Ohio
$7.02M