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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
APSI
376
Asset Planning Services Inc
Louisiana
$6.94M
OCA
377
OpenArc Corporate Advisory
Georgia
$6.88M
Cambridge Investment Research Advisors
378
Cambridge Investment Research Advisors
Iowa
$6.87M
MSRPS
379
Maryland State Retirement & Pension System
Maryland
$6.85M
BAMF
380
BI Asset Management Fondsmaeglerselskab
Denmark
$6.8M
WHG
381
Westwood Holdings Group
Texas
$6.72M
WA
382
Waverly Advisors
Alabama
$6.72M
BCM
383
Beck Capital Management
Texas
$6.72M
MYA
384
Meiji Yasuda America
New York
$6.67M
MFG
385
Merit Financial Group
Georgia
$6.67M
BFM
386
Boothbay Fund Management
New York
$6.48M
AUB
387
Atlantic Union Bankshares
Virginia
$6.46M
LC
388
Legacy CG
Texas
$6.46M
DEA
389
DoubleLine ETF Adviser
Florida
$6.4M
Vontobel Holding
390
Vontobel Holding
Switzerland
$6.36M
AM
391
AGF Management
Ontario, Canada
$6.33M
LCM
392
Landscape Capital Management
New Jersey
$6.31M
SCM
393
Sterling Capital Management
North Carolina
$6.25M
GIC
394
Generali Investments CEE
Czech Republic
$6.25M
AG
395
AIA Group
Hong Kong
$6.17M
Verition Fund Management
396
Verition Fund Management
Connecticut
$6.16M
PS
397
Pensionfund Sabic
Netherlands
$6.14M
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$6.08M
William Blair & Company
399
William Blair & Company
Illinois
$5.99M
DLCIG
400
D.L. Carlson Investment Group
New Hampshire
$5.98M