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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
PL
451
Perpetual Ltd
Australia
$4.43M
UCFA
452
United Capital Financial Advisors
Texas
$4.43M
NMIMC
453
Northwestern Mutual Investment Management Company
Wisconsin
$4.41M
LSA
454
L & S Advisors
California
$4.26M
ST
455
Spinnaker Trust
Maine
$4.23M
A
456
Argentarii
Ohio
$4.17M
UBP
457
Union Bancaire Privee
Switzerland
$4.07M
PDL
458
Portfolio Design Labs
California
$4.05M
AF
459
Allworth Financial
California
$4.01M
API
460
Asset Planning Inc
California
$3.98M
BL
461
Bleichroeder LP
New York
$3.95M
NDSIB
462
North Dakota State Investment Board
North Dakota
$3.94M
GDP
463
Great Diamond Partners
Maine
$3.92M
SFA
464
Sequoia Financial Advisors
Ohio
$3.85M
CTA
465
Chesley Taft & Associates
Illinois
$3.82M
MSA
466
MUFG Securities Americas
New York
$3.82M
FCM
467
FJ Capital Management
Virginia
$3.81M
LNWTC
468
Laird Norton Wetherby Trust Company
Washington
$3.8M
NP
469
Nilsine Partners
Colorado
$3.8M
BEI
470
Benjamin Edwards Inc
Missouri
$3.79M
HIS
471
Harvest Investment Services
Illinois
$3.79M
SPFA
472
Summit Place Financial Advisors
New Jersey
$3.78M
FTWA
473
Fifth Third Wealth Advisors
Ohio
$3.75M
SAM
474
Securian Asset Management
Minnesota
$3.74M
ETC
475
Exchange Traded Concepts
Oklahoma
$3.74M