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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
Bessemer Group
501
Bessemer Group
New Jersey
$3.31M
STA
502
Summit Trail Advisors
New York
$3.28M
GI
503
GAMMA Investing
California
$3.27M
PS
504
Principal Securities
Iowa
$3.26M
BPA
505
Beacon Pointe Advisors
California
$3.24M
BIG
506
Brooklyn Investment Group
New York
$3.17M
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$3.16M
CCM
508
Coldstream Capital Management
Washington
$3.14M
CF
509
Centaurus Financial
California
$3.11M
MK
510
MASTERINVEST Kapitalanlage
$3.02M
SLI
511
Sumitomo Life Insurance
Japan
$3M
TS
512
Triglav Skladi
Slovenia
$2.94M
NCM
513
Nearwater Capital Markets
Ireland
$2.89M
MYLI
514
Meiji Yasuda Life Insurance
Japan
$2.86M
EIA
515
Edgemoor Investment Advisors
Maryland
$2.84M
NFG
516
Nations Financial Group
Iowa
$2.79M
BG
517
BDF Gestion
France
$2.78M
VCM
518
Verde Capital Management
Michigan
$2.78M
ORC
519
O'Rourke & Company
Massachusetts
$2.75M
SQA
520
Simon Quick Advisors
New Jersey
$2.74M
CW
521
CreativeOne Wealth
Kansas
$2.74M
Los Angeles Capital Management
522
Los Angeles Capital Management
California
$2.73M
SCTC
523
Sanibel Captiva Trust Company
Florida
$2.73M
S
524
SignatureFD
Georgia
$2.72M
ACM
525
Advance Capital Management
Michigan
$2.72M