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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
OSNBOA
526
Old Second National Bank of Aurora
Illinois
$2.72M
GT
527
Glenmede Trust
Pennsylvania
$2.65M
GBA
528
Garrison Bradford & Associates
New York
$2.62M
GI
529
GLOBALT Investments
Georgia
$2.6M
CL
530
Choreo LLC
Illinois
$2.53M
IFG
531
Independent Financial Group
California
$2.52M
GC
532
Grimes & Company
Massachusetts
$2.51M
NAM
533
NTV Asset Management
West Virginia
$2.49M
PFM
534
Patton Fund Management
Texas
$2.46M
LCM
535
LDR Capital Management
New York
$2.45M
JWCA
536
J.W. Cole Advisors
Florida
$2.41M
IGAM
537
iA Global Asset Management
Quebec, Canada
$2.4M
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$2.4M
WB
539
WesBanco Bank
West Virginia
$2.39M
PFS
540
Prospera Financial Services
Texas
$2.36M
TCM
541
Twin Capital Management
Pennsylvania
$2.32M
SAI
542
Savvy Advisors Inc
New York
$2.3M
A
543
AustralianSuper
Australia
$2.26M
FFA
544
Farther Finance Advisors
California
$2.24M
CG
545
Caprock Group
Idaho
$2.21M
SCA
546
Snowden Capital Advisors
New York
$2.2M
SCM
547
Stevens Capital Management
Pennsylvania
$2.2M
HPWM
548
High Point Wealth Management
New Jersey
$2.2M
GS
549
GTS Securities
New York
$2.2M
OIA
550
OneDigital Investment Advisors
Kansas
$2.19M