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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
HNB
576
Huntington National Bank
Ohio
$1.96M
WPC
577
Wedmont Private Capital
Pennsylvania
$1.95M
AFA
578
American Financial Advisors
Georgia
$1.95M
B
579
Bailard
California
$1.94M
Baird Financial Group
580
Baird Financial Group
Wisconsin
$1.93M
SSA
581
Schonfeld Strategic Advisors
New York
$1.93M
WC
582
Waterloo Capital
Texas
$1.89M
IC
583
IEQ Capital
California
$1.88M
O
584
Ossiam
France
$1.87M
WETS
585
Wealth Enhancement Trust Services
South Dakota
$1.86M
JSSH
586
J. Safra Sarasin Holding
$1.86M
EH
587
Equitable Holdings
New York
$1.85M
DA
588
Denali Advisors
California
$1.85M
DADC
589
D.A. Davidson & Co
Montana
$1.84M
JF
590
Jump Financial
Illinois
$1.84M
MA
591
Mutual Advisors
Nebraska
$1.83M
BBHC
592
Brown Brothers Harriman & Co
New York
$1.83M
BBP
593
Banco BTG Pactual
Brazil
$1.81M
PWMG
594
Prestige Wealth Management Group
New Jersey
$1.8M
ACMA
595
Arbor Capital Management (Alaska)
Alaska
$1.78M
CPIA
596
Cornell Pochily Investment Advisors
New York
$1.78M
CIC
597
Carnegie Investment Counsel
Ohio
$1.77M
MOS
598
MGO One Seven
Ohio
$1.77M
PIM
599
Plato Investment Management
Australia
$1.77M
PCA
600
Purkiss Capital Advisors
Connecticut
$1.77M