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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
JWM
601
Jeppson Wealth Management
California
$1.76M
VA
602
VestGen Advisors
Illinois
$1.74M
APIM
603
Agate Pass Investment Management
Washington
$1.74M
IAA
604
Independent Advisor Alliance
North Carolina
$1.72M
SPC
605
Sigma Planning Corp
Michigan
$1.7M
LCIP
606
Life Cycle Investment Partners
$1.66M
SCM
607
Schnieders Capital Management
California
$1.65M
SGI
608
Summit Global Investments
Utah
$1.64M
A
609
Allianz
Germany
$1.64M
TWM
610
Trueblood Wealth Management
Ohio
$1.64M
EWM
611
Empirical Wealth Management
Washington
$1.63M
ECM
612
Evergreen Capital Management
Washington
$1.63M
RBWA
613
RFG - Bristol Wealth Advisors
Massachusetts
$1.6M
PMAM
614
Picton Mahoney Asset Management
Ontario, Canada
$1.6M
SAM
615
Smartleaf Asset Management
Massachusetts
$1.59M
PFPG
616
Pinnacle Financial Partners (Georgia)
Georgia
$1.59M
SC
617
Savant Capital
Illinois
$1.59M
PI
618
PFG Investments
New York
$1.58M
EWA
619
Emergent Wealth Advisors
New York
$1.57M
SI
620
Stephens Inc
Arkansas
$1.57M
KCM
621
Kornitzer Capital Management
Kansas
$1.56M
HCM
622
Highview Capital Management
Illinois
$1.53M
PA
623
Profund Advisors
Maryland
$1.48M
ANBT
624
American National Bank & Trust
Texas
$1.46M
AA
625
Ancora Advisors
Ohio
$1.46M