WELL icon

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
VIM
626
Vinva Investment Management
Australia
$1.45M
KWM
627
Kingsview Wealth Management
Oregon
$1.44M
DA
628
Drake & Associates
Wisconsin
$1.42M
SC
629
Saturna Capital
Washington
$1.42M
PA
630
Parallel Advisors
California
$1.42M
SWA
631
Sax Wealth Advisors
New Jersey
$1.4M
SFS
632
Stiles Financial Services
Minnesota
$1.4M
CBTWT
633
Community Bank & Trust (Waco, Texas)
Texas
$1.4M
MQWP
634
Morey & Quinn Wealth Partners
Nebraska
$1.38M
CCA
635
Checchi Capital Advisers
California
$1.38M
WA
636
Wealth Architects
California
$1.37M
SWP
637
Sagespring Wealth Partners
Tennessee
$1.36M
DG
638
DigitalBridge Group
Florida
$1.35M
EWA
639
EverSource Wealth Advisors
Alabama
$1.35M
GLA
640
Great Lakes Advisors
Illinois
$1.35M
VFA
641
Values First Advisors
Tennessee
$1.34M
HFS
642
Hantz Financial Services
Michigan
$1.34M
KWA
643
Kingswood Wealth Advisors
California
$1.31M
NIM
644
Northeast Investment Management
Massachusetts
$1.3M
CI
645
Cigna Investments
Connecticut
$1.3M
AC
646
AlphaCore Capital
California
$1.28M
LFAS
647
Level Four Advisory Services
Texas
$1.28M
PCM
648
Penserra Capital Management
California
$1.28M
PCIA
649
Prime Capital Investment Advisors
Kansas
$1.28M
KRS
650
Kentucky Retirement Systems
Kentucky
$1.28M