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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
PI
676
PineBridge Investments
New York
$1.12M
IEFM
677
IQ EQ Fund Management
Ireland
$1.12M
CL
678
CVFG LLC
Indiana
$1.12M
Ninety One (UK)
679
Ninety One (UK)
United Kingdom
$1.12M
CA
680
Continuum Advisory
Idaho
$1.12M
CA
681
Commerzbank Aktiengesellschaft
Germany
$1.11M
EPW
682
Evolve Private Wealth
California
$1.11M
IWA
683
IBEX Wealth Advisors
New Jersey
$1.1M
SC
684
Syon Capital
California
$1.1M
HI
685
Harbour Investments
Wisconsin
$1.09M
LK
686
Lumbard & Kellner
New Hampshire
$1.09M
PEA
687
Park Edge Advisors
Ohio
$1.08M
BB
688
Busey Bank
Illinois
$1.08M
FF
689
Friedenthal Financial
New Jersey
$1.07M
SCI
690
Stableford Capital II
Arizona
$1.06M
FFA
691
Florida Financial Advisors
Florida
$1.06M
DT
692
Diversified Trust
Tennessee
$1.06M
RPCONE
693
Retirement Planning Company of New England
Rhode Island
$1.04M
FCP
694
Fidelis Capital Partners
Florida
$1.04M
ATS
695
Ashton Thomas Securities
New York
$1.03M
SBF
696
Sara-Bay Financial
Florida
$1.02M
JSC
697
Jackson Square Capital
California
$1.01M
PWM
698
Perigon Wealth Management
California
$1.01M
AWAG
699
ARS Wealth Advisors Group
Florida
$1.01M
BIA
700
Benchmark Investment Advisors
Illinois
$1M