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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
PPWP
701
Premier Path Wealth Partners
New Jersey
$998K
FMI
702
Frec Markets Inc
California
$991K
PCS
703
Personal CFO Solutions
New Jersey
$987K
LWAM
704
Legacy Wealth Asset Management
Minnesota
$986K
FB
705
Finward Bancorp
Indiana
$983K
LWM
706
LongView Wealth Management
Georgia
$980K
MMG
707
Monetary Management Group
Missouri
$974K
GWM
708
Geneos Wealth Management
Colorado
$973K
AWM
709
Aprio Wealth Management
Georgia
$963K
IAG
710
Investment Advisory Group
Massachusetts
$952K
QIM
711
Quantitative Investment Management
Virginia
$950K
MGP
712
M&G plc
United Kingdom
$948K
CS
713
Capital Square
Tennessee
$947K
DW
714
Dodds Wealth
Colorado
$939K
PP
715
PDS Planning
Ohio
$932K
YIH
716
Y-Intercept (HK)
Hong Kong
$924K
LAIC
717
Lederer & Associates Investment Counsel
California
$919K
SACTSONJ
718
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$919K
WANY
719
Wealthspire Advisors (New York)
New York
$916K
SIC
720
SJS Investment Consulting
Ohio
$910K
FAT
721
First American Trust
California
$908K
CTA
722
Clear Trail Advisors
Texas
$896K
MG
723
Marex Group
$892K
FC
724
Fulcrum Capital
Washington
$886K
JIC
725
Joel Isaacson & Co
New York
$886K