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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
MT
726
Midwest Trust
Kansas
$877K
IA
727
IFP Advisors
Florida
$877K
TBA
728
Tower Bridge Advisors
Pennsylvania
$875K
GCS
729
Gordian Capital (Singapore)
Singapore
$870K
PWPS
730
Pinnacle Wealth Planning Services
Ohio
$869K
ISL
731
Ingalls & Snyder LLC
New York
$869K
PMG
732
ProVise Management Group
Florida
$867K
AW
733
Alteri Wealth
California
$867K
FVWA
734
Foster Victor Wealth Advisors
South Carolina
$863K
BWM
735
Buckley Wealth Management
Nevada
$861K
JSW
736
Journey Strategic Wealth
New Jersey
$860K
AFA
737
AA Financial Advisors
Ohio
$859K
FAM
738
Fairtree Asset Management
South Africa
$848K
BA
739
Bard Associates
Illinois
$846K
CIS
740
Custom Index Systems
New York
$843K
LI
741
LRI Investments
Florida
$834K
WTC
742
WhitTier Trust Company
Nevada
$832K
PIA
743
Panoramic Investment Advisors
Colorado
$831K
BWP
744
Balboa Wealth Partners
Arizona
$827K
ABC
745
Associated Banc-Corp
Wisconsin
$825K
DJSG
746
D.J. St. Germain
Massachusetts
$822K
TCM
747
Tuttle Capital Management
Connecticut
$813K
AWM
748
AE Wealth Management
Kansas
$811K
IAN
749
Integrated Advisors Network
Texas
$809K
RSA
750
River Street Advisors
Illinois
$805K