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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
JCIA
751
Jackson Creek Investment Advisors
Colorado
$803K
HSA
752
HBK Sorce Advisory
Pennsylvania
$801K
PCG
753
Prosperity Consulting Group
Maryland
$801K
TCWA
754
Turtle Creek Wealth Advisors
Texas
$799K
JIC
755
Johnson Investment Counsel
Ohio
$798K
BHCL
756
Bull Harbor Capital LLC
Maryland
$796K
MWM
757
Manske Wealth Management
Texas
$796K
SFA
758
Souders Financial Advisors
Ohio
$794K
CSC
759
Caldwell Sutter Capital
California
$794K
BFG
760
Beto Financial Group
Idaho
$793K
GFA
761
Gallagher Fiduciary Advisors
Illinois
$787K
VR
762
Valued Retirements
Texas
$785K
CFA
763
Churchill Financial Advisors
Kentucky
$785K
TFIPS
764
Towarzystwo Funduszy Inwestycyjnych PZU SA
$781K
SC
765
Saiph Capital
New Jersey
$781K
SOS
766
Silver Oak Securities
Tennessee
$775K
CMMS
767
Comprehensive Money Management Services
Florida
$775K
GT
768
Glenview Trust
Kentucky
$771K
1WA
769
180 Wealth Advisors
Washington
$769K
DF
770
Donoghue Forlines
Massachusetts
$767K
BIM
771
Baldwin Investment Management
Pennsylvania
$766K
ASN
772
Advisory Services Network
Georgia
$760K
SEP
773
Southland Equity Partners
Missouri
$760K
TCIIS
774
TIAA-CREF Individual & Institutional Services
New York
$758K
TPCW
775
TD Private Client Wealth
New York
$758K