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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
MAS
776
Madden Advisory Services
Florida
$753K
GVAG
777
Great Valley Advisor Group
Delaware
$751K
SW
778
Simplicity Wealth
New Jersey
$739K
DCM
779
Driehaus Capital Management
Illinois
$738K
DWM
780
Dogwood Wealth Management
Kansas
$737K
LAM
781
L2 Asset Management
Massachusetts
$733K
RCAG
782
Rehmann Capital Advisory Group
Michigan
$720K
CI
783
CX Institutional
Indiana
$719K
FWP
784
Family Wealth Partners
North Carolina
$717K
KNW
785
Kesler Norman & Wride
Utah
$717K
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$717K
PAM
787
Panagora Asset Management
Massachusetts
$717K
CA
788
CoreCap Advisors
Michigan
$712K
AAS
789
Ameritas Advisory Services
Nebraska
$711K
VHAM
790
Van Hulzen Asset Management
California
$705K
PPG
791
Peak Planning Group
Colorado
$700K
SAM
792
Strategy Asset Managers
California
$695K
SFGP
793
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$693K
CFP
794
Catalyst Financial Partners
Massachusetts
$689K
CFCI
795
Comprehensive Financial Consultants Institutional
Indiana
$687K
WC
796
Westerkirk Capital
$686K
GS
797
GWN Securities
Florida
$678K
FWA
798
FSM Wealth Advisors
Ohio
$672K
LC
799
LCNB Corp
Ohio
$671K
GSEP
800
Golden State Equity Partners
California
$668K