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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
PWW
801
Pettyjohn Wood & White
Virginia
$667K
GIA
802
Gateway Investment Advisers
Ohio
$665K
HAG
803
HF Advisory Group
Maryland
$660K
HFM
804
Harvest Fund Management
China
$657K
ESC
805
Eurizon SLJ Capital
$652K
PWMG
806
Pinnacle Wealth Management Group
Michigan
$649K
KFGK
807
Keystone Financial Group (Kentucky)
Kentucky
$649K
SCM
808
Shelton Capital Management
Colorado
$648K
FAFN
809
First Affirmative Financial Network
Colorado
$647K
CIM
810
Cambria Investment Management
California
$643K
BHA
811
Beech Hill Advisors
New York
$643K
FPAS
812
Focus Partners Advisor Solutions
Missouri
$642K
OWP
813
Obermeyer Wealth Partners
Colorado
$633K
LSPW
814
Lake Street Private Wealth
Illinois
$626K
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$625K
HI
816
Hendershot Investments
Virginia
$618K
MC
817
Moors & Cabot
Massachusetts
$617K
MMA
818
Miracle Mile Advisors
California
$617K
MFWP
819
Mosaic Family Wealth Partners
Missouri
$616K
SWA
820
SFMG Wealth Advisors
Texas
$615K
BRWA
821
B. Riley Wealth Advisors
Florida
$612K
AWM
822
Angeles Wealth Management
California
$612K
HAG
823
HighPoint Advisor Group
Illinois
$612K
PF
824
PlanVest Financial
Maryland
$608K
WA
825
Waddell & Associates
Tennessee
$607K