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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
FH
826
FWG Holdings
Florida
$600K
MFIM
827
Mesirow Financial Investment Management
Illinois
$600K
SPC
828
Spirepoint Private Client
Florida
$597K
CI
829
Conning Inc
Connecticut
$595K
WPI
830
Walter Public Investments
Canada
$593K
MPWT
831
MassMutual Private Wealth & Trust
Connecticut
$593K
VA
832
Valmark Advisers
Ohio
$591K
ST
833
Sageworth Trust
Pennsylvania
$588K
BTI
834
Blue Trust Inc
Georgia
$587K
CBA
835
Coastal Bridge Advisors
Connecticut
$583K
SWM
836
Shrier Wealth Management
California
$573K
DWM
837
Dakota Wealth Management
Florida
$569K
CCA
838
Childress Capital Advisors
Texas
$568K
LFM
839
LGT Fund Management
Liechtenstein
$565K
HBT
840
Heartland Bank & Trust
Illinois
$564K
AAM
841
Aureus Asset Management
Massachusetts
$563K
SYBT
842
Stock Yards Bank & Trust
Kentucky
$558K
WS
843
Wedbush Securities
California
$558K
MG
844
Mather Group
Illinois
$554K
WAM
845
Wakefield Asset Management
Colorado
$544K
WEG
846
World Equity Group
Illinois
$544K
HIP
847
HUB Investment Partners
Texas
$542K
PFT
848
Providence First Trust
Arizona
$541K
QFW
849
QTR Family Wealth
Florida
$541K
AA
850
Alta Advisers
United Kingdom
$540K