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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
MW
851
Maia Wealth
Colorado
$540K
RYIA
852
Roehl & Yi Investment Advisors
Oregon
$539K
TSS
853
Two Sigma Securities
New York
$537K
RCA
854
Resonant Capital Advisors
Wisconsin
$533K
RM
855
RCW Management
Florida
$532K
QWP
856
Quotient Wealth Partners
Texas
$530K
VFA
857
Valeo Financial Advisors
Indiana
$529K
HIC
858
Hartline Investment Corp
Illinois
$524K
MWM
859
Moran Wealth Management
Florida
$522K
FHC
860
First Horizon Corporation
Tennessee
$518K
FCBT
861
First Citizens Bank & Trust
North Carolina
$513K
CAM
862
Covenant Asset Management
New Jersey
$512K
NAM
863
NorthCrest Asset Manangement
Minnesota
$509K
VWA
864
Visionary Wealth Advisors
Illinois
$509K
EFM
865
E Fund Management
China
$509K
FISPB
866
Fideuram - Intesa Sanpaolo Private Banking
$508K
FG
867
Foresight Group
United Kingdom
$507K
JCM
868
Jacobi Capital Management
Pennsylvania
$506K
CT
869
Chicago Trust
Illinois
$505K
CAMG
870
CWA Asset Management Group
Florida
$504K
WWM
871
Western Wealth Management
Colorado
$502K
CAG
872
Crestwood Advisors Group
Massachusetts
$501K
WFI
873
West Family Investments
California
$498K
AO
874
Advisor OS
Illinois
$497K
CSPIA
875
Cary Street Partners Investment Advisory
Virginia
$495K