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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
4WM
876
44 Wealth Management
Oregon
$495K
HI
877
Hudock Inc
Pennsylvania
$494K
EWS
878
Evergreen Wealth Solutions
Pennsylvania
$494K
WT
879
Whittier Trust
California
$494K
FMLI
880
Fukoku Mutual Life Insurance
Japan
$490K
RPGNY
881
Retirement Planning Group (New York)
New York
$490K
GIM
882
Gold Investment Management
Alberta, Canada
$488K
TWP
883
Triad Wealth Partners
Kansas
$488K
CAL
884
Capital Analysts LLC
Pennsylvania
$487K
BF
885
bLong Financial
Tennessee
$484K
LFG
886
Larson Financial Group
Missouri
$483K
EW
887
Evoke Wealth
California
$479K
AWA
888
AGH Wealth Advisors
Kansas
$477K
ITG
889
Index Technologies Group
New York
$475K
BPWM
890
Badgley Phelps Wealth Managers
Washington
$475K
AA
891
ALPS Advisors
Colorado
$475K
WPP
892
Whalerock Point Partners
Rhode Island
$474K
BF
893
Brucke Financial
Indiana
$469K
FFA
894
First Foundation Advisors
California
$465K
AIM
895
Advyzon Investment Management
Illinois
$463K
FCT
896
Family Capital Trust
Massachusetts
$463K
SL
897
Sentinus LLC
Illinois
$461K
Jane Street
898
Jane Street
New York
$461K
NG
899
Norden Group
Utah
$458K
TCA
900
Transcend Capital Advisors
New Jersey
$457K