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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
PS
901
Planned Solutions
California
$456K
MIM
902
MTM Investment Management
South Carolina
$455K
SIA
903
Strategic Investment Advisors
Michigan
$454K
AA
904
Advisory Alpha
Michigan
$452K
DE
905
Defiance ETFs
New York
$451K
BPFA
906
Barnes Pettey Financial Advisors
Mississippi
$450K
CA
907
Cullinan Associates
Kentucky
$450K
CWWM
908
Clear Wave Wealth Management
New Jersey
$448K
AAP
909
Arax Advisory Partners
Colorado
$442K
PRAG
910
Portfolio Resources Advisor Group
Florida
$441K
MAWA
911
Moss Adams Wealth Advisors
Washington
$439K
EA
912
Everpar Advisors
Oklahoma
$438K
SWM
913
Shelton Wealth Management
Texas
$437K
PK
914
Pflug Koory
Nebraska
$433K
PPA
915
Painted Porch Advisors
California
$433K
GAG
916
GM Advisory Group
New York
$432K
GWP
917
Gateway Wealth Partners
Wisconsin
$430K
PWP
918
Phillips Wealth Planners
Mississippi
$430K
MWM
919
Modera Wealth Management
New Jersey
$428K
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$426K
WAP
921
Wealthcare Advisory Partners
Pennsylvania
$426K
CWM
922
Circle Wealth Management
New Jersey
$426K
BFIM
923
Beese Fulmer Investment Management
Ohio
$423K
CAWM
924
Capital Advisors Wealth Management
Washington
$423K
HCM
925
Howard Capital Management
Georgia
$422K