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Welltower

1,463 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, 652 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
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
MAM
926
Mystic Asset Management
Rhode Island
$418K
MCM
927
Monument Capital Management
Virginia
$417K
BA
928
Bridgewater Advisors
New York
$417K
QC
929
Quent Capital
New York
$412K
LSIA
930
LaSalle St. Investment Advisors
Illinois
$411K
FG
931
Foster Group
Iowa
$410K
SP
932
SmartHarvest Portfolios
Washington
$410K
LA
933
Lifeworks Advisors
Michigan
$410K
WIC
934
Woodmont Investment Counsel
Tennessee
$409K
SMC
935
Smith, Moore & Co
Missouri
$409K
DBFM
936
Dickmeyer Boyce Financial Management
Indiana
$408K
IIL
937
Income Insurance Ltd
$405K
PUI
938
Purpose Unlimited Inc
$403K
PFBT
939
Parkside Financial Bank & Trust
Missouri
$402K
KF
940
Krilogy Financial
Missouri
$402K
CI
941
Corient IA
Florida
$401K
EGM
942
Engineers Gate Manager
New York
$401K
GIA
943
Guyasuta Investment Advisors
Pennsylvania
$400K
SFG
944
SNS Financial Group
Minnesota
$400K
TW
945
Tempo Wealth
Ohio
$400K
SHFC
946
Safe Harbor Family Capital
North Carolina
$399K
GHI
947
Gross & Hartman Investments
Pennsylvania
$399K
WA
948
Whipplewood Advisors
Colorado
$396K
FGA
949
Fortis Group Advisors
New Jersey
$395K
CWM
950
C2C Wealth Management
Arizona
$395K