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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
CPIG
951
Chicago Partners Investment Group
Illinois
$395K
CTC
952
Cetera Trust Company
Minnesota
$393K
LWL
953
Leo Wealth LLC
Texas
$391K
BWFA
954
Baltimore-Washington Financial Advisors
Maryland
$390K
HR
955
Hardy Reed
Mississippi
$390K
WFA
956
Wellspring Financial Advisors
Ohio
$389K
PFA
957
Providence Financial Advisors
Kansas
$387K
CC
958
Commons Capital
Massachusetts
$386K
PMA
959
Prudent Man Advisors
Illinois
$385K
GFP
960
Gryphon Financial Partners
Ohio
$382K
NRC
961
New Republic Capital
North Carolina
$381K
AF
962
Alerus Financial
North Dakota
$380K
DWP
963
Daymark Wealth Partners
Ohio
$380K
DWS
964
Discipline Wealth Solutions
South Carolina
$380K
AWM
965
Accurate Wealth Management
Florida
$380K
ZBNA
966
Zions Bancorporation, National Association
Utah
$379K
OMC
967
Old Mission Capital
Illinois
$378K
RFC
968
Regions Financial Corp
Alabama
$376K
OL
969
OneFund LLC
Florida
$375K
CTA
970
Colonial Trust Advisors
South Carolina
$374K
AWE
971
Avidian Wealth Enterprises
Texas
$372K
VAF
972
Values Added Financial
District of Columbia
$369K
PFG
973
Prosperity Financial Group
California
$367K
OL
974
Optas LLC
Texas
$366K
WSA
975
Wealth Science Advisors
Georgia
$365K