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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
FMP
976
Financial Management Professionals
Texas
$365K
PTC
977
Private Trust Company
Ohio
$363K
CWG
978
Cornerstone Wealth Group
North Carolina
$362K
RCP
979
Rothschild Capital Partners
New York
$359K
PE
980
PCM Encore
Colorado
$358K
SA
981
Sovran Advisors
California
$356K
AIIMS
982
Analyst IMS Investment Management Services
Israel
$355K
KWM
983
Keebeck Wealth Management
Illinois
$353K
CH
984
Cromwell Holdings
Wyoming
$352K
RSWM
985
Robertson Stephens Wealth Management
California
$352K
SFS
986
Sowell Financial Services
Arkansas
$350K
WA
987
Wealth Alliance
New York
$350K
SWM
988
Segment Wealth Management
Texas
$348K
CM
989
Cercano Management
Washington
$343K
RFA
990
Register Financial Advisors
Georgia
$343K
AHL
991
Abel Hall LLC
Louisiana
$341K
SW
992
SVB Wealth
Massachusetts
$341K
RIL
993
Rothschild Investment LLC
Illinois
$341K
DE
994
Diversified Enterprises
Delaware
$339K
RPWA
995
Regent Peak Wealth Advisors
Georgia
$337K
HAIM
996
Hunter Associates Investment Management
Pennsylvania
$337K
ACM
997
Advisors Capital Management
New Jersey
$337K
FCM
998
Fell Capital Management
California
$336K
MFGM
999
Marshall Financial Group (Maryland)
Maryland
$336K
MNBTD
1000
Moody National Bank Trust Division
Texas
$336K