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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
WP
1001
WealthShield Partners
North Carolina
$334K
MHC
1002
May Hill Capital
Massachusetts
$333K
CSIC
1003
Clifford Swan Investment Counsel
California
$331K
TWM
1004
TRB Wealth Management
Texas
$331K
PA
1005
Procyon Advisors
Connecticut
$331K
CAM
1006
Cresset Asset Management
Illinois
$330K
CFA
1007
Cahill Financial Advisors
Minnesota
$330K
WKWM
1008
Walter & Keenan Wealth Management
Indiana
$328K
CI
1009
Cambiar Investors
Colorado
$328K
LIM
1010
Leavell Investment Management
Alabama
$328K
WAG
1011
Wilkerson Advisory Group
Missouri
$328K
DIM
1012
Delta Investment Management
California
$327K
AZ
1013
Alpha Zero
Florida
$326K
SIA
1014
Soltis Investment Advisors
Utah
$326K
MBTD
1015
Mechanics Bank - Trust Department
California
$326K
KIA
1016
KCM Investment Advisors
California
$326K
SP
1017
Stonebrook Private
Michigan
$322K
FIA
1018
Foundations Investment Advisors
Arizona
$322K
AG
1019
AlTi Global
New York
$321K
TPI
1020
Trust Point Inc
Wisconsin
$321K
NI
1021
Natural Investments
California
$321K
LWM
1022
Liberty Wealth Management
California
$320K
CIAS
1023
Capital Investment Advisory Services
North Carolina
$319K
OFS
1024
OneAscent Financial Services
Alabama
$317K
GCA
1025
Greenwood Capital Associates
South Carolina
$316K