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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
ODA
1051
One Degree Advisors
California
$284K
FFP
1052
FourThought Financial Partners
Florida
$284K
AA
1053
Argent Advisors
Louisiana
$283K
HAM
1054
Harmony Asset Management
Arizona
$282K
IAIM
1055
International Assets Investment Management
Florida
$281K
XF
1056
XML Financial
Maryland
$280K
VRM
1057
Vectors Research Management
New York
$280K
VCA
1058
Verdence Capital Advisors
Maryland
$279K
HDIM
1059
Hanson & Doremus Investment Management
Vermont
$278K
Fisher Asset Management
1060
Fisher Asset Management
Washington
$277K
LI
1061
Lafayette Investments
Maryland
$277K
MCM
1062
MV Capital Management
Maryland
$277K
JCM
1063
Jag Capital Management
Missouri
$275K
CWP
1064
Cyndeo Wealth Partners
Florida
$273K
DW30
1065
Drucker Wealth 3.0
New Jersey
$269K
APC
1066
Aspire Private Capital
North Carolina
$269K
OFG
1067
Oxford Financial Group
Indiana
$267K
AWM
1068
Aberdeen Wealth Management
Illinois
$267K
KCM
1069
Kathmere Capital Management
Pennsylvania
$267K
RWP
1070
Revolve Wealth Partners
New Jersey
$266K
CAM
1071
Cidel Asset Management
Ontario, Canada
$264K
QPWM
1072
Quadrant Private Wealth Management
Pennsylvania
$264K
PMG
1073
Private Management Group
California
$263K
CCG
1074
Capital CS Group
California
$263K
BWL
1075
Bogart Wealth LLC
Virginia
$263K