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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
NS
1076
NBC Securities
Alabama
$261K
MR
1077
Munich Reinsurance
$259K
CPA
1078
Capital Performance Advisors
California
$257K
WBG
1079
Wharton Business Group
Pennsylvania
$257K
CWP
1080
Core Wealth Partners
California
$255K
SCA
1081
Stonebridge Capital Advisors
Minnesota
$255K
TPA
1082
Trivium Point Advisory
Connecticut
$254K
BFG
1083
Beacon Financial Group
Texas
$252K
CFM
1084
Cornerstone Financial Management
Massachusetts
$252K
WW
1085
Wright Wealth
Georgia
$252K
ATPW
1086
Ashton Thomas Private Wealth
Arizona
$252K
FAN
1087
Financial Advisors Network
California
$251K
AMBIA
1088
Allen Mooney & Barnes Investment Advisors
Georgia
$251K
HIC
1089
Holderness Investments Company
North Carolina
$250K
T
1090
TrustBank
Illinois
$250K
KCM
1091
Kanawha Capital Management
Virginia
$249K
ELM
1092
Elite Life Management
Florida
$249K
CWM
1093
Centurion Wealth Management
Virginia
$249K
GWS
1094
Greykasell Wealth Strategies
California
$249K
AOWM
1095
Asset One Wealth Management
Washington
$248K
KIM
1096
Kane Investment Management
California
$248K
CCMG
1097
Clark Capital Management Group
Pennsylvania
$247K
CWMG
1098
Compass Wealth Management (Georgia)
Georgia
$247K
AP
1099
Anchyra Partners
Georgia
$247K
DWM
1100
Diversify Wealth Management
Utah
$247K