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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
CCIA
1101
Campbell & Co Investment Adviser
Maryland
$247K
OPA
1102
Old Port Advisors
Maine
$246K
BPW
1103
Bingham Private Wealth
California
$246K
SIM
1104
Stratos Investment Management
Ohio
$244K
JHCP
1105
Jackson Hole Capital Partners
Oklahoma
$244K
KFI
1106
Key Financial Inc
Pennsylvania
$243K
FD
1107
Financial Designs
California
$242K
SGK
1108
Steigerwald Gordon & Koch
Virginia
$242K
Lazard Asset Management
1109
Lazard Asset Management
New York
$241K
FCA
1110
FLC Capital Advisors
California
$240K
BHWM
1111
Bar Harbor Wealth Management
New Hampshire
$240K
WI
1112
Wedgewood Investors
Pennsylvania
$239K
IAS
1113
Investment Advisory Services
Texas
$239K
MWM
1114
Mattern Wealth Management
Kansas
$237K
DT
1115
DV Trading
Illinois
$237K
CAC
1116
Certified Advisory Corp
Florida
$237K
Empower Advisory Group
1117
Empower Advisory Group
Colorado
$236K
OWP
1118
ORG Wealth Partners
Texas
$235K
PWM
1119
Parkway Wealth Management
Texas
$235K
IA
1120
Integrity Alliance
Iowa
$233K
SWM
1121
Silverlake Wealth Management
Vermont
$233K
VCAM
1122
Van Cleef Asset Management
Ohio
$232K
CF
1123
Convergence Financial
Missouri
$231K
RG
1124
Renaissance Group
Kentucky
$231K
IAS
1125
Insigneo Advisory Services
Florida
$230K