WELL icon

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
MGIA
1151
Moneta Group Investment Advisors
Missouri
$217K
SCP
1152
Sivia Capital Partners
California
$217K
SIC
1153
Samalin Investment Counsel
New York
$217K
SC
1154
Scotia Capital
Ontario, Canada
$217K
CIA
1155
Choate Investment Advisors
Massachusetts
$216K
CFG
1156
Carter Financial Group
Illinois
$215K
APG
1157
Abacus Planning Group
South Carolina
$215K
FNT
1158
First National Trust
Pennsylvania
$215K
CRC
1159
Curi RMB Capital
Illinois
$214K
GWM
1160
Greenwich Wealth Management
Connecticut
$214K
MA
1161
MONECO Advisors
Connecticut
$214K
WMA
1162
West Michigan Advisors
Michigan
$213K
WA
1163
Westfuller Advisors
New York
$212K
CSB
1164
City State Bank
Iowa
$210K
BFG
1165
Birch Financial Group
New Hampshire
$210K
1C
1166
111 Capital
France
$209K
HIM
1167
Hanlon Investment Management
New Jersey
$208K
FCM
1168
Fourpath Capital Management
Oklahoma
$208K
GA
1169
GSG Advisors
New Jersey
$207K
IF
1170
Intrua Financial
Texas
$206K
PFC
1171
Phocas Financial Corp
California
$205K
ZIM
1172
Zacks Investment Management
Illinois
$205K
PGAM
1173
Princeton Global Asset Management
New Jersey
$204K
CCP
1174
Carmel Capital Partners
California
$204K
CI
1175
CacheTech Inc
Utah
$204K