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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
EB
1176
Emprise Bank
Kansas
$204K
WFS
1177
Widmann Financial Services
Maryland
$203K
DLA
1178
Douglas Lane & Associates
New York
$203K
DPI
1179
Diversified Portfolios Inc
Michigan
$203K
SSWG
1180
Seven Springs Wealth Group
Tennessee
$202K
NSIM
1181
North Star Investment Management
Illinois
$202K
WAG
1182
Winthrop Advisory Group
Massachusetts
$202K
FCG
1183
Fielder Capital Group
Tennessee
$201K
VCM
1184
Virtue Capital Management
Tennessee
$201K
BAM
1185
Blueshift Asset Management
New Jersey
$201K
CWA
1186
Crusonia Wealth Advisors
Colorado
$201K
3IP
1187
3Chopt Investment Partners
Virginia
$201K
AIA
1188
Armor Investment Advisors
North Carolina
$200K
BPWM
1189
BCS Private Wealth Management
New Jersey
$200K
FHA
1190
Flagship Harbor Advisors
Massachusetts
$200K
AGWCA
1191
Annis Gardner Whiting Capital Advisors
Florida
$195K
BG
1192
Bollard Group
Massachusetts
$194K
M
1193
MOTCO
Texas
$191K
TSMHT
1194
Thurston Springer Miller Herd & Titak
Indiana
$190K
GAM
1195
Guinness Asset Management
United Kingdom
$189K
MCM
1196
Manchester Capital Management
Vermont
$183K
AG
1197
AmeriFlex Group
Nevada
$183K
CPBTD
1198
Central Pacific Bank - Trust Division
Hawaii
$179K
VCM
1199
Versant Capital Management
Arizona
$178K
SIA
1200
Sit Investment Associates
Minnesota
$175K