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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
CSP
1201
Cary Street Partners
Virginia
$175K
CT
1202
Clearstead Trust
Maine
$172K
GXJ
1203
Global X Japan
Japan
$171K
MHR
1204
Matthew Hamilton Rosenberg
$168K
PWA
1205
Physician Wealth Advisors
Utah
$166K
WA
1206
WPG Advisers
Maryland
$165K
OP
1207
Oslo Pensjonsforsikring
$165K
VNT
1208
Vanguard National Trust
Pennsylvania
$164K
HPC
1209
HM Payson & Co
Maine
$160K
FUBT
1210
First United Bank & Trust
Maryland
$158K
CFO
1211
CVA Family Office
Colorado
$157K
BDPWM
1212
Barnes Dennig Private Wealth Management
Ohio
$156K
GIA
1213
GHP Investment Advisors
Colorado
$153K
WA
1214
WestEnd Advisors
North Carolina
$152K
MIC
1215
Means Investment Company
Maine
$147K
CB
1216
Centennial Bank
Arkansas
$146K
HWA
1217
HHM Wealth Advisors
Tennessee
$143K
CH
1218
CDKV Holdings
Colorado
$140K
EPL
1219
Essential Partners LLC
California
$140K
DMBA
1220
Deseret Mutual Benefit Administrators
Utah
$139K
OWA
1221
Opal Wealth Advisors
New York
$139K
EC
1222
Elequin Capital
New York
$139K
WB
1223
Webster Bank
Connecticut
$138K
GEA
1224
Glen Eagle Advisors
New Jersey
$138K
GSWM
1225
Golden State Wealth Management
California
$131K