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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
SO
101
STRS Ohio
Ohio
$143M
Fidelity International
102
Fidelity International
Bermuda
$134M
Macquarie Group
103
Macquarie Group
Australia
$134M
Marshall Wace
104
Marshall Wace
United Kingdom
$134M
1832 Asset Management
105
1832 Asset Management
Ontario, Canada
$130M
Neuberger Berman Group
106
Neuberger Berman Group
New York
$129M
Swedbank
107
Swedbank
Sweden
$125M
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$124M
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$118M
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$117M
TG
111
TCW Group
California
$113M
Aviva
112
Aviva
United Kingdom
$112M
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$106M
FAM
114
Fred Alger Management
New York
$105M
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$104M
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$103M
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$102M
Jones Financial Companies
118
Jones Financial Companies
Missouri
$99.7M
Franklin Resources
119
Franklin Resources
California
$95M
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$94.1M
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$94M
VanEck Associates
122
VanEck Associates
New York
$93.2M
LPL Financial
123
LPL Financial
California
$89.2M
Holocene Advisors
124
Holocene Advisors
New York
$87.7M
First Trust Advisors
125
First Trust Advisors
Illinois
$85.4M