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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
SL
1251
Salomon & Ludwin
Virginia
$84.8K
RF
1252
Rossby Financial
Florida
$82.5K
AT
1253
Avalon Trust
New Mexico
$81.5K
RFS
1254
Richardson Financial Services
Massachusetts
$79.3K
MFC
1255
Mechanics Financial Corp
Ohio
$79.1K
RTC
1256
Riverview Trust Company
Washington
$79.1K
IWS
1257
Intentional Wealth Strategies
Colorado
$78.1K
PWAM
1258
Private Wealth Asset Management
Iowa
$77.5K
BIA
1259
Bell Investment Advisors
California
$75.7K
C
1260
Covestor
United Kingdom
$74K
BGAI
1261
Bruce G. Allen Investments
Colorado
$73.3K
FCAS
1262
First Command Advisory Services
Texas
$73.3K
CWM
1263
Copia Wealth Management
Oregon
$73K
ACA
1264
Atlas Capital Advisors
Wyoming
$72.4K
CT
1265
Caldwell Trust
Florida
$71.4K
CAL
1266
Capital Advisors Ltd
Ohio
$71K
AIM
1267
Anchor Investment Management
South Carolina
$69.3K
SCM
1268
Silvant Capital Management
Georgia
$68.8K
PB
1269
Prosperity Bancshares
Texas
$67.8K
CPG
1270
Cornerstone Planning Group
New Jersey
$67.7K
CCWM
1271
Cassaday & Co Wealth Management
Virginia
$67.2K
PSB
1272
Piscataqua Savings Bank
New Hampshire
$66.8K
DWP
1273
Destiny Wealth Partners
Florida
$66.2K
Loomis, Sayles & Company
1274
Loomis, Sayles & Company
Massachusetts
$65.2K
WFA
1275
West Financial Advisors
Iowa
$63.3K