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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
JWM
1276
JPL Wealth Management
Colorado
$61.9K
BLC
1277
Brown, Lisle/Cummings
Rhode Island
$61.3K
KFAS
1278
Keating Financial Advisory Services
Kansas
$61.1K
CF
1279
Collier Financial
Colorado
$60K
DWS
1280
Dynamic Wealth Strategies
California
$59.9K
HHCP
1281
Hilton Head Capital Partners
South Carolina
$59.7K
IWP
1282
IAG Wealth Partners
Wisconsin
$59.3K
FFO
1283
Fortitude Family Office
Arizona
$57.7K
TWD
1284
True Wealth Design
Ohio
$57.5K
KAS
1285
Kemnay Advisory Services
New York
$55.6K
EF
1286
Entrust Financial
Pennsylvania
$55.4K
MIM
1287
Manitou Investment Management
Ontario, Canada
$53.4K
GAA
1288
Global Assets Advisory
Florida
$53.4K
SMBT
1289
Southern Michigan Bank & Trust
Michigan
$52.4K
SEP
1290
Signature Equity Partners
Ohio
$52.1K
Kayne Anderson Rudnick Investment Management
1291
Kayne Anderson Rudnick Investment Management
California
$50.5K
EWM
1292
Evolution Wealth Management
Florida
$50.2K
LAS
1293
Lloyd Advisory Services
Georgia
$49K
KFG
1294
Kingdom Financial Group
Arizona
$49K
SS
1295
Sunbelt Securities
Texas
$48.3K
GBT
1296
Grove Bank & Trust
Florida
$47.5K
SIC
1297
Salem Investment Counselors
North Carolina
$45.7K
DF
1298
Dunhill Financial
United Kingdom
$45.6K
TC
1299
Truvestments Capital
Florida
$44.6K
FP
1300
Financial Perspectives
Minnesota
$44.1K