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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
GCP
1301
Gill Capital Partners
Colorado
$43.5K
RFP
1302
Root Financial Partners
California
$42.9K
HCM
1303
Hollencrest Capital Management
California
$42.5K
NEWAS
1304
N.E.W. Advisory Services
Wisconsin
$42K
MAM
1305
Morse Asset Management
Connecticut
$41.7K
NFSG
1306
Newbridge Financial Services Group
Florida
$41.6K
HFS
1307
Hughes Financial Services
Virginia
$40.9K
SWIM
1308
Smallwood Wealth Investment Management
New Jersey
$40.9K
JFA
1309
JNBA Financial Advisors
Minnesota
$39.6K
GTAM
1310
Global Trust Asset Management
Florida
$39.5K
GCM
1311
Gunpowder Capital Management
Maryland
$39.5K
NRG
1312
Nemes Rush Group
Michigan
$39.5K
RF
1313
Roxbury Financial
New Jersey
$38.7K
LWCFA
1314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.8K
FFA
1315
Frazier Financial Advisors
Ohio
$37.4K
AFG
1316
Albion Financial Group
Utah
$36.8K
FC
1317
Financial Consulate
Maryland
$36.7K
Q1WB
1318
Quest 10 Wealth Builders
Virginia
$36.5K
ME
1319
McIlrath & Eck
Washington
$36.4K
HBW
1320
Hazlett, Burt & Watson
West Virginia
$36K
BONH
1321
Bank of New Hampshire
New Hampshire
$36K
AEPWM
1322
Atlantic Edge Private Wealth Management
Florida
$34.8K
MAM
1323
Marquette Asset Management
Minnesota
$34.8K
BAM
1324
Bellevue Asset Management
Washington
$34.3K
SN
1325
Sittner & Nelson
Oregon
$33.8K