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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
NB
1326
NBT Bank
New York
$32.1K
SR
1327
Swiss Re
Switzerland
$30.6K
PPC
1328
Park Place Capital
Alabama
$30.1K
WPA
1329
Wealth Preservation Advisors
Tennessee
$29.7K
SA
1330
Scarborough Advisors
Maryland
$29.3K
SC
1331
Solstein Capital
California
$29.3K
HWP
1332
Highline Wealth Partners
California
$29.1K
BFS
1333
Burkett Financial Services
South Carolina
$29.1K
AW
1334
Avion Wealth
Texas
$29K
AAG
1335
Armstrong Advisory Group
Massachusetts
$28.3K
HIMS
1336
Hager Investment Management Services
New Hampshire
$28.1K
HNW
1337
High Note Wealth
Minnesota
$27.9K
MAFA
1338
MJT & Associates Financial Advisory
Minnesota
$27.5K
SIS
1339
Sound Income Strategies
Florida
$27.3K
IAS
1340
IMA Advisory Services
Colorado
$27.3K
EWM
1341
Evermay Wealth Management
Virginia
$27.1K
NECFA
1342
New England Capital Financial Advisors
Connecticut
$26.9K
S
1343
Sachetta
Massachusetts
$26.3K
OAJ
1344
Ogorek Anthony Joseph
New York
$26K
STB
1345
S&T Bank
Pennsylvania
$25.7K
FNWA
1346
Financial Network Wealth Advisors
Utah
$25.1K
SFAM
1347
Sawyer Falduto Asset Management
Illinois
$24.7K
LSA
1348
Leonteq Securities AG
Switzerland
$24.7K
KG
1349
Kilter Group
New York
$23.5K
ST
1350
Smithfield Trust
Pennsylvania
$23K