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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
JGCM
1351
Joseph Group Capital Management
Ohio
$22.9K
SWM
1352
SHP Wealth Management
Massachusetts
$22.8K
SSG
1353
Summit Securities Group
New York
$22.7K
CMP
1354
Coston McIsaac & Partners
Maine
$22K
FDW
1355
Fourth Dimension Wealth
Ohio
$21.9K
VFM
1356
Vision Financial Markets
Connecticut
$21.9K
JSAM
1357
J. Safra Asset Management
New York
$21.7K
AWM
1358
Abound Wealth Management
Tennessee
$21.6K
MSFP
1359
Mark Sheptoff Financial Planning
Connecticut
$21.4K
WWM
1360
Wolff Wiese Magana
California
$20.8K
PCTC
1361
Perkins Coie Trust Company
Washington
$19.8K
BC
1362
Barrett & Company
Rhode Island
$19.8K
SFS
1363
Sunrise Financial Services
Washington
$19.8K
GWSA
1364
Global Wealth Strategies & Associates
Colorado
$19.2K
KTC
1365
Kentucky Trust Company
Kentucky
$19.2K
WAS
1366
Winch Advisory Services
Wisconsin
$18.8K
BCWM
1367
Bartlett & Co Wealth Management
Ohio
$18.1K
WSFS
1368
Wilmington Savings Fund Society
Delaware
$17.2K
UOTTAIMCU
1369
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.8K
CNBTD
1370
Citizens National Bank Trust Department
Mississippi
$16.4K
RTL
1371
Red Tortoise LLC
Georgia
$16K
RFA
1372
Reyes Financial Architecture
California
$15.4K
HWA
1373
Heritage Wealth Advisors
Virginia
$15.2K
EFMH
1374
E Fund Management (HK)
Hong Kong
$15.2K
MWPCG
1375
Measured Wealth Private Client Group
New Hampshire
$14.8K