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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
AT
1376
Arlington Trust
Alabama
$14.8K
RFG
1377
REAP Financial Group
Texas
$14.8K
BFS
1378
Bare Financial Services
Pennsylvania
$14.6K
MSWM
1379
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K
EI
1380
EFG International
$13K
AP
1381
Aspect Partners
Virginia
$12.9K
GAAM
1382
Guinness Atkinson Asset Management
California
$11.9K
B
1383
Birchbrook
Maine
$11.7K
CA
1384
Crewe Advisors
Utah
$10.9K
AA
1385
Addison Advisors
Vermont
$10.7K
SC
1386
SouthState Corp
Florida
$10.7K
PP
1387
Pacifica Partners
Canada
$10.7K
SWA
1388
SOA Wealth Advisors
New York
$10.4K
EWP
1389
Elevation Wealth Partners
California
$10.1K
VWA
1390
VSM Wealth Advisory
Maryland
$9.89K
PP
1391
PFS Partners
New Jersey
$9.6K
JFGIW
1392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.29K
OA
1393
Operose Advisors
Wisconsin
$8.7K
CWP
1394
Clark Wealth Partners
Illinois
$8.5K
RG
1395
RHL Group
Michigan
$8.33K
HWM
1396
HighMark Wealth Management
Minnesota
$8.11K
SA
1397
Strategic Advocates
Utah
$8.11K
TCM
1398
Triumph Capital Management
Colorado
$8.11K
HFS
1399
Horizon Financial Services
North Carolina
$8.11K
AWM
1400
Activest Wealth Management
Florida
$8.11K