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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
CA
1401
Centerpoint Advisors
Massachusetts
$8K
CWA
1402
Carolina Wealth Advisors
South Carolina
$7.71K
CFG
1403
Clayton Financial Group
Missouri
$6.92K
PWMG
1404
Private Wealth Management Group
New Jersey
$6.72K
SC
1405
Stance Capital
Massachusetts
$6.52K
LWM
1406
Lodestone Wealth Management
Washington
$6.33K
DIP
1407
DT Investment Partners
Pennsylvania
$6.33K
TCM
1408
TD Capital Management
Tennessee
$6.17K
TFM
1409
TFC Financial Management
Massachusetts
$5.95K
W
1410
WealthCollab
Washington
$5.73K
IWM
1411
IMG Wealth Management
Florida
$5.54K
LWMI
1412
Legacy Wealth Management (Idaho)
Idaho
$5.54K
ACA
1413
American Capital Advisory
Idaho
$5.14K
CBT
1414
Crews Bank & Trust
Florida
$5.14K
CCMI
1415
Creative Capital Management Investments
California
$4.94K
PWA
1416
Portus Wealth Advisors
North Carolina
$4.94K
NWM
1417
Nova Wealth Management
Florida
$4.91K
MEG
1418
Millstone Evans Group
Colorado
$4.55K
NL
1419
NVWM LLC
Pennsylvania
$4.55K
YDMI
1420
Y.D. More Investments
Israel
$4.35K
RCM
1421
Richardson Capital Management
Wisconsin
$4.15K
CIAS
1422
CBIZ Investment Advisory Services
Ohio
$3.76K
BHWM
1423
Beaird Harris Wealth Management
Texas
$3.56K
QWM
1424
Quaker Wealth Management
New Jersey
$3.56K
RWM
1425
Rialto Wealth Management
New York
$3.56K