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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
DSC
1426
Duncker Streett & Co
Missouri
$3.36K
MB
1427
MidFirst Bank
Oklahoma
$3.16K
RPA
1428
Redwood Park Advisors
California
$2.97K
BWAM
1429
Boyd Watterson Asset Management
Ohio
$2.97K
RWM
1430
RMG Wealth Management
Wisconsin
$2.79K
ACM
1431
Anfield Capital Management
California
$2.77K
WTA
1432
Washington Trust Advisors
Massachusetts
$2.77K
SIM
1433
Synergy Investment Management
Florida
$2.77K
SRCM
1434
Signature Resources Capital Management
California
$2.37K
CYG
1435
Clean Yield Group
Vermont
$2.17K
JFG
1436
JDM Financial Group
Texas
$1.98K
RCM
1437
Raleigh Capital Management
North Carolina
$1.98K
1IA
1438
1620 Investment Advisors
Massachusetts
$1.88K
1CP
1439
1015 Capital Partners
Pennsylvania
$1.78K
UCB
1440
United Community Bank
South Carolina
$1.78K
CMA
1441
Cedar Mountain Advisors
Oregon
$1.78K
TWM
1442
TopTier Wealth Management
Wisconsin
$1.78K
BW
1443
Basepoint Wealth
Iowa
$1.61K
SVCP
1444
Silicon Valley Capital Partners
California
$1.59K
DF
1445
DecisionPoint Financial
Arizona
$1.58K
MWM
1446
Mascoma Wealth Management
New Hampshire
$1.38K
GFA
1447
Godfrey Financial Associates
New York
$1.38K
DCM
1448
Davis Capital Management
Florida
$1.19K
T
1449
Tidemark
California
$1.19K
APW
1450
Aventura Private Wealth
Florida
$989