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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
CFG
1526
Carr Financial Group
Massachusetts
FFN
1527
Focus Financial Network
Minnesota
TCM
1528
TABR Capital Management
California
LCAM
1529
London & Capital Asset Management
United Kingdom
PW
1530
PUREfi Wealth
Massachusetts
KA
1531
Kovack Advisors
Florida
TNA
1532
True North Advisors
Texas
HP
1533
Havemeyer Place
Connecticut
CWM
1534
Calamos Wealth Management
Illinois
LAM
1535
Longboard Asset Management
Arizona
OF
1536
Optimize Financial
California
CP
1537
Camelot Portfolios
Ohio
TPBG
1538
Turning Point Benefit Group
Maryland
HCA
1539
Harbor Capital Advisors
Illinois
IWM
1540
Inlight Wealth Management
Georgia
QL
1541
Quarry LP
New York
CIA
1542
Cape Investment Advisory
Georgia
MCM
1543
MidAtlantic Capital Management
Virginia
GAFA
1544
Garton & Associates Financial Advisors
Kentucky
TH
1545
TCTC Holdings
Texas
GWM
1546
Greenline Wealth Management
Florida
EW
1547
Elyxium Wealth
California
OC
1548
Optima Capital
Oregon
HHMI
1549
Howard Hughes Medical Institute
Maryland
PWA
1550
Provenance Wealth Advisors
Florida