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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
CS
151
Candriam SCA
Luxembourg
$60.1M
KK
152
KLP Kapitalforvaltning
Norway
$60M
BTCPP
153
Border to Coast Pensions Partnership
United Kingdom
$59.5M
LA
154
LBP AM
France
$58.7M
Stifel Financial
155
Stifel Financial
Missouri
$58.5M
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$58.2M
Robeco Institutional Asset Management
157
Robeco Institutional Asset Management
Netherlands
$58M
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$55.2M
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$55.2M
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$54.5M
Osaic Holdings
161
Osaic Holdings
Arizona
$54.4M
UIC
162
Uniplan Investment Counsel
Wisconsin
$54.4M
CIM
163
Corda Investment Management
Texas
$52.5M
TI
164
Tidal Investments
Wisconsin
$51.2M
CBU
165
CIBC Bancorp USA
Illinois
$51.1M
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$50.7M
MDSL
167
M.D. Sass LLC
New York
$50.5M
II
168
IFM Investors
Australia
$49.9M
Cerity Partners
169
Cerity Partners
New York
$48.9M
FAF
170
Fjarde Ap-fonden
Sweden
$48.5M
EWA
171
EP Wealth Advisors
California
$48.5M
CIS
172
Capital International Sarl
California
$47.3M
Hudson Bay Capital Management
173
Hudson Bay Capital Management
Connecticut
$46.5M
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$45.1M
Federated Hermes
175
Federated Hermes
Pennsylvania
$44.9M