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Welltower

1,587 hedge funds and large institutions have $160B invested in Welltower in 2026 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 668 increasing their positions, 478 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 83

46% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $717M

40% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 478

20% more capital invested

Capital invested by funds: $133B → $160B (+$27.2B)

7% more funds holding

Funds holding: 1,4901,587 (+97)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

3.54% more ownership

Funds ownership: 96.64%100.18% (+3.5%)

Holders
1,587
Holders Change
+97
Holders Change %
+6.51%
% of All Funds
19.17%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.41%
New
205
Increased
668
Reduced
478
Closed
83
Calls
$1.05B
Puts
$717M
Net Calls
+$332M
Net Calls Change
+$273M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$30.2M -$1.19M -5,636 -4%
KOCAA
227
Knights of Columbus Asset Advisors
Connecticut
$29M +$7.57M +35,816 +39%
DPL
228
Danica Pension Livsforsikrings
$28.7M
ProShare Advisors
229
ProShare Advisors
Maryland
$28.1M +$1.28M +6,069 +5%
A
230
AustralianSuper
Australia
$27.9M +$23.6M +111,569 +977%
VAM
231
Vert Asset Management
California
$27.8M +$1.66M +7,843 +7%
AB
232
Amalgamated Bank
New York
$27.6M -$860K -4,069 -3%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$27.5M +$493K +2,332 +2%
AAB
234
ABN AMRO Bank
Netherlands
$27.2M +$2.46M +11,624 +11%
WorldQuant Millennium Advisors
235
WorldQuant Millennium Advisors
New York
$26.8M -$158M -745,341 -86%
EI
236
Ethic Inc
New York
$26.6M +$1.39M +6,554 +6%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$26.4M +$59.4K +281 +0.2%
OBAM
238
ODDO BHF Asset Management
France
$26.3M +$24.5M +115,936 New
RIM
239
Rakuten Investment Management
Japan
$26.3M +$2.62M +12,398 +12%
Corient Private Wealth
240
Corient Private Wealth
Florida
$25.5M +$717K +3,392 +3%
Calamos Advisors
241
Calamos Advisors
Illinois
$25.3M -$438K -2,074 -2%
OIAM
242
OFI Invest Asset Management
France
$25.3M -$345K -1,634 -1%
WCA
243
Waratah Capital Advisors
Ontario, Canada
$25.1M -$8.95M -42,357 -28%
URS
244
Utah Retirement Systems
Utah
$24.4M -$930K -4,401 -4%
P
245
PensionDanmark
Denmark
$24.1M +$1.53M +7,221 +7%
PFSRSONJ
246
Police & Firemen's Retirement System of New Jersey
New Jersey
$24M -$34.2K -162 -0.2%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$24M +$2.34M +11,067 +12%
NYLIM
248
New York Life Investment Management
New York
$23.9M +$291K +1,376 +1%
TRSOTSOK
249
Teachers Retirement System of the State of Kentucky
Kentucky
$23.9M +$423K +2,000 +2%
BG
250
Bahl & Gaynor
Ohio
$23.1M +$21.5M +101,622 New

WELL Hedge Fund Activity: Q2 2026 in Review

1,587 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2026, worth a combined $160B — up 20% from $133B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new WELL positions and 83 closed out — a net gain of 122 holders — while 668 added to existing stakes and 478 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.54B. The largest seller was Fidelity Investments, cutting an estimated $576M.

  • 1,587 institutional investors held Welltower (WELL) as of Q2 2026, up from 1,490 in Q1 2026.
  • Funds reported $160B of Welltower stock for Q2 2026, up 20% quarter-over-quarter.
  • 205 funds opened new Welltower positions in Q2 2026 and 83 closed out, a net change of +122 holders.
  • The largest Welltower buyer in Q2 2026 was Capital World Investors, an estimated $1.54B added.
  • The largest Welltower seller in Q2 2026 was Fidelity Investments, an estimated $576M sold.

Based on aggregated 13F filings for Q2 2026.