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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
OCBCO
251
Oversea-Chinese Banking Corp (OCBC)
Singapore
$23M -$161K -763 -0.7%
CA
252
Cornerstone Advisors
North Carolina
$23M -$3.97M -18,798 -16%
CLGM
253
Capitolis Liquid Global Markets
New York
$22.7M -$2.68M -12,691 -11%
AP
254
Appleton Partners
Massachusetts
$22.3M +$657K +3,110 +3%
YCM
255
Yousif Capital Management
Michigan
$22.3M -$888K -4,198 -4%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$22.1M +$893K +4,223 +5%
M&T Bank
257
M&T Bank
New York
$22M +$311K +1,472 +2%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$21.7M +$5.08M +24,044 +34%
HighTower Advisors
259
HighTower Advisors
Illinois
$21.6M -$1.15M -5,420 -5%
AAIS
260
ABN AMRO Investment Solutions
$21.6M +$2.19M +10,357 +12%
IMCOOI
261
Investment Management Corp of Ontario (IMCO)
Canada
$21.3M +$8.27M +39,100 +71%
Vanguard Personalized Indexing Management
262
Vanguard Personalized Indexing Management
California
$21M +$283K +1,339 +1%
NAAA
263
New Age Alpha Advisors
New York
$20.8M -$24.1K -114 -0.1%
GCA
264
GSI Capital Advisors
California
$20.6M -$1.81M -8,551 -9%
GA
265
GRS Advisors
Illinois
$20.6M -$11.6M -55,038 -38%
MCM
266
Moore Capital Management
New York
$20.5M +$19.1M +90,277 New
KeyBank National Association
267
KeyBank National Association
Ohio
$20.5M +$70.4K +333 +0.4%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$20.2M -$626K -2,959 -3%
CGPCS
269
Capital Group Private Client Services
California
$20.2M -$1.5M -7,073 -7%
Wealthfront Advisers
270
Wealthfront Advisers
California
$20M +$234K +1,105 +1%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$19.9M -$11.3M -53,231 -38%
EP
272
Eversept Partners
New York
$19.8M -$19.8M -93,641 -52%
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$19.7M +$1.45M +6,862 +9%
QCM
274
QRG Capital Management
Illinois
$19.7M +$1.21M +5,711 +7%
CIS
275
Connors Investor Services
Pennsylvania
$19.6M -$132K -626 -0.7%

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.