We are live on ! Find out more
WELL icon

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
UBS Group
51
UBS Group
Switzerland
$362M -$184M -868,181 -35%
Wells Fargo
52
Wells Fargo
California
$354M +$20.1M +94,864 +6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$352M +$27.8M +131,544 +9%
Vanguard Global Advisers
54
Vanguard Global Advisers
Pennsylvania
$346M -$712K -3,369 -0.2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$342M -$64.9M -306,800 -15%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$331M -$14.8M -69,907 -5%
American Century Companies
57
American Century Companies
Missouri
$331M +$27.4M +129,809 +10%
Nomura Asset Management
58
Nomura Asset Management
Japan
$324M +$13.3M +62,791 +5%
Vanguard Asset Management
59
Vanguard Asset Management
$311M +$36.5M +172,829 +14%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$305M +$46.6M +220,610 +20%
Asset Management One
61
Asset Management One
Japan
$301M +$5.59M +26,433 +2%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$295M -$9.95M -47,048 -3%
Citigroup
63
Citigroup
New York
$294M -$14.7M -69,393 -5%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$290M +$3.26M +15,437 +1%
LIMS
65
Lasalle Investment Management Securities
Maryland
$287M +$11.2M +52,889 +4%
Universal-Beteiligungs- und Servicegesellschaft
66
Universal-Beteiligungs- und Servicegesellschaft
Germany
$283M +$15.4M +72,969 +6%
BAMCO Inc
67
BAMCO Inc
New York
$280M -$23.9M -112,881 -8%
AIM
68
Alphinity Investment Management
Australia
$277M +$20.1M +95,150 +8%
ACM
69
AEW Capital Management
Massachusetts
$262M +$19M +90,000 +8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$259M +$55.4M +262,023 +30%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$258M -$5.69M -26,908 -2%
ZP
72
Zimmer Partners
New York
$255M +$1.06M +5,000 +0.4%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$244M +$1.49M +7,026 +0.7%
CRM
74
Cardano Risk Management
Netherlands
$243M +$15.3M +72,514 +7%
KBC Group
75
KBC Group
Belgium
$235M -$6.07M -28,701 -3%

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.