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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
Barclays
76
Barclays
United Kingdom
$232M -$143M -675,378 -40%
CHP
77
Castle Hook Partners
New York
$229M -$38.9M -183,897 -15%
ACM
78
Adelante Capital Management
California
$221M -$12M -56,610 -6%
Holocene Advisors
79
Holocene Advisors
New York
$217M +$109M +514,342 +116%
Pictet Asset Management
80
Pictet Asset Management
Switzerland
$215M +$15.6M +73,838 +8%
CII
81
Capital International Inc
California
$214M +$25.7M +121,440 +15%
Fidelity International
82
Fidelity International
Bermuda
$214M +$56M +264,745 +39%
Raymond James Financial
83
Raymond James Financial
Florida
$212M +$8.63M +40,813 +5%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$211M -$243M -1,150,171 -55%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$208M +$16.7M +79,088 +9%
HRES
86
Heitman Real Estate Securities
Illinois
$208M +$21.1M +99,951 +12%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$204M -$11.6M -54,749 -6%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$203M +$18.3M +86,490 +11%
JT
89
Jupiter Topco
New York
$198M +$185M +874,893 New
Natixis Advisors
90
Natixis Advisors
Massachusetts
$197M +$5.5M +26,018 +3%
SO
91
STRS Ohio
Ohio
$191M +$25M +118,073 +16%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$190M -$59.8M -282,782 -25%
NAMI
93
Nomura Asset Management International
Pennsylvania
$190M +$5.15M +24,362 +3%
Vanguard Investments Australia
94
Vanguard Investments Australia
Australia
$188M +$6.01M +28,432 +4%
SAM
95
Storebrand Asset Management
Norway
$180M +$925K +4,376 +0.6%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$178M -$1.23M -5,831 -0.7%
Allianz Asset Management
97
Allianz Asset Management
Germany
$168M -$1.24M -5,845 -0.8%
CAM
98
Congress Asset Management
Massachusetts
$164M -$6.05M -28,599 -4%
Macquarie Group
99
Macquarie Group
Australia
$160M +$5.53M +26,159 +4%
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
$141M -$7.53M -35,615 -5%

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.