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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
TG
101
TCW Group
California
$140M +$9.78M +46,280 +8%
Aviva
102
Aviva
United Kingdom
$140M +$10.4M +49,140 +9%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$140M +$4.85M +22,942 +4%
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$138M +$84.3M +398,758 +189%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$134M -$12.4M -58,662 -9%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$134M -$7.51M -35,500 -6%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$133M -$1.66M -7,842 -1%
Swedbank
108
Swedbank
Sweden
$133M -$9.89M -46,801 -7%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$129M +$11.4M +53,951 +11%
Citadel Advisors
110
Citadel Advisors
Florida
$127M -$230M -1,086,389 -66%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$127M +$10.2M +48,126 +9%
Millennium Management
112
Millennium Management
New York
$125M +$28.7M +135,760 +33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
113
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$124M -$79.5M -376,090 -41%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$122M +$26.2K +124 +0%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$118M -$1.29M -6,107 -1%
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$116M -$2.77M -13,096 -3%
VanEck Associates
117
VanEck Associates
New York
$114M +$6.25M +29,565 +6%
Marshall Wace
118
Marshall Wace
United Kingdom
$112M -$39M -184,346 -27%
FAM
119
Fred Alger Management
New York
$110M -$10.3M -48,513 -9%
LPL Financial
120
LPL Financial
California
$109M +$6.16M +29,148 +6%
Franklin Resources
121
Franklin Resources
California
$108M -$1.14M -5,378 -1%
APG Asset Management
122
APG Asset Management
Netherlands
$108M +$30.8M +145,777 +37%
AQR Capital Management
123
AQR Capital Management
Connecticut
$106M +$7.85M +37,149 +9%
First Trust Advisors
124
First Trust Advisors
Illinois
$103M +$4.48M +21,183 +5%
PI
125
PGGM Investments
Netherlands
$102M -$275M -1,301,576 -74%

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.