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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
C
1451
Covestor
United Kingdom
$32K -$48.6K -230 -62%
MAFA
1452
MJT & Associates Financial Advisory
Minnesota
$31.5K
NECFA
1453
New England Capital Financial Advisors
Connecticut
$30.9K
FNWA
1454
Financial Network Wealth Advisors
Utah
$30.2K +$1.27K +6 +5%
OAJ
1455
Ogorek Anthony Joseph
New York
$30K
KG
1456
Kilter Group
New York
$28.8K +$1.69K +8 +7%
OWP
1457
ORG Wealth Partners
Texas
$28.6K -$225K -1,064 -89%
SFAM
1458
Sawyer Falduto Asset Management
Illinois
$28.4K
ST
1459
Smithfield Trust
Pennsylvania
$28K
BWS
1460
Buck Wealth Strategies
Colorado
$27.3K +$25.4K +120 New
BFS
1461
Bare Financial Services
Pennsylvania
$26.6K +$9.09K +43 +58%
IBOK
1462
Independence Bank of Kentucky
Kentucky
$26.3K -$75.1K -355 -75%
BCWM
1463
Bartlett & Co Wealth Management
Ohio
$26.2K +$6.98K +33 +40%
CMP
1464
Coston McIsaac & Partners
Maine
$26K
MFT
1465
Moisand Fitzgerald Tamayo
Florida
$25.6K +$23.9K +113 New
VFM
1466
Vision Financial Markets
Connecticut
$25.6K +$211 +1 +0.9%
NFSG
1467
Newbridge Financial Services Group
Florida
$25.2K -$20.9K -99 -47%
WWM
1468
Wolff Wiese Magana
California
$23.8K
RF
1469
Robinswood Financial
Washington
$23.3K
BC
1470
Barrett & Company
Rhode Island
$22.7K
MSFP
1471
Mark Sheptoff Financial Planning
Connecticut
$22.7K
PCTC
1472
Perkins Coie Trust Company
Washington
$22.7K
SFS
1473
Sunrise Financial Services
Washington
$22.7K
OPTFSNA
1474
Old Point Trust & Financial Services N A
Virginia
$22.7K +$21.1K +100 New
WBC
1475
West Branch Capital
Massachusetts
$22.7K +$21.1K +100 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.