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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
DF
1476
Downshift Financial
Colorado
$22.2K +$20.7K +98 New
KTC
1477
Kentucky Trust Company
Kentucky
$22K
QL
1478
Quarry LP
New York
$21.8K +$20.3K +96 New
WAS
1479
Winch Advisory Services
Wisconsin
$21.6K
FAI
1480
Fiduciary Advisors Inc
Missouri
$20.9K +$19.4K +92 New
CA
1481
Crewe Advisors
Utah
$20.4K +$7.4K +35 +64%
UOTTAIMCU
1482
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19.3K
CNBTD
1483
Citizens National Bank Trust Department
Mississippi
$18.8K
HCM
1484
Hollencrest Capital Management
California
$18.4K -$28.3K -134 -62%
PCA
1485
Providence Capital Advisors
North Carolina
$17.9K +$16.7K +79 New
RFA
1486
Reyes Financial Architecture
California
$17.7K
HWA
1487
Heritage Wealth Advisors
Virginia
$17.5K
AT
1488
Arlington Trust
Alabama
$17K
MWPCG
1489
Measured Wealth Private Client Group
New Hampshire
$17K
MSWM
1490
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
EI
1491
EFG International
$15.4K +$423 +2 +3%
MIM
1492
Marshall Investment Management
Colorado
$15.4K +$14.4K +68 New
Simplex Trading
1493
Simplex Trading
Illinois
$15.2K +$14.2K +67 New
CF
1494
Collier Financial
Colorado
$14.4K -$50.7K -240 -79%
SC
1495
SouthState Corp
Florida
$14.1K +$1.69K +8 +15%
SIM
1496
Synergy Investment Management
Florida
$13.7K +$9.09K +43 +307%
GAAM
1497
Guinness Atkinson Asset Management
California
$13.6K
B
1498
Birchbrook
Maine
$13.5K +$211 +1 +2%
SFCL
1499
Strengthening Families & Communities LLC
Massachusetts
$13.2K +$12.3K +58 New
DWA
1500
Delos Wealth Advisors
Texas
$12.9K +$12.1K +57 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.