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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
PP
1501
Pacifica Partners
Canada
$12.7K
AP
1502
Aspect Partners
Virginia
$12.5K -$2.11K -10 -15%
AWM
1503
Abound Wealth Management
Tennessee
$12K -$11.8K -56 -51%
IWM
1504
IMG Wealth Management
Florida
$11.8K +$5.07K +24 +86%
EWP
1505
Elevation Wealth Partners
California
$11.6K
VWA
1506
VSM Wealth Advisory
Maryland
$11.3K
HFS
1507
Horizon Financial Services
North Carolina
$11.1K +$1.69K +8 +20%
PP
1508
PFS Partners
New Jersey
$11.1K
RG
1509
RHL Group
Michigan
$10.2K +$634 +3 +7%
LSA
1510
Leonteq Securities AG
Switzerland
$10.2K -$16.9K -80 -64%
CWP
1511
Clark Wealth Partners
Illinois
$10.2K +$423 +2 +5%
TCM
1512
Triumph Capital Management
Colorado
$10.2K +$846 +4 +10%
CA
1513
Centerpoint Advisors
Massachusetts
$10K
WSFS
1514
Wilmington Savings Fund Society
Delaware
$9.76K -$9.3K -44 -51%
SA
1515
Strategic Advocates
Utah
$9.31K
CWA
1516
Carolina Wealth Advisors
South Carolina
$8.85K
HWM
1517
HighMark Wealth Management
Minnesota
$8.85K -$423 -2 -5%
ICCON
1518
Investment Counsel Company of Nevada
Nevada
$8.4K +$7.82K +37 New
AWM
1519
Activest Wealth Management
Florida
$8.17K -$1.06K -5 -12%
TFM
1520
TFC Financial Management
Massachusetts
$7.74K +$846 +4 +13%
PWMG
1521
Private Wealth Management Group
New Jersey
$7.72K
ACA
1522
American Capital Advisory
Idaho
$7.72K +$1.69K +8 +31%
MEG
1523
Millstone Evans Group
Colorado
$7.72K +$2.33K +11 +48%
SC
1524
Stance Capital
Massachusetts
$7.49K
AA
1525
Addison Advisors
Vermont
$7.31K -$4.65K -22 -41%

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.