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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
DIP
1526
DT Investment Partners
Pennsylvania
$7.26K
LWM
1527
Lodestone Wealth Management
Washington
$7.26K
TCM
1528
TD Capital Management
Tennessee
$7.08K
NB
1529
NBH Bank
Colorado
$6.81K +$6.34K +30 New
W
1530
WealthCollab
Washington
$6.58K
CBT
1531
Crews Bank & Trust
Florida
$5.9K
NL
1532
NVWM LLC
Pennsylvania
$5.9K +$634 +3 +13%
MMCM
1533
Murphy & Mullick Capital Management
New York
$5.67K +$5.07K +24 +2,400%
NWM
1534
Nova Wealth Management
Florida
$5.64K
RWM
1535
Rialto Wealth Management
New York
$5.22K +$1.06K +5 +28%
BFPW
1536
BOK Financial Private Wealth
Colorado
$5.22K +$4.86K +23 New
1NWS
1537
1 North Wealth Services
Maryland
$5.22K +$4.86K +23 New
SWA
1538
SOA Wealth Advisors
New York
$4.52K -$1.24M -5,859 -56%
HHGA
1539
Halbert Hargrove Global Advisors
California
$4.46K +$4.23K +20 New
DCM
1540
Davis Capital Management
Florida
$4.31K +$2.75K +13 +217%
BHWM
1541
Beaird Harris Wealth Management
Texas
$4.09K
QWM
1542
Quaker Wealth Management
New Jersey
$4.09K
YDMI
1543
Y.D. More Investments
Israel
$3.86K -$1.06K -5 -23%
DSC
1544
Duncker Streett & Co
Missouri
$3.86K
PNC
1545
Point Nemo Capital
Texas
$3.86K +$3.59K +17 New
CIAS
1546
CBIZ Investment Advisory Services
Ohio
$3.76K
MB
1547
MidFirst Bank
Oklahoma
$3.63K
BWAM
1548
Boyd Watterson Asset Management
Ohio
$3.4K
RPA
1549
Redwood Park Advisors
California
$3.4K
BCV
1550
Banque Cantonale Vaudoise
Switzerland
$3.1K -$3.12M -14,745 -52%

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.