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Welltower
WELL

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: 1,490 → 1,587 (+97)

6% more funds holding in top 10

Funds holding in top 10: 32 → 34 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.54B
2
BlackRock
BlackRock
New York
+$855M
3
Capital International Investors
Capital International Investors
California
+$779M
4
Amundi
Amundi
France
+$425M
5
DZ Bank
DZ Bank
Germany
+$392M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$576M
2
Bank of America
Bank of America
North Carolina
-$477M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$374M
4
PI
PGGM Investments
Netherlands
-$275M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$243M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1551
RMG Wealth Management
Wisconsin
$2.99K – – –
SRCM
1552
Signature Resources Capital Management
California
$2.72K – – –
CYG
1553
Clean Yield Group
Vermont
$2.5K – – –
RCM
1554
Raleigh Capital Management
North Carolina
$2.28K – – –
JFG
1555
JDM Financial Group
Texas
$2.27K – – –
TBFA
1556
Three Bearings Fiduciary Advisors
New Hampshire
$2.27K – – –
LAS
1557
Lloyd Advisory Services
Georgia
$2.04K -$50.5K -239 -96%
1CP
1558
1015 Capital Partners
Pennsylvania
$2.04K – – –
CMA
1559
Cedar Mountain Advisors
Oregon
$2.04K – – –
UCB
1560
United Community Bank
South Carolina
$2.04K – – –
BW
1561
Basepoint Wealth
Iowa
$1.86K – – –
DF
1562
DecisionPoint Financial
Arizona
$1.84K – – –
MWM
1563
Mascoma Wealth Management
New Hampshire
$1.82K +$211 +1 +14%
PWA
1564
Provenance Wealth Advisors
Florida
$1.82K +$1.69K +8 New
GFA
1565
Godfrey Financial Associates
New York
$1.59K – – –
SHIM
1566
Stone House Investment Management
Pennsylvania
$1.59K +$423 +2 +40%
T
1567
Tidemark
California
$1.36K – – –
GA
1568
GoalVest Advisory
New York
$1.36K +$1.27K +6 New
PMFA
1569
Plante Moran Financial Advisors
Michigan
$1.36K +$1.27K +6 New
SWAG
1570
Spectrum Wealth Advisory Group
California
$1.14K +$1.06K +5 New
FGC
1571
Financial Gravity Companies
Texas
$1.14K +$1.06K +5 New
MBFW
1572
Morton Brown Family Wealth
Pennsylvania
$1.14K +$1.06K +5 New
MWM
1573
Mosley Wealth Management
California
$1.14K +$1.06K +5 New
TC
1574
Trust Company
Kansas
$908 – – –
CAM
1575
Costello Asset Management
Pennsylvania
$908 +$846 +4 New
61 62
63
64 65

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.