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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
HI
1576
Hoey Investments
Pennsylvania
$908 +$846 +4 New
NWMP
1577
Noble Wealth Management PBC
Colorado
$908 +$846 +4 New
CI
1578
Cordant Inc
Oregon
$786 +$634 +3 New
HC
1579
Hurley Capital
New York
$683 +$634 +3 New
BIM
1580
Breakwater Investment Management
Washington
$681
CIAM
1581
Caitong International Asset Management
Hong Kong
$681 +$634 +3 New
GPFA
1582
Game Plan Financial Advisors
Ohio
$681 +$634 +3 New
TCA
1583
Trifecta Capital Advisors
Illinois
$681 +$634 +3 New
3FI
1584
3 Factor Indexing
California
$454
FGP
1585
Freestone Grove Partners
California
$454 +$423 +2 New
HIA
1586
Highland Investment Advisors
Florida
$227 +$211 +1 New
MWA
1587
Medallion Wealth Advisors
Connecticut
$227 +$211 +1 New
DWM
1588
Darwin Wealth Management
Florida
$173
FLP
1589
Financial Life Planners
Arizona
$98
COPPSERS
1590
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$94M -475,209 Closed
Hudson Bay Capital Management
1591
Hudson Bay Capital Management
Connecticut
-$46.5M -235,296 Closed
Alyeska Investment Group
1592
Alyeska Investment Group
Illinois
-$27.6M -139,764 Closed
MMC
1593
Mizuho Markets Cayman
Cayman Islands
-$13.3M -67,061 Closed
ECM
1594
ExodusPoint Capital Management
New York
-$13.1M -66,207 Closed
HI
1595
HBK Investments
Texas
-$12.4M -62,515 Closed
QC
1596
Quadrature Capital
United Kingdom
-$9.71M -49,122 Closed
DCM
1597
Dupont Capital Management
Delaware
-$8.26M -41,770 Closed
BCM
1598
Beck Capital Management
Texas
-$6.72M -33,965 Closed
Verition Fund Management
1599
Verition Fund Management
Connecticut
-$6.16M -31,171 Closed
TM
1600
Taproot Management
New York
-$5.14M -25,993 Closed

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.