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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
LSA
1601
L & S Advisors
California
-$4.26M -21,547 Closed
QCG
1602
Quadrant Capital Group
Ohio
-$3.7M -18,689 Closed
EP
1603
Edgestream Partners
New Jersey
-$3.56M -17,991 Closed
NCM
1604
Nearwater Capital Markets
Ireland
-$2.89M -14,600 Closed
PFM
1605
Patton Fund Management
Texas
-$2.46M -12,428 Closed
IGAM
1606
iA Global Asset Management
Quebec, Canada
-$2.4M -12,143 Closed
BPC
1607
Banque Pictet & Cie
Switzerland
-$2.11M -10,671 Closed
Parallax Volatility Advisers
1608
Parallax Volatility Advisers
California
-$1.99M -9,625 Closed
JF
1609
Jump Financial
Illinois
-$1.84M -9,282 Closed
BBP
1610
Banco BTG Pactual
Brazil
-$1.81M -9,166 Closed
DG
1611
DigitalBridge Group
Florida
-$1.35M -6,850 Closed
RIG
1612
RiverFront Investment Group
Virginia
-$1.23M -6,239 Closed
EPW
1613
Evolve Private Wealth
California
-$1.11M -5,595 Closed
FF
1614
Friedenthal Financial
New Jersey
-$1.07M -5,403 Closed
YIH
1615
Y-Intercept (HK)
Hong Kong
-$924K -4,673 Closed
BA
1616
Bard Associates
Illinois
-$846K -4,277 Closed
DF
1617
Donoghue Forlines
Massachusetts
-$767K -3,879 Closed
GSEP
1618
Golden State Equity Partners
California
-$668K -3,379 Closed
ST
1619
Sageworth Trust
Pennsylvania
-$588K -2,976 Closed
WEG
1620
World Equity Group
Illinois
-$544K -2,751 Closed
TSS
1621
Two Sigma Securities
New York
-$537K -2,717 Closed
NAM
1622
NorthCrest Asset Manangement
Minnesota
-$509K -2,514 Closed
EW
1623
Evoke Wealth
California
-$479K -2,423 Closed
Jane Street
1624
Jane Street
New York
-$493K -2,331 Closed
BFIM
1625
Beese Fulmer Investment Management
Ohio
-$423K -2,142 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.