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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
EGM
1626
Engineers Gate Manager
New York
-$401K -2,029 Closed
OMC
1627
Old Mission Capital
Illinois
-$378K -1,914 Closed
CWMGP
1628
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$287K -1,450 Closed
CCG
1629
Capital CS Group
California
-$263K -1,330 Closed
SCA
1630
Stonebridge Capital Advisors
Minnesota
-$255K -1,288 Closed
CCIA
1631
Campbell & Co Investment Adviser
Maryland
-$247K -1,248 Closed
DT
1632
DV Trading
Illinois
-$237K -1,200 Closed
FRM
1633
Fox Run Management
Connecticut
-$229K -1,172 Closed
IAS
1634
Insigneo Advisory Services
Florida
-$230K -1,162 Closed
GWM
1635
Greenwich Wealth Management
Connecticut
-$214K -1,081 Closed
WMA
1636
West Michigan Advisors
Michigan
-$213K -1,079 Closed
1C
1637
111 Capital
France
-$209K -1,055 Closed
FCM
1638
Fourpath Capital Management
Oklahoma
-$208K -1,050 Closed
IF
1639
Intrua Financial
Texas
-$206K -1,041 Closed
ZIM
1640
Zacks Investment Management
Illinois
-$205K -1,038 Closed
BAM
1641
Blueshift Asset Management
New Jersey
-$201K -1,017 Closed
OWA
1642
Opal Wealth Advisors
New York
-$139K -704 Closed
EC
1643
Elequin Capital
New York
-$139K -702 Closed
TPWA
1644
Twin Peaks Wealth Advisors
California
-$130K -658 Closed
WSFG
1645
Wall Street Financial Group
Illinois
-$112K -564 Closed
CM
1646
Capula Management
Cayman Islands
-$109K -549 Closed
IWS
1647
Intentional Wealth Strategies
Colorado
-$78.1K -395 Closed
DWP
1648
Destiny Wealth Partners
Florida
-$66.2K -335 Closed
GAA
1649
Global Assets Advisory
Florida
-$53.4K -270 Closed
RFP
1650
Root Financial Partners
California
-$42.9K -217 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.