We are live on ! Find out more
WELL icon

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
WPA
1651
Wealth Preservation Advisors
Tennessee
-$29.7K -150 Closed
SA
1652
Scarborough Advisors
Maryland
-$29.3K -148 Closed
BFS
1653
Burkett Financial Services
South Carolina
-$29.1K -147 Closed
SIS
1654
Sound Income Strategies
Florida
-$27.3K -137 Closed
S
1655
Sachetta
Massachusetts
-$26.3K -133 Closed
GWSA
1656
Global Wealth Strategies & Associates
Colorado
-$19.2K -97 Closed
RFG
1657
REAP Financial Group
Texas
-$14.8K -75 Closed
JFGIW
1658
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$9.29K -47 Closed
OA
1659
Operose Advisors
Wisconsin
-$8.7K -44 Closed
CFG
1660
Clayton Financial Group
Missouri
-$6.92K -35 Closed
LWMI
1661
Legacy Wealth Management (Idaho)
Idaho
-$5.54K -28 Closed
PWA
1662
Portus Wealth Advisors
North Carolina
-$4.94K -25 Closed
RCM
1663
Richardson Capital Management
Wisconsin
-$4.15K -21 Closed
WTA
1664
Washington Trust Advisors
Massachusetts
-$2.77K -14 Closed
1IA
1665
1620 Investment Advisors
Massachusetts
-$1.88K -9 Closed
TWM
1666
TopTier Wealth Management
Wisconsin
-$1.78K -9 Closed
VR
1667
Vision Retirement
New Jersey
-$989 -5 Closed
UFF
1668
USA Financial Formulas
Michigan
-$791 -4 Closed
PAI
1669
Pittenger & Anderson Inc
Nebraska
-$594 -3 Closed
NF
1670
Napier Financial
Massachusetts
-$395 -2 Closed
IAAG
1671
Innovative Asset Advisors Group
Connecticut
-$198 -1 Closed
TFA
1672
Toth Financial Advisory
Virginia
-$198 -1 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.