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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
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$72.1M +$2.67M +12,616 +4%
SG Americas Securities
152
SG Americas Securities
New York
$70.4M -$172M -812,544 -72%
Robeco Institutional Asset Management
153
Robeco Institutional Asset Management
Netherlands
$70M +$3.16M +14,938 +5%
TAF
154
Tredje AP-fonden
Sweden
$68.7M +$19.4M +91,891 +44%
BHC
155
Bowen Hanes & Co
Florida
$68.4M
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$68.4M +$1.44M +6,790 +2%
CS
157
Candriam SCA
Luxembourg
$68M -$803K -3,798 -1%
TI
158
Tidal Investments
Wisconsin
$66.5M +$7.15M +33,828 +13%
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$64.3M +$1.61M +7,613 +3%
Osaic Holdings
160
Osaic Holdings
Arizona
$63.6M +$1.06M +5,003 +2%
II
161
IFM Investors
Australia
$63.6M +$5.91M +27,947 +11%
EWA
162
EP Wealth Advisors
California
$62.3M +$6.19M +29,262 +12%
UIC
163
Uniplan Investment Counsel
Wisconsin
$59.5M -$2.77M -13,103 -5%
CIM
164
Corda Investment Management
Texas
$59.1M -$1.17M -5,538 -2%
PPF
165
PFA Pension Forsikringsaktieselskab
$57.8M +$45.6M +215,521 +549%
GC
166
Gillson Capital
Illinois
$57.5M +$24.4M +115,514 +84%
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$57.2M -$5.76M -27,254 -10%
NIM
168
NEOS Investment Management
Connecticut
$56.3M +$5.88M +27,825 +13%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$55.5M +$25.9M +122,337 +100%
Cerity Partners
170
Cerity Partners
New York
$55.2M -$882K -4,173 -2%
NA
171
NewEdge Advisors
Louisiana
$54.1M +$5.78M +27,345 +13%
MDSL
172
M.D. Sass LLC
New York
$54M -$3.75M -17,716 -7%
LA
173
LBP AM
France
$53.5M -$12.9M -61,145 -21%
Creative Planning
174
Creative Planning
Kansas
$52.5M +$2.35M +11,122 +5%
Squarepoint
175
Squarepoint
New York
$52.3M -$40M -189,104 -45%

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.