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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
QCM
176
Quantinno Capital Management
New York
$52.3M +$9.53M +45,075 +24%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$51.7M +$5.16M +24,400 +12%
Voloridge Investment Management
178
Voloridge Investment Management
Florida
$51.3M +$23.9M +113,110 +100%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$51M -$731K -3,460 -2%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$49.8M -$7.87M -37,210 -15%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$49.6M +$901K +4,263 +2%
BSA
182
Braun Stacey Associates
New York
$49.2M -$1.09M -5,158 -2%
LF
183
Lansforsakringar Fondforvaltning
Sweden
$49.2M +$410K +1,940 +0.9%
Walleye Capital
184
Walleye Capital
New York
$48M +$36.4M +172,398 +439%
MGP
185
Metis Global Partners
California
$47.7M +$71.2K +337 +0.2%
DnB Asset Management
186
DnB Asset Management
Norway
$47.7M +$2.17M +10,255 +5%
BTCPP
187
Border to Coast Pensions Partnership
United Kingdom
$47.6M -$19M -90,000 -30%
GAM
188
Gotham Asset Management
New York
$47.1M -$3.14M -14,868 -7%
NW
189
NewEdge Wealth
Pennsylvania
$46.8M -$587K -2,775 -1%
NAM
190
Nissay Asset Management
Japan
$46.6M +$1.39M +6,586 +3%
CBU
191
CIBC Bancorp USA
Illinois
$46.4M -$11.5M -54,325 -21%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.7M +$654K +3,095 +2%
CNB
193
Czech National Bank
Czech Republic
$45.6M +$2.3M +10,900 +6%
SA
194
Sanctuary Advisors
Indiana
$44.7M +$2.86M +13,526 +7%
ASRS
195
Arizona State Retirement System
Arizona
$44.4M +$1.59M +7,516 +4%
GC
196
Guggenheim Capital
Illinois
$43.3M +$2.1M +9,923 +5%
FMI
197
Factory Mutual Insurance
Massachusetts
$43.1M -$391K -1,850 -1%
GAM
198
Groupama Asset Management
France
$42.6M +$2.23M +10,546 +6%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$42.1M +$10.5M +49,723 +37%
MIM
200
MetLife Investment Management
New Jersey
$41.2M -$254K -1,203 -0.7%

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.