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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
SOMRS
201
State of Michigan Retirement System
Michigan
$41M -$338K -1,600 -0.9%
Federated Hermes
202
Federated Hermes
Pennsylvania
$39.9M -$10.9M -51,487 -23%
BS
203
Banco Santander
Spain
$39M -$420K -1,988 -1%
UB
204
UMB Bank
Missouri
$38.2M -$759K -3,590 -2%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$38M +$257K +1,215 +0.7%
SLAM
206
Swiss Life Asset Management
$38M +$3.48M +16,449 +11%
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$37.5M -$23.9M -113,177 -41%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$37.4M -$7.8M -36,900 -18%
AssetMark Inc
209
AssetMark Inc
California
$37.1M +$3.96M +18,743 +13%
Connor, Clark & Lunn Investment Management (CC&L)
210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.5M -$42.4M -200,462 -56%
IIM
211
INTECH Investment Management
Florida
$35.9M +$4.69M +22,198 +16%
WP
212
Woodline Partners
California
$34.9M +$3.76M +17,776 +13%
VI
213
Vestcor Inc
New Brunswick, Canada
$34.7M +$799K +3,780 +3%
PP
214
Prudential plc
United Kingdom
$34.5M +$636K +3,007 +2%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$34.5M -$95.8K -453 -0.3%
SAM
216
SEB Asset Management
$33.5M +$933K +4,412 +3%
JFG
217
Jefferies Financial Group
New York
$32.4M +$29M +137,163 +2,389%
ECSS
218
Eurizon Capital SGR SpA
$32.1M -$5.52M -26,121 -16%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$31.9M +$498K +2,355 +2%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$31.5M -$4.2M -19,890 -13%
II
221
Inspire Investing
Idaho
$31.4M +$8.06M +38,123 +38%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3M +$1.72M +8,134 +6%
X
223
Xponance
Pennsylvania
$30.5M +$813K +3,844 +3%
VMPIC
224
Varma Mutual Pension Insurance Co
Finland
$30.5M -$677K -3,200 -2%
UIM
225
USS Investment Management
United Kingdom
$30.2M +$1.79M +8,474 +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.