Welltower
WELL
1,495 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 669 increasing their positions, 443 reducing their positions, and 103 closing their positions.
72% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 103
51% more repeat investments, than reductions
Existing positions increased: 669 | Existing positions reduced: 443
24% more call options, than puts
Call options by funds: $308M | Put options by funds: $248M
23% more funds holding in top 10
Funds holding in top 10: 26 → 32 (+6)
6% more capital invested
Capital invested by funds: $126B → $133B (+$7.78B)
4% more funds holding
Funds holding: 1,437 → 1,495 (+58)
1.87% less ownership
Funds ownership: 98.57% → 96.7% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$1.61B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.23B |
| 3 |
Cohen & Steers
New York
|
+$461M |
| 4 |
Goldman Sachs
New York
|
+$447M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$391M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.3B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$337M |
| 3 |
Morgan Stanley
New York
|
-$202M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$124M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$124M |
WELL Hedge Fund Activity: Q1 2026 in Review
1,495 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2026, worth a combined $133B — up 6.2% from $126B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new WELL positions and 103 closed out — a net gain of 74 holders — while 669 added to existing stakes and 443 trimmed.
The largest buyer was UBS AM, adding an estimated $1.61B. The largest seller was Capital International Investors, cutting an estimated $2.3B.
- 1,495 institutional investors held Welltower (WELL) as of Q1 2026, up from 1,437 in Q4 2025.
- Funds reported $133B of Welltower stock for Q1 2026, up 6.2% quarter-over-quarter.
- 177 funds opened new Welltower positions in Q1 2026 and 103 closed out, a net change of +74 holders.
- The largest Welltower buyer in Q1 2026 was UBS AM, an estimated $1.61B added.
- The largest Welltower seller in Q1 2026 was Capital International Investors, an estimated $2.3B sold.
Based on aggregated 13F filings for Q1 2026.