Welltower
WELL
1,490 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 664 increasing their positions, 444 reducing their positions, and 102 closing their positions.
73% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 102
50% more repeat investments, than reductions
Existing positions increased: 664 | Existing positions reduced: 444
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 (+$7.68B)
4% more funds holding
Funds holding: 1,435 → 1,490 (+55)
1.94% less ownership
Funds ownership: 98.58% → 96.64% (-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
1,490 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2026, worth a combined $133B — up 6.1% from $126B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new WELL positions and 102 closed out — a net gain of 74 holders — while 664 added to existing stakes and 444 trimmed.
The largest buyer was UBS AM, adding an estimated $1.61B. The largest seller was Capital International Investors, cutting an estimated $2.3B.
- 1,490 institutional investors held Welltower (WELL) as of Q1 2026, up from 1,435 in Q4 2025.
- Funds reported $133B of Welltower stock for Q1 2026, up 6.1% quarter-over-quarter.
- 176 funds opened new Welltower positions in Q1 2026 and 102 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.