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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
BlackRock
1
BlackRock
New York
$17.7B +$855M +4,045,458 +5%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$10.5B +$162M +766,540 +2%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$9.86B +$335M +1,586,519 +4%
State Street
4
State Street
Massachusetts
$9.56B +$122M +578,033 +1%
Capital International Investors
5
Capital International Investors
California
$8.97B +$779M +3,682,689 +10%
Cohen & Steers
6
Cohen & Steers
New York
$8.36B +$206M +975,997 +3%
Capital World Investors
7
Capital World Investors
California
$4.55B +$1.54B +7,306,513 +57%
Bank of America
8
Bank of America
North Carolina
$4.43B -$477M -2,254,140 -10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.41B -$576M -2,724,517 -12%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$4.2B +$269M +1,274,395 +7%
Norges Bank
11
Norges Bank
Norway
$4.12B +$3.84B +18,146,984 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4B -$17.4M -82,373 -0.5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$3.45B -$374M -1,770,752 -10%
DZ Bank
14
DZ Bank
Germany
$2.41B +$392M +1,855,321 +21%
Principal Financial Group
15
Principal Financial Group
Iowa
$2.23B +$44M +207,966 +2%
Morgan Stanley
16
Morgan Stanley
New York
$2.22B +$151M +715,471 +8%
Charles Schwab
17
Charles Schwab
California
$2.13B +$119M +564,842 +6%
Northern Trust
18
Northern Trust
Illinois
$2.11B +$61.9M +292,726 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.96B -$16.4M -77,729 -0.9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.92B +$28.4M +134,297 +2%
Goldman Sachs
21
Goldman Sachs
New York
$1.85B +$296M +1,401,371 +21%
UBS AM
22
UBS AM
Illinois
$1.8B -$47M -222,139 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.6B -$40.7M -192,666 -3%
Capital Research Global Investors
24
Capital Research Global Investors
California
$1.56B +$74.9M +354,152 +5%
Invesco
25
Invesco
Georgia
$1.49B -$13.7M -64,943 -1%

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.