Welltower: which funds bought and sold

Institutions that bought and sold Welltower shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 848 institutions that filed 13F reports for both quarters added to or opened positions in Welltower, and 556 cut or closed them. Together they added a net 15.5M shares, +2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.6M shares (+3.3%); index fund managers were net buyers of 7.8M shares (+3.2%). 179 opened a new position and 80 sold out entirely.

Bought, Q2 2026 848 institutions, 179 of them new holders Sold, Q2 2026 556 institutions, 80 of them sold out

Net change, all compared +15.5M shares (+2.3%)

Net change, active managers +4.6M shares (+3.3%), 33 bought, 38 sold

Buyers versus sellers

institutions compared, 1,639

848 bought 235 556 sold

Active managers and hedge funds 33 bought · 38 sold · +4.6M

Index fund managers 11 bought · 1 sold · +7.8M

Other institutions 804 bought · 517 sold · +3.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	+7.3M +57.4%	20.0M	$4.5B
Blackrock, Inc. Index funds	+4.0M +5.5%	78.0M	$17.7B
Capital International Investors Active manager	+3.7M +10.3%	39.5M	$9B
Amundi	+2.0M +60.3%	5.3M	$1.2B
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	+1.9M +21.2%	10.6M	$2.4B
Vanguard Portfolio Management LLC Index funds	+1.6M +3.8%	43.4M	$9.9B
Goldman Sachs Group Inc	+1.4M +20.8%	8.1M	$1.8B
Price T Rowe Associates Inc Active manager	+1.3M +7.4%	18.5M	$4.2B
Cohen & Steers, Inc.	+976K +2.7%	36.8M	$8.4B
Vanguard Capital Management LLC Index funds	+767K +1.7%	46.1M	$10.5B
Morgan Stanley	+715K +7.9%	9.8M	$2.2B
State Street Corp Index funds	+578K +1.4%	42.1M	$9.6B
Charles Schwab Investment Management Inc Index funds	+565K +6.4%	9.4M	$2.1B
Holocene Advisors, LP Hedge fund	+514K +115.9%	958K	$217M
CI Investments Inc.	+399K +189.1%	610K	$138M
Centersquare Investment Management LLC	+398K +7.6%	5.6M	$1.3B
Duff & Phelps Investment Management Co	+392K +14.9%	3.0M	$687M
Capital Research Global Investors Active manager	+354K +5.4%	6.9M	$1.6B
Canada Pension Plan Investment Board	+301K +14.9%	2.3M	$528M
Northern Trust Corp Index funds	+293K +3.3%	9.3M	$2.1B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	+7.3M +57.4%	20.0M	$4.5B
Capital International Investors Active manager	+3.7M +10.3%	39.5M	$9B
Price T Rowe Associates Inc Active manager	+1.3M +7.4%	18.5M	$4.2B
Holocene Advisors, LP Hedge fund	+514K +115.9%	958K	$217M
Capital Research Global Investors Active manager	+354K +5.4%	6.9M	$1.6B
Fil Ltd Active manager	+265K +39.1%	943K	$214M
Walleye Capital LLC Hedge fund	+172K +438.9%	212K	$48M
Millennium Management LLC Hedge fund	+136K +32.8%	550K	$125M
American Century Companies Inc Active manager	+130K +9.8%	1.5M	$331M
Capital International, Inc. Active manager	+121K +14.8%	944K	$214M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−2.7M −12.3%	19.5M	$4.4B
Bank Of America Corp	−2.3M −10.4%	19.5M	$4.4B
Wellington Management Group LLP Active manager	−1.8M −10.4%	15.2M	$3.4B
PGGM Investments	−1.3M −74.3%	450K	$102M
D. E. Shaw & Co., Inc. Hedge fund	−1.2M −55.3%	929K	$211M
Citadel Advisors LLC Hedge fund	−1.1M −65.9%	561K	$127M
Nuveen, LLC	−921K −16.9%	4.5M	$1B
UBS Group AG	−868K −35.2%	1.6M	$362M
SG Americas Securities, LLC	−813K −72.4%	310K	$70.4M
Worldquant Millennium Advisors LLC Hedge fund	−745K −86.3%	118K	$26.8M
Barclays PLC	−675K −39.8%	1.0M	$232M
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys	−475K Sold out	0	—
Healthcare Of Ontario Pension Plan Trust Fund	−376K −40.7%	548K	$124M
Alliancebernstein L.P. Active manager	−307K −15.1%	1.7M	$342M
Brookfield Corp	−301K −98.0%	6,233	$1.4M
BNP Paribas Asset Management Holding S.A.	−283K −25.3%	836K	$190M
Hudson Bay Capital Management LP Hedge fund	−235K Sold out	0	—
Resolution Capital Ltd	−228K −6.3%	3.4M	$767M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−222K −2.7%	7.9M	$1.8B
Daiwa Securities Group Inc.	−207K −4.8%	4.1M	$925M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−2.7M −12.3%	19.5M	$4.4B
Wellington Management Group LLP Active manager	−1.8M −10.4%	15.2M	$3.4B
D. E. Shaw & Co., Inc. Hedge fund	−1.2M −55.3%	929K	$211M
Citadel Advisors LLC Hedge fund	−1.1M −65.9%	561K	$127M
Worldquant Millennium Advisors LLC Hedge fund	−745K −86.3%	118K	$26.8M
Alliancebernstein L.P. Active manager	−307K −15.1%	1.7M	$342M
Hudson Bay Capital Management LP Hedge fund	−235K Sold out	0	—
Farallon Capital Management, L.L.C. Hedge fund	−199K −99.5%	1,000	$226,970
Squarepoint Ops LLC Hedge fund	−189K −45.1%	230K	$52.3M
Marshall Wace, LLP Hedge fund	−184K −27.3%	492K	$112M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Moore Capital Management, LPHedge fund	90K	$20.5M
Arini Capital Management Ltd	80K	$18.2M
Arrowstreet Capital, Limited PartnershipHedge fund	78K	$17.7M
Hamilton Wealth, LLC	53K	$12.1M
Kentucky Retirement Systems	43K	$9.9M
Clearbridge Investments, LLCActive manager	40K	$9.1M
Lombard Odier Asset Management (Switzerland) SA	40K	$9M
Cinctive Capital Management LPHedge fund	28K	$6.4M
Pinnbrook Capital Management LP	26K	$5.8M
Dockside LLC	24K	$5.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys	475K	$94M
Hudson Bay Capital Management LPHedge fund	235K	$46.5M
Alyeska Investment Group, L.P.Hedge fund	140K	$27.6M
Mizuho Markets Cayman LP	67K	$13.3M
Exoduspoint Capital Management, LPHedge fund	66K	$13.1M
HBK Investments L PHedge fund	63K	$12.4M
Quadrature Capital LtdHedge fund	49K	$9.7M
Dupont Capital Management Corp	42K	$8.3M
Beck Capital Management, LLC	34K	$6.7M
Verition Fund Management LLCHedge fund	31K	$6.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,584
Ten largest holders: 51.3%
Index fund managers: 35.5%
Active managers and hedge funds: 20.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	33	38	6	8	+4.6M	+3.3%
Index fund managers	11	1	0	0	+7.8M	+3.2%
Other institutions	804	517	173	72	+3.1M	+1.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Welltower.

Only managers that filed a holdings report for both quarters are compared (1,639 here). 50 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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