Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Welltower Inc (WELL)

2K + Investors. Track Smart Money conviction in WELL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +107
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — WELL

Based on 1599 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added WELL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,599 hedge funds hold WELL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+357 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

898 buying596 selling
Last quarter: 898 funds were net buyers (219 opened a brand new position + 679 added to an existing one). Only 596 were sellers (484 trimmed + 112 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new WELL position: 181 → 221 → 191 → 219. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
858 out of 1,599 hedge funds have held WELL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +37%, value +21%

Value
+20%
Shares
+37%
Last quarter: funds added +37% more shares while total portfolio value only changed +21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~219 new funds/quarter

134 → 181 → 221 → 191 → 219 new funds/Q
New funds entering each quarter: 181 → 221 → 191 → 219. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 1,629 holders: 939 (58%) are 2+ year veterans, 241 entered 1–2 years ago, and 449 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
72 of 1584 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in WELL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WELL

In 2026 Q2, 898 hedge funds were net buyers of WELL (219 opened a new position, 679 added to an existing one), while 596 reduced or exited (484 trimmed, 112 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in WELL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +107 funds (more new holders than closures). Total institutional holders: 1599.

Hedge Fund Ownership: WELL

How many hedge funds hold WELL — quarterly history vs. share price
Quarterly hedge fund ownership of WELL vs. share price

Market Analysis: WELL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WELL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Welltower Inc (WELL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WELL has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
WELL
+0.8%
XLRE
-3.3%

WELL outperformed XLRE by +4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
WELL
-2.8%
XLRE
-5.9%

Since the filing became public, WELL outperformed XLRE by +3.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 13 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: WELL
2K + Investors

Track Smart Money conviction in WELL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1574 1492 5.5%
13F Shares 711M 697M 2.12%
Total Value $148.32B $123.70B 19.9%
New Positions 215 191 +24
Increased Positions 666 647 +19
Closed Positions 118 126 -8
Reduced Positions 472 447 +25
Total Calls 25 24 4.17%
Total Puts 17 19 -10.53%
PUT/CALL Ratio 0.68 0.79 Bullish

Statistics: WELL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WELL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WELL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aew Capital Management L P 15.65% 1,153,905 $261.9M
2 Adelante Capital Management LLC 14.51% 972,469 $220.7M
3 Resolution Capital Ltd 14.10% 3,377,659 $766.6M
4 Heitman Real Estate Securities LLC 13.34% 915,721 $207.8M
5 B&I Capital AG 12.68% 25,325 $5.7M
6 Hazelview Securities Inc. 11.53% 352,513 $83.2M
7 Centersquare Investment Management LLC 10.93% 5,640,625 $1.28B
8 Lasalle Investment Management Securities LLC 10.22% 1,265,520 $287.2M
9 GSI Capital Advisors LLC 9.70% 90,578 $20.6M
10 Cbre Investment Management Listed Real Assets LLC 8.98% 2,843,632 $645.4M
11 Vert Asset Management LLC 7.60% 122,448 $27.8M
12 Bayhunt Capital LLC 6.98% 29,003 $5.4M
13 Duff & Phelps Investment Management Co 6.48% 3,024,718 $686.5M
14 Zimmer Partners, LP 5.87% 1,123,925 $255.1M
15 Uniplan Investment Counsel, Inc. 5.58% 91,233 $59.5M
16 Windle Wealth, LLC 4.94% 54,154 $12.3M
17 Alphinity Investment Management Pty Ltd 4.60% 1,218,448 $276.6M
18 CORDA Investment Management, LLC. 3.62% 260,183 $59.1M
19 Fairfield Financial Advisors, LTD 3.60% 40,229 $9.1M
20 M.D. Sass, LLC 3.53% 237,876 $54.0M
21 Beacon Financial Planning, Inc 3.29% 42,657 $9.7M
22 Morangie Management LLC 3.29% 17,435 $4.0M
23 Cander Asset Management LP 3.24% 77,121 $17.5M
24 Garrison Bradford & Associates Inc 3.23% 13,126 $3.0M
25 LDR Capital Management LLC 3.22% 12,276 $2.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Welltower Inc (WELL)

What does the Smart Money Trend signal show for WELL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added WELL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WELL?

More buyers than sellers — 60% buying: Last quarter: 898 funds were net buyers (219 opened a brand new position + 679 added to an existing one). Only 596 were sellers (484 trimmed + 112 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WELL holders?

Elite ownership — 66% AUM from top-100 funds: 72 of 1584 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in WELL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WELL?

54% of holders stayed for 2+ years: 858 out of 1,599 hedge funds have held WELL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Welltower Inc (WELL) following the 2026 Q2 hedge fund 13F filings?

As of today, WELL has moved -2.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.9% for the XLRE sector ETF — an outperformance of +3.1%. Since the quarter end (June 30, 2026), WELL has gained +0.8% vs -3.3% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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