Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Welltower Inc (WELL)

1K + 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
↑ +64
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — WELL

Based on 1489 hedge funds · latest filing: 2026 Q1 · 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
1,489 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 — +23% more funds vs a year ago

fund count last 6Q
+278 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 59% buying

838 buying583 selling
Last quarter: 838 funds bought or added vs 583 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 132 → 180 → 221 → 190. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
815 out of 1,489 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.
📈

Growing discovery — still being found

196 → 132 → 180 → 221 → 190 new funds/Q
New funds entering each quarter: 132 → 180 → 221 → 190. A growing number of institutions are discovering WELL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 1,522 holders: 914 (60%) are 2+ year veterans, 189 entered 1–2 years ago, and 419 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
65 of 1477 holders are among the 100 largest funds by AUM, controlling 53% 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 Q1, 838 hedge funds were net buyers of WELL (190 opened a new position, 648 added to an existing one), while 583 reduced or exited (457 trimmed, 126 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in WELL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 1489.

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 Q1 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 March 31, 2026 · 78d ago
WELL
+5.1%
XLRE
+8.6%

WELL outperformed XLRE by -3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WELL
-2.7%
XLRE
+2.6%

Since the filing became public, WELL outperformed XLRE by -5.3% .

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.

73 top-rated funds 15 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: WELL
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1471 1425 3.23%
13F Shares 665M 687M -3.16%
Total Value $118.85B $122.43B -2.93%
New Positions 185 221 -36
Increased Positions 641 594 +47
Closed Positions 139 104 +35
Reduced Positions 441 409 +32
Total Calls 24 22 9.09%
Total Puts 19 22 -13.64%
PUT/CALL Ratio 0.79 1.0 Neutral

Statistics: WELL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aew Capital Management L P 15.26% 1,063,905 $210.3M
2 Resolution Capital Ltd 14.99% 3,605,925 $712.9M
3 Adelante Capital Management LLC 13.91% 1,029,079 $203.5M
4 B&I Capital AG 11.86% 176,358 $34.9M
5 Heitman Real Estate Securities LLC 11.59% 815,770 $161.3M
6 Hazelview Securities Inc. 11.52% 312,963 $61.9M
7 Centersquare Investment Management LLC 10.72% 5,242,709 $1.04B
8 GSI Capital Advisors LLC 10.64% 99,129 $19.6M
9 Bayhunt Capital LLC 10.14% 57,671 $10.7M
10 Lasalle Investment Management Securities LLC 9.48% 1,212,631 $239.7M
11 Cbre Investment Management Listed Real Assets LLC 8.81% 3,006,833 $594.5M
12 Vert Asset Management LLC 7.19% 114,605 $22.7M
13 Waterfront Capital Partners, LLC 6.13% 52,551 $9.4M
14 Uniplan Investment Counsel, Inc. 5.58% 275,099 $54.4M
15 Duff & Phelps Investment Management Co 5.40% 2,632,540 $520.5M
16 Zimmer Partners, LP 5.33% 1,118,925 $221.2M
17 Cander Asset Management LP 4.60% 129,693 $25.6M
18 Windle Wealth, LLC 4.53% 54,222 $10.7M
19 Alphinity Investment Management Pty Ltd 3.91% 1,123,298 $222.1M
20 M.D. Sass, LLC 3.83% 255,592 $50.5M
21 CORDA Investment Management, LLC. 3.63% 265,721 $52.5M
22 LDR Capital Management LLC 3.30% 12,401 $2.5M
23 Beacon Financial Planning, Inc 3.26% 42,632 $8.4M
24 Morangie Management LLC 3.12% 17,151 $3.4M
25 Garrison Bradford & Associates Inc 2.97% 13,276 $2.6M
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?

Slight buying edge — 59% buying: Last quarter: 838 funds bought or added vs 583 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WELL holders?

Elite ownership — 53% AUM from top-100 funds: 65 of 1477 holders are among the 100 largest funds by AUM, controlling 53% 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?

55% of holders stayed for 2+ years: 815 out of 1,489 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 Q1 hedge fund 13F filings?

As of today, WELL has moved -2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLRE sector ETF — an outperformance of -5.3%. Since the quarter end (March 31, 2026), WELL has gained +5.1% vs +8.6% 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.

Full history →