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WELLTOWER INC. hedge fund holdings

WELLNYSE
$225.78+1.62 (+0.72% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WELL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (+29.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025445267$4.73B$3.43B1,190Aug 14, 2025
Q3 2025484246$7.47B$4.56B1,266Nov 14, 2025
Q4 2025460311$6.85B$4.79B1,371Feb 14, 2026
Q1 2026516322$9.89B$4.91B1,426May 15, 2026
Q2 2026524290$8.29B$5.07B1,517Aug 14, 2026

Quarterly action breakdown

Q2 2026
1,517 filers
New position
154
$124M+544K sh
Increased
370
$8.16B+36M sh
Reduced
218
-$4.76B-21M sh
Out / sold
72
-$310M-1.37M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Capital World InvestorsAdded 57.43%+$1.66B$4.55B0.54%Aug 12, 2026
Capital International InvestorsAdded 10.28%+$836M$8.97B1.85%Aug 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainAdded 21.16%+$421M$2.41B1.85%Aug 14, 2026
Wellington Management Group LLPReduce 10.45%-$402M$3.45B0.59%Aug 14, 2026
PGGM InvestmentsReduce 74.32%-$295M$102M2.51%Aug 12, 2026
Cohen & Steers, Inc.Added 2.72%+$222M$8.36B13.22%Aug 14, 2026
Worldquant Millennium Advisors LLCReduce 86.34%-$169M$26.8M0.09%Aug 14, 2026
Holocene Advisors, LPAdded 115.90%+$117M$217M0.49%Aug 14, 2026
Ci Investments Inc.Added 189.09%+$90.5M$138M0.44%Aug 13, 2026
Centersquare Investment Management LLCAdded 7.59%+$90.3M$1.28B10.93%Aug 7, 2026
Duff & Phelps Investment Management CoAdded 14.90%+$89M$687M6.48%Aug 13, 2026
Healthcare of Ontario Pension Plan Trust FundReduce 40.71%-$85.4M$124M0.17%Aug 13, 2026
Canada Pension Plan Investment BoardAdded 14.85%+$68.3M$528M0.29%Aug 14, 2026
Brookfield CorpReduce 97.97%-$68.3M$1.41M0.00%Aug 14, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 25.27%-$64.2M$190M0.19%Aug 13, 2026
Zurich Insurance Group LtdAdded 204.38%+$62.1M$92.5M0.64%Aug 14, 2026
FIL LtdAdded 39.06%+$60.1M$214M0.15%Aug 13, 2026
Resolution Capital LtdReduce 6.33%-$51.8M$767M14.10%Aug 14, 2026
PFA Pension, ForsikringsaktieselskabAdded 549.29%+$48.9M$57.8M0.15%Aug 12, 2026
Daiwa Securities Group Inc.Reduce 4.83%-$47M$925M1.81%Jul 31, 2026
Caisse de depot et placement du QuebecReduce 94.90%-$45.3M$2.43M0.00%Aug 14, 2026
Farallon Capital Management, L.L.C.Reduce 99.50%-$45.2M$227K0.00%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 9.21%+$44.7M$530M0.29%Aug 7, 2026
Castle Hook Partners LPReduce 15.43%-$41.7M$229M1.05%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 14.42%+$39.2M$311M0.21%Aug 13, 2026
Cbre Investment Management Listed Real Assets LLCReduce 5.43%-$37M$645M8.98%Aug 14, 2026
B&I Capital AGReduce 85.64%-$34.3M$5.75M12.68%Aug 11, 2026
Jefferies Financial Group Inc.Added 2388.77%+$31.1M$32.4M0.21%Aug 17, 2026
APG Asset Management N.V.Added 36.76%+$28.9M$108M0.26%Aug 12, 2026
Capital International, Inc.Added 14.76%+$27.6M$214M1.50%Aug 12, 2026
Mediolanum International Funds LtdAdded 59.12%+$27.4M$73.8M0.63%Jul 23, 2026
Gillson Capital LPAdded 83.71%+$26.2M$57.5M3.39%Aug 14, 2026
Voloridge Investment Management, LLCAdded 100.16%+$25.7M$51.3M0.22%Aug 14, 2026
Bamco IncReduce 8.39%-$25.6M$280M0.42%Aug 14, 2026
AustralianSuper Pty LtdAdded 977.22%+$25.3M$27.9M0.12%Aug 12, 2026
CANADA LIFE ASSURANCE CoAdded 6.98%+$24.3M$372M0.59%Aug 13, 2026
Capital International SarlAdded 43.67%+$23.7M$78M1.10%Aug 12, 2026
Bahl & Gaynor LLCNew Buy+$23.1M$23.1M0.11%Aug 13, 2026
Heitman Real Estate Securities LLCAdded 12.25%+$22.7M$208M13.34%Aug 14, 2026
Alphinity Investment Management Pty LtdAdded 8.47%+$21.6M$277M4.60%Jul 29, 2026
Eversept Partners, LPReduce 51.75%-$21.3M$19.8M1.03%Aug 14, 2026
Tredje AP-fondenAdded 43.57%+$20.9M$68.7M0.31%Aug 10, 2026
WCM Investment Management, LLCAdded 2.76%+$20.5M$762M1.38%Aug 13, 2026
Aew Capital Management L PAdded 8.46%+$20.4M$262M15.65%Aug 4, 2026
Border to Coast Pensions Partnership LtdReduce 30.00%-$20.4M$47.6M0.70%Jul 27, 2026
ASR Vermogensbeheer N.V.Reduce 93.21%-$20.4M$1.49M0.02%Jul 20, 2026
ING Groep NVReduce 97.09%-$20M$599K0.00%Aug 13, 2026
Korea Investment CORPAdded 10.70%+$19.6M$203M0.39%Aug 12, 2026
Arini Capital Management LtdNew Buy+$18.2M$18.2M1.25%Aug 14, 2026
Fjarde Ap-Fonden /Fourth Swedish National Pension FundAdded 31.18%+$17.4M$73M0.35%Jul 29, 2026
Aberdeen Group plcAdded 4.46%+$17.1M$400M0.56%Jul 31, 2026
Pictet Asset Management Holding SAAdded 8.47%+$16.8M$215M0.21%Jul 30, 2026
Schroder Investment Management GroupReduce 4.57%-$15.9M$331M0.23%Aug 13, 2026
Nordea Investment Management ABAdded 3.42%+$15.8M$480M0.39%Aug 5, 2026
Nomura Asset Management Co LtdAdded 4.60%+$14.3M$324M0.69%Aug 13, 2026
National Pension ServiceAdded 3.18%+$14.1M$457M0.29%Aug 13, 2026
LBP Am SAReduce 20.61%-$13.9M$53.5M0.53%Jul 24, 2026
Mizuho Markets Cayman LPSell 100%-$13.3M$00.00%Jul 24, 2026
Adelante Capital Management LLCReduce 5.50%-$12.8M$221M14.51%Aug 17, 2026
GRS Advisors, LLCReduce 37.81%-$12.5M$20.6M1.74%Aug 14, 2026
HBK Investments L PSell 100%-$12.4M$00.00%Aug 14, 2026
Mitsubishi UFJ Trust & Banking CorpAdded 10.50%+$12.2M$129M0.28%Aug 6, 2026
Hamilton Wealth, LLCNew Buy+$12.1M$12.1M2.22%Aug 6, 2026
Lasalle Investment Management Securities LLCAdded 4.36%+$12M$287M10.22%Aug 12, 2026
Cander Asset Management LPReduce 40.54%-$11.9M$17.5M3.24%Aug 14, 2026
Mizuho Securities USA LLCAdded 131.02%+$11.8M$20.9M0.20%Jul 28, 2026
AIA Group LtdAdded 166.19%+$11.8M$18.9M0.24%Aug 13, 2026
NatixisAdded 15.87%+$11.5M$83.6M0.34%Aug 13, 2026
Aviva PLCAdded 8.67%+$11.2M$140M0.21%Aug 13, 2026
Fred Alger Management, LLCReduce 9.09%-$11M$110M0.37%Aug 14, 2026
Swedbank ABReduce 7.39%-$10.6M$133M0.11%Jul 15, 2026
TCW Group IncAdded 8.10%+$10.5M$140M0.94%Aug 3, 2026
Alps Advisors IncAdded 1905.29%+$10.4M$10.9M0.05%Jul 29, 2026
Nomura Holdings IncAdded 182.89%+$10.4M$16M0.02%Aug 14, 2026
Quantinno Capital Management LPAdded 24.33%+$10.2M$52.3M0.06%Aug 13, 2026
Waratah Capital Advisors Ltd.Reduce 27.69%-$9.61M$25.1M0.85%Aug 11, 2026
Hazelview Securities Inc.Added 12.64%+$9.34M$83.2M11.53%Aug 14, 2026
Lombard Odier Asset Management (Switzerland) SANew Buy+$9.01M$9.01M0.29%Aug 14, 2026
OP Asset Management LtdReduce 33.14%-$8.9M$18M0.19%Jul 28, 2026
Investment Management Corp of OntarioAdded 71.37%+$8.87M$21.3M0.27%Aug 14, 2026
Inspire Investing, LLCAdded 38.09%+$8.65M$31.4M1.29%Aug 12, 2026
Dupont Capital Management CorpSell 100%-$8.26M$00.00%Jul 29, 2026
Handelsbanken Fonder ABAdded 11.46%+$8.24M$80.1M0.23%Jul 10, 2026
Knights of Columbus Asset Advisors LLCAdded 38.97%+$8.13M$29M1.45%Jul 31, 2026
1832 Asset Management L.P.Reduce 5.42%-$8.08M$141M0.07%Aug 13, 2026
Adage Capital Partners GP, L.L.C.Reduce 5.68%-$8.06M$134M0.19%Aug 14, 2026
Vise Technologies, Inc.Added 82.19%+$8M$17.7M0.20%Aug 11, 2026
Credit Agricole S AAdded 9.64%+$7.72M$87.8M0.18%Aug 14, 2026
Tidal Investments LLCAdded 13.06%+$7.68M$66.5M0.12%Aug 13, 2026
Erste Asset Management GmbHReduce 7.83%-$7.5M$88.3M0.69%Jul 28, 2026
Longbow Finance SAAdded 83.13%+$7.24M$15.9M2.04%Jul 29, 2026
Vinva Investment Management LtdAdded 404.21%+$6.84M$8.53M0.06%Aug 14, 2026
Beck Capital Management, LLCSell 100%-$6.72M$00.00%Aug 14, 2026
Van Eck Associates CorpAdded 6.27%+$6.71M$114M0.07%Aug 14, 2026
KBC Group NVReduce 2.69%-$6.51M$235M0.51%Aug 5, 2026
Congress Asset Management CoReduce 3.81%-$6.49M$164M1.01%Jul 7, 2026
Vanguard Investments Australia, Ltd.Added 3.55%+$6.45M$188M0.47%Aug 13, 2026
Cinctive Capital Management LPNew Buy+$6.44M$6.44M0.24%Aug 14, 2026
Daiichi Life Insurance Co., Ltd.Added 63.89%+$6.37M$16.3M0.38%Aug 12, 2026
IFM Investors Pty LtdAdded 11.08%+$6.34M$63.6M0.42%Jul 21, 2026

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