Which funds own WELL
Welltower Inc in the Q2 2026 filings. At least 13 of the 91 current managers on file reported a position, worth $20.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 13
- at least, of 91 current
- Combined value
- $20.4bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 6
- already held
- Trimmed or sold out
- 9
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital World Investors Long-only · $846bn book | $4.5bn | 0.5% | 20,028,842 | +$2.0bn+7,306,513 | Added |
| Fidelity (FMR LLC) Long-only · $2304bn book | $4.4bn | 0.2% | 19,451,466 | +$31m-2,724,517 | Trimmed |
| T. Rowe Price Associates Inc Long-only · $999bn book | $4.2bn | 0.4% | 18,490,213 | +$793m+1,274,395 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $3.4bn | 0.6% | 15,179,324 | +$94m-1,770,752 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $1.6bn | 0.2% | 6,889,084 | +$272m+354,152 | Added |
| Invesco Ltd Long-only · $1264bn book | $1.5bn | 0.1% | 6,569,461 | +$179m-64,943 | Trimmed |
| AllianceBernstein LP Long-only · $302bn book | $342m | 0.1% | 1,728,289 | -$36m-306,800 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $218m | 0.5% | 958,107 | +$130m+514,342 | Added |
| Marshall Wace LLP Quantitative · $127bn book | $112m | 0.1% | 491,600 | -$22m-184,346 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $51m | 0.2% | 226,041 | +$29m+113,110 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $48m | 0.2% | 211,681 | +$40m+172,398 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $21m | 0.3% | 90,277 | opened90,277 | New |
| Farallon Capital Management LLC Long/short equity · $21.7bn book | $200k | 0.0% | 1,000 | -$39m-199,000 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Hudson Bay Capital Management LP · Multi-strategy$47m held before
- ExodusPoint Capital Management LP · Multi-strategy$13m held before
- Verition Fund Management LLC · Multi-strategy$6.2m held before
Ownership through time
At least 21 of the 95 managers whose filings are on file listed WELL in Q2 2026, against 13 in Q3 2015. 1 manager fewer than in Q1 2026: 1 started a position; 2 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2015: 13
- Q4 2015: 12
- Q1 2016: 13
- Q2 2016: 11
- Q3 2016: 11
- Q4 2016: 11
- Q1 2017: 10
- Q2 2017: 8
- Q3 2017: 12
- Q4 2017: 13
- Q1 2018: 11
- Q2 2018: 8
- Q3 2018: 6
- Q4 2018: 8
- Q1 2019: 12
- Q2 2019: 10
- Q3 2019: 12
- Q4 2019: 11
- Q1 2020: 10
- Q2 2020: 10
- Q3 2020: 8
- Q4 2020: 8
- Q1 2021: 6
- Q2 2021: 7
- Q3 2021: 8
- Q4 2021: 11
- Q1 2022: 12
- Q2 2022: 15
- Q3 2022: 14
- Q4 2022: 12
- Q1 2023: 9
- Q2 2023: 8
- Q3 2023: 9
- Q4 2023: 12
- Q1 2024: 15
- Q2 2024: 16
- Q3 2024: 18
- Q4 2024: 16
- Q1 2025: 21
- Q2 2025: 25
- Q3 2025: 22
- Q4 2025: 19
- Q1 2026: 22
- Q2 2026: 21
- Q3 2015: $764m
- Q4 2015: $659m
- Q1 2016: $1.3bn
- Q2 2016: $1.7bn
- Q3 2016: $1.6bn
- Q4 2016: $1.6bn
- Q1 2017: $1.9bn
- Q2 2017: $2.1bn
- Q3 2017: $1.8bn
- Q4 2017: $1.6bn
- Q1 2018: $1.2bn
- Q2 2018: $1.3bn
- Q3 2018: $1.1bn
- Q4 2018: $1.4bn
- Q1 2019: $1.7bn
- Q2 2019: $1.7bn
- Q3 2019: $1.8bn
- Q4 2019: $1.6bn
- Q1 2020: $801m
- Q2 2020: $881m
- Q3 2020: $1.3bn
- Q4 2020: $2.3bn
- Q1 2021: $2.8bn
- Q2 2021: $3.8bn
- Q3 2021: $4.0bn
- Q4 2021: $3.9bn
- Q1 2022: $5.3bn
- Q2 2022: $5.0bn
- Q3 2022: $4.0bn
- Q4 2022: $3.6bn
- Q1 2023: $4.1bn
- Q2 2023: $4.7bn
- Q3 2023: $5.0bn
- Q4 2023: $4.3bn
- Q1 2024: $4.6bn
- Q2 2024: $5.0bn
- Q3 2024: $7.1bn
- Q4 2024: $7.0bn
- Q1 2025: $9.6bn
- Q2 2025: $10.4bn
- Q3 2025: $13.2bn
- Q4 2025: $14.8bn
- Q1 2026: $18.2bn
- Q2 2026: $21.3bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital World Investors12,722,329 to 20,028,842 shares+$1.7bn
- T. Rowe Price Associates Inc17,215,818 to 18,490,213 shares+$289m
- Holocene Advisors LP443,765 to 958,107 shares+$117m
- Capital Research Global Investors6,534,932 to 6,889,084 shares+$80m
- Voloridge Investment Management LLC112,931 to 226,041 shares+$26m
Largest decreases, by shares
- Fidelity (FMR LLC)22,175,983 to 19,451,466 shares-$618m
- Wellington Management Group LLP16,950,076 to 15,179,324 shares-$402m
- D. E. Shaw & Co.2,079,154 to 928,983 shares-$261m
- AllianceBernstein LP2,035,089 to 1,728,289 shares-$61m
- Farallon Capital Management LLC200,000 to 1,000 shares-$45m
Left it
- Hudson Bay Capital Management LPwas $47m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital World Investors | Q2 2025 | $4.5bn | $4.5bn | |
| Fidelity (FMR LLC) | Q1 2016 | $4.4bn | $4.4bn | |
| T. Rowe Price Associates Inc | Q3 2020 | $4.2bn | $4.2bn | |
| Wellington Management Group LLP | Q2 2021 | $3.6bn | $3.4bn | |
| Capital Research Global Investors | Q2 2024 | $1.6bn | $1.6bn | |
| Invesco Ltd | Q3 2015 | $1.5bn | $1.5bn | |
| AllianceBernstein LP | Q3 2015 | $378m | $342m | |
| Holocene Advisors LP | Q4 2017 | $217m | $217m | |
| D. E. Shaw & Co. | Q1 2016 | $411m | $211m | |
| Janus Henderson Group Ltd | Q3 2015 | $198m | $198m | |
| Neuberger Berman Group LLC | Q3 2015 | $134m | $134m | |
| Millennium Management LLC | Q3 2015 | $128m | $125m | |
| Marshall Wace LLP | Q2 2020 | $203m | $112m | |
| Balyasny Asset Management LLC | Q4 2016 | $191m | $94m | |
| Squarepoint Ops LLC | Q2 2016 | $91m | $52m | |
| Citadel Advisors LLC | Q3 2024 | $326m | last listed Q1 2026 | |
| Renaissance Technologies LLC | Q3 2015 | $218m | last listed Q4 2025 | |
| Elliott Investment Management LP | Q2 2020 | $184m | last listed Q3 2020 | |
| AQR Capital Management LLC | Q3 2015 | $151m | last listed Q3 2025 | |
| MFS Investment Management | Q2 2017 | $150m | last listed Q3 2022 | |
| Acadian Asset Management LLC | Q2 2024 | $110m | last listed Q4 2025 | |
| Two Sigma Investments LP | Q3 2025 | $83m | last listed Q4 2025 | |
| Artisan Partners LP | Q2 2025 | $83m | last listed Q4 2025 | |
| Arrowstreet Capital LP | Q4 2017 | $60m | last listed Q1 2018 | |
| Tudor Investment Corp | Q2 2018 | $49m | last listed Q3 2024 |
What WELL is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around WELL →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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