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
↑ +108
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — WELL

Based on 1338 hedge funds · latest filing: 2025 Q4 · 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
1,338 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
+303 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 — 61% buying

777 buying497 selling
Last quarter: 777 funds were net buyers (207 opened a brand new position + 570 added to an existing one). Only 497 were sellers (398 trimmed + 99 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new WELL position: 189 → 121 → 167 → 207. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
763 out of 1,338 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

131 → 189 → 121 → 167 → 207 new funds/Q
New funds entering each quarter: 189 → 121 → 167 → 207. A growing number of institutions are discovering WELL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Of 1,371 current holders: 822 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
46 of 1338 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

136 top-rated funds 13 high-conviction
Consensus
9.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: WELL
2026 Q1 Stats Unlock in 11 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1371 1267 8.21%
13F Shares 677M 616M 9.78%
Total Value $120.62B $106.46B 13.3%
New Positions 209 167 +42
Increased Positions 611 589 +22
Closed Positions 104 105 -1
Reduced Positions 437 394 +43
Total Calls 22 22 -
Total Puts 22 24 -8.33%
PUT/CALL Ratio 1.0 1.09 Neutral

Statistics: WELL

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Short % of Float --

Financial Highlights

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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.

Top 25 institutional holders of WELL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AEW CAPITAL MANAGEMENT L P 15.26% 1,063,905 $210.3M
2 B&I Capital AG 11.86% 176,358 $34.9M
3 CENTERSQUARE INVESTMENT MANAGEMENT LLC 10.72% 5,242,709 $1.04B
4 Pensionfund Sabic 7.40% 31,059 $6K
5 Vert Asset Management LLC 7.19% 114,605 $22.7M
6 Pensionfund PDN 6.89% 60,253 $12K
7 DUFF & PHELPS INVESTMENT MANAGEMENT CO 5.40% 2,632,540 $520.5M
8 CORDA Investment Management, LLC. 3.63% 265,721 $52.5M
9 BEACON FINANCIAL PLANNING, INC 3.26% 42,632 $8.4M
10 Morangie Management LLC 3.12% 17,151 $3.4M
11 ASSET PLANNING SERVICES INC /LA/ /ADV 3.04% 35,100 $7K
12 GARRISON BRADFORD & ASSOCIATES INC 2.97% 13,276 $2.6M
13 Asset Planning,Inc 2.83% 20,108 $4.0M
14 Fairfield Financial Advisors, LTD 2.50% 36,731 $7.3M
15 WESPAC Advisors SoCal, LLC 2.27% 53,926 $10.7M
16 High Point Wealth Management, LLC 2.12% 11,112 $2.2M
17 Cardano Risk Management B.V. 1.93% 997,300 $197.2M
18 Summit Place Financial Advisors, LLC 1.81% 19,096 $3.8M
19 Legacy CG, LLC 1.79% 32,658 $6.5M
20 Vanderbilt University 1.72% 45,913 $9.1M
21 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.62% 41,425 $8.2M
22 ADVISORS MANAGEMENT GROUP INC /ADV 1.52% 42,049 $8K
23 BRAUN STACEY ASSOCIATES INC 1.46% 222,073 $43.9M
24 WCM INVESTMENT MANAGEMENT, LLC 1.45% 3,256,983 $636.1M
25 ARBOR CAPITAL MANAGEMENT INC /ADV 1.45% 8,764 $1.8M
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 — 61% buying: Last quarter: 777 funds were net buyers (207 opened a brand new position + 570 added to an existing one). Only 497 were sellers (398 trimmed + 99 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WELL holders?

Elite ownership — 63% AUM from top-100 funds: 46 of 1338 holders are among the 100 largest funds by AUM, controlling 63% 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?

57% of holders stayed for 2+ years: 763 out of 1,338 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.

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.