Titelia

Fund shareholders of Welltower Inc

ISIN US95040Q1040 · United States · LEI 254900F33BIAR82QTA19

Fund shareholders
1,004
Of which ETFs
262 742 other funds
Value held
≈ 70.4B $ 69.9B $ · 5.2B SEK · 19M €
Share of capital
43.2 % of 720.7M shares on Jul 24, 2026

1,004 funds hold this company. This table lists the 999 that declare it in a regulatory filing. The other 5 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 26,538,7216.2B $8.51 %3.68 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 22,409,9325.1B $0.22 %3.11 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 18,294,6444.2B $0.25 %2.54 %as of Jun 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 16,498,5583.9B $1.77 %2.29 %as of Jul 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 9,709,6472.2B $0.25 %1.35 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 8,929,1631.8B $0.22 %1.24 %as of May 31, 2026 ↗
VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS 7,663,3241.7B $0.46 %1.06 %as of Jun 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 7,552,7121.7B $0.95 %1.05 %as of Jun 30, 2026 ↗
Growth Fund of America Growth Fund of America 7,264,9241.5B $0.41 %1.01 %as of May 31, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 6,511,6721.5B $15.45 %0.90 %as of Jun 30, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 6,205,5261.4B $15.74 %0.86 %as of Jun 30, 2026 ↗
American Balanced Fund American Balanced Fund 5,840,9241.3B $0.46 %0.81 %as of Jun 30, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 5,655,9421.3B $15.73 %0.78 %as of Jun 30, 2026 ↗
New Perspective Fund New Perspective Fund 5,339,2411.2B $0.71 %0.74 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 4,703,7261.1B $10.06 %0.65 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 4,675,344960M $9.62 %0.65 %as of May 31, 2026 ↗
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 3,928,940891.8M $11.01 %0.55 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,832,148869.8M $0.25 %0.53 %as of Jun 30, 2026 ↗
VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND 3,787,218777.6M $0.62 %0.53 %as of May 31, 2026 ↗
American Mutual Fund American Mutual Fund 3,385,988793.8M $0.67 %0.47 %as of Jul 31, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 3,283,081769.7M $10.95 %0.46 %as of Jul 31, 2026 ↗
Capital Income Builder Capital Income Builder 3,230,309757.3M $0.58 %0.45 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,545,268596.7M $7.65 %0.35 %as of Jul 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 2,489,565583.7M $0.59 %0.35 %as of Jul 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,423,466568.2M $8.00 %0.34 %as of Jul 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 2,385,661541.5M $0.95 %0.33 %as of Jun 30, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 2,228,176505.7M $10.82 %0.31 %as of Jun 30, 2026 ↗
iShares Global REIT ETF iShares Trust 1,936,999454.1M $8.85 %0.27 %as of Jul 31, 2026 ↗
Investment Co of America Investment Co of America 1,872,117424.9M $0.23 %0.26 %as of Jun 30, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 1,811,066411.1M $4.03 %0.25 %as of Jun 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 1,796,230421.1M $9.03 %0.25 %as of Jul 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 1,687,244383M $1.13 %0.23 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,683,383382.1M $0.25 %0.23 %as of Jun 30, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 1,580,243370.5M $1.97 %0.22 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,579,146358.4M $0.45 %0.22 %as of Jun 30, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 1,577,433369.8M $1.57 %0.22 %as of Jul 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,576,712369.6M $0.26 %0.22 %as of Jul 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 1,550,428363.5M $0.94 %0.22 %as of Jul 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 1,490,242338.2M $0.45 %0.21 %as of Jun 30, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 1,344,308305.1M $11.62 %0.19 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 1,335,044313M $8.10 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,319,459270.9M $0.20 %0.18 %as of May 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 1,255,485294.3M $9.06 %0.17 %as of Jul 31, 2026 ↗
T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. 1,235,439280.4M $0.56 %0.17 %as of Jun 30, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,193,573270.9M $0.61 %0.17 %as of Jun 30, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 1,138,554258.4M $11.29 %0.16 %as of Jun 30, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 1,138,097233.7M $0.50 %0.16 %as of May 31, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 1,104,155258.9M $7.58 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,065,413218.8M $0.20 %0.15 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 1,053,749239.2M $0.45 %0.15 %as of Jun 30, 2026 ↗
VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND 1,040,250236.1M $0.71 %0.14 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 1,034,718242.6M $7.58 %0.14 %as of Jul 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,001,8001.9B SEK0.14 %0.14 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 954,791216.7M $1.75 %0.13 %as of Jun 30, 2026 ↗
American Funds Global Insight Fund American Funds Global Insight Fund 917,051215M $1.00 %0.13 %as of Jul 31, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 909,299186.7M $0.39 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 907,349205.9M $0.22 %0.13 %as of Jun 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 906,321205.7M $23.52 %0.13 %as of Jun 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 896,247210.1M $10.61 %0.12 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 881,929206.8M $0.21 %0.12 %as of Jul 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 862,719202.3M $0.80 %0.12 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 859,298195M $10.57 %0.12 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 824,431187.1M $0.25 %0.11 %as of Jun 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 807,817183.4M $12.74 %0.11 %as of Jun 30, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 786,922178.6M $0.39 %0.11 %as of Jun 30, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 758,416177.8M $8.45 %0.11 %as of Jul 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 742,500168.5M $0.55 %0.10 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 740,799152.1M $0.21 %0.10 %as of May 31, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 737,857151.5M $0.76 %0.10 %as of May 31, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 720,027163.4M $0.91 %0.10 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 686,591141M $0.14 %0.10 %as of May 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 681,293154.6M $0.84 %0.09 %as of Jun 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 661,500150.1M $0.53 %0.09 %as of Jun 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 640,951145.5M $0.24 %0.09 %as of Jun 30, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 631,851143.4M $0.33 %0.09 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 613,570126M $10.25 %0.09 %as of May 31, 2026 ↗
Global Real Estate Securities Fund Principal Funds, Inc 610,593143.1M $8.24 %0.08 %as of Jul 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 608,239142.6M $8.01 %0.08 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 608,007138M $0.43 %0.08 %as of Jun 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 601,186136.5M $0.08 %0.08 %as of Jun 30, 2026 ↗
Baron Real Estate Fund BARON SELECT FUNDS 600,513136.3M $5.94 %0.08 %as of Jun 30, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 598,925123M $0.50 %0.08 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 596,645139.9M $0.14 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 586,006137.4M $0.23 %0.08 %as of Jul 31, 2026 ↗
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 580,039136M $1.19 %0.08 %as of Jul 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 578,587135.6M $9.08 %0.08 %as of Jul 31, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 574,822134.8M $0.65 %0.08 %as of Jul 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 520,922118.2M $9.94 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 519,012117.8M $9.41 %0.07 %as of Jun 30, 2026 ↗
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 514,330105.6M $0.40 %0.07 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 505,781114.8M $0.08 %0.07 %as of Jun 30, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 498,500116.9M $1.11 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 491,811111.6M $0.23 %0.07 %as of Jun 30, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 490,662100.7M $1.99 %0.07 %as of May 31, 2026 ↗
DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 448,783101.9M $11.01 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 438,18590M $0.42 %0.06 %as of May 31, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 435,96499M $2.13 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 431,54997.9M $0.25 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 427,440100.2M $0.23 %0.06 %as of Jul 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 420,47195.4M $15.65 %0.06 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - Human Pictet Asset Management (Europe) S.A. 5.83 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.29 %as of Sep 30, 2025 ↗
Pictet - Global Multi Asset Themes Pictet Asset Management (Europe) S.A. 0.24 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.21 %as of Sep 30, 2025 ↗
Amundi Rendement Plus Select Amundi Asset Management 0.09 %as of Jun 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares Residential and Multisector Real Estate ETF iShares Trust 23.52 %as of Jun 30, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 15.74 %as of Jun 30, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 15.73 %as of Jun 30, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 15.65 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 15.45 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 15.18 %as of Jun 30, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 14.58 %as of Jun 30, 2026 ↗
abrdn Real Estate Fund abrdn Funds 14.56 %as of Jul 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 14.56 %as of Jun 30, 2026 ↗
ETFB Green SRI REITs ETF ETF Series Solutions 14.28 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3915+23308,670,044+3.7 %
2026Q2892+43297,561,141+2.1 %
2026Q1849-29291,436,972+3.2 %
2025Q4878+24282,290,193+3.5 %
2025Q3854+31272,844,610+1.3 %
2025Q2823+91269,285,462+2.1 %
2025Q1732-35263,854,083+1.6 %
2024Q4767+43259,756,993+0.5 %
2024Q3724-19258,481,055+3.1 %
2024Q2743+8250,647,856+17.5 %
2024Q1735+4213,355,655-8.7 %
2023Q4731233,788,474

Institutional managers

1,463 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.74,003,75614.6B $as of Mar 31, 2026
STATE STREET CORP41,560,7778.2B $as of Mar 31, 2026
COHEN & STEERS, INC.35,845,2777.1M $as of Mar 31, 2026
Capital International Investors35,817,3667.1B $as of Mar 31, 2026
FMR LLC22,175,9834.4B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/21,750,5014.3B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC17,767,8893.5B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/17,215,8183.4M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP16,950,0763.4B $as of Mar 31, 2026
Capital World Investors12,722,3292.5B $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC9,606,6551.9B $as of Mar 31, 2026
MORGAN STANLEY9,046,6071.8B $as of Mar 31, 2026
NORTHERN TRUST CORP8,999,8171.8B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC8,829,4391.7B $as of Mar 31, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,768,9221.7B $as of Mar 31, 2026
JPMORGAN CHASE & CO8,666,6801.7B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP8,345,0221.6B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,170,8741.6B $as of Mar 31, 2026
Legal & General Group Plc7,239,1971.4B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC6,734,1311.3B $as of Mar 31, 2026
Invesco Ltd.6,634,4041.3B $as of Mar 31, 2026
Capital Research Global Investors6,534,9321.3B $as of Mar 31, 2026
Nuveen, LLC5,442,0191.1B $as of Mar 31, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC5,242,7091B $as of Mar 31, 2026
DEUTSCHE BANK AG\5,144,3941B $as of Mar 31, 2026

Declared shareholders of Welltower Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Cohen & Steers, Inc. and 4 others4.90 %35,296,808as of Jul 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Welltower Inc". https://titelia.com/en/stocks/welltower-inc-US95040Q1040