Fund shareholders of Welltower Inc
ISIN US95040Q1040 · United States · LEI 254900F33BIAR82QTA19
- Fund shareholders
- 980
- Of which ETFs
- 257 723 other funds
- Value held
- 61.2B $ 5.2B SEK · 19M €
- Share of capital
- 41.7 % of 720.7M shares on Jul 24, 2026
980 funds hold this company. This table lists the 976 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 25,218,808 | 5.5B $ | 7.84 % | 3.50 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 22,158,660 | 4.4B $ | 0.22 % | 3.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 17,734,686 | 3.5B $ | 0.25 % | 2.46 % | as of Mar 31, 2026 ↗ |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 16,900,404 | 3.7B $ | 1.71 % | 2.34 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 8,974,116 | 1.8B $ | 0.25 % | 1.25 % | as of Mar 31, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 8,734,380 | 1.8B $ | 0.24 % | 1.21 % | as of Feb 28, 2026 ↗ |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 7,597,877 | 1.5B $ | 0.47 % | 1.05 % | as of Mar 31, 2026 ↗ |
| American Funds Fundamental Investors American Funds Fundamental Investors | 6,612,573 | 1.3B $ | 0.85 % | 0.92 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 6,147,730 | 1.2B $ | 14.08 % | 0.85 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 6,095,605 | 1.2B $ | 14.69 % | 0.85 % | as of Mar 31, 2026 ↗ |
| Growth Fund of America Growth Fund of America | 5,921,166 | 1.2B $ | 0.37 % | 0.82 % | as of Feb 28, 2026 ↗ |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 5,411,881 | 1.1B $ | 14.66 % | 0.75 % | as of Mar 31, 2026 ↗ |
| American Balanced Fund American Balanced Fund | 4,646,283 | 918.6M $ | 0.35 % | 0.64 % | as of Mar 31, 2026 ↗ |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 4,517,212 | 981.8M $ | 9.27 % | 0.63 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 4,460,311 | 923.8M $ | 9.49 % | 0.62 % | as of Feb 28, 2026 ↗ |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 4,416,839 | 914.8M $ | 0.76 % | 0.61 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,934,211 | 777.8M $ | 0.25 % | 0.55 % | as of Mar 31, 2026 ↗ |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,763,184 | 744M $ | 10.18 % | 0.52 % | as of Mar 31, 2026 ↗ |
| New Perspective Fund New Perspective Fund | 3,574,795 | 706.8M $ | 0.46 % | 0.50 % | as of Mar 31, 2026 ↗ |
| Capital Income Builder Capital Income Builder | 3,397,421 | 738.4M $ | 0.58 % | 0.47 % | as of Apr 30, 2026 ↗ |
| American Mutual Fund American Mutual Fund | 3,385,988 | 735.9M $ | 0.64 % | 0.47 % | as of Apr 30, 2026 ↗ |
| Real Estate Securities Fund Principal Funds, Inc | 2,963,581 | 644.1M $ | 9.56 % | 0.41 % | as of Apr 30, 2026 ↗ |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,541,865 | 552.4M $ | 7.24 % | 0.35 % | as of Apr 30, 2026 ↗ |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,396,074 | 520.8M $ | 7.49 % | 0.33 % | as of Apr 30, 2026 ↗ |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 2,284,865 | 496.6M $ | 0.52 % | 0.32 % | as of Apr 30, 2026 ↗ |
| Fidelity Magellan Fund Fidelity Magellan Fund | 2,264,800 | 447.8M $ | 1.35 % | 0.31 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Real Estate ETF iShares Trust | 2,000,885 | 395.6M $ | 9.96 % | 0.28 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 1,854,937 | 366.7M $ | 3.48 % | 0.26 % | as of Mar 31, 2026 ↗ |
| iShares Global REIT ETF iShares Trust | 1,833,218 | 398.4M $ | 8.32 % | 0.25 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 1,783,224 | 369.3M $ | 0.84 % | 0.25 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,700,713 | 336.2M $ | 1.05 % | 0.24 % | as of Mar 31, 2026 ↗ |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,680,897 | 365.3M $ | 2.00 % | 0.23 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 1,579,105 | 312.2M $ | 0.45 % | 0.22 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,552,412 | 306.9M $ | 0.70 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,548,148 | 336.5M $ | 0.24 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 1,490,930 | 294.8M $ | 11.42 % | 0.21 % | as of Mar 31, 2026 ↗ |
| Investment Co of America Investment Co of America | 1,470,668 | 290.8M $ | 0.18 % | 0.20 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,467,083 | 290.1M $ | 0.25 % | 0.20 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 Growth ETF iShares Trust | 1,466,314 | 289.9M $ | 0.48 % | 0.20 % | as of Mar 31, 2026 ↗ |
| iShares Core U.S. REIT ETF iShares Trust | 1,442,256 | 313.5M $ | 8.31 % | 0.20 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,283,753 | 265.9M $ | 0.21 % | 0.18 % | as of Feb 28, 2026 ↗ |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 1,265,655 | 275.1M $ | 8.40 % | 0.18 % | as of Apr 30, 2026 ↗ |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 1,260,273 | 273.9M $ | 7.80 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 1,247,880 | 271.2M $ | 8.55 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,230,970 | 243.4M $ | 0.49 % | 0.17 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 1,166,586 | 230.6M $ | 0.52 % | 0.16 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 1,156,937 | 251.4M $ | 1.04 % | 0.16 % | as of Apr 30, 2026 ↗ |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 1,089,713 | 215.4M $ | 10.51 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 1,048,018 | 227.8M $ | 8.38 % | 0.15 % | as of Apr 30, 2026 ↗ |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | 1,040,923 | 205.8M $ | 0.74 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,016,412 | 210.5M $ | 0.21 % | 0.14 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 1,002,198 | 198.1M $ | 0.48 % | 0.14 % | as of Mar 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 1,001,800 | 1.9B SEK | 0.14 % | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 999,750 | 217.3M $ | 0.64 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 964,448 | 190.7M $ | 1.67 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Contrafund Fidelity Contrafund | 955,977 | 189M $ | 0.12 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 938,126 | 185.5M $ | 0.45 % | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Residential and Multisector Real Estate ETF iShares Trust | 920,968 | 182.1M $ | 23.17 % | 0.13 % | as of Mar 31, 2026 ↗ |
| American Funds Global Insight Fund American Funds Global Insight Fund | 917,051 | 199.3M $ | 0.97 % | 0.13 % | as of Apr 30, 2026 ↗ |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 890,326 | 193.5M $ | 9.88 % | 0.12 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 875,428 | 173.1M $ | 0.22 % | 0.12 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 852,727 | 168.6M $ | 9.91 % | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 834,205 | 181.3M $ | 0.79 % | 0.12 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 822,225 | 178.7M $ | 0.20 % | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 819,089 | 161.9M $ | 0.25 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 812,514 | 168.3M $ | 0.35 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 797,771 | 157.7M $ | 12.34 % | 0.11 % | as of Mar 31, 2026 ↗ |
| iShares Select U.S. REIT ETF iShares Trust | 797,116 | 173.2M $ | 8.19 % | 0.11 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 789,752 | 156.1M $ | 0.95 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 772,306 | 160M $ | 1.19 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Baron Real Estate Fund BARON SELECT FUNDS | 768,013 | 151.8M $ | 7.04 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 707,568 | 146.6M $ | 0.23 % | 0.10 % | as of Feb 28, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 704,600 | 139.3M $ | 0.53 % | 0.10 % | as of Mar 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 639,978 | 126.5M $ | 0.77 % | 0.09 % | as of Mar 31, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 635,890 | 125.7M $ | 0.24 % | 0.09 % | as of Mar 31, 2026 ↗ |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 621,278 | 135M $ | 1.18 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Global Real Estate Securities Fund Principal Funds, Inc | 606,695 | 131.9M $ | 7.68 % | 0.08 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 591,539 | 117M $ | 0.45 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 581,201 | 126.3M $ | 7.50 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 579,891 | 126M $ | 0.21 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 571,110 | 124.1M $ | 8.60 % | 0.08 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 563,871 | 116.8M $ | 10.32 % | 0.08 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 551,940 | 120M $ | 0.13 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 551,288 | 114.2M $ | 0.12 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Capital Group Growth ETF Capital Group Growth ETF | 541,688 | 112.2M $ | 0.56 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 537,256 | 116.8M $ | 0.60 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 534,400 | 105.7M $ | 0.45 % | 0.07 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 509,977 | 100.8M $ | 8.89 % | 0.07 % | as of Mar 31, 2026 ↗ |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 506,036 | 100M $ | 9.14 % | 0.07 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 502,405 | 99.3M $ | 0.08 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 494,297 | 102.4M $ | 0.47 % | 0.07 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 491,156 | 97.1M $ | 0.23 % | 0.07 % | as of Mar 31, 2026 ↗ |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 489,581 | 96.8M $ | 10.28 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 458,853 | 95M $ | 2.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 455,658 | 90.1M $ | 0.44 % | 0.06 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 435,988 | 86.2M $ | 0.25 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 412,176 | 89.6M $ | 0.22 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 410,675 | 81.2M $ | 0.22 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 403,666 | 79.8M $ | 8.46 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 401,684 | 87.3M $ | 0.49 % | 0.06 % | as of Apr 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| iShares Residential and Multisector Real Estate ETF iShares Trust | 23.17 % | as of Mar 31, 2026 ↗ |
| REAL ESTATE ULTRASECTOR PROFUND ProFunds | 22.97 % | as of Apr 30, 2026 ↗ |
| abrdn Real Estate Fund abrdn Funds | 15.26 % | as of Apr 30, 2026 ↗ |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 14.99 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 14.69 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 14.66 % | as of Mar 31, 2026 ↗ |
| JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | 14.65 % | as of Mar 31, 2026 ↗ |
| ETFB Green SRI REITs ETF ETF Series Solutions | 14.10 % | as of Apr 30, 2026 ↗ |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 14.08 % | as of Mar 31, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 13.98 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 892 | +43 | 297,561,141 | +2.1 % |
| 2026Q1 | 849 | -29 | 291,436,972 | +3.2 % |
| 2025Q4 | 878 | +24 | 282,290,193 | +3.5 % |
| 2025Q3 | 854 | +31 | 272,844,610 | +1.3 % |
| 2025Q2 | 823 | +91 | 269,285,462 | +2.1 % |
| 2025Q1 | 732 | -35 | 263,854,083 | +1.6 % |
| 2024Q4 | 767 | +43 | 259,756,993 | +0.5 % |
| 2024Q3 | 724 | -19 | 258,481,055 | +3.1 % |
| 2024Q2 | 743 | +8 | 250,647,856 | +17.5 % |
| 2024Q1 | 735 | +4 | 213,355,655 | -8.7 % |
| 2023Q4 | 731 | 233,788,474 |
Institutional managers
1,463 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 74,003,756 | 14.6B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 41,560,777 | 8.2B $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 35,845,277 | 7.1M $ | as of Mar 31, 2026 |
| Capital International Investors | 35,817,366 | 7.1B $ | as of Mar 31, 2026 |
| FMR LLC | 22,175,983 | 4.4B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 21,750,501 | 4.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 17,767,889 | 3.5B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,215,818 | 3.4M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 16,950,076 | 3.4B $ | as of Mar 31, 2026 |
| Capital World Investors | 12,722,329 | 2.5B $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 9,606,655 | 1.9B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 9,046,607 | 1.8B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 8,999,817 | 1.8B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,829,439 | 1.7B $ | as of Mar 31, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,768,922 | 1.7B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 8,666,680 | 1.7B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 8,345,022 | 1.6B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8,170,874 | 1.6B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 7,239,197 | 1.4B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 6,734,131 | 1.3B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,634,404 | 1.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 6,534,932 | 1.3B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 5,442,019 | 1.1B $ | as of Mar 31, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5,242,709 | 1B $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 5,144,394 | 1B $ | as of Mar 31, 2026 |
Declared shareholders of Welltower Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.55 % | 52,720,335 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 6.01 % | 41,946,928 | as of Mar 31, 2026 · SCHEDULE 13G |
| Cohen & Steers, Inc. and 4 others | 5.18 % | 36,139,692 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Welltower Inc
8 funds declare 11 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Eventide Limited-Term Bond Fund | 1 | 2.5M $ | as of Mar 31, 2026 |
| Eventide Core Bond Fund | 1 | 1.9M $ | as of Mar 31, 2026 |
| Eventide Balanced Fund | 1 | 1.5M $ | as of Mar 31, 2026 |
| MEDIUM-DURATION BOND FUND | 1 | 898K $ | as of Mar 31, 2026 |
| Bond Index Fund | 4 | 618.9K $ | as of Mar 31, 2026 |
| AVIP Core Plus Bond Portfolio | 1 | 475K $ | as of Mar 31, 2026 |
| State Farm Balanced Fund | 1 | 238.2K $ | as of Mar 31, 2026 |
| Janus Henderson Multi-Sector Income Fund | 1 | 125.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Welltower Inc". https://titelia.com/en/stocks/welltower-inc-US95040Q1040