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
Longboard Fund NORTHERN LIGHTS FUND TRUST II 550112.9K $0.10 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 545127.8K $0.26 %0.00 %as of Jul 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 535121.4K $1.28 %0.00 %as of Jun 30, 2026 ↗
Lazard Real Assets Portfolio LAZARD FUNDS INC 534121.2K $1.90 %0.00 %as of Jun 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 510119.6K $0.12 %0.00 %as of Jul 31, 2026 ↗
iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust 508119.1K $1.55 %0.00 %as of Jul 31, 2026 ↗
COMMONWEALTH REAL ESTATE SECURITIES FUND Commonwealth International Series Trust 500117.2K $0.75 %0.00 %as of Jul 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 492111.7K $0.35 %0.00 %as of Jun 30, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 472110.7K $0.06 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 470106.7K $0.62 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 47096.5K $0.24 %0.00 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 468106.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 468106.2K $0.23 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Variable Trust 454103K $0.21 %0.00 %as of Jun 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 452106K $0.06 %0.00 %as of Jul 31, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 449101.9K $0.15 %0.00 %as of Jun 30, 2026 ↗
Real Estate Fund Rydex Series Funds 448101.7K $4.18 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 447101.5K $0.38 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BULL ProFunds 42396K $0.19 %0.00 %as of Jun 30, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 41093.1K $0.19 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 40692.1K $0.30 %0.00 %as of Jun 30, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 36081.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 35380.1K $0.11 %0.00 %as of Jun 30, 2026 ↗
Corgi Longevity Consumer ETF Corgi ETF Trust I 35279.9K $5.02 %0.00 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 34879K $0.24 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 34079.7K $0.47 %0.00 %as of Jul 31, 2026 ↗
BULL PROFUND ProFunds 33378.1K $0.15 %0.00 %as of Jul 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 31872.2K $0.22 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 31464.5K $0.02 %0.00 %as of May 29, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 29961.4K $0.01 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 29065.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 28364.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hartford Alpha Capture Growth ETF Hartford Funds Exchange-Traded Trust 27464.2K $0.23 %0.00 %as of Jul 31, 2026 ↗
Baron Risk Optimized Large Cap ETF Baron ETF Trust 26860.8K $3.17 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 26660.4K $0.17 %0.00 %as of Jun 30, 2026 ↗
Arrow DWA Tactical: Balanced Fund Arrow Investments Trust 26361.7K $0.23 %0.00 %as of Jul 31, 2026 ↗
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 25051.3K $3.92 %0.00 %as of May 31, 2026 ↗
SilverDome One ISEC Services AB 230430.6K SEK0.13 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series LCC Fund Voya Equity Trust 21644.4K $1.34 %0.00 %as of May 31, 2026 ↗
Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 21249.7K $0.38 %0.00 %as of Jul 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 19343.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 190357.9K SEK0.35 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 17740.2K $0.14 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 16737.9K $0.26 %0.00 %as of Jun 30, 2026 ↗
Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust 16036.3K $0.09 %0.00 %as of Jun 30, 2026 ↗
Nordea Stiftelse- och Donationsmedelsfond Nordea Funds Ab 159293.3K SEK0.02 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 15736.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
Fidelity Strategic Real Return Fund Fidelity Salem Street Trust 15735.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 14933.8K $0.19 %0.00 %as of Jun 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 13931.5K $0.27 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 13330.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
American Century Large Cap Growth ETF American Century ETF Trust 13227.1K $0.24 %0.00 %as of May 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 13126.9K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 10922.4K $0.07 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 9522.3K $0.28 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 9321.8K $0.13 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Equity Growth ETF BNY Mellon ETF Trust 8319.5K $0.16 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 8116.6K $0.25 %0.00 %as of May 31, 2026 ↗
Vox Populi ETF Advisors Series Trust 6916.2K $0.28 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 6915.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Guinness Atkinson Real Assets Income ETF GUINNESS ATKINSON FUNDS 6013.6K $3.31 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 5813.2K $0.18 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 5212.2K $0.25 %0.00 %as of Jul 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 489.9K $0.22 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 399.1K $0.26 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 368.4K $0.39 %0.00 %as of Jul 31, 2026 ↗
Defiance Ksm Tipranks Analyst ETF Tidal Trust II 368.2K $1.96 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 266.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 214.9K $0.20 %0.00 %as of Jul 31, 2026 ↗
Pacer MSCI World Industry Advantage ETF Pacer Funds Trust 194.5K $0.40 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 153.1K $0.17 %0.00 %as of May 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 122.7K $0.18 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 4907.9 $0.18 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 4907.9 $0.18 %0.00 %as of Jun 30, 2026 ↗
SANTANDER ACCIONES USA, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 5.3M €1.06 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 2.5M €0.21 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 2.2M €0.21 %as of Dec 31, 2025 ↗
SANTANDER SOSTENIBLE ACCIONES, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 1.7M €1.10 %as of Dec 31, 2025 ↗
DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. 1.3M €0.39 %as of Dec 31, 2025 ↗
SANTANDER SOSTENIBLE CRECIMIENTO, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 1.3M €0.20 %as of Dec 31, 2025 ↗
SANTANDER SOSTENIBLE EVOLUCION, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 1.1M €0.43 %as of Dec 31, 2025 ↗
IBERCAJA INFRAESTRUCTURAS, FI IBERCAJA GESTION, SGIIC, S.A. 679.5K €3.49 %as of Dec 31, 2025 ↗
IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. 584.7K €0.15 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 544K €0.21 %as of Dec 31, 2025 ↗
AMMUS GESTIO, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL 339.4K €7.17 %as of Dec 31, 2025 ↗
BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 254K €0.31 %as of Dec 31, 2025 ↗
INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 192.9K €0.03 %as of Dec 31, 2025 ↗
RASEC INVERSIONES, S.A., SICAV AMUNDI IBERIA, SGIIC, S.A. 165.9K €0.24 %as of Dec 31, 2025 ↗
INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 140.3K €0.05 %as of Dec 31, 2025 ↗
TARFONDO, FI AMUNDI IBERIA, SGIIC, S.A. 126.4K €0.28 %as of Dec 31, 2025 ↗
CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ INFAL PATRIMONIO GESALCALA, S.A., S.G.I.I.C. 99.5K €0.73 %as of Dec 31, 2025 ↗
INTELLIGENT DATA & BOTS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. 75.8K €0.44 %as of Dec 31, 2025 ↗
INVERVULCANO, SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. 58.5K €0.45 %as of Dec 31, 2025 ↗
SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 52.1K €0.03 %as of Dec 31, 2025 ↗
ACTIUM DE INVERSIONES, SICAV S.A. AMUNDI IBERIA, SGIIC, S.A. 50.9K €0.52 %as of Dec 31, 2025 ↗
INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 49.5K €0.07 %as of Dec 31, 2025 ↗
GOOD VALUE SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. 37.9K €0.46 %as of Dec 31, 2025 ↗
CARFY, SICAV S.A. A&G FONDOS, SGIIC, SA 30K €0.03 %as of Dec 31, 2025 ↗
ALCESTIS INVESTMENT, SICAV, S.A. A&G FONDOS, SGIIC, SA 30K €0.05 %as of Dec 31, 2025 ↗

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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