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 | |
|---|---|---|---|---|---|
| LARGE-CAP GROWTH PROFUND ProFunds | 394 | 85.6K $ | 0.45 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 387 | 84.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 377 | 74.5K $ | 3.87 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 360 | 71.2K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds | 330 | 71.7K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Praxis Impact Large Cap Value ETF Praxis Funds | 329 | 65K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 305 | 60.3K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 300 | 59.3K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Arrow DWA Tactical: Balanced Fund Arrow Investments Trust | 295 | 64.1K $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 294 | 58.1K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 289 | 57.1K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 262 | 54.3K $ | 0.02 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 253 | 50K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SilverDome One ISEC Services AB | 230 | 430.6K SEK | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Large Cap Growth ETF American Century ETF Trust | 215 | 44.5K $ | 0.27 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Series LCC Fund Voya Equity Trust | 213 | 44.1K $ | 1.51 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 190 | 357.9K SEK | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 182 | 36K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 174 | 34.4K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nordea Stiftelse- och Donationsmedelsfond Nordea Funds Ab | 159 | 293.3K SEK | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Strategic Real Return Fund Fidelity Salem Street Trust | 154 | 30.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST | 150 | 32.6K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 149 | 29.5K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 147 | 31.9K $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 146 | 28.9K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 143 | 28.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 133 | 26.3K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Moderately Conservative Fund Victory Portfolios III | 131 | 27.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 93 | 18.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 79 | 17.2K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 78 | 16.2K $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 71 | 15.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 69 | 13.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 63 | 12.5K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 62 | 13.5K $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 62 | 12.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guinness Atkinson Real Assets Income ETF GUINNESS ATKINSON FUNDS | 60 | 11.9K $ | 2.99 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 57 | 12.4K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 48 | 9.9K $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 40 | 8.7K $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 40 | 8.7K $ | 0.42 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 38 | 8.3K $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 24 | 4.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 18 | 3.9K $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 16 | 3.3K $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 16 | 3.2K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer PE/VC ETF Pacer Funds Trust | 14 | 3K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 5 | 988.6 $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 5 | 988.6 $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 4 | 790.8 $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 2 | 434.7 $ | 0.00 % | 0.00 % | as of Apr 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 ↗ |
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