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
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 416,08497.5M $0.59 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 413,08984.8M $0.20 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 412,12293.5M $0.23 %0.06 %as of Jun 30, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 384,84190.2M $8.04 %0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 384,11690.1M $0.23 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 381,54086.6M $0.14 %0.05 %as of Jun 30, 2026 ↗
Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC 380,76686.4M $8.33 %0.05 %as of Jun 30, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 379,58189M $10.91 %0.05 %as of Jul 31, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 377,93585.8M $10.53 %0.05 %as of Jun 30, 2026 ↗
Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) 375,44088M $0.76 %0.05 %as of Jul 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 371,90084.4M $0.55 %0.05 %as of Jun 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 369,44583.9M $3.64 %0.05 %as of Jun 30, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 366,23483.1M $10.02 %0.05 %as of Jun 30, 2026 ↗
JNL/BlackRock Large Cap Select Growth Fund JNL Series Trust 362,85682.4M $1.85 %0.05 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 362,62782.3M $7.96 %0.05 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 356,69773.2M $0.26 %0.05 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 355,75580.7M $0.27 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 355,02380.6M $0.44 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 351,62672.2M $0.46 %0.05 %as of May 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 341,48877.5M $11.78 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 337,95476.7M $0.22 %0.05 %as of Jun 30, 2026 ↗
Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST 332,91368.4M $2.25 %0.05 %as of May 31, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 328,52467.5M $9.83 %0.05 %as of May 31, 2026 ↗
Capital Group Core Equity ETF Capital Group Core Equity ETF 317,00465.1M $0.60 %0.04 %as of May 31, 2026 ↗
BlackRock Capital Appreciation Fund, Inc. BlackRock Capital Appreciation Fund, Inc. 316,95365.1M $1.61 %0.04 %as of May 29, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 302,93168.8M $0.37 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 302,49868.7M $0.24 %0.04 %as of Jun 30, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 301,27468.4M $1.97 %0.04 %as of Jun 30, 2026 ↗
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 300,24170.4M $1.03 %0.04 %as of Jul 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 299,06961.4M $0.89 %0.04 %as of May 31, 2026 ↗
New Economy Fund New Economy Fund 298,62661.3M $0.12 %0.04 %as of May 31, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 294,84666.9M $15.18 %0.04 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 293,59660.3M $0.34 %0.04 %as of May 31, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 292,45468.6M $1.56 %0.04 %as of Jul 31, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 291,49368.3M $12.95 %0.04 %as of Jul 31, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 290,68166M $0.07 %0.04 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 286,22167.1M $4.64 %0.04 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 282,87958.1M $0.02 %0.04 %as of May 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 279,36665.5M $0.45 %0.04 %as of Jul 31, 2026 ↗
JNL/WMC Balanced Fund JNL Series Trust 276,97462.9M $0.67 %0.04 %as of Jun 30, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 274,03256.3M $9.19 %0.04 %as of May 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 273,97862.2M $7.34 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 271,44663.6M $4.18 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 267,11960.6M $0.24 %0.04 %as of Jun 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 264,48654.3M $6.68 %0.04 %as of May 31, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 260,28359.1M $3.12 %0.04 %as of Jun 30, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 259,17158.8M $1.09 %0.04 %as of Jun 30, 2026 ↗
VOYA LARGE CAP VALUE FUND Voya Equity Trust 258,79653.1M $2.14 %0.04 %as of May 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 258,22860.5M $0.45 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 254,72852.3M $11.04 %0.04 %as of May 31, 2026 ↗
Fidelity Trend Fund Fidelity Trend Fund 240,22854.5M $1.09 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 238,69156M $0.45 %0.03 %as of Jul 31, 2026 ↗
BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. 237,96448.9M $1.02 %0.03 %as of May 29, 2026 ↗
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 235,20048.3M $1.40 %0.03 %as of May 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 225,02252.8M $0.16 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 224,98352.7M $0.24 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 222,82150.6M $0.25 %0.03 %as of Jun 30, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 221,95750.4M $14.56 %0.03 %as of Jun 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 221,18245.4M $1.69 %0.03 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 220,65250.1M $4.39 %0.03 %as of Jun 30, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 220,00049.9M $1.24 %0.03 %as of Jun 30, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 218,46844.9M $13.37 %0.03 %as of May 31, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 216,91949.2M $1.12 %0.03 %as of Jun 30, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 211,62448M $12.73 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 209,84847.6M $0.25 %0.03 %as of Jun 30, 2026 ↗
VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS 207,74547.2M $0.62 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 206,40248.4M $0.26 %0.03 %as of Jul 31, 2026 ↗
Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust 202,72147.5M $1.78 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 201,70447.3M $0.25 %0.03 %as of Jul 31, 2026 ↗
U.S. Growth Fund John Hancock Funds III 201,16245.7M $1.35 %0.03 %as of Jun 30, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 200,71341.2M $0.04 %0.03 %as of May 31, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 200,05045.4M $9.59 %0.03 %as of Jun 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 199,08645.2M $0.25 %0.03 %as of Jun 30, 2026 ↗
Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 197,45540.5M $0.64 %0.03 %as of May 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 191,18043.4M $12.06 %0.03 %as of Jun 30, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 189,97743.1M $0.36 %0.03 %as of Jun 30, 2026 ↗
Real Estate Portfolio PACIFIC SELECT FUND 189,87343.1M $12.47 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 189,68443.1M $0.22 %0.03 %as of Jun 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 188,89142.9M $4.58 %0.03 %as of Jun 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 183,05541.5M $10.71 %0.03 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 181,91942.6M $0.62 %0.03 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 172,46439.1M $0.10 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 165,40838.8M $0.25 %0.02 %as of Jul 31, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 162,30738.1M $8.58 %0.02 %as of Jul 31, 2026 ↗
HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC 162,22436.8M $1.21 %0.02 %as of Jun 30, 2026 ↗
VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds 160,98936.5M $1.32 %0.02 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Growth Stock Fund JNL Series Trust 159,30036.2M $0.41 %0.02 %as of Jun 30, 2026 ↗
BlackRock Capital Appreciation Portfolio Brighthouse Funds Trust II 158,81436M $1.84 %0.02 %as of Jun 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 158,11735.9M $0.25 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 157,17836.8M $0.26 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 155,98635.4M $0.91 %0.02 %as of Jun 30, 2026 ↗
Large Cap Equity Fund American Century Mutual Funds, Inc. 155,97336.6M $1.21 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 155,48831.9M $0.24 %0.02 %as of May 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 153,381288.9M SEK0.20 %0.02 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 152,10635.7M $1.65 %0.02 %as of Jul 31, 2026 ↗
First Trust WCM Focused Global Growth Fund First Trust Series Fund 151,60034.4M $2.07 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 149,99334M $0.25 %0.02 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 148,22933.6M $0.42 %0.02 %as of Jun 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 148,107278.9M SEK0.59 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 148,10734.7M $0.25 %0.02 %as of Jul 31, 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