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 | |
|---|---|---|---|---|---|
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 401,414 | 79.4M $ | 10.61 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 400,014 | 82.9M $ | 0.44 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 399,113 | 82.7M $ | 0.21 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 392,923 | 77.7M $ | 0.13 % | 0.05 % | as of Mar 31, 2026 ↗ |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 389,887 | 77.1M $ | 9.51 % | 0.05 % | as of Mar 31, 2026 ↗ |
| PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 388,868 | 84.5M $ | 8.02 % | 0.05 % | as of Apr 30, 2026 ↗ |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 381,064 | 75.3M $ | 1.58 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 380,764 | 75.3M $ | 7.73 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 375,203 | 77.7M $ | 0.94 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 372,913 | 77.2M $ | 2.66 % | 0.05 % | as of Feb 28, 2026 ↗ |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 371,312 | 73.4M $ | 3.32 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 370,694 | 80.6M $ | 0.99 % | 0.05 % | as of Apr 30, 2026 ↗ |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 368,384 | 72.8M $ | 0.36 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 364,204 | 79.2M $ | 9.72 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 362,063 | 78.7M $ | 0.22 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 361,772 | 74.9M $ | 0.48 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 361,483 | 78.6M $ | 0.69 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 359,690 | 74.5M $ | 0.30 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 355,755 | 70.3M $ | 0.27 % | 0.05 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 337,288 | 66.7M $ | 10.72 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 335,921 | 66.4M $ | 0.22 % | 0.05 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Balanced Fund JNL Series Trust | 329,697 | 65.2M $ | 0.74 % | 0.05 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 318,101 | 62.9M $ | 0.25 % | 0.04 % | as of Mar 31, 2026 ↗ |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 315,965 | 62.5M $ | 1.96 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 311,754 | 67.8M $ | 1.65 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 308,270 | 63.8M $ | 9.15 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 308,100 | 60.9M $ | 0.46 % | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares ESG Aware MSCI USA ETF iShares Trust | 305,739 | 63.3M $ | 0.40 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS | 305,138 | 63.2M $ | 9.40 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 301,596 | 65.5M $ | 4.47 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 289,481 | 57.2M $ | 0.08 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 286,116 | 59.3M $ | 0.66 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 283,148 | 58.6M $ | 0.03 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Real Estate Fund American Century Capital Portfolios, Inc. | 282,511 | 61.4M $ | 11.53 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 279,681 | 60.8M $ | 0.46 % | 0.04 % | as of Apr 30, 2026 ↗ |
| JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust | 275,832 | 57.1M $ | 11.33 % | 0.04 % | as of Feb 28, 2026 ↗ |
| BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 269,640 | 55.8M $ | 1.13 % | 0.04 % | as of Feb 27, 2026 ↗ |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 268,578 | 58.4M $ | 4.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 267,296 | 52.8M $ | 1.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 265,385 | 57.7M $ | 0.45 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 261,485 | 56.8M $ | 0.88 % | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 260,119 | 51.4M $ | 0.24 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Avantis Real Estate ETF American Century ETF Trust | 254,589 | 52.7M $ | 6.79 % | 0.04 % | as of Feb 28, 2026 ↗ |
| New Economy Fund New Economy Fund | 251,013 | 52M $ | 0.12 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Value Fund Fidelity Capital Trust | 245,836 | 53.4M $ | 0.55 % | 0.03 % | as of Apr 30, 2026 ↗ |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 242,983 | 48M $ | 9.38 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 239,130 | 52M $ | 0.46 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 235,200 | 48.7M $ | 1.69 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 235,074 | 46.5M $ | 2.59 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Diversified Real Asset Fund Principal Funds, Inc | 231,580 | 48M $ | 1.80 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Global Real Estate Index Fund Northern Funds | 230,013 | 45.5M $ | 6.63 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. Growth Fund John Hancock Funds III | 227,158 | 44.9M $ | 1.59 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 222,875 | 48.4M $ | 0.23 % | 0.03 % | as of Apr 30, 2026 ↗ |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 220,797 | 43.7M $ | 1.06 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 220,217 | 43.5M $ | 0.25 % | 0.03 % | as of Mar 31, 2026 ↗ |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 220,000 | 43.5M $ | 1.31 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 220,000 | 43.5M $ | 0.54 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 219,739 | 43.4M $ | 14.99 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 217,140 | 47.2M $ | 0.15 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 214,682 | 42.4M $ | 0.61 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 212,755 | 42.1M $ | 13.69 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Trend Fund Fidelity Trend Fund | 210,600 | 41.6M $ | 1.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 206,452 | 40.8M $ | 0.26 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Contrafund K6 Fidelity Contrafund | 205,461 | 40.6M $ | 0.12 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Stock Index Fund Northern Funds | 201,548 | 39.8M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 198,547 | 39.3M $ | 0.25 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 197,575 | 39.1M $ | 0.71 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 197,455 | 40.9M $ | 0.71 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 193,690 | 42.1M $ | 0.24 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 191,180 | 37.8M $ | 11.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 189,977 | 37.6M $ | 0.36 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 189,450 | 37.5M $ | 9.33 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 186,297 | 36.8M $ | 0.22 % | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Real Estate Securities Fund BlackRock Funds | 183,976 | 40M $ | 9.16 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 183,784 | 38.1M $ | 2.35 % | 0.03 % | as of Feb 28, 2026 ↗ |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 183,055 | 36.2M $ | 10.23 % | 0.03 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 181,255 | 35.8M $ | 0.11 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 178,613 | 37M $ | 0.04 % | 0.02 % | as of Feb 28, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 178,294 | 35.3M $ | 12.58 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 176,681 | 38.4M $ | 0.25 % | 0.02 % | as of Apr 30, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 173,865 | 34.4M $ | 0.42 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Real Estate Portfolio PACIFIC SELECT FUND | 173,774 | 34.4M $ | 10.74 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Real Assets Fund John Hancock Investment Trust | 169,660 | 33.5M $ | 3.96 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | 168,741 | 33.4M $ | 1.38 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 168,512 | 33.3M $ | 0.95 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 166,376 | 36.2M $ | 0.24 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 165,293 | 35.9M $ | 0.58 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 165,215 | 35.9M $ | 1.15 % | 0.02 % | as of Apr 30, 2026 ↗ |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 163,018 | 32.2M $ | 1.16 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 158,528 | 34.5M $ | 0.24 % | 0.02 % | as of Apr 30, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 156,272 | 30.9M $ | 0.25 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 154,746 | 30.6M $ | 0.48 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 154,174 | 30.5M $ | 0.25 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 153,381 | 288.9M SEK | 0.20 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 153,222 | 33.3M $ | 8.05 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 152,615 | 33.2M $ | 0.24 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 152,294 | 31.5M $ | 0.27 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 150,310 | 31.1M $ | 13.45 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 148,506 | 32.3M $ | 1.65 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 148,436 | 30.7M $ | 0.30 % | 0.02 % | as of Feb 28, 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