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
BlackRock Large Cap Focus Growth Fund, Inc. BlackRock Large Cap Focus Growth Fund, Inc. 146,20530M $1.61 %0.02 %as of May 29, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 145,60133M $0.25 %0.02 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 145,49134.1M $0.26 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 144,44532.8M $0.25 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 144,10432.7M $0.25 %0.02 %as of Jun 30, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 143,12432.5M $14.58 %0.02 %as of Jun 30, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 141,19432M $10.80 %0.02 %as of Jun 30, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 140,67528.9M $0.27 %0.02 %as of May 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 140,64531.9M $5.74 %0.02 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 140,28032.9M $7.88 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 135,56230.8M $0.61 %0.02 %as of Jun 30, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 134,36130.5M $10.70 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 132,01930M $0.22 %0.02 %as of Jun 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 131,936248.5M SEK0.20 %0.02 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 130,89029.7M $8.53 %0.02 %as of Jun 30, 2026 ↗
Janus Henderson Global Real Estate Fund Janus Investment Fund 128,82529.2M $8.53 %0.02 %as of Jun 30, 2026 ↗
Baron Real Estate Income Fund BARON SELECT FUNDS 127,81929M $9.74 %0.02 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 127,36026.2M $0.60 %0.02 %as of May 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 127,16028.9M $0.08 %0.02 %as of Jun 30, 2026 ↗
Swedbank Robur Fastighet Swedbank Robur Fonder AB 127,000239.2M SEK4.44 %0.02 %as of Mar 31, 2026 ↗
BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 122,72527.9M $0.70 %0.02 %as of Jun 30, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 121,28028.4M $0.49 %0.02 %as of Jul 31, 2026 ↗
Capital Group Global Equity ETF Capital Group Global Equity ETF 121,11724.9M $0.89 %0.02 %as of May 31, 2026 ↗
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. 120,90027.4M $2.04 %0.02 %as of Jun 30, 2026 ↗
Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust 120,44928.2M $11.58 %0.02 %as of Jul 31, 2026 ↗
Invesco Health Care Fund AIM Investment Funds (Invesco Investment Funds) 120,44128.2M $2.34 %0.02 %as of Jul 31, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 119,53227.1M $5.18 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 119,10027M $0.24 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 118,99824.4M $0.21 %0.02 %as of May 31, 2026 ↗
NYLIM CBRE Real Estate Fund NYLIM FUNDS TRUST 118,06027.7M $12.47 %0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 116,56526.5M $0.43 %0.02 %as of Jun 30, 2026 ↗
Sp Funds S&P Global REIT Sharia ETF Tidal Trust I 115,78923.8M $11.69 %0.02 %as of May 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 115,15926.1M $0.82 %0.02 %as of Jun 30, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 113,30326.6M $3.41 %0.02 %as of Jul 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 113,06925.7M $0.24 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 112,92723.2M $0.20 %0.02 %as of May 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 112,57225.6M $0.25 %0.02 %as of Jun 30, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 111,58226.2M $0.14 %0.02 %as of Jul 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 111,56725.3M $0.79 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 108,96025.5M $1.07 %0.02 %as of Jul 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 108,54725.4M $0.48 %0.02 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 107,94225.3M $1.02 %0.01 %as of Jul 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 105,90524.8M $7.90 %0.01 %as of Jul 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 104,79323.8M $0.25 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 102,57024M $7.06 %0.01 %as of Jul 31, 2026 ↗
Growth Fund VALIC Co I 100,90620.7M $1.23 %0.01 %as of May 31, 2026 ↗
VIP Real Estate Portfolio Variable Insurance Products Fund IV 100,90022.9M $6.57 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 100,39022.8M $0.33 %0.01 %as of Jun 30, 2026 ↗
Voya Large Cap Growth Portfolio Voya Investors Trust 99,67122.6M $0.61 %0.01 %as of Jun 30, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 99,56020.4M $7.83 %0.01 %as of May 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 99,03022.5M $10.47 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 98,72722.4M $0.63 %0.01 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 97,56422.1M $0.86 %0.01 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 97,39822.8M $0.26 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust 96,80822.7M $1.13 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 96,58119.8M $0.22 %0.01 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 95,94419.7M $0.08 %0.01 %as of May 31, 2026 ↗
PGIM Select Real Estate Fund Prudential Investment Portfolios 9 94,99122.3M $8.54 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 93,78421.3M $0.38 %0.01 %as of Jun 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 93,34421.2M $11.74 %0.01 %as of Jun 30, 2026 ↗
CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II 92,48321M $1.98 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 91,75720.8M $0.26 %0.01 %as of Jun 30, 2026 ↗
Nordea Generationsfond 70-tal Nordea Funds Ab 91,348168.5M SEK0.36 %0.01 %as of Mar 31, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 91,20021.4M $0.93 %0.01 %as of Jul 31, 2026 ↗
SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST 90,46421.2M $8.43 %0.01 %as of Jul 31, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 89,36720.3M $10.26 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 88,98420.9M $0.46 %0.01 %as of Jul 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 88,37120.1M $0.25 %0.01 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 88,06220M $0.89 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 87,60519.9M $0.31 %0.01 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 87,40419.8M $0.38 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 87,33219.8M $0.49 %0.01 %as of Jun 30, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 86,70019.7M $1.27 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 86,56517.8M $0.11 %0.01 %as of May 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 85,579161.2M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 85,46420M $0.80 %0.01 %as of Jul 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 84,80019.9M $0.69 %0.01 %as of Jul 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 84,75519.9M $11.54 %0.01 %as of Jul 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 84,398159M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF 84,15417.3M $0.99 %0.01 %as of May 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 83,56319M $0.29 %0.01 %as of Jun 30, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 82,49516.9M $5.23 %0.01 %as of May 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 82,24619.3M $9.08 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 81,31718.5M $0.22 %0.01 %as of Jun 30, 2026 ↗
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 81,25019M $4.48 %0.01 %as of Jul 31, 2026 ↗
Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 80,51218.3M $3.49 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 80,02718.2M $0.22 %0.01 %as of Jun 30, 2026 ↗
VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS 76,94517.5M $0.05 %0.01 %as of Jun 30, 2026 ↗
TCW Concentrated Large Cap Growth Fund TCW FUNDS INC 76,65118M $2.70 %0.01 %as of Jul 31, 2026 ↗
DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 76,50117.4M $8.19 %0.01 %as of Jun 30, 2026 ↗
Stock Index Fund VALIC Co I 76,25715.7M $0.22 %0.01 %as of May 31, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 75,53817.1M $0.46 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 75,41717.1M $0.42 %0.01 %as of Jun 30, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 75,41517.1M $13.74 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 74,30617.4M $0.62 %0.01 %as of Jul 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 74,02615.2M $3.30 %0.01 %as of May 31, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 73,96317.3M $0.38 %0.01 %as of Jul 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 73,477138.4M SEK0.31 %0.01 %as of Mar 31, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 73,22716.6M $12.54 %0.01 %as of Jun 30, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 72,98315M $5.59 %0.01 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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