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 | |
|---|---|---|---|---|---|
| Storebrand USA Storebrand Asset Management AS | 148,107 | 278.9M SEK | 0.59 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 147,301 | 29.1M $ | 0.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 146,921 | 31.9M $ | 0.24 % | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 144,528 | 28.6M $ | 0.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 143,560 | 29.7M $ | 0.72 % | 0.02 % | as of Feb 28, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 142,540 | 28.2M $ | 0.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 141,966 | 28.1M $ | 0.77 % | 0.02 % | as of Mar 31, 2026 ↗ |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 141,667 | 28M $ | 5.57 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 139,339 | 27.5M $ | 13.98 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 138,706 | 30.1M $ | 1.16 % | 0.02 % | as of Apr 30, 2026 ↗ |
| First Trust WCM Focused Global Growth Fund First Trust Series Fund | 132,030 | 26.1M $ | 2.17 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Baron Real Estate Income Fund BARON SELECT FUNDS | 132,019 | 26.1M $ | 9.87 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 131,936 | 248.5M SEK | 0.20 % | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 130,179 | 25.7M $ | 0.22 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 128,560 | 27.9M $ | 1.33 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 128,438 | 27.9M $ | 12.43 % | 0.02 % | as of Apr 30, 2026 ↗ |
| AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 127,270 | 27.7M $ | 2.05 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Fastighet Swedbank Robur Fonder AB | 127,000 | 239.2M SEK | 4.44 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 126,734 | 26.2M $ | 7.49 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Real Estate Securities Account Principal Variable Contract Funds, Inc | 125,561 | 24.8M $ | 9.49 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Sp Funds S&p Global Reit Sharia ETF Tidal Trust I | 123,349 | 25.5M $ | 12.23 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND | 123,139 | 24.3M $ | 7.64 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust | 122,744 | 26.7M $ | 11.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco Health Care Fund AIM Investment Funds (Invesco Investment Funds) | 120,441 | 26.2M $ | 2.31 % | 0.02 % | as of Apr 30, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 118,100 | 23.3M $ | 0.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 117,857 | 23.3M $ | 9.88 % | 0.02 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 115,559 | 22.8M $ | 0.40 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund GuideStone Funds | 115,313 | 22.8M $ | 7.27 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 115,054 | 23.8M $ | 0.23 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 113,985 | 23.6M $ | 0.23 % | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Russell Top 200 Value ETF iShares Trust | 113,857 | 22.5M $ | 0.66 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 113,656 | 24.7M $ | 0.14 % | 0.02 % | as of Apr 30, 2026 ↗ |
| AB All Market Real Return Portfolio AB BOND FUND, INC. | 113,303 | 24.6M $ | 3.06 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 113,069 | 22.4M $ | 0.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 113,059 | 22.4M $ | 0.78 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 112,353 | 22.2M $ | 4.84 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 112,010 | 24.3M $ | 0.44 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 106,432 | 21M $ | 0.91 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 106,337 | 21M $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ALGER SPECTRA FUND ALGER FUNDS II | 105,112 | 22.8M $ | 0.53 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 105,107 | 22.8M $ | 0.69 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 104,703 | 22.8M $ | 0.44 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. | 103,970 | 22.6M $ | 6.80 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 102,922 | 21.3M $ | 0.09 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VIP Real Estate Portfolio Variable Insurance Products Fund IV | 102,500 | 20.3M $ | 6.20 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 102,294 | 21.2M $ | 0.82 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya Large Cap Growth Portfolio Voya Investors Trust | 102,063 | 20.2M $ | 0.64 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Developed Real Estate Index Fund BlackRock Funds | 101,311 | 22M $ | 7.23 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | 98,257 | 19.4M $ | 9.82 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST | 98,164 | 21.3M $ | 8.41 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 98,131 | 19.4M $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 96,952 | 19.2M $ | 1.96 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 96,854 | 19.1M $ | 0.89 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 96,797 | 19.1M $ | 0.35 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 95,598 | 19.8M $ | 0.13 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 95,299 | 20.7M $ | 1.10 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 93,949 | 19.5M $ | 0.24 % | 0.01 % | as of Feb 28, 2026 ↗ |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 93,794 | 20.4M $ | 8.43 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 93,485 | 20.3M $ | 0.42 % | 0.01 % | as of Apr 30, 2026 ↗ |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 92,462 | 18.3M $ | 1.19 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 70-tal Nordea Funds Ab | 91,348 | 168.5M SEK | 0.36 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 91,290 | 18M $ | 0.36 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 91,200 | 19.8M $ | 0.87 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 90,900 | 18.8M $ | 0.98 % | 0.01 % | as of Feb 28, 2026 ↗ |
| NYLI WMC Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 89,581 | 19.5M $ | 1.88 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 89,367 | 17.7M $ | 9.80 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | 89,330 | 17.7M $ | 1.25 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 88,597 | 17.5M $ | 11.31 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 88,371 | 17.5M $ | 0.25 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 88,012 | 19.1M $ | 0.24 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 86,635 | 17.1M $ | 7.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 85,644 | 16.9M $ | 0.31 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 85,579 | 161.2M SEK | 0.35 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Income Stock Fund Victory Portfolios III | 84,800 | 18.4M $ | 0.69 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 84,477 | 16.7M $ | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 84,398 | 159M SEK | 0.35 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ALGER CAPITAL APPRECIATION FUND ALGER FUNDS | 84,039 | 18.3M $ | 0.68 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 83,563 | 16.5M $ | 0.28 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 82,339 | 16.3M $ | 0.62 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III | 81,604 | 17.7M $ | 11.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 81,317 | 16.1M $ | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 81,050 | 16M $ | 12.16 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 80,512 | 15.9M $ | 3.30 % | 0.01 % | as of Mar 31, 2026 ↗ |
| GLOBAL REAL ESTATE FUND VALIC Co I | 79,295 | 16.4M $ | 5.33 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 78,256 | 17M $ | 0.72 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 77,795 | 15.4M $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Stock Index Fund VALIC Co I | 77,228 | 16M $ | 0.24 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 77,193 | 16M $ | 5.26 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 76,945 | 15.2M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SFT Real Estate Securities Fund Securian Funds Trust | 75,415 | 14.9M $ | 12.87 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 73,477 | 138.4M SEK | 0.31 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 73,315 | 15.9M $ | 8.50 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 72,963 | 15.1M $ | 1.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 72,415 | 136.4M SEK | 0.45 % | 0.01 % | as of Mar 31, 2026 ↗ |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 72,114 | 15.7M $ | 4.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 72,023 | 14.2M $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 71,580 | 14.2M $ | 10.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 70,981 | 133.7M SEK | 0.23 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 70,045 | 15.2M $ | 0.38 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 69,134 | 13.7M $ | 0.24 % | 0.01 % | as of Mar 31, 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