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
BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 72,50016.5M $0.78 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 72,44916.4M $0.24 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 72,415136.4M SEK0.45 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 70,981133.7M SEK0.23 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 70,70816M $0.13 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 70,05516.4M $0.53 %0.01 %as of Jul 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 70,03815.9M $0.25 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 69,13115.7M $0.24 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 69,06316.2M $0.40 %0.01 %as of Jul 31, 2026 ↗
GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 68,45115.5M $0.90 %0.01 %as of Jun 30, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 68,06015.4M $10.15 %0.01 %as of Jun 30, 2026 ↗
Avanza Global Avanza Fonder AB 66,595125.4M SEK0.29 %0.01 %as of Mar 31, 2026 ↗
NYLIM WMC Growth Fund NYLIM FUNDS TRUST 66,53615.6M $1.59 %0.01 %as of Jul 31, 2026 ↗
VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 66,19815M $1.48 %0.01 %as of Jun 30, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 66,01915M $5.69 %0.01 %as of Jun 30, 2026 ↗
Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) 65,90715.5M $0.89 %0.01 %as of Jul 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 65,89615M $10.59 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 65,38714.8M $0.31 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 64,50614.6M $0.25 %0.01 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 64,03313.1M $0.18 %0.01 %as of May 31, 2026 ↗
ALGER SPECTRA FUND ALGER FUNDS II 63,49314.9M $0.35 %0.01 %as of Jul 31, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 63,35314.9M $7.82 %0.01 %as of Jul 31, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 62,38814.2M $0.75 %0.01 %as of Jun 30, 2026 ↗
T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II 60,92813.8M $0.62 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 60,80912.5M $0.15 %0.01 %as of May 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 60,50913.7M $0.63 %0.01 %as of Jun 30, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 60,30013.7M $1.13 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 60,26314.1M $0.56 %0.01 %as of Jul 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 60,10814.1M $3.07 %0.01 %as of Jul 31, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 59,24813.4M $13.74 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 59,09012.1M $0.14 %0.01 %as of May 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 58,70013.8M $0.11 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 58,56013.7M $0.25 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,97011.9M $0.19 %0.01 %as of May 31, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 57,80011.9M $0.05 %0.01 %as of May 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 56,935107.2M SEK0.23 %0.01 %as of Mar 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 56,89211.7M $0.04 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 56,88911.7M $0.27 %0.01 %as of May 31, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 56,66412.9M $6.16 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 56,45411.6M $0.20 %0.01 %as of May 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 56,261106M SEK0.27 %0.01 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 56,20011.5M $0.52 %0.01 %as of May 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 56,12113.2M $0.33 %0.01 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 55,59012.6M $10.85 %0.01 %as of Jun 30, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 55,51012.6M $1.62 %0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 55,18812.9M $0.19 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 53,38511M $0.33 %0.01 %as of May 31, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 53,20712.5M $0.35 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 53,20612.1M $0.23 %0.01 %as of Jun 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 53,02110.9M $0.20 %0.01 %as of May 31, 2026 ↗
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 51,41412.1M $0.35 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 50,95711.9M $1.05 %0.01 %as of Jul 31, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 50,84011.5M $12.04 %0.01 %as of Jun 30, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 50,79011.5M $12.33 %0.01 %as of Jun 30, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 49,84411.3M $0.24 %0.01 %as of Jun 30, 2026 ↗
Sp Funds S&P 500 Sharia Industry Exclusions ETF Tidal Trust I 49,82110.2M $0.38 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 49,75311.3M $0.23 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 49,74710.2M $0.21 %0.01 %as of May 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 49,56110.2M $0.34 %0.01 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 48,91011.5M $0.12 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 48,43211M $0.16 %0.01 %as of Jun 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 48,4049.9M $0.22 %0.01 %as of May 31, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 48,31911M $10.03 %0.01 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 48,1999.9M $0.36 %0.01 %as of May 29, 2026 ↗
Nordea Generationsfond 80-tal Nordea Funds Ab 48,16788.8M SEK0.36 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 48,02611.3M $0.09 %0.01 %as of Jul 31, 2026 ↗
Janus Henderson Adaptive Risk Managed U.S. Equity Fund Janus Investment Fund 47,68710.8M $1.72 %0.01 %as of Jun 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 47,5849.8M $0.38 %0.01 %as of May 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 47,58010.8M $0.24 %0.01 %as of Jun 30, 2026 ↗
Congress Large Cap Growth Fund Professionally Managed Portfolios 46,45010.9M $1.89 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 45,87010.8M $1.41 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 45,79010.7M $0.23 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 45,54110.3M $0.33 %0.01 %as of Jun 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 45,29710.6M $0.81 %0.01 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 44,84910.2M $0.45 %0.01 %as of Jun 30, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 44,68510.1M $0.57 %0.01 %as of Jun 30, 2026 ↗
U.S. Growth Trust John Hancock Variable Insurance Trust 44,27410M $1.34 %0.01 %as of Jun 30, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 44,25510M $0.37 %0.01 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Value Fund Fidelity Securities Fund 44,10010.3M $1.45 %0.01 %as of Jul 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 43,90710M $1.45 %0.01 %as of Jun 30, 2026 ↗
Rational/Pier 88 Convertible Securities Fund Mutual Fund & Variable Insurance Trust 43,8009.9M $4.28 %0.01 %as of Jun 30, 2026 ↗
Congress Large Cap Growth ETF Professionally Managed Portfolios 43,52310.2M $2.76 %0.01 %as of Jul 31, 2026 ↗
Easterly Global Real Estate Fund James Alpha Funds Trust 43,4448.9M $4.81 %0.01 %as of May 31, 2026 ↗
Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust 43,1089.8M $9.13 %0.01 %as of Jun 30, 2026 ↗
ALGER GROWTH & INCOME FUND ALGER FUNDS 42,88510.1M $1.04 %0.01 %as of Jul 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 42,8219.7M $7.66 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 42,5398.7M $0.16 %0.01 %as of May 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 42,4868.7M $0.27 %0.01 %as of May 29, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 41,9849.8M $0.25 %0.01 %as of Jul 31, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 41,8719.5M $10.78 %0.01 %as of Jun 30, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 41,4728.5M $7.35 %0.01 %as of May 31, 2026 ↗
Nordea Generationsfond 60-tal Nordea Funds Ab 40,88975.4M SEK0.15 %0.01 %as of Mar 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 40,4008.3M $0.34 %0.01 %as of May 31, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 40,1839.4M $0.40 %0.01 %as of Jul 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 40,1409.1M $0.25 %0.01 %as of Jun 30, 2026 ↗
VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust 39,8558.2M $1.39 %0.01 %as of May 31, 2026 ↗
SEB USA Exposure SEB Funds AB 39,51574.4M SEK0.28 %0.01 %as of Mar 31, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 39,4208.9M $9.53 %0.01 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 39,3608.1M $0.58 %0.01 %as of May 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 38,6508.8M $0.24 %0.01 %as of Jun 30, 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