Funds holding Welltower Inc
976 funds declare a position · 257 ETFs and 719 other funds · 61.2B $· 5.2B SEK· 19M € · US95040Q1040
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 301 | Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 68,825 | 15M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 302 | iShares ESG Optimized MSCI USA ETF iShares Trust | 68,823 | 15M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 303 | Capital Group Global Equity ETF Capital Group Global Equity ETF | 68,460 | 14.2M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| 304 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 68,208 | 14.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 305 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 68,110 | 13.5M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 306 | Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 68,058 | 13.5M $ | 6.83 % | as of Mar 31, 2026 · Original filing |
| 307 | Inspire 100 ETF Northern Lights Fund Trust IV | 67,931 | 14.1M $ | 3.48 % | as of Feb 28, 2026 · Original filing |
| 308 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 67,183 | 13.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 309 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 66,859 | 13.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 310 | Avanza Global Avanza Fonder AB | 66,595 | 125.4M SEK | 0.29 % | as of Mar 31, 2026 · Original filing |
| 311 | TCW Concentrated Large Cap Growth Fund TCW FUNDS INC | 66,135 | 14.4M $ | 2.10 % | as of Apr 30, 2026 · Original filing |
| 312 | Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 65,907 | 14.3M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 313 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 65,896 | 13M $ | 9.83 % | as of Mar 31, 2026 · Original filing |
| 314 | iShares Morningstar Growth ETF iShares Trust | 65,542 | 14.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 315 | AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 64,173 | 13.9M $ | 7.37 % | as of Apr 30, 2026 · Original filing |
| 316 | NYLIM VP Wellington Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 63,217 | 12.5M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| 317 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 62,592 | 12.4M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 318 | Fidelity Balanced Fund Fidelity Puritan Trust | 59,986 | 12.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 319 | DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 59,604 | 11.8M $ | 6.47 % | as of Mar 31, 2026 · Original filing |
| 320 | PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 59,527 | 11.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 321 | Penn Series Real Estate Securities Fund Penn Series Funds Inc | 59,248 | 11.7M $ | 12.64 % | as of Mar 31, 2026 · Original filing |
| 322 | Global Equity Fund RUSSELL INVESTMENT CO | 58,794 | 12.8M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 323 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 58,700 | 12.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 324 | Wilmington Real Asset Fund Wilmington Funds | 58,603 | 12.7M $ | 2.69 % | as of Apr 30, 2026 · Original filing |
| 325 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 58,498 | 12.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 326 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 58,131 | 12M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 327 | JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 57,515 | 12.5M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 328 | JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | 57,187 | 11.3M $ | 14.65 % | as of Mar 31, 2026 · Original filing |
| 329 | Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 56,935 | 107.2M SEK | 0.23 % | as of Mar 31, 2026 · Original filing |
| 330 | iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 56,553 | 11.7M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 331 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 56,261 | 106M SEK | 0.27 % | as of Mar 31, 2026 · Original filing |
| 332 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 55,650 | 11.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 333 | Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 55,590 | 11M $ | 10.46 % | as of Mar 31, 2026 · Original filing |
| 334 | EQ/Capital Group Research Portfolio EQ Advisors Trust | 55,510 | 11M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 335 | ProShares Ultra S&P500 ProShares Trust | 54,706 | 11.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 336 | iShares MSCI World ETF iShares, Inc. | 54,124 | 11.2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 337 | T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 53,700 | 10.6M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 338 | U.S. Sector Rotation Fund John Hancock Funds II | 53,485 | 11.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 339 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 52,749 | 10.9M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 340 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 52,419 | 10.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 341 | U.S. Growth Trust John Hancock Variable Insurance Trust | 52,304 | 10.3M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 342 | VY Columbia Real Estate Portfolio Voya Investors Trust | 52,268 | 10.3M $ | 11.76 % | as of Mar 31, 2026 · Original filing |
| 343 | VIP Value Strategies Portfolio Variable Insurance Products Fund III | 52,200 | 10.3M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 344 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 50,753 | 10M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 345 | Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 50,700 | 10.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 346 | VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust | 50,667 | 10M $ | 9.50 % | as of Mar 31, 2026 · Original filing |
| 347 | Nomura Real Estate Securities Fund IVY FUNDS | 50,620 | 10M $ | 11.97 % | as of Mar 31, 2026 · Original filing |
| 348 | Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 50,479 | 10.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 349 | Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 50,247 | 10.4M $ | 0.37 % | as of Feb 27, 2026 · Original filing |
| 350 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 49,904 | 10.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 351 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 49,829 | 10.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 352 | Voya VACS Index Series S Portfolio Voya Investors Trust | 49,163 | 9.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 353 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 48,732 | 9.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 354 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 48,721 | 10.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 355 | Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 48,568 | 9.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 356 | Nordea Generationsfond 80-tal Nordea Funds Ab | 48,167 | 88.8M SEK | 0.36 % | as of Mar 31, 2026 · Original filing |
| 357 | Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 47,836 | 9.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 358 | T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 47,636 | 9.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 359 | Brookfield Global Listed Real Estate Fund Brookfield Investment Funds | 47,589 | 9.4M $ | 8.12 % | as of Mar 31, 2026 · Original filing |
| 360 | Janus Henderson Adaptive Risk Managed U.S. Equity Fund JANUS INVESTMENT FUND | 47,499 | 9.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 361 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 47,340 | 10.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 362 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 47,198 | 10.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 363 | VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 47,129 | 9.8M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| 364 | JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 47,097 | 9.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 365 | Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 46,744 | 9.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 366 | Congress Large Cap Growth Fund Professionally Managed Portfolios | 46,450 | 10.1M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| 367 | SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 45,562 | 9M $ | 7.69 % | as of Mar 31, 2026 · Original filing |
| 368 | Fidelity Blue Chip Value Fund Fidelity Securities Fund | 44,900 | 9.8M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 369 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 44,605 | 9.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 370 | Congress Large Cap Growth ETF Professionally Managed Portfolios | 44,443 | 9.7M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| 371 | Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 44,189 | 9.6M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| 372 | Sp Funds S&p 500 Sharia Industry Exclusions ETF Tidal Trust I | 44,082 | 9.1M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 373 | Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust | 43,953 | 8.7M $ | 8.56 % | as of Mar 31, 2026 · Original filing |
| 374 | Venerable Real Estate Fund Venerable Variable Insurance Trust | 43,757 | 8.7M $ | 10.33 % | as of Mar 31, 2026 · Original filing |
| 375 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 43,315 | 9.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 376 | Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 43,303 | 9.4M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 377 | Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 41,831 | 9.1M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 378 | Cromwell CenterSquare Real Estate Fund Total Fund Solution | 41,300 | 8.2M $ | 9.34 % | as of Mar 31, 2026 · Original filing |
| 379 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 41,200 | 8.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 380 | ALGER GROWTH & INCOME FUND ALGER FUNDS | 41,153 | 8.9M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 381 | Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 41,036 | 8.5M $ | 7.21 % | as of Feb 28, 2026 · Original filing |
| 382 | Nordea Generationsfond 60-tal Nordea Funds Ab | 40,889 | 75.4M SEK | 0.15 % | as of Mar 31, 2026 · Original filing |
| 383 | Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 40,721 | 8.4M $ | 0.36 % | as of Feb 27, 2026 · Original filing |
| 384 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 40,592 | 8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 385 | Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 40,400 | 8.4M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 386 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 40,308 | 8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 387 | Aptus Collared Investment Opportunity ETF ETF Series Solutions | 39,575 | 8.6M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 388 | SEB USA Exposure SEB Funds AB | 39,515 | 74.4M SEK | 0.28 % | as of Mar 31, 2026 · Original filing |
| 389 | iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 37,941 | 7.9M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 390 | Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 37,635 | 7.4M $ | 7.95 % | as of Mar 31, 2026 · Original filing |
| 391 | Skandia Global Exponering Skandia Fonder AB | 37,600 | 70.8M SEK | 0.22 % | as of Mar 31, 2026 · Original filing |
| 392 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 37,516 | 8.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 393 | SPP Generation 70-tal Storebrand Asset Management AS | 37,421 | 70.5M SEK | 0.21 % | as of Mar 31, 2026 · Original filing |
| 394 | VIP Value Portfolio Variable Insurance Products Fund | 37,207 | 7.4M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 395 | AMF Aktiefond Nordamerika AMF Fonder AB | 37,040 | 69.8M SEK | 0.98 % | as of Mar 31, 2026 · Original filing |
| 396 | George Putnam Balanced Fund George Putnam Balanced Fund | 36,970 | 8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 397 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 36,275 | 7.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 398 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 35,884 | 7.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 399 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 35,755 | 7.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 400 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 35,670 | 7.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
Institutional managers
1463 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| 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 |
| Daiwa Securities Group Inc. | 4,283,582 | 846.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,972,536 | 785.4M $ | as of Mar 31, 2026 |