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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 72,500 | 16.5M $ | 0.78 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 72,449 | 16.4M $ | 0.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 72,415 | 136.4M SEK | 0.45 % | 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 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 70,708 | 16M $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 70,055 | 16.4M $ | 0.53 % | 0.01 % | as of Jul 31, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST | 70,038 | 15.9M $ | 0.25 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 69,131 | 15.7M $ | 0.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 69,063 | 16.2M $ | 0.40 % | 0.01 % | as of Jul 31, 2026 ↗ |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 68,451 | 15.5M $ | 0.90 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 68,060 | 15.4M $ | 10.15 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 66,595 | 125.4M SEK | 0.29 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLIM WMC Growth Fund NYLIM FUNDS TRUST | 66,536 | 15.6M $ | 1.59 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 66,198 | 15M $ | 1.48 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 66,019 | 15M $ | 5.69 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 65,907 | 15.5M $ | 0.89 % | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 65,896 | 15M $ | 10.59 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 65,387 | 14.8M $ | 0.31 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 64,506 | 14.6M $ | 0.25 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 64,033 | 13.1M $ | 0.18 % | 0.01 % | as of May 31, 2026 ↗ |
| ALGER SPECTRA FUND ALGER FUNDS II | 63,493 | 14.9M $ | 0.35 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 63,353 | 14.9M $ | 7.82 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Value Fund American Century Capital Portfolios, Inc. | 62,388 | 14.2M $ | 0.75 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 60,928 | 13.8M $ | 0.62 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 60,809 | 12.5M $ | 0.15 % | 0.01 % | as of May 31, 2026 ↗ |
| PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS | 60,509 | 13.7M $ | 0.63 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 60,300 | 13.7M $ | 1.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 60,263 | 14.1M $ | 0.56 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Wilmington Real Asset Fund Wilmington Funds | 60,108 | 14.1M $ | 3.07 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Penn Series Real Estate Securities Fund Penn Series Funds Inc | 59,248 | 13.4M $ | 13.74 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 59,090 | 12.1M $ | 0.14 % | 0.01 % | as of May 31, 2026 ↗ |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 58,700 | 13.8M $ | 0.11 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 58,560 | 13.7M $ | 0.25 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 57,970 | 11.9M $ | 0.19 % | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 57,800 | 11.9M $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 56,935 | 107.2M SEK | 0.23 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 56,892 | 11.7M $ | 0.04 % | 0.01 % | as of May 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 56,889 | 11.7M $ | 0.27 % | 0.01 % | as of May 31, 2026 ↗ |
| Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 56,664 | 12.9M $ | 6.16 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 56,454 | 11.6M $ | 0.20 % | 0.01 % | as of May 31, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 56,261 | 106M SEK | 0.27 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 56,200 | 11.5M $ | 0.52 % | 0.01 % | as of May 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 56,121 | 13.2M $ | 0.33 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 55,590 | 12.6M $ | 10.85 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | 55,510 | 12.6M $ | 1.62 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 55,188 | 12.9M $ | 0.19 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 53,385 | 11M $ | 0.33 % | 0.01 % | as of May 31, 2026 ↗ |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 53,207 | 12.5M $ | 0.35 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 53,206 | 12.1M $ | 0.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 53,021 | 10.9M $ | 0.20 % | 0.01 % | as of May 31, 2026 ↗ |
| ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 51,414 | 12.1M $ | 0.35 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 50,957 | 11.9M $ | 1.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VY Columbia Real Estate Portfolio Voya Investors Trust | 50,840 | 11.5M $ | 12.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nomura Real Estate Securities Fund IVY FUNDS | 50,790 | 11.5M $ | 12.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 49,844 | 11.3M $ | 0.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Sp Funds S&P 500 Sharia Industry Exclusions ETF Tidal Trust I | 49,821 | 10.2M $ | 0.38 % | 0.01 % | as of May 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 49,753 | 11.3M $ | 0.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 49,747 | 10.2M $ | 0.21 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 49,561 | 10.2M $ | 0.34 % | 0.01 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 48,910 | 11.5M $ | 0.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 48,432 | 11M $ | 0.16 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 48,404 | 9.9M $ | 0.22 % | 0.01 % | as of May 31, 2026 ↗ |
| VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust | 48,319 | 11M $ | 10.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 48,199 | 9.9M $ | 0.36 % | 0.01 % | as of May 29, 2026 ↗ |
| Nordea Generationsfond 80-tal Nordea Funds Ab | 48,167 | 88.8M SEK | 0.36 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 48,026 | 11.3M $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Adaptive Risk Managed U.S. Equity Fund Janus Investment Fund | 47,687 | 10.8M $ | 1.72 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 47,584 | 9.8M $ | 0.38 % | 0.01 % | as of May 31, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 47,580 | 10.8M $ | 0.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Congress Large Cap Growth Fund Professionally Managed Portfolios | 46,450 | 10.9M $ | 1.89 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 45,870 | 10.8M $ | 1.41 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 45,790 | 10.7M $ | 0.23 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 45,541 | 10.3M $ | 0.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 45,297 | 10.6M $ | 0.81 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 44,849 | 10.2M $ | 0.45 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 44,685 | 10.1M $ | 0.57 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Growth Trust John Hancock Variable Insurance Trust | 44,274 | 10M $ | 1.34 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 44,255 | 10M $ | 0.37 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Blue Chip Value Fund Fidelity Securities Fund | 44,100 | 10.3M $ | 1.45 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Value Portfolio Variable Insurance Products Fund | 43,907 | 10M $ | 1.45 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Rational/Pier 88 Convertible Securities Fund Mutual Fund & Variable Insurance Trust | 43,800 | 9.9M $ | 4.28 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Congress Large Cap Growth ETF Professionally Managed Portfolios | 43,523 | 10.2M $ | 2.76 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Easterly Global Real Estate Fund James Alpha Funds Trust | 43,444 | 8.9M $ | 4.81 % | 0.01 % | as of May 31, 2026 ↗ |
| Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust | 43,108 | 9.8M $ | 9.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ALGER GROWTH & INCOME FUND ALGER FUNDS | 42,885 | 10.1M $ | 1.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 42,821 | 9.7M $ | 7.66 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 42,539 | 8.7M $ | 0.16 % | 0.01 % | as of May 31, 2026 ↗ |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 42,486 | 8.7M $ | 0.27 % | 0.01 % | as of May 29, 2026 ↗ |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 41,984 | 9.8M $ | 0.25 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | 41,871 | 9.5M $ | 10.78 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 41,472 | 8.5M $ | 7.35 % | 0.01 % | as of May 31, 2026 ↗ |
| Nordea Generationsfond 60-tal Nordea Funds Ab | 40,889 | 75.4M SEK | 0.15 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 40,400 | 8.3M $ | 0.34 % | 0.01 % | as of May 31, 2026 ↗ |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 40,183 | 9.4M $ | 0.40 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 40,140 | 9.1M $ | 0.25 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 39,855 | 8.2M $ | 1.39 % | 0.01 % | as of May 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 39,515 | 74.4M SEK | 0.28 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Cromwell CenterSquare Real Estate Fund Total Fund Solution | 39,420 | 8.9M $ | 9.53 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ALPS Equal Sector Weight ETF ALPS ETF TRUST | 39,360 | 8.1M $ | 0.58 % | 0.01 % | as of May 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 38,650 | 8.8M $ | 0.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 915 | +23 | 308,670,044 | +3.7 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Cohen & Steers, Inc. and 4 others | 4.90 % | 35,296,808 | as of Jul 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Welltower Inc". https://titelia.com/en/stocks/welltower-inc-US95040Q1040