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 | |
|---|---|---|---|---|---|
| Dunham Real Estate Stock Fund Dunham Funds | 35,661 | 7.8M $ | 10.82 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 35,578 | 7.4M $ | 0.60 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 35,500 | 7.7M $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 35,320 | 7.3M $ | 0.25 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 35,304 | 7M $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 35,240 | 7.3M $ | 0.72 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Easterly Global Real Estate Fund James Alpha Funds Trust | 35,180 | 7.3M $ | 3.71 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 35,175 | 7M $ | 10.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 35,162 | 7M $ | 0.91 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Global Real Estate Fund Northern Funds | 34,958 | 6.9M $ | 9.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds | 34,728 | 6.9M $ | 11.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 34,719 | 7.2M $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Invesco Global Real Assets EQ Advisors Trust | 34,637 | 6.8M $ | 2.88 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 34,612 | 65.2M SEK | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 34,222 | 6.8M $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 33,028 | 6.5M $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 32,680 | 6.5M $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST | 32,420 | 6.4M $ | 8.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 32,204 | 6.4M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust | 32,062 | 6.3M $ | 2.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 32,042 | 6.3M $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 31,987 | 6.3M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 31,832 | 6.6M $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II | 31,754 | 6.3M $ | 2.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| World Selection Index Fund Northern Funds | 31,711 | 6.3M $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Momentum Handelsbanken Fonder AB | 31,500 | 59.3M SEK | 1.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 31,149 | 6.2M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 31,058 | 6.1M $ | 0.54 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Real Estate Fund Sterling Capital Funds | 30,274 | 6M $ | 10.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 30,119 | 6.5M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 30,018 | 6.2M $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 29,933 | 6.5M $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,827 | 6.5M $ | 0.51 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Balanced Fund American Century Mutual Funds, Inc. | 29,790 | 6.5M $ | 0.71 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 29,733 | 5.9M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 29,675 | 5.9M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 28,898 | 5.7M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 28,840 | 5.7M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 28,558 | 5.9M $ | 0.84 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 28,088 | 5.8M $ | 0.47 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 28,049 | 5.5M $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. | 28,033 | 5.5M $ | 8.97 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 27,951 | 5.5M $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Naventi Offensiv Flex Ruth Asset Management AB | 27,709 | 51.9M SEK | 1.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 27,695 | 5.5M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 27,213 | 5.9M $ | 1.44 % | 0.00 % | as of Apr 30, 2026 ↗ |
| abrdn Real Estate Fund abrdn Funds | 27,210 | 5.9M $ | 15.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 26,889 | 5.3M $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust | 26,681 | 5.3M $ | 10.70 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 26,454 | 5.2M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 26,412 | 5.2M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 26,355 | 5.2M $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 25,540 | 5.6M $ | 0.54 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 25,009 | 4.9M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust | 25,000 | 5.4M $ | 2.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 24,474 | 5.1M $ | 0.35 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Victory Value Fund Victory Portfolios III | 24,191 | 5.3M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 24,135 | 5.2M $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc | 23,802 | 4.7M $ | 0.91 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA LARGE-CAP GROWTH FUND Voya Equity Trust | 23,778 | 4.9M $ | 0.63 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. | 23,739 | 4.7M $ | 0.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Rational/Pier 88 Convertible Securities Fund Mutual Fund & Variable Insurance Trust | 23,400 | 4.6M $ | 2.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 23,213 | 4.8M $ | 0.22 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 23,200 | 5M $ | 0.43 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Socially Responsible Fund VALIC Co I | 23,084 | 4.8M $ | 1.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 22,714 | 4.9M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 22,478 | 4.4M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 22,401 | 4.9M $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 22,397 | 4.9M $ | 0.45 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 22,265 | 4.6M $ | 0.44 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ALPS Active REIT ETF ALPS ETF TRUST | 22,089 | 4.6M $ | 9.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 21,977 | 4.6M $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 21,945 | 4.3M $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 21,482 | 4.4M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 21,088 | 4.2M $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 21,085 | 39.7M SEK | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 21,034 | 4.6M $ | 0.78 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 21,023 | 4.6M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 21,000 | 4.2M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 20,883 | 4.3M $ | 0.22 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Alger Capital Appreciation Portfolio ALGER PORTFOLIOS | 20,643 | 4.1M $ | 0.62 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Quality Factor ETF Fidelity Covington Trust | 20,638 | 4.5M $ | 0.33 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Real Estate ProShares Trust | 20,635 | 4.3M $ | 7.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 20,562 | 4.1M $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 20,276 | 4M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Magellan K6 Fund Fidelity Magellan Fund | 20,120 | 4M $ | 1.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 20,104 | 4M $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 19,863 | 4.3M $ | 8.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 19,834 | 4.1M $ | 0.27 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Infrastructure Fund Fidelity Investment Trust | 19,700 | 4.3M $ | 2.65 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 19,213 | 36.2M SEK | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 19,070 | 3.9M $ | 0.81 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 18,929 | 3.7M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wahed FTSE USA Shariah ETF Listed Funds Trust | 18,891 | 3.9M $ | 0.52 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 18,865 | 3.7M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 18,750 | 3.7M $ | 0.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 18,641 | 4.1M $ | 0.27 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 18,581 | 3.8M $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 18,326 | 3.6M $ | 7.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 18,320 | 3.6M $ | 0.58 % | 0.00 % | 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