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
iShares ESG Advanced MSCI USA ETF iShares Trust 38,3747.9M $0.52 %0.01 %as of May 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 37,8188.9M $0.38 %0.01 %as of Jul 31, 2026 ↗
NYLIM VP Wellington Growth Portfolio NYLIM VP FUNDS TRUST 37,6168.5M $1.27 %0.01 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 37,60070.8M SEK0.22 %0.01 %as of Mar 31, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 37,4818.5M $0.75 %0.01 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 37,42170.5M SEK0.21 %0.01 %as of Mar 31, 2026 ↗
EQ/Invesco Global Real Assets EQ Advisors Trust 37,1898.4M $3.58 %0.01 %as of Jun 30, 2026 ↗
AMF Aktiefond Nordamerika AMF Fonder AB 37,04069.8M SEK0.98 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 36,9298.4M $8.61 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 36,8518.4M $0.55 %0.01 %as of Jun 30, 2026 ↗
ALGER CAPITAL APPRECIATION FUND ALGER FUNDS 36,5368.6M $0.31 %0.01 %as of Jul 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 36,4868.3M $0.48 %0.01 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 35,9108.4M $0.26 %0.00 %as of Jul 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 35,7558.1M $0.24 %0.00 %as of Jun 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 35,6108.3M $0.25 %0.00 %as of Jul 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 35,5008.3M $0.36 %0.00 %as of Jul 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 35,4388.3M $0.25 %0.00 %as of Jul 31, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 35,3088.3M $11.00 %0.00 %as of Jul 31, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 35,1758M $11.03 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 34,8277.9M $0.25 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 34,61265.2M SEK0.13 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 34,2377M $0.22 %0.00 %as of May 31, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 33,2707.6M $1.16 %0.00 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 33,0406.8M $0.61 %0.00 %as of May 31, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 32,9166.8M $0.30 %0.00 %as of May 31, 2026 ↗
World Selection Index Fund Northern Funds 32,8707.5M $0.34 %0.00 %as of Jun 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 32,7126.7M $0.22 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 32,6807.4M $0.22 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 32,6147.4M $11.35 %0.00 %as of Jun 30, 2026 ↗
Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 32,4267.4M $0.85 %0.00 %as of Jun 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 31,9487.3M $0.24 %0.00 %as of Jun 30, 2026 ↗
George Putnam Balanced Fund George Putnam Balanced Fund 31,8967.5M $0.31 %0.00 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II 31,7547.2M $2.49 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 31,50059.3M SEK1.83 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 31,4846.5M $0.77 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 30,9807M $0.26 %0.00 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 30,8007.2M $0.07 %0.00 %as of Jul 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 30,1217.1M $0.24 %0.00 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 30,0526.8M $0.05 %0.00 %as of Jun 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 29,8206.8M $8.85 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 29,1836.8M $0.25 %0.00 %as of Jul 31, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 29,0676.6M $0.52 %0.00 %as of Jun 30, 2026 ↗
Balanced Fund American Century Mutual Funds, Inc. 28,9996.8M $0.75 %0.00 %as of Jul 31, 2026 ↗
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 28,7356.7M $1.58 %0.00 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 28,4656.5M $0.25 %0.00 %as of Jun 30, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 28,1166.4M $0.79 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 27,9956.4M $2.66 %0.00 %as of Jun 30, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 27,8676.3M $0.29 %0.00 %as of Jun 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 27,8616.3M $0.25 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. 27,7246.3M $9.82 %0.00 %as of Jun 30, 2026 ↗
Naventi Offensiv Flex Ruth Asset Management AB 27,70951.9M SEK1.07 %0.00 %as of Mar 31, 2026 ↗
VanEck Real Assets ETF VanEck ETF Trust 27,3216.2M $0.59 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust 27,1516.2M $11.43 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 26,7955.5M $0.10 %0.00 %as of May 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 26,7786.1M $0.22 %0.00 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 26,6096M $0.24 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 26,5316M $0.37 %0.00 %as of Jun 30, 2026 ↗
PACE Global Real Estate Securities Investments PACE SELECT ADVISORS TRUST 26,3426.2M $11.11 %0.00 %as of Jul 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 26,2946M $0.23 %0.00 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 26,0165.9M $0.25 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. 25,9125.9M $0.57 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 25,1265.7M $0.30 %0.00 %as of Jun 30, 2026 ↗
WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust 25,0005.9M $2.54 %0.00 %as of Jul 31, 2026 ↗
abrdn Real Estate Fund abrdn Funds 24,9955.9M $14.56 %0.00 %as of Jul 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,8325.8M $0.37 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 24,7165.6M $0.09 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 24,3475M $0.32 %0.00 %as of May 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 24,2935.5M $0.25 %0.00 %as of Jun 30, 2026 ↗
Victory Value Fund Victory Portfolios III 24,1915.7M $0.38 %0.00 %as of Jul 31, 2026 ↗
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 23,7265.6M $0.39 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 23,4464.8M $0.20 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 23,4224.8M $0.05 %0.00 %as of May 31, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 23,3195.3M $9.83 %0.00 %as of Jun 30, 2026 ↗
NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST 23,1825.4M $0.25 %0.00 %as of Jul 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 23,0155.2M $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 22,7854.7M $0.41 %0.00 %as of May 31, 2026 ↗
ALPS Active REIT ETF ALPS ETF TRUST 22,6664.7M $8.88 %0.00 %as of May 31, 2026 ↗
BlackRock Capital Appreciation Portfolio BlackRock Series Fund, Inc. 22,6215.1M $1.84 %0.00 %as of Jun 30, 2026 ↗
BlackRock Large Cap Focus Growth V.I. Fund BlackRock Variable Series Funds, Inc. 22,3725.1M $1.86 %0.00 %as of Jun 30, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 21,9465M $0.25 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 21,8165M $0.25 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 21,7545.1M $0.45 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 21,4574.9M $0.44 %0.00 %as of Jun 30, 2026 ↗
U.S. Socially Responsible Fund VALIC Co I 21,4274.4M $1.05 %0.00 %as of May 31, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 21,2055M $0.35 %0.00 %as of Jul 31, 2026 ↗
Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust 21,1355M $0.84 %0.00 %as of Jul 31, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 21,0884.9M $8.19 %0.00 %as of Jul 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 21,0884.8M $0.23 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 21,08539.7M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 20,7624.3M $0.20 %0.00 %as of May 31, 2026 ↗
VOYA LARGE-CAP GROWTH FUND Voya Equity Trust 20,6934.2M $0.53 %0.00 %as of May 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 20,5124.8M $0.36 %0.00 %as of Jul 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 20,4684.6M $0.33 %0.00 %as of Jun 30, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 20,0004.7M $3.03 %0.00 %as of Jul 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 19,6824.6M $0.25 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 19,3134.4M $0.40 %0.00 %as of Jun 30, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 19,2363.9M $0.16 %0.00 %as of May 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 19,21336.2M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 19,0833.9M $0.20 %0.00 %as of May 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 19,0404.5M $1.11 %0.00 %as of Jul 31, 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