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 | |
|---|---|---|---|---|---|
| 401 | Dunham Real Estate Stock Fund Dunham Funds | 35,661 | 7.8M $ | 10.82 % | as of Apr 30, 2026 · Original filing |
| 402 | iShares ESG Advanced MSCI USA ETF iShares Trust | 35,578 | 7.4M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 403 | Victory Growth & Income Fund Victory Portfolios III | 35,500 | 7.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 404 | Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 35,320 | 7.3M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 405 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 35,304 | 7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 406 | Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 35,240 | 7.3M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| 407 | Easterly Global Real Estate Fund James Alpha Funds Trust | 35,180 | 7.3M $ | 3.71 % | as of Feb 28, 2026 · Original filing |
| 408 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 35,175 | 7M $ | 10.19 % | as of Mar 31, 2026 · Original filing |
| 409 | Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 35,162 | 7M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 410 | Multi-Manager Global Real Estate Fund Northern Funds | 34,958 | 6.9M $ | 9.17 % | as of Mar 31, 2026 · Original filing |
| 411 | Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds | 34,728 | 6.9M $ | 11.32 % | as of Mar 31, 2026 · Original filing |
| 412 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 34,719 | 7.2M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 413 | EQ/Invesco Global Real Assets EQ Advisors Trust | 34,637 | 6.8M $ | 2.88 % | as of Mar 31, 2026 · Original filing |
| 414 | SPP Generation 60-tal Storebrand Asset Management AS | 34,612 | 65.2M SEK | 0.13 % | as of Mar 31, 2026 · Original filing |
| 415 | Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 34,222 | 6.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 416 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 33,028 | 6.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 417 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 32,680 | 6.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 418 | SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST | 32,420 | 6.4M $ | 8.55 % | as of Mar 31, 2026 · Original filing |
| 419 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 32,204 | 6.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 420 | DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust | 32,062 | 6.3M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| 421 | JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 32,042 | 6.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 422 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 31,987 | 6.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 423 | ProShares UltraPro S&P500 ProShares Trust | 31,832 | 6.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 424 | Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II | 31,754 | 6.3M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| 425 | World Selection Index Fund Northern Funds | 31,711 | 6.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 426 | Handelsbanken Global Momentum Handelsbanken Fonder AB | 31,500 | 59.3M SEK | 1.83 % | as of Mar 31, 2026 · Original filing |
| 427 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 31,149 | 6.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 428 | Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 31,058 | 6.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 429 | Sterling Capital Real Estate Fund Sterling Capital Funds | 30,274 | 6M $ | 10.07 % | as of Mar 31, 2026 · Original filing |
| 430 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 30,119 | 6.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 431 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 30,018 | 6.2M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 432 | iShares Dow Jones U.S. ETF iShares Trust | 29,933 | 6.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 433 | First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,827 | 6.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 434 | Balanced Fund American Century Mutual Funds, Inc. | 29,790 | 6.5M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 435 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 29,733 | 5.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 436 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 29,675 | 5.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 437 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 28,898 | 5.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 438 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 28,840 | 5.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 439 | Inspire 500 ETF Northern Lights Fund Trust IV | 28,558 | 5.9M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 440 | Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 28,088 | 5.8M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 441 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 28,049 | 5.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 442 | T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. | 28,033 | 5.5M $ | 8.97 % | as of Mar 31, 2026 · Original filing |
| 443 | iShares Russell Top 200 ETF iShares Trust | 27,951 | 5.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 444 | Naventi Offensiv Flex Ruth Asset Management AB | 27,709 | 51.9M SEK | 1.07 % | as of Mar 31, 2026 · Original filing |
| 445 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 27,695 | 5.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 446 | Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 27,213 | 5.9M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 447 | abrdn Real Estate Fund abrdn Funds | 27,210 | 5.9M $ | 15.26 % | as of Apr 30, 2026 · Original filing |
| 448 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 26,889 | 5.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 449 | Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust | 26,681 | 5.3M $ | 10.70 % | as of Mar 31, 2026 · Original filing |
| 450 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 26,454 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 451 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 26,412 | 5.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 452 | EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 26,355 | 5.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 453 | T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 25,540 | 5.6M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 454 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 25,009 | 4.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 455 | WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust | 25,000 | 5.4M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| 456 | Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 24,474 | 5.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 457 | Victory Value Fund Victory Portfolios III | 24,191 | 5.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 458 | Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 24,135 | 5.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 459 | AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc | 23,802 | 4.7M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 460 | VOYA LARGE-CAP GROWTH FUND Voya Equity Trust | 23,778 | 4.9M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| 461 | T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. | 23,739 | 4.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 462 | Rational/Pier 88 Convertible Securities Fund Mutual Fund & Variable Insurance Trust | 23,400 | 4.6M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| 463 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 23,213 | 4.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 464 | Domini Impact Equity Fund Domini Investment Trust | 23,200 | 5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 465 | U.S. Socially Responsible Fund VALIC Co I | 23,084 | 4.8M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| 466 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 22,714 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 467 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 22,478 | 4.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 468 | SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 22,401 | 4.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 469 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 22,397 | 4.9M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 470 | iShares ESG MSCI USA Leaders ETF iShares Trust | 22,265 | 4.6M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 471 | ALPS Active REIT ETF ALPS ETF TRUST | 22,089 | 4.6M $ | 9.15 % | as of Feb 28, 2026 · Original filing |
| 472 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 21,977 | 4.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 473 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 21,945 | 4.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 474 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 21,482 | 4.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 475 | The U.S. Equity Portfolio HC Capital Trust | 21,088 | 4.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 476 | Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 21,085 | 39.7M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 477 | Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 21,034 | 4.6M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 478 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 21,023 | 4.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 479 | BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 21,000 | 4.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 480 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 20,883 | 4.3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 481 | Alger Capital Appreciation Portfolio ALGER PORTFOLIOS | 20,643 | 4.1M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 482 | Fidelity Quality Factor ETF Fidelity Covington Trust | 20,638 | 4.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 483 | ProShares Ultra Real Estate ProShares Trust | 20,635 | 4.3M $ | 7.26 % | as of Feb 28, 2026 · Original filing |
| 484 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 20,562 | 4.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 485 | Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 20,276 | 4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 486 | Fidelity Magellan K6 Fund Fidelity Magellan Fund | 20,120 | 4M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 487 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 20,104 | 4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 488 | Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 19,863 | 4.3M $ | 8.31 % | as of Apr 30, 2026 · Original filing |
| 489 | Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 19,834 | 4.1M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 490 | Fidelity Infrastructure Fund Fidelity Investment Trust | 19,700 | 4.3M $ | 2.65 % | as of Apr 30, 2026 · Original filing |
| 491 | Lysa Global Equity Broad Lysa Fonder AB | 19,213 | 36.2M SEK | 0.17 % | as of Mar 31, 2026 · Original filing |
| 492 | First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 19,070 | 3.9M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| 493 | SFT Index 500 Fund Securian Funds Trust | 18,929 | 3.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 494 | Wahed FTSE USA Shariah ETF Listed Funds Trust | 18,891 | 3.9M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 495 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 18,865 | 3.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 496 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 18,750 | 3.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 497 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 18,641 | 4.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 498 | State Street S&P 500 Index Fund SSGA FUNDS | 18,581 | 3.8M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 499 | Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 18,326 | 3.6M $ | 7.51 % | as of Mar 31, 2026 · Original filing |
| 500 | Gotham Enhanced 500 ETF Tidal Trust I | 18,320 | 3.6M $ | 0.58 % | as of Mar 31, 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 |