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 | |
|---|---|---|---|---|---|
| 501 | AEW Global Focused Real Estate Fund Natixis Funds Trust IV | 18,289 | 4M $ | 11.07 % | as of Apr 30, 2026 · Original filing |
| 502 | NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 18,219 | 3.6M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 503 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 18,071 | 3.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 504 | PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 17,883 | 3.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 505 | Fidelity SAI Sustainable U.S. Equity Fund Fidelity Summer Street Trust | 17,719 | 3.7M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 506 | NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 17,630 | 3.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 507 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 17,608 | 3.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 508 | SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,326 | 3.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 509 | Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 17,100 | 3.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 510 | Putnam U.S. Research Fund Putnam Investment Funds | 17,092 | 3.7M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 511 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 17,081 | 3.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 512 | Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 16,887 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 513 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 16,827 | 3.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 514 | State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 16,778 | 3.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 515 | Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 16,701 | 3.3M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 516 | Aspiriant Risk-Managed Equity Allocation Fund Aspiriant Trust | 16,698 | 3.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 517 | Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 16,694 | 3.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 518 | Allspring Index Fund ALLSPRING FUNDS TRUST | 16,672 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 519 | PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 16,600 | 3.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 520 | Impax Global Infrastructure ETF IMPAX FUNDS SERIES TRUST I | 16,594 | 3.3M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| 521 | TCW Global Real Estate Fund TCW FUNDS INC | 16,502 | 3.6M $ | 8.32 % | as of Apr 30, 2026 · Original filing |
| 522 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 15,916 | 3.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 523 | SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 15,769 | 3.4M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 524 | Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 15,741 | 3.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 525 | Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 15,671 | 3.1M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| 526 | AQR Large Cap Momentum Style Fund AQR Funds | 15,340 | 3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 527 | BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 15,304 | 3.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 528 | Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 15,261 | 3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 529 | American Century Large Cap Equity ETF American Century ETF Trust | 15,138 | 3.1M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| 530 | Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 15,085 | 3.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 531 | JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 15,035 | 3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 532 | HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 14,966 | 3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 533 | Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 14,959 | 3.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 534 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 14,938 | 3.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 535 | Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust | 14,864 | 3.2M $ | 6.89 % | as of Apr 30, 2026 · Original filing |
| 536 | Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust | 14,852 | 3.2M $ | 3.29 % | as of Apr 30, 2026 · Original filing |
| 537 | Carillon ClariVest Capital Appreciation Fund Carillon Series Trust | 14,810 | 2.9M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 538 | Fidelity Magellan ETF Fidelity Covington Trust | 14,717 | 3.2M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 539 | AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 14,680 | 2.9M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 540 | Global X Aging Population ETF GLOBAL X FUNDS | 14,679 | 3M $ | 3.41 % | as of Feb 28, 2026 · Original filing |
| 541 | T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 14,329 | 3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 542 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 14,321 | 3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 543 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 14,300 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 544 | Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 14,290 | 3.1M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 545 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 14,270 | 3.1M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 546 | PRAXIS GROWTH INDEX FUND Praxis Mutual Funds | 14,163 | 2.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 547 | 1290 VT Real Estate Portfolio EQ Advisors Trust | 14,098 | 2.8M $ | 7.13 % | as of Mar 31, 2026 · Original filing |
| 548 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 14,086 | 2.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 549 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 14,052 | 2.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 550 | Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | 13,900 | 2.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 551 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 13,878 | 2.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 552 | Skandia Nordamerika Exponering Skandia Fonder AB | 13,700 | 25.8M SEK | 0.28 % | as of Mar 31, 2026 · Original filing |
| 553 | AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 13,601 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 554 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 13,571 | 2.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 555 | iShares Morningstar U.S. Equity ETF iShares Trust | 13,533 | 2.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 556 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 13,483 | 2.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 557 | Guardian Integrated Research VIP Fund Guardian Variable Products Trust | 13,460 | 2.7M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 558 | T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 13,385 | 2.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 559 | LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,297 | 2.6M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 560 | Nordea Stratega 70 Nordea Funds Ab | 13,178 | 24.3M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 561 | Fidelity Momentum Factor ETF Fidelity Covington Trust | 13,171 | 2.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 562 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 13,150 | 2.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 563 | VictoryShares US Value Momentum ETF Victory Portfolios II | 13,071 | 2.6M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 564 | Baron Health Care Fund BARON SELECT FUNDS | 13,000 | 2.6M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| 565 | Value Equity Index Fund GuideStone Funds | 12,914 | 2.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 566 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 12,901 | 2.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 567 | SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 12,459 | 2.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 568 | Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST | 12,311 | 2.7M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| 569 | ProShares S&P 500 High Income ETF ProShares Trust | 12,233 | 2.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 570 | iShares MSCI USA Quality GARP ETF iShares Trust | 12,108 | 2.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 571 | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 12,097 | 2.5M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| 572 | First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 12,065 | 2.4M $ | 3.45 % | as of Mar 31, 2026 · Original filing |
| 573 | Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 12,006 | 2.5M $ | 0.46 % | as of Feb 27, 2026 · Original filing |
| 574 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 11,945 | 2.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 575 | MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | 11,443 | 2.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 576 | Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 11,385 | 2.5M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 577 | MML Invesco Discovery Large Cap Fund MML Series Investment Fund II | 11,327 | 2.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 578 | Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 11,216 | 2.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 579 | SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,144 | 2.3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 580 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 11,144 | 2.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 581 | Nordea Stratega 35 Nordea Funds Ab | 11,079 | 20.4M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 582 | Clearwater Core Equity Fund Clearwater Investment Trust | 11,052 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 583 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 11,005 | 2.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 584 | SFT T. Rowe Price Value Fund Securian Funds Trust | 10,874 | 2.1M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 585 | Penn Series Index 500 Fund Penn Series Funds Inc | 10,752 | 2.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 586 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 10,514 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 587 | Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 10,296 | 2.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 588 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 10,261 | 2.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 589 | Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 10,207 | 2.1M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 590 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 10,204 | 2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 591 | JNL/T. Rowe Price Balanced Fund JNL Series Trust | 10,074 | 2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 592 | Horizon Defined Risk Fund Horizon Funds | 10,065 | 2.1M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 593 | PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 10,000 | 2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 594 | Guardian Balanced Allocation VIP Fund Guardian Variable Products Trust | 9,992 | 2M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 595 | Alger Large Cap Growth Portfolio ALGER PORTFOLIOS | 9,750 | 1.9M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 596 | JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 9,747 | 1.9M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 597 | Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 9,698 | 2.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 598 | Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 9,684 | 2.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 599 | Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 9,667 | 2.1M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 600 | DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,639 | 1.9M $ | 0.24 % | 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 |