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 | |
|---|---|---|---|---|---|
| AEW Global Focused Real Estate Fund Natixis Funds Trust IV | 18,289 | 4M $ | 11.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 18,219 | 3.6M $ | 1.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 18,071 | 3.9M $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 17,883 | 3.9M $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Sustainable U.S. Equity Fund Fidelity Summer Street Trust | 17,719 | 3.7M $ | 0.76 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 17,630 | 3.5M $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 17,608 | 3.5M $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,326 | 3.6M $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 17,100 | 3.4M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam U.S. Research Fund Putnam Investment Funds | 17,092 | 3.7M $ | 0.52 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 17,081 | 3.5M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 16,887 | 3.3M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 16,827 | 3.3M $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 16,778 | 3.3M $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 16,701 | 3.3M $ | 0.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Aspiriant Risk-Managed Equity Allocation Fund Aspiriant Trust | 16,698 | 3.3M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 16,694 | 3.6M $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 16,672 | 3.3M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 16,600 | 3.3M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Impax Global Infrastructure ETF IMPAX FUNDS SERIES TRUST I | 16,594 | 3.3M $ | 3.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TCW Global Real Estate Fund TCW FUNDS INC | 16,502 | 3.6M $ | 8.32 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 15,916 | 3.5M $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 15,769 | 3.4M $ | 0.45 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 15,741 | 3.4M $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 15,671 | 3.1M $ | 2.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Large Cap Momentum Style Fund AQR Funds | 15,340 | 3M $ | 0.53 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 15,304 | 3.3M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 15,261 | 3M $ | 0.74 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Large Cap Equity ETF American Century ETF Trust | 15,138 | 3.1M $ | 1.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 15,085 | 3.3M $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 15,035 | 3M $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 14,966 | 3M $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 14,959 | 3.3M $ | 0.27 % | 0.00 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 14,938 | 3.2M $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust | 14,864 | 3.2M $ | 6.89 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust | 14,852 | 3.2M $ | 3.29 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Carillon ClariVest Capital Appreciation Fund Carillon Series Trust | 14,810 | 2.9M $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Magellan ETF Fidelity Covington Trust | 14,717 | 3.2M $ | 1.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 14,680 | 2.9M $ | 2.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Aging Population ETF GLOBAL X FUNDS | 14,679 | 3M $ | 3.41 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 14,329 | 3M $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 14,321 | 3M $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 14,300 | 2.8M $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 14,290 | 3.1M $ | 0.52 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 14,270 | 3.1M $ | 0.42 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PRAXIS GROWTH INDEX FUND Praxis Mutual Funds | 14,163 | 2.8M $ | 0.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 14,098 | 2.8M $ | 7.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 14,086 | 2.8M $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 14,052 | 2.8M $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | 13,900 | 2.7M $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 13,878 | 2.7M $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 13,700 | 25.8M SEK | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 13,601 | 2.7M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 13,571 | 2.7M $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 13,533 | 2.9M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 13,483 | 2.9M $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Guardian Integrated Research VIP Fund Guardian Variable Products Trust | 13,460 | 2.7M $ | 1.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 13,385 | 2.9M $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,297 | 2.6M $ | 0.70 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nordea Stratega 70 Nordea Funds Ab | 13,178 | 24.3M SEK | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 13,171 | 2.9M $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 13,150 | 2.6M $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VictoryShares US Value Momentum ETF Victory Portfolios II | 13,071 | 2.6M $ | 1.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Baron Health Care Fund BARON SELECT FUNDS | 13,000 | 2.6M $ | 2.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 12,914 | 2.6M $ | 0.48 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 12,901 | 2.6M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 12,459 | 2.5M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST | 12,311 | 2.7M $ | 1.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 12,233 | 2.5M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Quality GARP ETF iShares Trust | 12,108 | 2.4M $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 12,097 | 2.5M $ | 1.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 12,065 | 2.4M $ | 3.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 12,006 | 2.5M $ | 0.46 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 11,945 | 2.6M $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | 11,443 | 2.3M $ | 0.69 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 11,385 | 2.5M $ | 0.84 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MML Invesco Discovery Large Cap Fund MML Series Investment Fund II | 11,327 | 2.2M $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 11,216 | 2.3M $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,144 | 2.3M $ | 0.27 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 11,144 | 2.3M $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nordea Stratega 35 Nordea Funds Ab | 11,079 | 20.4M SEK | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 11,052 | 2.2M $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 11,005 | 2.2M $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SFT T. Rowe Price Value Fund Securian Funds Trust | 10,874 | 2.1M $ | 1.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 10,752 | 2.1M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 10,514 | 2.1M $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 10,296 | 2.2M $ | 0.68 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 10,261 | 2.1M $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 10,207 | 2.1M $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 10,204 | 2M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 10,074 | 2M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 10,065 | 2.1M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 10,000 | 2M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Balanced Allocation VIP Fund Guardian Variable Products Trust | 9,992 | 2M $ | 1.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Alger Large Cap Growth Portfolio ALGER PORTFOLIOS | 9,750 | 1.9M $ | 0.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 9,747 | 1.9M $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 9,698 | 2.1M $ | 0.60 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 9,684 | 2.1M $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 9,667 | 2.1M $ | 0.48 % | 0.00 % | as of Apr 30, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,639 | 1.9M $ | 0.24 % | 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