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
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 19,0234.3M $0.44 %0.00 %as of Jun 30, 2026 ↗
Alger Capital Appreciation Portfolio ALGER PORTFOLIOS 18,9334.3M $0.53 %0.00 %as of Jun 30, 2026 ↗
Fidelity SAI Sustainable U.S. Equity Fund Fidelity Summer Street Trust 18,9193.9M $0.68 %0.00 %as of May 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 18,7584.3M $0.25 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Real Estate ProShares Trust 18,7333.8M $6.87 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 18,6203.8M $0.23 %0.00 %as of May 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 18,5813.8M $0.22 %0.00 %as of May 31, 2026 ↗
Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III 18,5244.3M $1.18 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 18,0184.1M $0.39 %0.00 %as of Jun 30, 2026 ↗
AEW Global Focused Real Estate Fund Natixis Funds Trust IV 18,0054.2M $11.65 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 17,9274.1M $0.13 %0.00 %as of Jun 30, 2026 ↗
PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds 17,8834.2M $0.07 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 17,8734.2M $0.48 %0.00 %as of Jul 31, 2026 ↗
Wahed FTSE USA Shariah ETF Listed Funds Trust 17,8683.7M $0.40 %0.00 %as of May 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 17,5414M $0.25 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 17,5284M $0.56 %0.00 %as of Jun 30, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 17,5174.1M $0.07 %0.00 %as of Jul 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,4873.6M $0.17 %0.00 %as of May 31, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 17,3914.1M $0.50 %0.00 %as of Jul 31, 2026 ↗
NYLIM VP American Century Large Cap Equity Portfolio NYLIM VP FUNDS TRUST 17,3903.9M $1.17 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 17,2394M $0.26 %0.00 %as of Jul 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 17,1913.9M $0.21 %0.00 %as of Jun 30, 2026 ↗
Baron Health Care Fund BARON SELECT FUNDS 17,0003.9M $3.38 %0.00 %as of Jun 30, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 16,9934M $0.23 %0.00 %as of Jul 31, 2026 ↗
Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 16,9343.8M $0.74 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 16,5933.8M $0.17 %0.00 %as of Jun 30, 2026 ↗
M.D. Sass Concentrated Value ETF RBB Fund Trust 16,5473.4M $4.44 %0.00 %as of May 31, 2026 ↗
Fidelity MSCI North American Subset Index ETF Fidelity Covington Trust 16,5443.9M $0.32 %0.00 %as of Jul 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 16,5213.7M $0.24 %0.00 %as of Jun 30, 2026 ↗
Aspiriant Risk-Managed Equity Allocation Fund Aspiriant Trust 16,4443.7M $0.26 %0.00 %as of Jun 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 16,2323.8M $0.24 %0.00 %as of Jul 31, 2026 ↗
MML VIP Invesco Discovery Large Cap Fund MML Series Investment Fund II 16,2263.7M $0.69 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 16,2243.3M $0.19 %0.00 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 16,2003.7M $0.36 %0.00 %as of Jun 30, 2026 ↗
RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust 16,1663.7M $3.65 %0.00 %as of Jun 30, 2026 ↗
Impax Global Sustainable Infrastructure ETF IMPAX FUNDS SERIES TRUST I 16,0813.6M $3.08 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 15,9783.6M $0.96 %0.00 %as of Jun 30, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 15,7423.2M $1.05 %0.00 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 15,7103.7M $0.17 %0.00 %as of Jul 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 15,7003.6M $0.12 %0.00 %as of Jun 30, 2026 ↗
Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 15,6713.6M $2.21 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 15,5833.7M $0.28 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 15,3593.6M $3.59 %0.00 %as of Jul 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 15,3403.5M $0.18 %0.00 %as of Jun 30, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 15,2573.6M $0.24 %0.00 %as of Jul 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 15,2003.4M $0.03 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust 15,0263.5M $7.82 %0.00 %as of Jul 31, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 14,9663.4M $0.09 %0.00 %as of Jun 30, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 14,9423.5M $0.47 %0.00 %as of Jul 31, 2026 ↗
Carillon ClariVest Capital Appreciation Fund Carillon Series Trust 14,8103.4M $0.52 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 14,6123.4M $0.26 %0.00 %as of Jul 31, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 14,5373.4M $0.22 %0.00 %as of Jul 31, 2026 ↗
SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST 14,4053.4M $0.43 %0.00 %as of Jul 31, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 14,3783.3M $7.79 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 14,3243.4M $0.46 %0.00 %as of Jul 31, 2026 ↗
AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 14,2903.2M $2.04 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 14,2752.9M $0.17 %0.00 %as of May 31, 2026 ↗
PRAXIS GROWTH INDEX FUND Praxis Mutual Funds 14,1633.2M $0.40 %0.00 %as of Jun 30, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 14,1143.2M $5.16 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 13,8073.1M $0.22 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 13,7662.8M $0.14 %0.00 %as of May 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 13,7373.2M $0.25 %0.00 %as of Jul 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 13,70025.8M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 13,5043.2M $0.98 %0.00 %as of Jul 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 13,4083M $0.29 %0.00 %as of Jun 30, 2026 ↗
SMART Earnings Growth 30 ETF Tidal Trust I 13,3073M $4.81 %0.00 %as of Jun 30, 2026 ↗
ALGER HEALTH SCIENCES FUND ALGER FUNDS 13,2423.1M $4.12 %0.00 %as of Jul 31, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 13,17824.3M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 13,1223M $0.45 %0.00 %as of Jun 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 13,0403M $0.25 %0.00 %as of Jun 30, 2026 ↗
SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 13,0223M $0.19 %0.00 %as of Jun 30, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 12,9903M $0.34 %0.00 %as of Jul 31, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 12,9452.9M $0.23 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 12,9142.9M $0.49 %0.00 %as of Jun 30, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 12,9062.9M $0.37 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 12,8502.9M $0.22 %0.00 %as of Jun 30, 2026 ↗
LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,8232.9M $0.72 %0.00 %as of Jun 30, 2026 ↗
MML VIP Invesco Main Street Equity Fund MML SERIES INVESTMENT FUND 12,7652.9M $0.78 %0.00 %as of Jun 30, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 12,4792.8M $0.54 %0.00 %as of Jun 30, 2026 ↗
Guardian Integrated Research VIP Fund Guardian Variable Products Trust 12,4272.8M $1.20 %0.00 %as of Jun 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 12,3652.9M $0.48 %0.00 %as of Jul 31, 2026 ↗
Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST 12,3112.9M $1.41 %0.00 %as of Jul 31, 2026 ↗
TCW Global Real Estate Fund TCW FUNDS INC 12,2442.9M $9.09 %0.00 %as of Jul 31, 2026 ↗
Global X Aging Population ETF GLOBAL X FUNDS 12,2182.5M $3.07 %0.00 %as of May 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,1492.8M $0.06 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 12,1292.8M $0.37 %0.00 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 11,8912.8M $0.09 %0.00 %as of Jul 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 11,8662.4M $0.43 %0.00 %as of May 29, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 11,8572.4M $0.19 %0.00 %as of May 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 11,8412.7M $0.31 %0.00 %as of Jun 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 11,8092.7M $0.24 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 11,3732.7M $0.31 %0.00 %as of Jul 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,3482.3M $0.26 %0.00 %as of May 31, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 11,07920.4M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 11,0522.5M $0.16 %0.00 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 10,9962.6M $1.09 %0.00 %as of Jul 31, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 10,8082.2M $0.83 %0.00 %as of May 31, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 10,7802.4M $1.13 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 10,7522.4M $0.25 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 10,7242.4M $0.20 %0.00 %as of Jun 30, 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