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 | |
|---|---|---|---|---|---|
| Penn Series Large Growth Stock Fund Penn Series Funds Inc | 9,628 | 1.9M $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,618 | 1.9M $ | 0.65 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 9,611 | 2M $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 9,600 | 1.9M $ | 9.95 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 9,539 | 2.1M $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LDR HIGH INCOME REALTY FUND World Funds Trust | 9,517 | 1.9M $ | 6.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Naventi Balanserad Flex Ruth Asset Management AB | 9,491 | 17.8M SEK | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 9,480 | 1.9M $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sofi Select 500 ETF Tidal Trust I | 9,473 | 2M $ | 0.34 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 9,447 | 17.8M SEK | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nordea Stratega 50 Nordea Funds Ab | 9,383 | 17.3M SEK | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 9,342 | 2M $ | 0.54 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 9,342 | 1.9M $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust | 9,322 | 1.8M $ | 3.49 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 9,099 | 1.8M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | 9,075 | 1.8M $ | 7.63 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 9,054 | 1.8M $ | 2.85 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ALGER HEALTH SCIENCES FUND ALGER FUNDS | 9,032 | 2M $ | 3.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 8,906 | 1.9M $ | 0.82 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 8,897 | 1.8M $ | 0.44 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 8,826 | 1.7M $ | 0.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nomura Global Listed Real Assets Fund Delaware Pooled Trust | 8,799 | 1.9M $ | 1.88 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 8,682 | 1.7M $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 8,637 | 1.7M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 8,618 | 16.2M SEK | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 8,574 | 1.7M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hedged Equity Portfolio PACIFIC SELECT FUND | 8,556 | 1.7M $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 8,545 | 1.7M $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 8,418 | 15.9M SEK | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 8,300 | 15.6M SEK | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 8,171 | 1.8M $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 8,000 | 1.6M $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Buffalo Growth & Income Fund Buffalo Funds | 7,900 | 1.6M $ | 0.94 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 7,833 | 1.5M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | 7,785 | 1.5M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 7,735 | 1.7M $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SGI U.S. Large Cap Equity Fund RBB Fund, Inc. | 7,732 | 1.6M $ | 0.79 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SFT Wellington Core Equity Fund Securian Funds Trust | 7,540 | 1.5M $ | 1.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 7,489 | 1.6M $ | 1.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 7,436 | 1.5M $ | 0.23 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 7,390 | 1.5M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 7,359 | 1.6M $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Lysa Global Equity Focus Lysa Fonder AB | 7,315 | 13.8M SEK | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust | 7,300 | 1.4M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 7,291 | 1.6M $ | 0.71 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 7,252 | 1.4M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 7,243 | 1.4M $ | 1.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust | 7,191 | 1.4M $ | 0.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 7,179 | 1.5M $ | 1.88 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Aptus Large Cap Upside ETF ETF Series Solutions | 6,944 | 1.5M $ | 1.49 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust | 6,915 | 1.5M $ | 0.48 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,909 | 1.4M $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Dynamic High Income Portfolio BlackRock Funds II | 6,889 | 1.5M $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nordea Generationsfond 90-tal Nordea Funds Ab | 6,803 | 12.5M SEK | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 6,783 | 1.3M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 6,613 | 1.3M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 6,579 | 1.4M $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 6,470 | 1.4M $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 6,455 | 1.3M $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,427 | 1.3M $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 6,257 | 1.2M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 6,254 | 1.3M $ | 0.18 % | 0.00 % | as of Feb 27, 2026 ↗ |
| SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | 6,250 | 1.2M $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 6,132 | 1.2M $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Sustainable Thematic Balanced Portfolio AB PORTFOLIOS | 6,050 | 1.3M $ | 1.53 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Real Estate Investment ETF Fidelity Covington Trust | 5,978 | 1.3M $ | 8.72 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SEB Global Sustainable Companies Fund SEB Funds AB | 5,950 | 11.2M SEK | 0.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 5,908 | 1.2M $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 5,776 | 1.2M $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ETFB Green SRI REITs ETF ETF Series Solutions | 5,761 | 1.3M $ | 14.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CONNORS HEDGED EQUITY FUND Connors Funds | 5,750 | 1.2M $ | 1.96 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 5,675 | 10.7M SEK | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 5,658 | 1.2M $ | 3.65 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,647 | 1.2M $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Horizon Managed Risk ETF Horizon Funds | 5,504 | 1.1M $ | 0.33 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 5,502 | 1.1M $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Timothy Plan Defensive Strategies Fund TIMOTHY PLAN | 5,500 | 1.1M $ | 1.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Balanserad Skandia Fonder AB | 5,451 | 10.3M SEK | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 5,445 | 1.1M $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 5,397 | 10.2M SEK | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Defensive Core Fund Horizon Funds | 5,361 | 1.1M $ | 0.23 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,313 | 1.2M $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 5,305 | 1M $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 5,292 | 1.2M $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 5,266 | 1M $ | 1.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 5,190 | 1.1M $ | 0.16 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 5,188 | 1M $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds | 5,155 | 1M $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT George Putnam Balanced Fund Putnam Variable Trust | 5,115 | 1M $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 5,090 | 1.1M $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 5,011 | 9.4M SEK | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hedgeye Fourth Turning ETF ETF Opportunities Trust | 4,937 | 1.1M $ | 1.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Growth and Tax Strategy Fund Victory Portfolios III | 4,907 | 1M $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 4,902 | 9.2M SEK | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 4,845 | 957.9K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 4,800 | 949K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Even Herd Long Short ETF Tidal Trust II | 4,774 | 943.9K $ | 1.65 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 4,771 | 988.2K $ | 0.36 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 4,708 | 930.8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 4,631 | 8.7M SEK | 0.05 % | 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