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
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 10,5712.2M $0.09 %0.00 %as of May 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 10,3942.1M $0.24 %0.00 %as of May 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 10,3612.1M $0.24 %0.00 %as of May 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 10,2972.1M $0.20 %0.00 %as of May 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 10,2432.3M $0.21 %0.00 %as of Jun 30, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 10,2092.4M $1.35 %0.00 %as of Jul 31, 2026 ↗
First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI 10,1052.3M $3.22 %0.00 %as of Jun 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 10,0362.4M $0.79 %0.00 %as of Jul 31, 2026 ↗
Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 9,9542.3M $0.69 %0.00 %as of Jun 30, 2026 ↗
Penn Series Large Growth Stock Fund Penn Series Funds Inc 9,8962.2M $0.62 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,8442.3M $0.40 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 9,8002.2M $0.24 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 9,7872M $0.12 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 9,7332.2M $0.22 %0.00 %as of Jun 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 9,7282.2M $0.25 %0.00 %as of Jun 30, 2026 ↗
Allspring Real Return Portfolio ALLSPRING MASTER TRUST 9,6672.3M $0.52 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 9,6482.2M $0.16 %0.00 %as of Jun 30, 2026 ↗
Naventi Balanserad Flex Ruth Asset Management AB 9,49117.8M SEK0.46 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 9,44717.8M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 9,38317.3M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 9,3332.1M $7.86 %0.00 %as of Jun 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 9,2942.1M $0.25 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 9,2701.9M $0.34 %0.00 %as of May 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 9,2632.1M $0.52 %0.00 %as of Jun 30, 2026 ↗
State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 9,2602.1M $10.16 %0.00 %as of Jun 30, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 9,2212.2M $0.25 %0.00 %as of Jul 31, 2026 ↗
Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds 9,0752.1M $8.04 %0.00 %as of Jun 30, 2026 ↗
Guardian Balanced Allocation VIP Fund Guardian Variable Products Trust 9,0372.1M $1.02 %0.00 %as of Jun 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 8,9511.8M $0.28 %0.00 %as of May 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,8052M $0.62 %0.00 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8,7392M $0.17 %0.00 %as of Jun 30, 2026 ↗
LDR HIGH INCOME REALTY FUND World Funds Trust 8,7002M $6.48 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 8,61816.2M SEK0.22 %0.00 %as of Mar 31, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 8,4412M $1.99 %0.00 %as of Jul 31, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 8,41815.9M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 8,3711.7M $0.26 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 8,3391.7M $0.42 %0.00 %as of May 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 8,30015.6M SEK0.37 %0.00 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 8,1391.7M $0.20 %0.00 %as of May 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 8,1261.8M $0.15 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,9431.6M $0.11 %0.00 %as of May 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 7,9251.8M $0.28 %0.00 %as of Jun 30, 2026 ↗
Buffalo Growth & Income Fund Buffalo Funds 7,9001.8M $1.01 %0.00 %as of Jun 30, 2026 ↗
Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II 7,8841.8M $0.76 %0.00 %as of Jul 31, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 7,8601.6M $0.85 %0.00 %as of May 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 7,8391.8M $0.23 %0.00 %as of Jul 31, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 7,7681.8M $0.25 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 7,7321.8M $0.40 %0.00 %as of Jul 31, 2026 ↗
SFT Wellington Core Equity Fund Securian Funds Trust 7,6531.7M $1.22 %0.00 %as of Jun 30, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 7,6081.8M $0.16 %0.00 %as of Jul 31, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 7,5051.7M $0.37 %0.00 %as of Jun 30, 2026 ↗
SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust 7,4051.7M $0.28 %0.00 %as of Jun 30, 2026 ↗
Aptus Large Cap Upside ETF ETF Series Solutions 7,3701.7M $1.48 %0.00 %as of Jul 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 7,31513.8M SEK0.24 %0.00 %as of Mar 31, 2026 ↗
BlackRock Capital Appreciation V.I. Fund BlackRock Variable Series Funds, Inc. 7,3121.7M $1.86 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 7,2381.6M $0.18 %0.00 %as of Jun 30, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 7,2151.6M $0.15 %0.00 %as of Jun 30, 2026 ↗
NYLIM Candriam U.S. Large Cap Equity ETF NYLIM ETF Trust 7,0181.6M $0.50 %0.00 %as of Jul 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 6,9561.6M $0.44 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 6,9441.4M $1.95 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 6,9281.6M $0.16 %0.00 %as of Jul 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 6,8371.6M $0.12 %0.00 %as of Jun 30, 2026 ↗
Nordea Generationsfond 90-tal Nordea Funds Ab 6,80312.5M SEK0.36 %0.00 %as of Mar 31, 2026 ↗
Domini Impact Equity Fund Domini Investment Trust 6,8001.6M $0.13 %0.00 %as of Jul 31, 2026 ↗
ClearBridge Tactical Dividend Income Fund Legg Mason Partners Investment Trust 6,8001.6M $0.44 %0.00 %as of Jul 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 6,7831.5M $0.24 %0.00 %as of Jun 30, 2026 ↗
MML Sustainable Equity Fund MML SERIES INVESTMENT FUND 6,7801.5M $1.15 %0.00 %as of Jun 30, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 6,7781.5M $0.14 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Pure Growth Fund Rydex Series Funds 6,7111.5M $0.96 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 6,6611.4M $0.17 %0.00 %as of May 29, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 6,6241.5M $0.29 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 6,6131.5M $0.18 %0.00 %as of Jun 30, 2026 ↗
Defensive Market Strategies Fund GuideStone Funds 6,5971.5M $0.12 %0.00 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 6,5501.5M $0.63 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 6,4871.5M $0.56 %0.00 %as of Jun 30, 2026 ↗
SMART Trend 25 ETF Tidal Trust I 6,4661.5M $6.82 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,4291.3M $0.21 %0.00 %as of May 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 6,2991.4M $0.08 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 6,2701.5M $0.24 %0.00 %as of Jul 31, 2026 ↗
CONNORS HEDGED EQUITY FUND Connors Funds 6,2501.3M $1.97 %0.00 %as of May 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 6,1881.4M $0.33 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 6,0551.4M $0.24 %0.00 %as of Jun 30, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 6,0361.4M $0.46 %0.00 %as of Jun 30, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 6,0341.4M $0.20 %0.00 %as of Jul 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 5,95011.2M SEK0.83 %0.00 %as of Mar 31, 2026 ↗
AB Sustainable Thematic Balanced Portfolio AB PORTFOLIOS 5,9101.2M $1.49 %0.00 %as of May 31, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 5,6961.2M $0.29 %0.00 %as of May 31, 2026 ↗
Avanza USA Avanza Fonder AB 5,67510.7M SEK0.40 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 5,6391.3M $0.08 %0.00 %as of Jun 30, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 5,5661.3M $0.45 %0.00 %as of Jun 30, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 5,5371.1M $0.21 %0.00 %as of May 31, 2026 ↗
MML VIP JPMorgan U.S. Research Enhanced Equity Fund MML SERIES INVESTMENT FUND 5,5331.3M $0.38 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 5,5081.3M $0.07 %0.00 %as of Jun 30, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 5,5001.2M $1.19 %0.00 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 5,45110.3M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 5,39710.2M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 5,3641.3M $7.61 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 5,3641.2M $0.11 %0.00 %as of Jun 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 5,3461.3M $0.10 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 5,3441.2M $0.08 %0.00 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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