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 | |
|---|---|---|---|---|---|
| 601 | Penn Series Large Growth Stock Fund Penn Series Funds Inc | 9,628 | 1.9M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 602 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,618 | 1.9M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 603 | Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 9,611 | 2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 604 | State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 9,600 | 1.9M $ | 9.95 % | as of Mar 31, 2026 · Original filing |
| 605 | LargeCap Value Fund III Principal Funds, Inc | 9,539 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 606 | LDR HIGH INCOME REALTY FUND World Funds Trust | 9,517 | 1.9M $ | 6.59 % | as of Mar 31, 2026 · Original filing |
| 607 | Naventi Balanserad Flex Ruth Asset Management AB | 9,491 | 17.8M SEK | 0.46 % | as of Mar 31, 2026 · Original filing |
| 608 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 9,480 | 1.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 609 | Sofi Select 500 ETF Tidal Trust I | 9,473 | 2M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 610 | Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 9,447 | 17.8M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 611 | Nordea Stratega 50 Nordea Funds Ab | 9,383 | 17.3M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 612 | Fidelity Advisor Value Fund Fidelity Advisor Series I | 9,342 | 2M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 613 | Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 9,342 | 1.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 614 | RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust | 9,322 | 1.8M $ | 3.49 % | as of Mar 31, 2026 · Original filing |
| 615 | Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 9,099 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 616 | Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | 9,075 | 1.8M $ | 7.63 % | as of Mar 31, 2026 · Original filing |
| 617 | First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 9,054 | 1.8M $ | 2.85 % | as of Mar 31, 2026 · Original filing |
| 618 | ALGER HEALTH SCIENCES FUND ALGER FUNDS | 9,032 | 2M $ | 3.23 % | as of Apr 30, 2026 · Original filing |
| 619 | Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 8,906 | 1.9M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 620 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 8,897 | 1.8M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 621 | Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 8,826 | 1.7M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 622 | Nomura Global Listed Real Assets Fund Delaware Pooled Trust | 8,799 | 1.9M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| 623 | VIP Balanced Portfolio Variable Insurance Products Fund III | 8,682 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 624 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 8,637 | 1.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 625 | SPP Generation 80-tal Storebrand Asset Management AS | 8,618 | 16.2M SEK | 0.22 % | as of Mar 31, 2026 · Original filing |
| 626 | Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 8,574 | 1.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 627 | Hedged Equity Portfolio PACIFIC SELECT FUND | 8,556 | 1.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 628 | iShares ESG Select Screened S&P 500 ETF iShares Trust | 8,545 | 1.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 629 | KPA Blandfond Swedbank Robur Fonder AB | 8,418 | 15.9M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 630 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 8,300 | 15.6M SEK | 0.37 % | as of Mar 31, 2026 · Original filing |
| 631 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 8,171 | 1.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 632 | AST Balanced Asset Allocation Portfolio Advanced Series Trust | 8,000 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 633 | Buffalo Growth & Income Fund Buffalo Funds | 7,900 | 1.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 634 | Venerable World Equity Fund Venerable Variable Insurance Trust | 7,833 | 1.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 635 | MML Equity Index Fund MML SERIES INVESTMENT FUND | 7,785 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 636 | JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 7,735 | 1.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 637 | SGI U.S. Large Cap Equity Fund RBB Fund, Inc. | 7,732 | 1.6M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| 638 | SFT Wellington Core Equity Fund Securian Funds Trust | 7,540 | 1.5M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 639 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 7,489 | 1.6M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 640 | Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 7,436 | 1.5M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 641 | JNL/Mellon World Index Fund JNL Series Trust | 7,390 | 1.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 642 | iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 7,359 | 1.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 643 | Lysa Global Equity Focus Lysa Fonder AB | 7,315 | 13.8M SEK | 0.24 % | as of Mar 31, 2026 · Original filing |
| 644 | SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust | 7,300 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 645 | Alger Dynamic Opportunities Fund ALGER FUNDS II | 7,291 | 1.6M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 646 | SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 7,252 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 647 | MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 7,243 | 1.4M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 648 | Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust | 7,191 | 1.4M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 649 | Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 7,179 | 1.5M $ | 1.88 % | as of Feb 28, 2026 · Original filing |
| 650 | Aptus Large Cap Upside ETF ETF Series Solutions | 6,944 | 1.5M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| 651 | NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust | 6,915 | 1.5M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 652 | SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,909 | 1.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 653 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 6,889 | 1.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 654 | Nordea Generationsfond 90-tal Nordea Funds Ab | 6,803 | 12.5M SEK | 0.36 % | as of Mar 31, 2026 · Original filing |
| 655 | JNL S&P 500 Index Fund JNL Series Trust | 6,783 | 1.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 656 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 6,613 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 657 | iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 6,579 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 658 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 6,470 | 1.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 659 | TIFF MULTI-ASSET FUND TIFF Investment Program | 6,455 | 1.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 660 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,427 | 1.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 661 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 6,257 | 1.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 662 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 6,254 | 1.3M $ | 0.18 % | as of Feb 27, 2026 · Original filing |
| 663 | SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | 6,250 | 1.2M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 664 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 6,132 | 1.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 665 | AB Sustainable Thematic Balanced Portfolio AB PORTFOLIOS | 6,050 | 1.3M $ | 1.53 % | as of Feb 28, 2026 · Original filing |
| 666 | Fidelity Real Estate Investment ETF Fidelity Covington Trust | 5,978 | 1.3M $ | 8.72 % | as of Apr 30, 2026 · Original filing |
| 667 | SEB Global Sustainable Companies Fund SEB Funds AB | 5,950 | 11.2M SEK | 0.83 % | as of Mar 31, 2026 · Original filing |
| 668 | 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 5,908 | 1.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 669 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 5,776 | 1.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 670 | ETFB Green SRI REITs ETF ETF Series Solutions | 5,761 | 1.3M $ | 14.10 % | as of Apr 30, 2026 · Original filing |
| 671 | CONNORS HEDGED EQUITY FUND Connors Funds | 5,750 | 1.2M $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| 672 | Avanza USA Avanza Fonder AB | 5,675 | 10.7M SEK | 0.40 % | as of Mar 31, 2026 · Original filing |
| 673 | Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 5,658 | 1.2M $ | 3.65 % | as of Apr 30, 2026 · Original filing |
| 674 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,647 | 1.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 675 | Horizon Managed Risk ETF Horizon Funds | 5,504 | 1.1M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 676 | Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 5,502 | 1.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 677 | Timothy Plan Defensive Strategies Fund TIMOTHY PLAN | 5,500 | 1.1M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 678 | Skandia Balanserad Skandia Fonder AB | 5,451 | 10.3M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 679 | EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 5,445 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 680 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 5,397 | 10.2M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 681 | Horizon Defensive Core Fund Horizon Funds | 5,361 | 1.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 682 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,313 | 1.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 683 | EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 5,305 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 684 | Hartford Multifactor US Equity ETF Lattice Strategies Trust | 5,292 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 685 | Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 5,266 | 1M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 686 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 5,190 | 1.1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 687 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 5,188 | 1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 688 | Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds | 5,155 | 1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 689 | Putnam VT George Putnam Balanced Fund Putnam Variable Trust | 5,115 | 1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 690 | Large Capital Growth Fund VALIC Co I | 5,090 | 1.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 691 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 5,011 | 9.4M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 692 | Hedgeye Fourth Turning ETF ETF Opportunities Trust | 4,937 | 1.1M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 693 | Victory Growth and Tax Strategy Fund Victory Portfolios III | 4,907 | 1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 694 | SPP Generation 50-tal Storebrand Asset Management AS | 4,902 | 9.2M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 695 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 4,845 | 957.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 696 | AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 4,800 | 949K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 697 | Even Herd Long Short ETF Tidal Trust II | 4,774 | 943.9K $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 698 | ProShares S&P 500 Ex-Technology ETF ProShares Trust | 4,771 | 988.2K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 699 | EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 4,708 | 930.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 700 | Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 4,631 | 8.7M SEK | 0.05 % | 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 |