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
ETFB Green SRI REITs ETF ETF Series Solutions 5,3121.2M $14.28 %0.00 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,3091.1M $0.14 %0.00 %as of May 31, 2026 ↗
Baron Technology ETF Baron ETF Trust 5,2441.2M $0.58 %0.00 %as of Jun 30, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 5,0951.2M $0.20 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 5,0119.4M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 4,9591.1M $1.36 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 4,9121.2M $0.20 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,9051.1M $0.15 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 4,9029.2M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 4,8991.1M $0.07 %0.00 %as of Jul 31, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 4,8821.1M $0.33 %0.00 %as of Jun 30, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 4,7901.1M $0.38 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 4,7601.1M $0.09 %0.00 %as of Jun 30, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,7451.1M $0.07 %0.00 %as of Jun 30, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 4,6941.1M $1.76 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 4,670958.9K $0.36 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 4,6318.7M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,631950.9K $0.07 %0.00 %as of May 31, 2026 ↗
Putnam VT George Putnam Balanced Fund Putnam Variable Trust 4,6271.1M $0.33 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 4,568937.9K $0.10 %0.00 %as of May 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 4,5481M $0.21 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 4,5001.1M $0.32 %0.00 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 4,417906.9K $0.11 %0.00 %as of May 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 4,390901.4K $0.30 %0.00 %as of May 29, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 4,336984.1K $0.12 %0.00 %as of Jun 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 4,2871M $0.41 %0.00 %as of Jul 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 4,180980K $6.91 %0.00 %as of Jul 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 4,162944.6K $0.07 %0.00 %as of Jun 30, 2026 ↗
Brendan Wood TopGun ETF ETF Opportunities Trust 4,112844.3K $4.10 %0.00 %as of May 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 4,051831.8K $0.14 %0.00 %as of May 31, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 4,031945K $1.41 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4,025943.6K $0.26 %0.00 %as of Jul 31, 2026 ↗
ALPS Dynamic U.S. Dividend Advantage ETF ALPS ETF TRUST 4,000821.3K $0.94 %0.00 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,994906.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 3,977932.4K $0.26 %0.00 %as of Jul 31, 2026 ↗
JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS 3,901885.4K $0.21 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 3,8607.3M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,777857.3K $0.14 %0.00 %as of Jun 30, 2026 ↗
Driehaus Global Fund Driehaus Mutual Funds 3,734847.5K $0.94 %0.00 %as of Jun 30, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 3,526800.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 3,5126.6M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Saratoga Large Capitalization Value Portfolio SARATOGA ADVANTAGE TRUST 3,505719.7K $4.73 %0.00 %as of May 31, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 3,423702.8K $2.85 %0.00 %as of May 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 3,403797.8K $0.19 %0.00 %as of Jul 31, 2026 ↗
FIS Christian Stock Fund FIS Trust 3,335756.9K $0.96 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,308750.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 3,278673.1K $0.19 %0.00 %as of May 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 3,266741.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 3,236758.6K $0.19 %0.00 %as of Jul 31, 2026 ↗
Putnam VT U.S. Research Fund Putnam Variable Trust 3,227732.4K $0.53 %0.00 %as of Jun 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 3,217730.2K $0.25 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 3,134734.7K $0.26 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 3,111706.1K $0.23 %0.00 %as of Jun 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 3,010683.2K $0.08 %0.00 %as of Jun 30, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 2,990678.6K $0.11 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2,937666.6K $0.21 %0.00 %as of Jun 30, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 2,884654.6K $0.11 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 2,873652.1K $0.10 %0.00 %as of Jun 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 2,873652.1K $0.11 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 2,861649.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP REAL ESTATE ProFunds 2,839644.4K $10.78 %0.00 %as of Jun 30, 2026 ↗
Pacer WealthShield ETF Pacer Funds Trust 2,829663.2K $2.76 %0.00 %as of Jul 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 2,760647.1K $0.46 %0.00 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 2,729619.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 2,720558.5K $1.64 %0.00 %as of May 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 2,718616.9K $0.18 %0.00 %as of Jun 30, 2026 ↗
YieldMax(R) Target 12(TM) Real Estate Option Income ETF Tidal Trust II 2,696632.1K $7.23 %0.00 %as of Jul 31, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 2,671606.2K $0.22 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 2,663624.3K $0.24 %0.00 %as of Jul 31, 2026 ↗
Alger Balanced Portfolio ALGER PORTFOLIOS 2,637598.5K $0.84 %0.00 %as of Jun 30, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 2,610611.9K $0.46 %0.00 %as of Jul 31, 2026 ↗
Alger Growth & Income Portfolio ALGER PORTFOLIOS 2,543577.2K $1.12 %0.00 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 2,534575.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust 2,495584.9K $13.91 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 2,484563.8K $0.29 %0.00 %as of Jun 30, 2026 ↗
VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 2,468560.2K $1.89 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 2,4304.6M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 2,424568.3K $0.20 %0.00 %as of Jul 31, 2026 ↗
Nova Fund Rydex Series Funds 2,369537.7K $0.21 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 2,361535.9K $0.31 %0.00 %as of Jun 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 2,354483.3K $0.21 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 2,319526.3K $0.23 %0.00 %as of Jun 30, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 2,290519.8K $0.53 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 2,265465.1K $0.32 %0.00 %as of May 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,244509.3K $0.24 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 2,188496.6K $0.21 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 2,184495.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Horizon Core Equity ETF Horizon Funds 2,162443.9K $0.30 %0.00 %as of May 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 2,125436.3K $0.09 %0.00 %as of May 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 2,123497.7K $0.07 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Global Impact Equity Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 2,116496.1K $1.60 %0.00 %as of Jul 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 2,094430K $0.22 %0.00 %as of May 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 2,092490.4K $0.20 %0.00 %as of Jul 31, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 2,071485.5K $0.27 %0.00 %as of Jul 31, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 2,050420.9K $0.32 %0.00 %as of May 31, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 2,000453.9K $1.40 %0.00 %as of Jun 30, 2026 ↗
Nordea Avtalspensionsfond Midi Nordea Funds Ab 1,9843.7M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 1,968404.1K $0.01 %0.00 %as of May 31, 2026 ↗
NYLIM CBRE Real Assets ETF NYLIM Active ETF Trust 1,966460.9K $6.70 %0.00 %as of Jul 31, 2026 ↗
Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust 1,959459.3K $1.30 %0.00 %as of Jul 31, 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