Titelia

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.

FundSharesValueWeight in fundShare of capital
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 4,570946.5K $0.34 %0.00 %as of Feb 27, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,558944.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 4,543898.2K $0.20 %0.00 %as of Mar 31, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 4,509980K $1.02 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 4,500978K $0.30 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 4,497889.1K $0.32 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 4,483928.5K $0.11 %0.00 %as of Feb 28, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 4,438964.6K $0.36 %0.00 %as of Apr 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 4,394955K $0.39 %0.00 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 4,336857.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 4,154902.8K $6.47 %0.00 %as of Apr 30, 2026 ↗
Brendan Wood TopGun ETF ETF Opportunities Trust 4,112851.7K $4.29 %0.00 %as of Feb 28, 2026 ↗
Nuveen ESG Dividend ETF NuShares ETF Trust 4,011871.8K $1.93 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,934777.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,894769.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 3,862839.4K $0.25 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 3,8607.3M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
Baron Technology ETF Baron ETF Trust 3,854762K $0.53 %0.00 %as of Mar 31, 2026 ↗
DF Tactical 30 ETF Northern Lights Fund Trust 3,846760.4K $2.75 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3,817829.6K $0.24 %0.00 %as of Apr 30, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 3,758816.8K $0.53 %0.00 %as of Apr 30, 2026 ↗
Driehaus Global Fund Driehaus Mutual Funds 3,734738.2K $1.02 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,725736.5K $0.13 %0.00 %as of Mar 31, 2026 ↗
Saratoga Large Capitalization Value Portfolio SARATOGA ADVANTAGE TRUST 3,714769.2K $4.25 %0.00 %as of Feb 28, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 3,711806.5K $22.97 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,666759.3K $0.12 %0.00 %as of Feb 28, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 3,640753.9K $2.96 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 3,623787.4K $0.19 %0.00 %as of Apr 30, 2026 ↗
Nuveen ESG Large-Cap ETF NuShares ETF Trust 3,612785K $1.38 %0.00 %as of Apr 30, 2026 ↗
FIS Christian Stock Fund FIS Trust 3,605746.7K $0.92 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 3,5126.6M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,308654K $0.13 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 3,278678.9K $0.21 %0.00 %as of Feb 28, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 3,252706.8K $1.38 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Research Fund Putnam Variable Trust 3,249642.4K $0.53 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 3,239704K $0.18 %0.00 %as of Apr 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 3,225637.6K $0.25 %0.00 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 3,200632.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 3,100612.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 3,094672.4K $0.24 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,064605.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 3,014595.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 3,013595.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 2,990591.2K $0.11 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP REAL ESTATE ProFunds 2,934580.1K $9.98 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2,883570K $0.20 %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. 2,789551.4K $0.76 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 2,785550.6K $0.17 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 2,762546.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 2,729539.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Invesco Real Assets ESG ETF Invesco Actively Managed Exchange-Traded Fund Trust 2,710510.5K $4.29 %0.00 %as of Jan 31, 2026 ↗
Alger Balanced Portfolio ALGER PORTFOLIOS 2,701534K $0.83 %0.00 %as of Mar 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 2,697586.2K $0.46 %0.00 %as of Apr 30, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 2,658550.5K $1.49 %0.00 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 2,653576.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
Alger Growth & Income Portfolio ALGER PORTFOLIOS 2,640522K $1.14 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap Momentum ETF Exchange Listed Funds Trust 2,625570.5K $1.87 %0.00 %as of Apr 30, 2026 ↗
JNL/AB Sustainable Global Thematic Fund JNL Series Trust 2,580510.1K $2.03 %0.00 %as of Mar 31, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 2,560506.1K $0.55 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 2,540526.1K $0.23 %0.00 %as of Feb 28, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 2,534501K $0.08 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2,518497.8K $0.33 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 2,478538.6K $0.10 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 2,4304.6M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 2,409499K $0.35 %0.00 %as of Feb 28, 2026 ↗
Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust 2,370515.1K $12.84 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 2,350510.7K $0.19 %0.00 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 2,343509.2K $0.22 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 2,342463K $0.21 %0.00 %as of Mar 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 2,338484.2K $0.38 %0.00 %as of Feb 28, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 2,329460.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 2,256446K $1.93 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,244443.7K $0.23 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 2,222482.9K $0.35 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 2,159426.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 2,132421.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 2,125440.1K $0.10 %0.00 %as of Feb 28, 2026 ↗
NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust 2,082452.5K $6.55 %0.00 %as of Apr 30, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 2,050424.6K $0.31 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 2,004435.5K $0.18 %0.00 %as of Apr 30, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 2,000395.4K $1.39 %0.00 %as of Mar 31, 2026 ↗
Nordea Avtalspensionsfond Midi Nordea Funds Ab 1,9843.7M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 1,976390.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
Fidelity Healthy Future Fund Fidelity Summer Street Trust 1,937421K $2.83 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 1,922380K $0.17 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust 1,917379K $0.70 %0.00 %as of Mar 31, 2026 ↗
Residential REIT ETF Tidal Trust I 1,907414.5K $4.82 %0.00 %as of Apr 30, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,894392.3K $0.19 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 1,891373.9K $0.21 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,863368.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 1,860367.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust 1,843400.6K $1.22 %0.00 %as of Apr 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 1,811358.1K $0.24 %0.00 %as of Mar 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 1,797372.2K $0.33 %0.00 %as of Feb 28, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,779386.6K $0.14 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,757363.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,754363.3K $0.25 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Pure Growth Fund Rydex Series Funds 1,718339.7K $1.16 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 1,706337.3K $0.60 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 1,699335.9K $0.20 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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 23.17 %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.

QuarterShareholdersChangeSharesChange
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 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.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.55 %52,720,335as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 6.01 %41,946,928as of Mar 31, 2026 · SCHEDULE 13G
Cohen & Steers, Inc. and 4 others5.18 %36,139,692as 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.

FundBond linesValue
Eventide Limited-Term Bond Fund12.5M $as of Mar 31, 2026
Eventide Core Bond Fund11.9M $as of Mar 31, 2026
Eventide Balanced Fund11.5M $as of Mar 31, 2026
MEDIUM-DURATION BOND FUND1898K $as of Mar 31, 2026
Bond Index Fund4618.9K $as of Mar 31, 2026
AVIP Core Plus Bond Portfolio1475K $as of Mar 31, 2026
State Farm Balanced Fund1238.2K $as of Mar 31, 2026
Janus Henderson Multi-Sector Income Fund1125.6K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Welltower Inc". https://titelia.com/en/stocks/welltower-inc-US95040Q1040