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
Praxis Impact Large Cap Growth ETF Praxis Funds 1,668329.8K $0.48 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,629337.4K $0.24 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 1,6233.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 1,606332.6K $0.21 %0.00 %as of Feb 28, 2026 ↗
Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II 1,589345.4K $6.78 %0.00 %as of Apr 30, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 1,575326.2K $1.16 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,558308K $0.22 %0.00 %as of Mar 31, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 1,547305.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 1,5222.9M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II 1,492324.3K $8.47 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 1,463289.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 1,462317.8K $0.16 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Sustainable U.S. Thematic Portfolio EQ Advisors Trust 1,450286.7K $2.55 %0.00 %as of Mar 31, 2026 ↗
The Free Markets ETF Tidal Trust I 1,435297.2K $1.67 %0.00 %as of Feb 28, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 1,4232.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 1,417280.2K $0.16 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 1,397276.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,368283.3K $0.07 %0.00 %as of Feb 28, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 1,362282.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Pure Growth Fund Rydex Variable Trust 1,351267.1K $1.16 %0.00 %as of Mar 31, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,296268.4K $0.56 %0.00 %as of Feb 28, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 1,294255.8K $0.42 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,274251.9K $0.42 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,252247.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 1,248271.2K $0.24 %0.00 %as of Apr 30, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 1,228242.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 1,198236.9K $0.14 %0.00 %as of Mar 31, 2026 ↗
Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust 1,181244.6K $0.76 %0.00 %as of Feb 28, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 1,180256.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,158251.7K $0.41 %0.00 %as of Apr 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 1,134246.5K $0.17 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,106229.1K $0.21 %0.00 %as of Feb 28, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 1,092215.9K $0.70 %0.00 %as of Mar 31, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 1,0872M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 1,076222.9K $1.80 %0.00 %as of Feb 27, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,075233.6K $0.16 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 1,069211.4K $0.92 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 1,062210K $0.24 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 1,059209.4K $0.15 %0.00 %as of Mar 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 1,036225.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
PIMCO Dividend and Income Fund PIMCO Equity Series 1,025202.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 1,010199.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nelson Select ETF Collaborative Investment Series Trust 1,010199.7K $0.45 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 972192.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 967191.2K $0.17 %0.00 %as of Mar 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 965190.8K $0.61 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 962190.2K $0.17 %0.00 %as of Mar 31, 2026 ↗
Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust 959208.4K $1.12 %0.00 %as of Apr 30, 2026 ↗
Baron Global Durable Advantage ETF Baron ETF Trust 935184.9K $2.54 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 929183.7K $0.21 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 910188.5K $0.25 %0.00 %as of Feb 28, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 878173.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 873189.7K $0.22 %0.00 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 856177.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Storebrand USA Plus Storebrand Asset Management AS 8511.6M SEK0.68 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 848167.7K $0.88 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 846167.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 834164.9K $0.27 %0.00 %as of Mar 31, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 825179.3K $1.46 %0.00 %as of Apr 30, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 815161.1K $0.46 %0.00 %as of Mar 31, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 810176K $0.25 %0.00 %as of Apr 30, 2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 808175.6K $1.01 %0.00 %as of Apr 30, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 8001.5M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Naventi Defensiv Flex Ruth Asset Management AB 7621.4M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 738160.4K $0.23 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Growth ETF iShares Trust 724150K $0.68 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 713155K $0.24 %0.00 %as of Apr 30, 2026 ↗
Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III 711140.6K $0.84 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 696137.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 694137.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 691136.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Real Estate Fund Rydex Variable Trust 688136K $3.96 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 685135.4K $0.49 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 679140.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 671132.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 668132.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 647127.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 640132.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 620122.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 601130.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
SEB Global Exposure SEB Funds AB 6001.1M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 592128.7K $2.05 %0.00 %as of Apr 30, 2026 ↗
Skandia Försiktig Skandia Fonder AB 5821.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 561121.9K $0.25 %0.00 %as of Apr 30, 2026 ↗
Lazard Real Assets Portfolio LAZARD FUNDS INC 551108.9K $1.74 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 538116.9K $0.18 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 516102K $0.33 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust 514111.7K $1.52 %0.00 %as of Apr 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 49798.3K $1.17 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 47999.2K $0.14 %0.00 %as of Feb 28, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 47694.1K $0.14 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 47593.9K $0.58 %0.00 %as of Mar 31, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 47593.9K $0.20 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 46496.1K $0.27 %0.00 %as of Feb 28, 2026 ↗
BULL PROFUND ProFunds 44997.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
Financial Services Fund Rydex Series Funds 43986.8K $1.17 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 42083K $0.20 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 41686.2K $0.14 %0.00 %as of Feb 28, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 41081.1K $0.18 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 39682K $0.15 %0.00 %as of Feb 28, 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