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
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,956444K $0.27 %0.00 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 1,949456.9K $5.69 %0.00 %as of Jul 31, 2026 ↗
Fidelity Healthy Future Fund Fidelity Summer Street Trust 1,937454.1K $3.18 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 1,875425.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,865382.9K $0.18 %0.00 %as of May 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 1,842418.1K $0.25 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 1,833416K $0.16 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust 1,818412.6K $0.62 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,792368K $0.24 %0.00 %as of May 31, 2026 ↗
Praxis Impact Large Cap Growth ETF Praxis Funds 1,785405.1K $0.47 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,757360.8K $0.08 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 1,741395.2K $0.21 %0.00 %as of Jun 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 1,710388.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 1,694397.1K $0.11 %0.00 %as of Jul 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 1,676344.1K $0.23 %0.00 %as of May 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,664390.1K $0.14 %0.00 %as of Jul 31, 2026 ↗
CapForce IBD 50 ETF Capital Force ETF Trust 1,650386.8K $0.49 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 1,6233.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Pure Growth Fund Rydex Variable Trust 1,591361.1K $0.96 %0.00 %as of Jun 30, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 1,575323.4K $1.09 %0.00 %as of May 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 1,559353.8K $0.64 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,557353.4K $0.23 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 1,5222.9M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 1,521356.6K $0.20 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,516344.1K $0.18 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,513310.7K $0.22 %0.00 %as of May 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 1,510310K $0.32 %0.00 %as of May 31, 2026 ↗
Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II 1,492349.8K $8.80 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 1,487305.3K $1.01 %0.00 %as of May 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,480335.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 1,463332.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,434325.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 1,428334.8K $0.25 %0.00 %as of Jul 31, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 1,4232.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 1,397317.1K $0.08 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,370281.3K $0.07 %0.00 %as of May 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,367310.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,357308K $0.08 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 1,344305K $0.40 %0.00 %as of Jun 30, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,321299.8K $0.42 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,314298.2K $0.10 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,251283.9K $0.22 %0.00 %as of Jun 30, 2026 ↗
Baron Global Durable Advantage ETF Baron ETF Trust 1,197271.7K $2.78 %0.00 %as of Jun 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,191270.3K $0.11 %0.00 %as of Jun 30, 2026 ↗
Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust 1,181242.5K $0.68 %0.00 %as of May 31, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 1,173275K $8.18 %0.00 %as of Jul 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 1,168265.1K $0.32 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,157262.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 1,134265.9K $0.17 %0.00 %as of Jul 31, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 1,088246.9K $0.09 %0.00 %as of Jun 30, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 1,0872M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,084254.1K $0.23 %0.00 %as of Jul 31, 2026 ↗
Nelson Select ETF Collaborative Investment Series Trust 1,076244.2K $0.43 %0.00 %as of Jun 30, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,075252K $0.16 %0.00 %as of Jul 31, 2026 ↗
The Free Markets ETF Tidal Trust I 1,044214.4K $1.43 %0.00 %as of May 31, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 1,038243.3K $0.45 %0.00 %as of Jul 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 1,032241.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,009229K $0.18 %0.00 %as of Jun 30, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 999234.2K $0.06 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 970220.2K $0.12 %0.00 %as of Jun 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 967219.5K $0.17 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 931191.2K $0.23 %0.00 %as of May 31, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 929210.9K $0.69 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Growth ETF iShares Trust 917188.3K $0.66 %0.00 %as of May 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 905205.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 894209.6K $0.30 %0.00 %as of Jul 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 882200.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 871197.7K $0.10 %0.00 %as of Jun 30, 2026 ↗
TFA Quantitative Fund Tactical Investment Series Trust 870197.5K $0.27 %0.00 %as of Jun 30, 2026 ↗
Storebrand USA Plus Storebrand Asset Management AS 8511.6M SEK0.68 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 848192.5K $0.11 %0.00 %as of Jun 30, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 848192.5K $0.47 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 839190.4K $0.88 %0.00 %as of Jun 30, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 825193.4K $1.52 %0.00 %as of Jul 31, 2026 ↗
Russell Investments Global Real Estate ETF Russell Investments Exchange Traded Funds 806182.9K $9.04 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 8001.5M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) Tactical Investment Series Trust 781177.3K $0.32 %0.00 %as of Jun 30, 2026 ↗
Naventi Defensiv Flex Ruth Asset Management AB 7621.4M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 755171.4K $0.23 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 750154K $1.15 %0.00 %as of May 29, 2026 ↗
iShares Large Cap Growth Active ETF BlackRock ETF Trust 744174.4K $1.95 %0.00 %as of Jul 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 724164.3K $0.20 %0.00 %as of Jun 30, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 712166.9K $0.24 %0.00 %as of Jul 31, 2026 ↗
Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III 710161.1K $0.82 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 696163.2K $0.25 %0.00 %as of Jul 31, 2026 ↗
Financial Services Fund Rydex Series Funds 671152.3K $1.28 %0.00 %as of Jun 30, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 671152.3K $0.14 %0.00 %as of Jun 30, 2026 ↗
Real Estate Fund Rydex Variable Trust 656148.9K $4.12 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 654148.4K $0.45 %0.00 %as of Jun 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 647146.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 640131.4K $0.02 %0.00 %as of May 31, 2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 632148.2K $0.90 %0.00 %as of Jul 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 630143K $0.03 %0.00 %as of Jun 30, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 615144.2K $2.16 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 614126.1K $0.10 %0.00 %as of May 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 601136.4K $0.24 %0.00 %as of Jun 30, 2026 ↗
SEB Global Exposure SEB Funds AB 6001.1M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
Skandia Försiktig Skandia Fonder AB 5821.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
PIMCO Dividend and Income Fund PIMCO Equity Series 568128.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 556130.3K $0.21 %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