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 | |
|---|---|---|---|---|---|
| 1 | VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 25,218,808 | 5.5B $ | 7.84 % | as of Apr 30, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 22,158,660 | 4.4B $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 17,734,686 | 3.5B $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 4 | Washington Mutual Investors Fund Washington Mutual Investors Fund | 16,900,404 | 3.7B $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| 5 | iShares Core S&P 500 ETF iShares Trust | 8,974,116 | 1.8B $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 8,734,380 | 1.8B $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 7 | VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 7,597,877 | 1.5B $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 8 | American Funds Fundamental Investors American Funds Fundamental Investors | 6,612,573 | 1.3B $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 9 | Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 6,147,730 | 1.2B $ | 14.08 % | as of Mar 31, 2026 · Original filing |
| 10 | Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 6,095,605 | 1.2B $ | 14.69 % | as of Mar 31, 2026 · Original filing |
| 11 | Growth Fund of America Growth Fund of America | 5,921,166 | 1.2B $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 12 | Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 5,411,881 | 1.1B $ | 14.66 % | as of Mar 31, 2026 · Original filing |
| 13 | American Balanced Fund American Balanced Fund | 4,646,283 | 918.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 4,517,212 | 981.8M $ | 9.27 % | as of Apr 30, 2026 · Original filing |
| 15 | Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 4,460,311 | 923.8M $ | 9.49 % | as of Feb 28, 2026 · Original filing |
| 16 | VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 4,416,839 | 914.8M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 17 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,934,211 | 777.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 18 | State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,763,184 | 744M $ | 10.18 % | as of Mar 31, 2026 · Original filing |
| 19 | New Perspective Fund New Perspective Fund | 3,574,795 | 706.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 20 | Capital Income Builder Capital Income Builder | 3,397,421 | 738.4M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 21 | American Mutual Fund American Mutual Fund | 3,385,988 | 735.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 22 | Real Estate Securities Fund Principal Funds, Inc | 2,963,581 | 644.1M $ | 9.56 % | as of Apr 30, 2026 · Original filing |
| 23 | DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,541,865 | 552.4M $ | 7.24 % | as of Apr 30, 2026 · Original filing |
| 24 | DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,396,074 | 520.8M $ | 7.49 % | as of Apr 30, 2026 · Original filing |
| 25 | Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 2,284,865 | 496.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 26 | Fidelity Magellan Fund Fidelity Magellan Fund | 2,264,800 | 447.8M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 27 | iShares U.S. Real Estate ETF iShares Trust | 2,000,885 | 395.6M $ | 9.96 % | as of Mar 31, 2026 · Original filing |
| 28 | T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 1,854,937 | 366.7M $ | 3.48 % | as of Mar 31, 2026 · Original filing |
| 29 | iShares Global REIT ETF iShares Trust | 1,833,218 | 398.4M $ | 8.32 % | as of Apr 30, 2026 · Original filing |
| 30 | VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 1,783,224 | 369.3M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 31 | T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,700,713 | 336.2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 32 | THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,680,897 | 365.3M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| 33 | iShares Russell 1000 Value ETF iShares Trust | 1,579,105 | 312.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 34 | JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,552,412 | 306.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 35 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,548,148 | 336.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 36 | Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 1,490,930 | 294.8M $ | 11.42 % | as of Mar 31, 2026 · Original filing |
| 37 | Investment Co of America Investment Co of America | 1,470,668 | 290.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 38 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,467,083 | 290.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 39 | iShares S&P 500 Growth ETF iShares Trust | 1,466,314 | 289.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 40 | iShares Core U.S. REIT ETF iShares Trust | 1,442,256 | 313.5M $ | 8.31 % | as of Apr 30, 2026 · Original filing |
| 41 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,283,753 | 265.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 42 | Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 1,265,655 | 275.1M $ | 8.40 % | as of Apr 30, 2026 · Original filing |
| 43 | Dimensional Global Real Estate ETF Dimensional ETF Trust | 1,260,273 | 273.9M $ | 7.80 % | as of Apr 30, 2026 · Original filing |
| 44 | Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 1,247,880 | 271.2M $ | 8.55 % | as of Apr 30, 2026 · Original filing |
| 45 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,230,970 | 243.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 46 | T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 1,166,586 | 230.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 47 | iShares MSCI USA Momentum Factor ETF iShares Trust | 1,156,937 | 251.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 48 | Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 1,089,713 | 215.4M $ | 10.51 % | as of Mar 31, 2026 · Original filing |
| 49 | Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 1,048,018 | 227.8M $ | 8.38 % | as of Apr 30, 2026 · Original filing |
| 50 | VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | 1,040,923 | 205.8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,016,412 | 210.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 52 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 1,002,198 | 198.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 53 | AP7 Aktiefond Sjunde AP-fonden | 1,001,800 | 1.9B SEK | 0.14 % | as of Mar 31, 2026 · Original filing |
| 54 | iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 999,750 | 217.3M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 55 | Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 964,448 | 190.7M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Contrafund Fidelity Contrafund | 955,977 | 189M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 57 | Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 938,126 | 185.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 58 | iShares Residential and Multisector Real Estate ETF iShares Trust | 920,968 | 182.1M $ | 23.17 % | as of Mar 31, 2026 · Original filing |
| 59 | American Funds Global Insight Fund American Funds Global Insight Fund | 917,051 | 199.3M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 60 | iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 890,326 | 193.5M $ | 9.88 % | as of Apr 30, 2026 · Original filing |
| 61 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 875,428 | 173.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 62 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 852,727 | 168.6M $ | 9.91 % | as of Mar 31, 2026 · Original filing |
| 63 | iShares MSCI USA Min Vol Factor ETF iShares Trust | 834,205 | 181.3M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 64 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 822,225 | 178.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 65 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 819,089 | 161.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 66 | Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 812,514 | 168.3M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 67 | Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 797,771 | 157.7M $ | 12.34 % | as of Mar 31, 2026 · Original filing |
| 68 | iShares Select U.S. REIT ETF iShares Trust | 797,116 | 173.2M $ | 8.19 % | as of Apr 30, 2026 · Original filing |
| 69 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 789,752 | 156.1M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 70 | Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 772,306 | 160M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| 71 | Baron Real Estate Fund BARON SELECT FUNDS | 768,013 | 151.8M $ | 7.04 % | as of Mar 31, 2026 · Original filing |
| 72 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 707,568 | 146.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 73 | VIP Contrafund Portfolio Variable Insurance Products Fund II | 704,600 | 139.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 74 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 639,978 | 126.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 75 | S&P 500 Index Master Portfolio Master Investment Portfolio | 635,890 | 125.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 76 | HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 621,278 | 135M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| 77 | Global Real Estate Securities Fund Principal Funds, Inc | 606,695 | 131.9M $ | 7.68 % | as of Apr 30, 2026 · Original filing |
| 78 | iShares Core S&P U.S. Growth ETF iShares Trust | 591,539 | 117M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 79 | Dimensional US Real Estate ETF Dimensional ETF Trust | 581,201 | 126.3M $ | 7.50 % | as of Apr 30, 2026 · Original filing |
| 80 | Nuveen Equity Index Fund TIAA-CREF Funds | 579,891 | 126M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 81 | Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 571,110 | 124.1M $ | 8.60 % | as of Apr 30, 2026 · Original filing |
| 82 | JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 563,871 | 116.8M $ | 10.32 % | as of Feb 28, 2026 · Original filing |
| 83 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 551,940 | 120M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 84 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 551,288 | 114.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 85 | Capital Group Growth ETF Capital Group Growth ETF | 541,688 | 112.2M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 86 | Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 537,256 | 116.8M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 87 | Fidelity Advisor New Insights Fund Fidelity Contrafund | 534,400 | 105.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 88 | State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 509,977 | 100.8M $ | 8.89 % | as of Mar 31, 2026 · Original filing |
| 89 | REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 506,036 | 100M $ | 9.14 % | as of Mar 31, 2026 · Original filing |
| 90 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 502,405 | 99.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 91 | VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 494,297 | 102.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 92 | iShares Russell 1000 ETF iShares Trust | 491,156 | 97.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 93 | DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 489,581 | 96.8M $ | 10.28 % | as of Mar 31, 2026 · Original filing |
| 94 | Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 458,853 | 95M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| 95 | College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 455,658 | 90.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 96 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 435,988 | 86.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 97 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 412,176 | 89.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 98 | Large Cap Index Master Portfolio Master Investment Portfolio | 410,675 | 81.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 99 | Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 403,666 | 79.8M $ | 8.46 % | as of Mar 31, 2026 · Original filing |
| 100 | Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 401,684 | 87.3M $ | 0.49 % | as of Apr 30, 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 |