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 | |
|---|---|---|---|---|---|
| 101 | Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 401,414 | 79.4M $ | 10.61 % | as of Mar 31, 2026 · Original filing |
| 102 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 400,014 | 82.9M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 103 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 399,113 | 82.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 104 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 392,923 | 77.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 105 | CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 389,887 | 77.1M $ | 9.51 % | as of Mar 31, 2026 · Original filing |
| 106 | PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 388,868 | 84.5M $ | 8.02 % | as of Apr 30, 2026 · Original filing |
| 107 | DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 381,064 | 75.3M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 108 | Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 380,764 | 75.3M $ | 7.73 % | as of Mar 31, 2026 · Original filing |
| 109 | Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 375,203 | 77.7M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| 110 | Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 372,913 | 77.2M $ | 2.66 % | as of Feb 28, 2026 · Original filing |
| 111 | PIMCO All Asset: Multi-Real Fund PIMCO Funds | 371,312 | 73.4M $ | 3.32 % | as of Mar 31, 2026 · Original filing |
| 112 | Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 370,694 | 80.6M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 113 | JPMorgan Hedged Equity Fund JPMorgan Trust I | 368,384 | 72.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 114 | Global Real Estate Fund American Century Capital Portfolios, Inc. | 364,204 | 79.2M $ | 9.72 % | as of Apr 30, 2026 · Original filing |
| 115 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 362,063 | 78.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 116 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 361,772 | 74.9M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 117 | Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 361,483 | 78.6M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 118 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 359,690 | 74.5M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 119 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 355,755 | 70.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 120 | T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 337,288 | 66.7M $ | 10.72 % | as of Mar 31, 2026 · Original filing |
| 121 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 335,921 | 66.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 122 | JNL/WMC Balanced Fund JNL Series Trust | 329,697 | 65.2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 123 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 318,101 | 62.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 124 | HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 315,965 | 62.5M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 125 | Fidelity Real Estate Income Fund Fidelity Securities Fund | 311,754 | 67.8M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| 126 | Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 308,270 | 63.8M $ | 9.15 % | as of Feb 28, 2026 · Original filing |
| 127 | Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 308,100 | 60.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 128 | iShares ESG Aware MSCI USA ETF iShares Trust | 305,739 | 63.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 129 | Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS | 305,138 | 63.2M $ | 9.40 % | as of Feb 28, 2026 · Original filing |
| 130 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 301,596 | 65.5M $ | 4.47 % | as of Apr 30, 2026 · Original filing |
| 131 | VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 289,481 | 57.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 132 | Capital Group Core Equity ETF Capital Group Core Equity ETF | 286,116 | 59.3M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| 133 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 283,148 | 58.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 134 | Real Estate Fund American Century Capital Portfolios, Inc. | 282,511 | 61.4M $ | 11.53 % | as of Apr 30, 2026 · Original filing |
| 135 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 279,681 | 60.8M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 136 | JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust | 275,832 | 57.1M $ | 11.33 % | as of Feb 28, 2026 · Original filing |
| 137 | BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 269,640 | 55.8M $ | 1.13 % | as of Feb 27, 2026 · Original filing |
| 138 | Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 268,578 | 58.4M $ | 4.02 % | as of Apr 30, 2026 · Original filing |
| 139 | JNL/Goldman Sachs 4 Fund JNL Series Trust | 267,296 | 52.8M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 140 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 265,385 | 57.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 141 | Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 261,485 | 56.8M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 142 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 260,119 | 51.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 143 | Avantis Real Estate ETF American Century ETF Trust | 254,589 | 52.7M $ | 6.79 % | as of Feb 28, 2026 · Original filing |
| 144 | New Economy Fund New Economy Fund | 251,013 | 52M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 145 | Fidelity Value Fund Fidelity Capital Trust | 245,836 | 53.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 146 | JNL/WMC Global Real Estate Fund JNL Series Trust | 242,983 | 48M $ | 9.38 % | as of Mar 31, 2026 · Original filing |
| 147 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 239,130 | 52M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 148 | Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 235,200 | 48.7M $ | 1.69 % | as of Feb 28, 2026 · Original filing |
| 149 | Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 235,074 | 46.5M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| 150 | Diversified Real Asset Fund Principal Funds, Inc | 231,580 | 48M $ | 1.80 % | as of Feb 28, 2026 · Original filing |
| 151 | Global Real Estate Index Fund Northern Funds | 230,013 | 45.5M $ | 6.63 % | as of Mar 31, 2026 · Original filing |
| 152 | U.S. Growth Fund John Hancock Funds III | 227,158 | 44.9M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 153 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 222,875 | 48.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 154 | JNL/T. Rowe Price Value Fund JNL Series Trust | 220,797 | 43.7M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 155 | VIP Index 500 Portfolio Variable Insurance Products Fund II | 220,217 | 43.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 156 | BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 220,000 | 43.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 157 | JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 220,000 | 43.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 158 | Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 219,739 | 43.4M $ | 14.99 % | as of Mar 31, 2026 · Original filing |
| 159 | iShares MSCI ACWI ETF iShares Trust | 217,140 | 47.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 160 | VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 214,682 | 42.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 161 | Real Estate Securities Trust John Hancock Variable Insurance Trust | 212,755 | 42.1M $ | 13.69 % | as of Mar 31, 2026 · Original filing |
| 162 | Fidelity Trend Fund Fidelity Trend Fund | 210,600 | 41.6M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 163 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 206,452 | 40.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 164 | Fidelity Contrafund K6 Fidelity Contrafund | 205,461 | 40.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 165 | Stock Index Fund Northern Funds | 201,548 | 39.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 166 | JNL/Mellon S&P 500 Index Fund JNL Series Trust | 198,547 | 39.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 167 | JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 197,575 | 39.1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 168 | Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 197,455 | 40.9M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 169 | Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 193,690 | 42.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 170 | Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 191,180 | 37.8M $ | 11.07 % | as of Mar 31, 2026 · Original filing |
| 171 | JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 189,977 | 37.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 172 | Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 189,450 | 37.5M $ | 9.33 % | as of Mar 31, 2026 · Original filing |
| 173 | iShares Russell 3000 ETF iShares Trust | 186,297 | 36.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 174 | BlackRock Real Estate Securities Fund BlackRock Funds | 183,976 | 40M $ | 9.16 % | as of Apr 30, 2026 · Original filing |
| 175 | VOYA LARGE CAP VALUE FUND Voya Equity Trust | 183,784 | 38.1M $ | 2.35 % | as of Feb 28, 2026 · Original filing |
| 176 | LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 183,055 | 36.2M $ | 10.23 % | as of Mar 31, 2026 · Original filing |
| 177 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 181,255 | 35.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 178 | Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 178,613 | 37M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 179 | PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 178,294 | 35.3M $ | 12.58 % | as of Mar 31, 2026 · Original filing |
| 180 | Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 176,681 | 38.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 181 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 173,865 | 34.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 182 | Real Estate Portfolio PACIFIC SELECT FUND | 173,774 | 34.4M $ | 10.74 % | as of Mar 31, 2026 · Original filing |
| 183 | Diversified Real Assets Fund John Hancock Investment Trust | 169,660 | 33.5M $ | 3.96 % | as of Mar 31, 2026 · Original filing |
| 184 | VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | 168,741 | 33.4M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 185 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 168,512 | 33.3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 186 | Victory 500 Index Fund Victory Portfolios III | 166,376 | 36.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 187 | Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 165,293 | 35.9M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 188 | Large Cap Equity Fund American Century Mutual Funds, Inc. | 165,215 | 35.9M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| 189 | HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 163,018 | 32.2M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 190 | U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 158,528 | 34.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 191 | EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 156,272 | 30.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 192 | Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 154,746 | 30.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 193 | JPMorgan Equity Index Fund JPMorgan Trust II | 154,174 | 30.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 194 | Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 153,381 | 288.9M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 195 | Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 153,222 | 33.3M $ | 8.05 % | as of Apr 30, 2026 · Original filing |
| 196 | Nuveen S&P 500 Index Fund TIAA-CREF Funds | 152,615 | 33.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 197 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 152,294 | 31.5M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 198 | Real Estate Securities Fund John Hancock Funds II | 150,310 | 31.1M $ | 13.45 % | as of Feb 28, 2026 · Original filing |
| 199 | Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 148,506 | 32.3M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| 200 | VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 148,436 | 30.7M $ | 0.30 % | as of Feb 28, 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 |