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 | |
|---|---|---|---|---|---|
| 201 | Storebrand USA Storebrand Asset Management AS | 148,107 | 278.9M SEK | 0.59 % | as of Mar 31, 2026 · Original filing |
| 202 | LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 147,301 | 29.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 203 | LargeCap S&P 500 Index Fund Principal Funds, Inc | 146,921 | 31.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 204 | EQ/Equity 500 Index Portfolio EQ Advisors Trust | 144,528 | 28.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 205 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 143,560 | 29.7M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| 206 | 500 Index Trust John Hancock Variable Insurance Trust | 142,540 | 28.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 207 | BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 141,966 | 28.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 208 | PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 141,667 | 28M $ | 5.57 % | as of Mar 31, 2026 · Original filing |
| 209 | NVIT Real Estate Fund Nationwide Variable Insurance Trust | 139,339 | 27.5M $ | 13.98 % | as of Mar 31, 2026 · Original filing |
| 210 | Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 138,706 | 30.1M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| 211 | First Trust WCM Focused Global Growth Fund First Trust Series Fund | 132,030 | 26.1M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| 212 | Baron Real Estate Income Fund BARON SELECT FUNDS | 132,019 | 26.1M $ | 9.87 % | as of Mar 31, 2026 · Original filing |
| 213 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 131,936 | 248.5M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 214 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 130,179 | 25.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 215 | Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 128,560 | 27.9M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 216 | NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 128,438 | 27.9M $ | 12.43 % | as of Apr 30, 2026 · Original filing |
| 217 | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 127,270 | 27.7M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| 218 | Swedbank Robur Fastighet Swedbank Robur Fonder AB | 127,000 | 239.2M SEK | 4.44 % | as of Mar 31, 2026 · Original filing |
| 219 | Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 126,734 | 26.2M $ | 7.49 % | as of Feb 28, 2026 · Original filing |
| 220 | Real Estate Securities Account Principal Variable Contract Funds, Inc | 125,561 | 24.8M $ | 9.49 % | as of Mar 31, 2026 · Original filing |
| 221 | Sp Funds S&p Global Reit Sharia ETF Tidal Trust I | 123,349 | 25.5M $ | 12.23 % | as of Feb 28, 2026 · Original filing |
| 222 | Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND | 123,139 | 24.3M $ | 7.64 % | as of Mar 31, 2026 · Original filing |
| 223 | Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust | 122,744 | 26.7M $ | 11.07 % | as of Apr 30, 2026 · Original filing |
| 224 | Invesco Health Care Fund AIM Investment Funds (Invesco Investment Funds) | 120,441 | 26.2M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| 225 | PSF Stock Index Portfolio Prudential Series Fund | 118,100 | 23.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 226 | NEOS Real Estate High Income ETF NEOS ETF Trust | 117,857 | 23.3M $ | 9.88 % | as of Mar 31, 2026 · Original filing |
| 227 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 115,559 | 22.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 228 | Global Real Estate Securities Fund GuideStone Funds | 115,313 | 22.8M $ | 7.27 % | as of Mar 31, 2026 · Original filing |
| 229 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 115,054 | 23.8M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 230 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 113,985 | 23.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 231 | iShares Russell Top 200 Value ETF iShares Trust | 113,857 | 22.5M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 232 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 113,656 | 24.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 233 | AB All Market Real Return Portfolio AB BOND FUND, INC. | 113,303 | 24.6M $ | 3.06 % | as of Apr 30, 2026 · Original filing |
| 234 | Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 113,069 | 22.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 235 | The Institutional U.S. Equity Portfolio HC Capital Trust | 113,059 | 22.4M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 236 | Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 112,353 | 22.2M $ | 4.84 % | as of Mar 31, 2026 · Original filing |
| 237 | Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 112,010 | 24.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 238 | Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 106,432 | 21M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 239 | MetLife Stock Index Portfolio Brighthouse Funds Trust II | 106,337 | 21M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 240 | ALGER SPECTRA FUND ALGER FUNDS II | 105,112 | 22.8M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 241 | ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 105,107 | 22.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 242 | iShares ESG MSCI KLD 400 ETF iShares Trust | 104,703 | 22.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 243 | BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. | 103,970 | 22.6M $ | 6.80 % | as of Apr 30, 2026 · Original filing |
| 244 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 102,922 | 21.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 245 | VIP Real Estate Portfolio Variable Insurance Products Fund IV | 102,500 | 20.3M $ | 6.20 % | as of Mar 31, 2026 · Original filing |
| 246 | Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 102,294 | 21.2M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| 247 | Voya Large Cap Growth Portfolio Voya Investors Trust | 102,063 | 20.2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 248 | iShares Developed Real Estate Index Fund BlackRock Funds | 101,311 | 22M $ | 7.23 % | as of Apr 30, 2026 · Original filing |
| 249 | JNL/Mellon Real Estate Sector Fund JNL Series Trust | 98,257 | 19.4M $ | 9.82 % | as of Mar 31, 2026 · Original filing |
| 250 | SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST | 98,164 | 21.3M $ | 8.41 % | as of Apr 30, 2026 · Original filing |
| 251 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 98,131 | 19.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 252 | CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 96,952 | 19.2M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 253 | AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 96,854 | 19.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 254 | JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 96,797 | 19.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 255 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 95,598 | 19.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 256 | Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 95,299 | 20.7M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 257 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 93,949 | 19.5M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 258 | PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 93,794 | 20.4M $ | 8.43 % | as of Apr 30, 2026 · Original filing |
| 259 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 93,485 | 20.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 260 | GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 92,462 | 18.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 261 | Nordea Generationsfond 70-tal Nordea Funds Ab | 91,348 | 168.5M SEK | 0.36 % | as of Mar 31, 2026 · Original filing |
| 262 | AST Multi-Asset Diversified Portfolio Advanced Series Trust | 91,290 | 18M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 263 | Fidelity Disciplined Equity Fund Fidelity Capital Trust | 91,200 | 19.8M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 264 | Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 90,900 | 18.8M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 265 | NYLI WMC Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 89,581 | 19.5M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| 266 | NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 89,367 | 17.7M $ | 9.80 % | as of Mar 31, 2026 · Original filing |
| 267 | JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | 89,330 | 17.7M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 268 | First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 88,597 | 17.5M $ | 11.31 % | as of Mar 31, 2026 · Original filing |
| 269 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 88,371 | 17.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 270 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 88,012 | 19.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 271 | LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 86,635 | 17.1M $ | 7.01 % | as of Mar 31, 2026 · Original filing |
| 272 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 85,644 | 16.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 273 | Storebrand Global All Countries Storebrand Asset Management AS | 85,579 | 161.2M SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 274 | Victory Income Stock Fund Victory Portfolios III | 84,800 | 18.4M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 275 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 84,477 | 16.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 276 | Storebrand Global Plus Storebrand Asset Management AS | 84,398 | 159M SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 277 | ALGER CAPITAL APPRECIATION FUND ALGER FUNDS | 84,039 | 18.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 278 | EQUITY INDEX FUND GuideStone Funds | 83,563 | 16.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 279 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 82,339 | 16.3M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 280 | Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III | 81,604 | 17.7M $ | 11.02 % | as of Apr 30, 2026 · Original filing |
| 281 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 81,317 | 16.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 282 | Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 81,050 | 16M $ | 12.16 % | as of Mar 31, 2026 · Original filing |
| 283 | Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 80,512 | 15.9M $ | 3.30 % | as of Mar 31, 2026 · Original filing |
| 284 | GLOBAL REAL ESTATE FUND VALIC Co I | 79,295 | 16.4M $ | 5.33 % | as of Feb 28, 2026 · Original filing |
| 285 | Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 78,256 | 17M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 286 | Equity Index Portfolio PACIFIC SELECT FUND | 77,795 | 15.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 287 | Stock Index Fund VALIC Co I | 77,228 | 16M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 288 | Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 77,193 | 16M $ | 5.26 % | as of Feb 28, 2026 · Original filing |
| 289 | VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 76,945 | 15.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 290 | SFT Real Estate Securities Fund Securian Funds Trust | 75,415 | 14.9M $ | 12.87 % | as of Mar 31, 2026 · Original filing |
| 291 | Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 73,477 | 138.4M SEK | 0.31 % | as of Mar 31, 2026 · Original filing |
| 292 | Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 73,315 | 15.9M $ | 8.50 % | as of Apr 30, 2026 · Original filing |
| 293 | Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 72,963 | 15.1M $ | 1.00 % | as of Feb 28, 2026 · Original filing |
| 294 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 72,415 | 136.4M SEK | 0.45 % | as of Mar 31, 2026 · Original filing |
| 295 | FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 72,114 | 15.7M $ | 4.09 % | as of Apr 30, 2026 · Original filing |
| 296 | MOA EQUITY INDEX FUND MoA Funds Corp | 72,023 | 14.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 297 | CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 71,580 | 14.2M $ | 10.06 % | as of Mar 31, 2026 · Original filing |
| 298 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 70,981 | 133.7M SEK | 0.23 % | as of Mar 31, 2026 · Original filing |
| 299 | JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 70,045 | 15.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 300 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 69,134 | 13.7M $ | 0.24 % | as of Mar 31, 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 |