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 | |
|---|---|---|---|---|---|
| 701 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 4,570 | 946.5K $ | 0.34 % | as of Feb 27, 2026 · Original filing |
| 702 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,558 | 944.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 703 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,543 | 898.2K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 704 | Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust | 4,509 | 980K $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 705 | Federated Hermes MDT Balanced Fund Federated Hermes MDT Series | 4,500 | 978K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 706 | MOA ALL AMERICA FUND MoA Funds Corp | 4,497 | 889.1K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 707 | Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 4,483 | 928.5K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 708 | Aptus Drawdown Managed Equity ETF ETF Series Solutions | 4,438 | 964.6K $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 709 | Wilmington Global Alpha Equities Fund Wilmington Funds | 4,394 | 955K $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 710 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 4,336 | 857.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 711 | iShares Environmentally Aware Real Estate ETF iShares Trust | 4,154 | 902.8K $ | 6.47 % | as of Apr 30, 2026 · Original filing |
| 712 | Brendan Wood TopGun ETF ETF Opportunities Trust | 4,112 | 851.7K $ | 4.29 % | as of Feb 28, 2026 · Original filing |
| 713 | Nuveen ESG Dividend ETF NuShares ETF Trust | 4,011 | 871.8K $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 714 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 3,934 | 777.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 715 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,894 | 769.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 716 | Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 3,862 | 839.4K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 717 | Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 3,860 | 7.3M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 718 | Baron Technology ETF Baron ETF Trust | 3,854 | 762K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 719 | DF Tactical 30 ETF Northern Lights Fund Trust | 3,846 | 760.4K $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| 720 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 3,817 | 829.6K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 721 | US Vegan Climate ETF ETF Series Solutions | 3,758 | 816.8K $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 722 | Driehaus Global Fund Driehaus Mutual Funds | 3,734 | 738.2K $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 723 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,725 | 736.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 724 | Saratoga Large Capitalization Value Portfolio SARATOGA ADVANTAGE TRUST | 3,714 | 769.2K $ | 4.25 % | as of Feb 28, 2026 · Original filing |
| 725 | REAL ESTATE ULTRASECTOR PROFUND ProFunds | 3,711 | 806.5K $ | 22.97 % | as of Apr 30, 2026 · Original filing |
| 726 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,666 | 759.3K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 727 | U.S. Diversified Real Estate ETF ETF Series Solutions | 3,640 | 753.9K $ | 2.96 % | as of Feb 28, 2026 · Original filing |
| 728 | iShares MSCI USA Size Factor ETF iShares Trust | 3,623 | 787.4K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 729 | Nuveen ESG Large-Cap ETF NuShares ETF Trust | 3,612 | 785K $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 730 | FIS Christian Stock Fund FIS Trust | 3,605 | 746.7K $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 731 | Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 3,512 | 6.6M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 732 | New Covenant Growth Fund NEW COVENANT FUNDS | 3,308 | 654K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 733 | S&P 500 Index Fund SHELTON FUNDS | 3,278 | 678.9K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 734 | Cambria Global Real Estate ETF Cambria ETF Trust | 3,252 | 706.8K $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 735 | Putnam VT Research Fund Putnam Variable Trust | 3,249 | 642.4K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 736 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 3,239 | 704K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 737 | Victory S&P 500 Index Fund Victory Portfolios | 3,225 | 637.6K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 738 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 3,200 | 632.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 739 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 3,100 | 612.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 740 | Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 3,094 | 672.4K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 741 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,064 | 605.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 742 | EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 3,014 | 595.9K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 743 | Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 3,013 | 595.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 744 | PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 2,990 | 591.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 745 | PROFUND VP REAL ESTATE ProFunds | 2,934 | 580.1K $ | 9.98 % | as of Mar 31, 2026 · Original filing |
| 746 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 2,883 | 570K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 747 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 2,789 | 551.4K $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 748 | AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 2,785 | 550.6K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 749 | Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 2,762 | 546.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 750 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 2,729 | 539.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 751 | Invesco Real Assets ESG ETF Invesco Actively Managed Exchange-Traded Fund Trust | 2,710 | 510.5K $ | 4.29 % | as of Jan 31, 2026 · Original filing |
| 752 | Alger Balanced Portfolio ALGER PORTFOLIOS | 2,701 | 534K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 753 | FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 2,697 | 586.2K $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 754 | Hoya Capital Housing ETF ETF Series Solutions | 2,658 | 550.5K $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| 755 | Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 2,653 | 576.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 756 | Alger Growth & Income Portfolio ALGER PORTFOLIOS | 2,640 | 522K $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 757 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF Exchange Listed Funds Trust | 2,625 | 570.5K $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| 758 | JNL/AB Sustainable Global Thematic Fund JNL Series Trust | 2,580 | 510.1K $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| 759 | Guardian Diversified Research VIP Fund Guardian Variable Products Trust | 2,560 | 506.1K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 760 | UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 2,540 | 526.1K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 761 | Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 2,534 | 501K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 762 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 2,518 | 497.8K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 763 | Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 2,478 | 538.6K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 764 | Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 2,430 | 4.6M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 765 | Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 2,409 | 499K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 766 | Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust | 2,370 | 515.1K $ | 12.84 % | as of Apr 30, 2026 · Original filing |
| 767 | Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 2,350 | 510.7K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 768 | Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 2,343 | 509.2K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 769 | T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 2,342 | 463K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 770 | Horizon Expedition Plus ETF Horizon Funds | 2,338 | 484.2K $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 771 | Gotham Index Plus Fund FundVantage Trust | 2,329 | 460.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 772 | VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 2,256 | 446K $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| 773 | State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,244 | 443.7K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 774 | Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III | 2,222 | 482.9K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 775 | Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 2,159 | 426.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 776 | HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 2,132 | 421.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 777 | BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 2,125 | 440.1K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 778 | NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust | 2,082 | 452.5K $ | 6.55 % | as of Apr 30, 2026 · Original filing |
| 779 | Hilton Tactical Income Fund Direxion Funds | 2,050 | 424.6K $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 780 | iShares MSCI Kokusai ETF iShares Trust | 2,004 | 435.5K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 781 | JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | 2,000 | 395.4K $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 782 | Nordea Avtalspensionsfond Midi Nordea Funds Ab | 1,984 | 3.7M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 783 | Nova Fund Rydex Series Funds | 1,976 | 390.7K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 784 | Fidelity Healthy Future Fund Fidelity Summer Street Trust | 1,937 | 421K $ | 2.83 % | as of Apr 30, 2026 · Original filing |
| 785 | SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 1,922 | 380K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 786 | NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust | 1,917 | 379K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 787 | Residential REIT ETF Tidal Trust I | 1,907 | 414.5K $ | 4.82 % | as of Apr 30, 2026 · Original filing |
| 788 | Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,894 | 392.3K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 789 | S&P 500 2x Strategy Fund Rydex Dynamic Funds | 1,891 | 373.9K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 790 | BlackRock Managed Income Fund BlackRock Funds II | 1,863 | 368.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 791 | EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,860 | 367.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 792 | Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust | 1,843 | 400.6K $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 793 | CYBER HORNET S&P 500 Index Funds | 1,811 | 358.1K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 794 | Horizon Core Equity ETF Horizon Funds | 1,797 | 372.2K $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 795 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 1,779 | 386.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 796 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,757 | 363.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 797 | Inspire Global Hope ETF Northern Lights Fund Trust IV | 1,754 | 363.3K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 798 | S&P 500 Pure Growth Fund Rydex Series Funds | 1,718 | 339.7K $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 799 | Impact Shares Women's Empowerment ETF Tidal Trust III | 1,706 | 337.3K $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 800 | State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 1,699 | 335.9K $ | 0.20 % | 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 |