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 | |
|---|---|---|---|---|---|
| 801 | Praxis Impact Large Cap Growth ETF Praxis Funds | 1,668 | 329.8K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 802 | Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 1,629 | 337.4K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 803 | Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 1,623 | 3.1M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 804 | SGI U.S. Large Cap Core ETF RBB Fund, Inc. | 1,606 | 332.6K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 805 | Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II | 1,589 | 345.4K $ | 6.78 % | as of Apr 30, 2026 · Original filing |
| 806 | ALPS Active Equity Opportunity ETF ALPS ETF TRUST | 1,575 | 326.2K $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| 807 | S&P 500 Fund Rydex Series Funds | 1,558 | 308K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 808 | Large Company Growth Portfolio Wilshire Mutual Funds Inc | 1,547 | 305.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 809 | Handelsbanken Global Index Core Handelsbanken Fonder AB | 1,522 | 2.9M SEK | 0.17 % | as of Mar 31, 2026 · Original filing |
| 810 | Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II | 1,492 | 324.3K $ | 8.47 % | as of Apr 30, 2026 · Original filing |
| 811 | Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 1,463 | 289.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 812 | ULTRABULL PROFUND ProFunds | 1,462 | 317.8K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 813 | EQ/AB Sustainable U.S. Thematic Portfolio EQ Advisors Trust | 1,450 | 286.7K $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| 814 | The Free Markets ETF Tidal Trust I | 1,435 | 297.2K $ | 1.67 % | as of Feb 28, 2026 · Original filing |
| 815 | Nordea Stratega 15 Nordea Funds Ab | 1,423 | 2.6M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 816 | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 1,417 | 280.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 817 | EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 1,397 | 276.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 818 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 1,368 | 283.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 819 | Global Multi-Strategy Fund Principal Funds, Inc | 1,362 | 282.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 820 | S&P 500 Pure Growth Fund Rydex Variable Trust | 1,351 | 267.1K $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 821 | Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,296 | 268.4K $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 822 | Impact Shares Naacp Minority Empowerment ETF Tidal Trust III | 1,294 | 255.8K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 823 | THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 1,274 | 251.9K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 824 | AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 1,252 | 247.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 825 | E*TRADE No Fee Large Cap Index Fund E Trade Trust | 1,248 | 271.2K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 826 | Voya Balanced Income Portfolio Voya Investors Trust | 1,228 | 242.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 827 | Large Company Value Portfolio Wilshire Mutual Funds Inc | 1,198 | 236.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 828 | Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust | 1,181 | 244.6K $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 829 | SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 1,180 | 256.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 830 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 1,158 | 251.7K $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 831 | American Conservative Values ETF ETF Opportunities Trust | 1,134 | 246.5K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 832 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,106 | 229.1K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 833 | Point Bridge America First ETF ETF Series Solutions | 1,092 | 215.9K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 834 | GodFond Sverige & Världen Storebrand Asset Management AS | 1,087 | 2M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| 835 | Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust | 1,076 | 222.9K $ | 1.80 % | as of Feb 27, 2026 · Original filing |
| 836 | Equity Income Fund RUSSELL INVESTMENT CO | 1,075 | 233.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 837 | Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 1,069 | 211.4K $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 838 | MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 1,062 | 210K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 839 | UBS GLOBAL ALLOCATION FUND UBS FUNDS | 1,059 | 209.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 840 | NPF Core Equity ETF Elevation Series Trust | 1,036 | 225.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 841 | PIMCO Dividend and Income Fund PIMCO Equity Series | 1,025 | 202.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 842 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 1,010 | 199.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 843 | Nelson Select ETF Collaborative Investment Series Trust | 1,010 | 199.7K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 844 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 972 | 192.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 845 | Stratified LargeCap Index ETF Exchange Listed Funds Trust | 967 | 191.2K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 846 | Gotham Large Value Fund FundVantage Trust | 965 | 190.8K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 847 | The ESG Growth Portfolio HC Capital Trust | 962 | 190.2K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 848 | Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust | 959 | 208.4K $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 849 | Baron Global Durable Advantage ETF Baron ETF Trust | 935 | 184.9K $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| 850 | S&P 500 2x Strategy Fund Rydex Variable Trust | 929 | 183.7K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 851 | ProShares S&P 500 Ex-Energy ETF ProShares Trust | 910 | 188.5K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 852 | ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 878 | 173.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 853 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 873 | 189.7K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 854 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 856 | 177.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 855 | Storebrand USA Plus Storebrand Asset Management AS | 851 | 1.6M SEK | 0.68 % | as of Mar 31, 2026 · Original filing |
| 856 | iShares S&P 500 ex S&P 100 ETF iShares Trust | 848 | 167.7K $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 857 | WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 846 | 167.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 858 | SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 834 | 164.9K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 859 | ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST | 825 | 179.3K $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| 860 | Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 815 | 161.1K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 861 | Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC | 810 | 176K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 862 | Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 808 | 175.6K $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| 863 | SPP Generation 40-tal Storebrand Asset Management AS | 800 | 1.5M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 864 | Naventi Defensiv Flex Ruth Asset Management AB | 762 | 1.4M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 865 | Transamerica Balanced II TRANSAMERICA FUNDS | 738 | 160.4K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 866 | iShares ESG Aware MSCI USA Growth ETF iShares Trust | 724 | 150K $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 867 | Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 713 | 155K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 868 | Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III | 711 | 140.6K $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 869 | Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 696 | 137.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 870 | The Catholic SRI Growth Portfolio HC Capital Trust | 694 | 137.2K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 871 | Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 691 | 136.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 872 | Real Estate Fund Rydex Variable Trust | 688 | 136K $ | 3.96 % | as of Mar 31, 2026 · Original filing |
| 873 | PROFUND VP LARGE CAP GROWTH ProFunds | 685 | 135.4K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 874 | Avantis Total Equity Markets ETF American Century ETF Trust | 679 | 140.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 875 | LoCorr Strategic Allocation Fund LoCorr Investment Trust | 671 | 132.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 876 | Amplify AI Powered Equity ETF Amplify ETF Trust | 668 | 132.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 877 | Northern Trust US Equity ETF Northern Funds | 647 | 127.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 878 | AB US Equity ETF AB Active ETFs, Inc. | 640 | 132.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 879 | AST Quantitative Modeling Portfolio Advanced Series Trust | 620 | 122.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 880 | Transamerica Large Core ESG TRANSAMERICA FUNDS | 601 | 130.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 881 | SEB Global Exposure SEB Funds AB | 600 | 1.1M SEK | 0.17 % | as of Mar 31, 2026 · Original filing |
| 882 | AAM Brentview Dividend Growth ETF ETF Series Solutions | 592 | 128.7K $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| 883 | Skandia Försiktig Skandia Fonder AB | 582 | 1.1M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 884 | Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 561 | 121.9K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 885 | Lazard Real Assets Portfolio LAZARD FUNDS INC | 551 | 108.9K $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 886 | Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 538 | 116.9K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 887 | JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust | 516 | 102K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 888 | iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust | 514 | 111.7K $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 889 | Financial Services Fund Rydex Variable Trust | 497 | 98.3K $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 890 | Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust | 479 | 99.2K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 891 | Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 476 | 94.1K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 892 | First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 475 | 93.9K $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 893 | Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST | 475 | 93.9K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 894 | ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 464 | 96.1K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 895 | BULL PROFUND ProFunds | 449 | 97.6K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 896 | Financial Services Fund Rydex Series Funds | 439 | 86.8K $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 897 | PROFUND VP BULL ProFunds | 420 | 83K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 898 | Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust | 416 | 86.2K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 899 | Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 410 | 81.1K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 900 | ProShares Ultra S&P 500 Equal Weight ProShares Trust | 396 | 82K $ | 0.15 % | 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 |