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WELL · Welltower Inc. · Held by Funds

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$244.46 -0.47 (-0.19%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$179.34B
Shares
733.61M
Volume · Nov 13 1.92M Avg daily vol (3M) 2.72M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of WELL by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 21.77% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.98% 36,547,278
Index ETFs 16.78% 123,128,111
Active ETFs 1.05% 7,727,606
Active funds 18.29% 134,202,305
Unclassified 2.25% 16,504,938
All registered funds 43.36% 318,110,238
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding WELL

1,036 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 26,538,721 $6,221,737,751 8.51%
VANGUARD TOTAL STOCK MARKET INDEX FUND 22,409,932 $5,086,382,266 0.22%
VANGUARD 500 INDEX FUND 18,294,644 $4,152,335,349 0.25%
Washington Mutual Investors Fund 16,498,558 $3,867,921,938 1.77%
Growth Fund of America 11,679,340 $2,759,127,282 0.78%
iShares Core S&P 500 ETF 9,709,647 $2,203,798,580 0.25%
Fidelity 500 Index Fund 9,163,401 $2,164,761,852 0.25%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 8,555,115 $1,941,754,452 0.25%
VANGUARD GROWTH INDEX FUND 7,663,324 $1,739,344,648 0.46%
American Funds Fundamental Investors 7,552,712 $1,714,239,043 0.95%
Cohen & Steers Real Estate Securities Fund 6,511,672 $1,477,954,194 15.45%
Cohen & Steers Institutional Realty Shares 6,205,526 $1,408,468,236 15.74%
American Balanced Fund 5,840,924 $1,325,714,520 0.46%
Cohen & Steers Realty Shares 5,655,942 $1,283,729,156 15.73%
Schwab U.S. REIT ETF 5,237,543 $1,237,317,158 11.05%
New Perspective Fund 5,339,241 $1,211,847,530 0.71%
VANGUARD REAL ESTATE II INDEX FUND 4,703,726 $1,102,741,523 10.06%
State Street(R) Real Estate Select Sector SPDR(R) ETF 3,928,940 $891,751,512 11.01%
VANGUARD WELLINGTON FUND 3,722,919 $879,502,385 0.72%
VANGUARD INSTITUTIONAL INDEX FUND 3,832,148 $869,782,632 0.25%
American Mutual Fund 3,385,988 $793,811,027 0.67%
Real Estate Securities Fund 3,283,081 $769,685,510 10.95%
Capital Income Builder 3,230,309 $757,313,642 0.58%
DFA Global Real Estate Securities Portfolio 2,545,268 $596,712,630 7.65%
Fidelity Blue Chip Growth Fund 2,489,565 $583,653,619 0.59%
DFA REAL ESTATE SECURITIES PORTFOLIO 2,423,466 $568,157,369 8.00%
Growth Fund 2,385,661 $541,473,477 0.95%
iShares U.S. Real Estate ETF 2,228,176 $505,729,107 10.82%
iShares Global REIT ETF 1,936,999 $454,110,046 8.85%
Investment Co of America 1,872,117 $424,914,395 0.23%
Capital Group Growth ETF 1,787,953 $422,386,017 1.67%
iShares Core U.S. REIT ETF 1,796,230 $421,108,161 9.03%
T. Rowe Price Real Assets Fund, Inc. 1,811,066 $411,057,650 4.03%
T. Rowe Price Value Fund, Inc. 1,687,244 $382,953,771 1.13%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 1,683,383 $382,077,440 0.25%
THE HARTFORD DIVIDEND AND GROWTH FUND 1,580,243 $370,472,169 1.97%
iShares MSCI USA Min Vol Factor ETF 1,577,433 $369,813,393 1.57%
Schwab S&P 500 Index Fund 1,576,712 $369,644,361 0.26%
iShares U.S. Equity Factor Rotation Active ETF 1,550,428 $363,482,340 0.94%
iShares Russell 1000 Value ETF 1,579,146 $358,418,768 0.45%
iShares S&P 500 Growth ETF 1,490,242 $338,240,227 0.45%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 1,423,518 $323,095,880 17.94%
Fidelity Total Market Index Fund 1,348,019 $318,456,009 0.22%
Dimensional Global Real Estate ETF 1,335,044 $312,987,715 8.10%
Nuveen Real Estate Securities Select Fund 1,344,308 $305,117,587 11.62%
Fidelity Real Estate Index Fund 1,255,485 $294,335,903 9.06%
VANGUARD U.S. GROWTH FUND 1,193,903 $282,047,645 0.64%
T. Rowe Price Growth Stock Fund, Inc. 1,235,439 $280,407,590 0.56%
JPMorgan Equity Premium Income ETF 1,193,573 $270,905,264 0.61%
Columbia Dividend Income Fund 1,130,398 $267,045,224 0.55%
Showing 1–50 of 1,036 positions
Key facts CIK 766704 CUSIP 95040Q104 13F (30d) 1344 filings 1259 filers Visit website Investor relations