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WELL · Welltower Inc. · Held by Funds

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$230.24 -2.66 (-1.14%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$163.33B
Shares
705.91M
Volume · Sep 30 3M Avg daily vol (3M) 2.86M

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.

Funds holding WELL

1,030 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%
iShares Core S&P 500 ETF 9,709,647 $2,203,798,580 0.25%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 8,555,115 $1,941,754,452 0.25%
Fidelity 500 Index Fund 8,929,163 $1,833,425,039 0.22%
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%
Growth Fund of America 7,264,924 $1,491,706,845 0.41%
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%
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%
Schwab U.S. REIT ETF 4,675,344 $959,988,384 9.62%
State Street(R) Real Estate Select Sector SPDR(R) ETF 3,928,940 $891,751,512 11.01%
VANGUARD INSTITUTIONAL INDEX FUND 3,832,148 $869,782,632 0.25%
American Mutual Fund 3,385,988 $793,811,027 0.67%
VANGUARD WELLINGTON FUND 3,787,218 $777,629,472 0.62%
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%
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%
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%
T. Rowe Price Growth Stock Fund, Inc. 1,235,439 $280,407,590 0.56%
Fidelity Total Market Index Fund 1,319,459 $270,924,516 0.20%
JPMorgan Equity Premium Income ETF 1,193,573 $270,905,264 0.61%
Fidelity Real Estate Investment Portfolio 1,104,155 $258,858,098 7.58%
Cohen & Steers Global Realty Shares, Inc. 1,138,554 $258,417,601 11.29%
Fidelity SAI Real Estate Fund 1,034,718 $242,579,288 7.58%
Showing 1–50 of 1,030 positions
Key facts CIK 766704 CUSIP 95040Q104 13F (30d) 35 filings 20 filers Visit website Investor relations