WELL · Welltower Inc.
$235.52
+1.08 (+0.46%)
At close · Aug 14
Market Cap
$162.55B
Shares
705.91M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding WELL
1,343 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 25,218,808 | $5,481,055,731 | 7.84% | Long | 2026-04-30 | |
| VANGUARD REAL ESTATE INDEX FUND | VIG | 24,705,933 | $4,653,609,540 | 7.08% | Long | 2026-01-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 22,158,660 | $4,380,988,669 | 0.22% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | VB | 21,577,155 | $4,004,935,740 | 0.19% | Long | 2025-12-31 | |
| Washington Mutual Investors Fund | — | 16,900,404 | $3,673,133,805 | 1.71% | Long | 2026-04-30 | |
| VANGUARD 500 INDEX FUND | — | 17,734,686 | $3,506,324,769 | 0.25% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | VB | 17,307,263 | $3,212,401,085 | 0.22% | Long | 2025-12-31 | |
| Fidelity 500 Index Fund | — | 8,929,163 | $1,833,425,039 | 0.22% | Long | 2026-05-31 | |
| iShares Core S&P 500 ETF | — | 8,974,116 | $1,774,272,474 | 0.25% | Long | 2026-03-31 | |
| iShares Core S&P 500 ETF | AAXJ | 8,916,050 | $1,654,908,041 | 0.22% | Long | 2025-12-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 8,129,624 | $1,607,307,961 | 0.25% | Long | 2026-03-31 | |
| VANGUARD GROWTH INDEX FUND | — | 7,597,877 | $1,502,176,262 | 0.47% | Long | 2026-03-31 | |
| Growth Fund of America | — | 7,264,924 | $1,491,706,845 | 0.41% | Long | 2026-05-31 | |
| VANGUARD GROWTH INDEX FUND | VB | 7,488,123 | $1,389,870,510 | 0.39% | Long | 2025-12-31 | |
| American Funds Fundamental Investors | — | 6,612,573 | $1,307,371,808 | 0.85% | Long | 2026-03-31 | |
| Cohen & Steers Real Estate Securities Fund | — | 6,147,730 | $1,215,467,698 | 14.08% | Long | 2026-03-31 | |
| Cohen & Steers Institutional Realty Shares | — | 6,095,605 | $1,205,162,065 | 14.69% | Long | 2026-03-31 | |
| Cohen & Steers Realty Shares | — | 5,411,881 | $1,069,982,993 | 14.66% | Long | 2026-03-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | — | 4,517,212 | $981,770,856 | 9.27% | Long | 2026-04-30 | |
| Schwab U.S. REIT ETF | — | 4,675,344 | $959,988,384 | 9.62% | Long | 2026-05-31 | |
| VANGUARD WELLINGTON FUND | VFMF | 4,591,912 | $956,127,917 | 0.78% | Long | 2025-11-30 | |
| American Balanced Fund | — | 4,646,283 | $918,616,612 | 0.35% | Long | 2026-03-31 | |
| Schwab U.S. REIT ETF | FNDA | 4,141,801 | $862,405,804 | 10.17% | Long | 2025-11-30 | |
| VANGUARD REAL ESTATE II INDEX FUND | VGHY | 4,387,896 | $826,504,091 | 8.36% | Long | 2026-01-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 3,934,211 | $777,832,857 | 0.25% | Long | 2026-03-31 | |
| VANGUARD WELLINGTON FUND | — | 3,787,218 | $777,629,472 | 0.62% | Long | 2026-05-31 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | — | 3,763,184 | $744,019,109 | 10.18% | Long | 2026-03-31 | |
| Capital Income Builder | — | 3,397,421 | $738,395,480 | 0.58% | Long | 2026-04-30 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | XLBI | 3,969,443 | $736,768,315 | 9.98% | Long | 2025-12-31 | |
| American Mutual Fund | — | 3,385,988 | $735,910,632 | 0.64% | Long | 2026-04-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | VBIL | 3,938,882 | $731,095,888 | 0.22% | Long | 2025-12-31 | |
| New Perspective Fund | — | 3,574,795 | $706,772,719 | 0.46% | Long | 2026-03-31 | |
| Real Estate Securities Fund | — | 2,963,581 | $644,104,695 | 9.56% | Long | 2026-04-30 | |
| DFA Global Real Estate Securities Portfolio | — | 2,541,865 | $552,448,939 | 7.24% | Long | 2026-04-30 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | — | 2,396,074 | $520,762,723 | 7.49% | Long | 2026-04-30 | |
| Fidelity Blue Chip Growth Fund | — | 2,284,865 | $496,592,559 | 0.52% | Long | 2026-04-30 | |
| Fidelity Magellan Fund | — | 2,264,800 | $447,773,608 | 1.35% | Long | 2026-03-31 | |
| VANGUARD U.S. GROWTH FUND | EDV | 2,087,642 | $434,688,817 | 0.87% | Long | 2025-11-30 | |
| Fidelity Blue Chip Growth Fund | FREI | 2,252,957 | $424,366,981 | 0.48% | Long | 2026-01-31 | |
| iShares U.S. Real Estate ETF | AAXJ | 2,246,526 | $416,977,691 | 9.55% | Long | 2025-12-31 | |
| iShares Global REIT ETF | — | 1,833,218 | $398,431,600 | 8.32% | Long | 2026-04-30 | |
| iShares U.S. Real Estate ETF | — | 2,000,885 | $395,594,973 | 9.96% | Long | 2026-03-31 | |
| T. Rowe Price Real Assets Fund, Inc. | — | 1,854,937 | $366,739,594 | 3.48% | Long | 2026-03-31 | |
| THE HARTFORD DIVIDEND AND GROWTH FUND | — | 1,680,897 | $365,326,154 | 2.00% | Long | 2026-04-30 | |
| iShares Global REIT ETF | AAXJ | 1,813,139 | $341,522,862 | 7.66% | Long | 2026-01-31 | |
| Schwab S&P 500 Index Fund | — | 1,548,148 | $336,474,486 | 0.24% | Long | 2026-04-30 | |
| T. Rowe Price Value Fund, Inc. | — | 1,700,713 | $336,247,967 | 1.05% | Long | 2026-03-31 | |
| iShares Core U.S. REIT ETF | — | 1,442,256 | $313,459,919 | 8.31% | Long | 2026-04-30 | |
| iShares Russell 1000 Value ETF | — | 1,579,105 | $312,204,850 | 0.45% | Long | 2026-03-31 | |
| JPMorgan Equity Premium Income ETF | — | 1,552,412 | $306,927,377 | 0.70% | Long | 2026-03-31 |
Showing 1–50 of 1,343 positions
Key facts
CIK
766704
CUSIP
95040Q104
13F (30d)
1466 filings
1399 filers
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