WELL
Welltower Inc.Company with tickers: WELL
CIK
766704
CUSIP
95040Q104
Shares Outstanding
705,914,450
Website
http://www.welltower.com
Investor Relations
http://welltower.com/investors/
13F Activity (30d)
58 filings
20 filers
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
710 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 22,158,660 | $4,380,988,669 | 0.22% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 17,734,686 | $3,506,324,769 | 0.25% | Long | 2026-03-31 | |
| Fidelity 500 Index Fund | — | 8,734,380 | $1,809,064,786 | 0.24% | Long | 2026-02-28 | |
| iShares Core S&P 500 ETF | — | 8,974,116 | $1,774,272,474 | 0.25% | Long | 2026-03-31 | |
| 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 | |
| American Funds Fundamental Investors | — | 6,612,573 | $1,307,371,808 | 0.85% | Long | 2026-03-31 | |
| Growth Fund of America | — | 5,921,166 | $1,226,391,902 | 0.37% | Long | 2026-02-28 | |
| 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 | |
| Schwab U.S. REIT ETF | — | 4,460,311 | $923,819,614 | 9.49% | Long | 2026-02-28 | |
| American Balanced Fund | — | 4,646,283 | $918,616,612 | 0.35% | Long | 2026-03-31 | |
| VANGUARD WELLINGTON FUND | — | 4,416,839 | $914,815,694 | 0.76% | Long | 2026-02-28 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 3,934,211 | $777,832,857 | 0.25% | Long | 2026-03-31 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | — | 3,763,184 | $744,019,109 | 10.18% | Long | 2026-03-31 | |
| New Perspective Fund | — | 3,574,795 | $706,772,719 | 0.46% | Long | 2026-03-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | — | 2,679,575 | $485,110,258 | 7.29% | Long | 2025-10-31 | |
| Fidelity Magellan Fund | — | 2,264,800 | $447,773,608 | 1.35% | Long | 2026-03-31 | |
| iShares U.S. Real Estate ETF | — | 2,000,885 | $395,594,973 | 9.96% | Long | 2026-03-31 | |
| VANGUARD U.S. GROWTH FUND | — | 1,783,224 | $369,341,355 | 0.84% | Long | 2026-02-28 | |
| T. Rowe Price Real Assets Fund, Inc. | — | 1,854,937 | $366,739,594 | 3.48% | Long | 2026-03-31 | |
| T. Rowe Price Value Fund, Inc. | — | 1,700,713 | $336,247,967 | 1.05% | Long | 2026-03-31 | |
| 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 | |
| Nuveen Real Estate Securities Select Fund | — | 1,490,930 | $294,771,770 | 11.42% | Long | 2026-03-31 | |
| Investment Co of America | — | 1,470,668 | $290,765,770 | 0.18% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 1,467,083 | $290,056,980 | 0.25% | Long | 2026-03-31 | |
| iShares S&P 500 Growth ETF | — | 1,466,314 | $289,904,941 | 0.48% | Long | 2026-03-31 | |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | RQI | 1,423,518 | $281,443,744 | 17.16% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 1,283,753 | $265,890,921 | 0.21% | Long | 2026-02-28 | |
| Growth Fund | — | 1,230,970 | $243,375,079 | 0.49% | Long | 2026-03-31 | |
| T. Rowe Price Growth Stock Fund, Inc. | — | 1,166,586 | $230,645,718 | 0.52% | Long | 2026-03-31 | |
| Cohen & Steers Global Realty Shares, Inc. | — | 1,089,713 | $215,447,157 | 10.51% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 1,016,412 | $210,519,253 | 0.21% | Long | 2026-02-28 | |
| VANGUARD MEGA CAP GROWTH INDEX FUND | — | 1,040,923 | $205,800,886 | 0.74% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | — | 1,002,198 | $198,144,567 | 0.48% | Long | 2026-03-31 | |
| Washington Mutual Investors Fund | — | 964,448 | $190,681,014 | 1.67% | Long | 2026-03-31 | |
| Fidelity Contrafund | — | 955,977 | $189,006,213 | 0.12% | Long | 2026-03-31 | |
| Growth-Income Fund | — | 938,126 | $185,476,891 | 0.45% | Long | 2026-03-31 | |
| iShares Residential and Multisector Real Estate ETF | — | 920,968 | $182,084,583 | 23.17% | Long | 2026-03-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 875,428 | $173,080,870 | 0.22% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | — | 852,727 | $168,592,655 | 9.91% | Long | 2026-03-31 | |
| Columbia Dividend Income Fund | — | 812,514 | $168,287,900 | 0.35% | Long | 2026-02-28 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 819,089 | $161,942,086 | 0.25% | Long | 2026-03-31 | |
| Invesco S&P 500 Momentum ETF | — | 772,306 | $159,960,019 | 1.19% | Long | 2026-02-28 | |
| Empower Real Estate Index Fund | — | 797,771 | $157,727,303 | 12.34% | Long | 2026-03-31 | |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | — | 789,752 | $156,141,868 | 0.95% | Long | 2026-03-31 | |
| Baron Real Estate Fund | — | 768,013 | $151,843,850 | 7.04% | Long | 2026-03-31 | |
| Schwab U.S. Large-Cap ETF | — | 707,568 | $146,551,484 | 0.23% | Long | 2026-02-28 |
Showing 1–50 of 710 positions