WELL · Welltower Inc. · Shareholders & Ownership

$238.08 +4.57 (+1.96%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$168.32B

705.91M

Volume · Oct 20 1.97M Avg daily vol (3M) 2.78M

Every disclosed holder of WELL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns WELL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,622	708,756,278	100.40%	Yes
Insiders (Forms 3, 4, 5)	12	264,322	0.04%	Yes
13D/G-only blocks	1	325,821	0.05%	Yes
Remaining	—	3,431,971	-0.49%	Negative
Registered funds (N-PORT, not summed)	973	321,516,597	45.55%	No

Shares outstanding: 705,914,450, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of WELL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	78,049,214	11.06%	+4,045,458	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	9,709,647	1.38%	+735,531	Jun 30, 2026	iShares Trust, not summed
1.2	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,228,176	0.32%	+227,291	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,936,999	0.27%	+103,781	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,796,230	0.25%	+353,974	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,579,146	0.22%	+41	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,118,974	6.53%	+766,540	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,449,568	6.16%	+1,586,519	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	42,138,810	5.97%	+578,033	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,928,940	0.56%	+165,756	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,683,383	0.24%	+216,300	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,053,749	0.15%	+51,551	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	859,298	0.12%	+6,571	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	519,012	0.07%	+9,035	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
5	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,500,055	5.60%	+3,682,689	Jun 30, 2026	carried, not yet filed for the newest quarter
6	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	35,296,808	5.00%	+1,492,085	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
6.1	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,821,274	5.22%	+975,997	Jun 30, 2026	carried, not yet filed for the newest quarter
6.2	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	6,511,672	0.92%	+363,942	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
6.3	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	6,205,526	0.88%	+109,921	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
6.4	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	5,655,942	0.80%	+244,061	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
6.5	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	1,138,554	0.16%	+48,841	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
7	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	26,538,721	3.76%	+1,319,913	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	22,409,932	3.17%	+251,272	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,028,842	2.84%	+7,306,513	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,496,361	2.76%	-2,254,140	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,451,466	2.76%	-2,724,517	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	8,929,163	1.26%	+194,783	May 31, 2026	Fidelity Concord Street Trust, not summed
11.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,489,565	0.35%	+204,700	Jul 31, 2026	Fidelity Securities Fund, not summed
11.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,319,459	0.19%	+35,706	May 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,255,485	0.18%	+7,605	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11.5	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	1,104,155	0.16%	-161,500	Jul 31, 2026	Fidelity Select Portfolios, not summed
12	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,490,213	2.62%	+1,274,395	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	1,811,066	0.26%	-43,871	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
12.2	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	1,687,244	0.24%	-13,469	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
12.3	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	1,235,439	0.18%	+68,853	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
12.4	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	720,027	0.10%	-69,725	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
12.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	431,549	0.06%	-4,439	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	18,294,644	2.59%	+559,958	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	18,146,984	2.57%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,685,516	2.51%	-82,373	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	16,498,558	2.34%	-401,846	Jul 31, 2026	Washington Mutual Investors Fund, not summed
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,179,324	2.15%	-1,770,752	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	3,787,218	0.54%	-629,621	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
17.2	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	122,725	0.02%	-19,241	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
17.3	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	68,451	0.01%	-24,011	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
18	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,624,243	1.51%	+1,855,321	Jun 30, 2026	carried, not yet filed for the newest quarter
19	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,814,621	1.39%	+207,966	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,283,081	0.47%	+319,500	Jul 31, 2026	Principal Funds, Inc, not summed
19.2	Global Real Estate Securities Fund Fund S000019119 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	610,593	0.09%	+3,898	Jul 31, 2026	Principal Funds, Inc, not summed
19.3	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	221,182	0.03%	-10,398	May 31, 2026	Principal Funds, Inc, not summed
19.4	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	145,491	0.02%	-1,430	Jul 31, 2026	Principal Funds, Inc, not summed
19.5	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	141,194	0.02%	+15,633	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,762,078	1.38%	+715,471	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,184	0.00%	+25	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,428	0.00%	+180	Jul 31, 2026	E Trade Trust, not summed
20.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,084	0.00%	+211	Jul 31, 2026	E Trade Trust, not summed
20.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	290	0.00%	+1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,394,281	1.33%	+564,842	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,675,344	0.66%	+215,033	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,576,712	0.22%	+28,564	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	740,799	0.10%	+33,231	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	427,440	0.06%	+15,264	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	413,089	0.06%	+13,976	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,292,543	1.32%	+292,726	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	273,978	0.04%	+43,965	Jun 30, 2026	Northern Funds, not summed
22.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	209,848	0.03%	+8,300	Jun 30, 2026	Northern Funds, not summed
22.3	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	81,250	0.01%	+9,136	Jul 31, 2026	FlexShares Trust, not summed
22.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	32,870	0.00%	+1,159	Jun 30, 2026	Northern Funds, not summed
22.5	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,319	0.00%	-11,639	Jun 30, 2026	Northern Funds, not summed
23	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,588,951	1.22%	-77,729	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,479,319	1.20%	+134,297	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,545,268	0.36%	+3,403	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.2	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,423,466	0.34%	+27,392	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,335,044	0.19%	+74,771	Jul 31, 2026	Dimensional ETF Trust, not summed
24.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	608,239	0.09%	+27,038	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	157,178	0.02%	-1,350	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,135,502	1.15%	+1,401,371	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	271,446	0.04%	+2,868	Jul 31, 2026	Goldman Sachs Trust II, not summed
25.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	155,986	0.02%	-12,526	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	86,565	0.01%	-9,033	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	65,387	0.01%	+24,795	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
25.5	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	50,957	0.01%	+7,654	Jul 31, 2026	Goldman Sachs Trust, not summed
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,948,735	1.13%	-222,139	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	26,342	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
26.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	2,354	0.00%	-186	May 31, 2026	UBS INVESTMENT TRUST, not summed
26.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	882	0.00%	-177	Jun 30, 2026	UBS FUNDS, not summed
27	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,663,324	1.09%	+65,447	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	7,552,712	1.07%	+940,139	Jun 30, 2026	American Funds Fundamental Investors, not summed
29	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	7,264,924	1.03%	+1,343,758	May 31, 2026	Growth Fund of America, not summed
30	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,046,531	1.00%	-192,666	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,889,084	0.98%	+354,152	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,569,461	0.93%	-64,943	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	881,929	0.12%	+59,704	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.2	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	737,857	0.10%	-34,449	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.3	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	375,440	0.05%	+13,957	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
32.4	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	328,524	0.05%	+20,254	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
32.5	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	299,069	0.04%	-76,134	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	5,840,924	0.83%	+1,194,641	Jun 30, 2026	American Balanced Fund, not summed
34	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,640,625	0.80%	+397,916	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,339,664	0.76%	+2,008,543	Jun 30, 2026	carried, not yet filed for the newest quarter
36	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	5,339,241	0.76%	+1,764,446	Jun 30, 2026	New Perspective Fund, not summed
37	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,975,818	0.70%	-168,576	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	448,783	0.06%	-40,798	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
37.2	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	435,964	0.06%	+54,900	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
37.3	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	76,501	0.01%	+16,897	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
37.4	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	48,199	0.01%	+7,478	May 29, 2026	DBX ETF Trust, not summed
37.5	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	42,486	0.01%	-7,761	May 29, 2026	DBX ETF Trust, not summed
38	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	4,703,726	0.67%	+186,514	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,521,315	0.64%	-920,704	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	1,344,308	0.19%	-146,622	Jun 30, 2026	TIAA-CREF Funds, not summed
39.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	586,006	0.08%	+6,115	Jul 31, 2026	TIAA-CREF Funds, not summed
39.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	505,781	0.07%	+3,376	Jun 30, 2026	College Retirement Equities Fund, not summed
39.4	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	377,935	0.05%	-23,479	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
39.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	302,498	0.04%	-15,603	Jun 30, 2026	College Retirement Equities Fund, not summed
40	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,076,713	0.58%	-206,869	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,050,681	0.57%	+78,145	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	58,560	0.01%	+62	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,964,041	0.56%	+37,381	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	3,832,148	0.54%	-102,063	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,558,695	0.50%	-1,412	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,138,097	0.16%	+325,583	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
44.2	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	332,913	0.05%	-40,000	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
44.3	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	235,200	0.03%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
44.4	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	92,483	0.01%	-4,469	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
44.5	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	73,227	0.01%	-7,823	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
45	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	3,385,988	0.48%	0	Jul 31, 2026	American Mutual Fund, not summed
46	Resolution Capital Ltd 13F CIK 1612389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,377,659	0.48%	-228,266	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,346,803	0.47%	+89,820	Jun 30, 2026	carried, not yet filed for the newest quarter
48	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,321,976	0.47%	+90,868	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	3,230,309	0.46%	-167,112	Jul 31, 2026	Capital Income Builder, not summed
50	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,150,763	0.45%	-26,954	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 766704 CUSIP 95040Q104 13F (30d) 328 filings 309 filers Visit website Investor relations