As of the latest SEC filings, WELLTOWER INC. (WELL) is held by 936 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $5,481,055,730.72 in market value, representing 7.84% of its portfolio.
Funds holding WELLTOWER INC. (WELL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WELL
- CIK:
- 0000766704
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 7.84% | $5,481,055,730.72 | 25,218,808 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.22% | $4,380,988,668.60 | 22,158,660 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 1.71% | $3,673,133,805.36 | 16,900,404 | Apr 30, 2026 | Jun 26, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.25% | $3,506,324,769.06 | 17,734,686 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.24% | $1,809,064,785.60 | 8,734,380 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.25% | $1,774,272,474.36 | 8,974,116 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.25% | $1,607,307,961.04 | 8,129,624 | Mar 31, 2026 | May 28, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.47% | $1,502,176,261.67 | 7,597,877 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.85% | $1,307,371,807.83 | 6,612,573 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.37% | $1,226,391,901.92 | 5,921,166 | Feb 28, 2026 | Apr 27, 2026 |
|
CREFX
Cohen & Steers Real Estate Securities Fund
|
MF | Cohen & Steers | 14.08% | $1,215,467,698.30 | 6,147,730 | Mar 31, 2026 | May 29, 2026 |
|
CSRIX
Cohen & Steers Institutional Realty Shares
|
MF | Cohen & Steers | 14.69% | $1,205,162,064.55 | 6,095,605 | Mar 31, 2026 | May 29, 2026 |
|
CSJCX
Cohen & Steers Realty Shares
|
MF | Cohen & Steers | 14.66% | $1,069,982,992.51 | 5,411,881 | Mar 31, 2026 | May 29, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 9.27% | $981,770,856.08 | 4,517,212 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 9.49% | $923,819,614.32 | 4,460,311 | Feb 28, 2026 | Apr 24, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.35% | $918,616,611.93 | 4,646,283 | Mar 31, 2026 | May 28, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.76% | $914,815,693.68 | 4,416,839 | Feb 28, 2026 | Apr 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.25% | $777,832,856.81 | 3,934,211 | Mar 31, 2026 | May 28, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 10.18% | $744,019,108.64 | 3,763,184 | Mar 31, 2026 | May 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.58% | $738,395,480.14 | 3,397,421 | Apr 30, 2026 | Jun 26, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.64% | $735,910,631.92 | 3,385,988 | Apr 30, 2026 | Jun 26, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.46% | $706,772,719.45 | 3,574,795 | Mar 31, 2026 | May 28, 2026 |
|
PRETX
Real Estate Securities Fund
|
MF | Independent / Boutique | 9.56% | $644,104,694.54 | 2,963,581 | Apr 30, 2026 | Jun 25, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 7.24% | $552,448,939.10 | 2,541,865 | Apr 30, 2026 | Jun 24, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 7.49% | $520,762,723.16 | 2,396,074 | Apr 30, 2026 | Jun 24, 2026 |
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