Welltower Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Real Estate Portfolio PACIFIC SELECT FUND | — | $34.36M | 10.74% | 173,774 NS | $319.94M | FIGI |
| Diversified Real Assets Fund John Hancock Investment Trust | — | $33.54M | 3.96% | 169,660 NS | $847.72M | FIGI |
| VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | — | $33.36M | 1.38% | 168,741 NS | $2.41B | FIGI |
| Goldman Sachs U.S. Equity Dividend and Premiu… GOLDMAN SACHS TRUST | — | $33.32M | 0.95% | 168,512 NS | $3.50B | FIGI |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | — | $32.23M | 1.16% | 163,018 NS | $2.78B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $30.90M | 0.25% | 156,272 NS | $12.53B | FIGI |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | FELC | $30.59M | 0.48% | 154,746 NS | $6.35B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $30.48M | 0.25% | 154,174 NS | $12.42B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $29.12M | 0.24% | 147,301 NS | $11.94B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $28.57M | 0.24% | 144,528 NS | $11.69B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $28.18M | 0.24% | 142,540 NS | $11.62B | FIGI |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $28.07M | 0.77% | 141,966 NS | $3.63B | FIGI |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | — | $28.01M | 5.56% | 141,667 NS | $503.31M | FIGI |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | — | $27.55M | 13.98% | 139,339 NS | $197.13M | FIGI |
| First Trust WCM Focused Global Growth Fund First Trust Series Fund | — | $26.10M | 2.17% | 132,030 NS | $1.20B | FIGI |
| Baron Real Estate Income Fund BARON SELECT FUNDS | — | $26.10M | 9.87% | 132,019 NS | $264.45M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $25.74M | 0.22% | 130,179 NS | $11.74B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $25.25M | 0.08% | 127,735 NS | $30.85B | FIGI |
| Real Estate Securities Account Principal Variable Contract Funds, Inc | — | $24.82M | 9.49% | 125,561 NS | $261.64M | FIGI |
| Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND | — | $24.35M | 7.64% | 123,139 NS | $318.85M | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $23.35M | 0.24% | 118,100 NS | $9.85B | FIGI |
| NEOS Real Estate High Income ETF NEOS ETF Trust | IYRI | $23.30M | 9.88% | 117,857 NS | $235.79M | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $22.85M | 0.40% | 115,559 NS | $5.65B | FIGI |
| iShares Russell Top 200 Value ETF iShares Trust | IWX | $22.51M | 0.66% | 113,857 NS | $3.41B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $22.35M | 0.24% | 113,069 NS | $9.17B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $22.35M | 0.78% | 113,059 NS | $2.87B | FIGI |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | VGSR | $22.21M | 4.84% | 112,353 NS | $459.32M | FIGI |
| Brighthouse/Wellington Large Cap Research Por… Brighthouse Funds Trust I | — | $21.04M | 0.91% | 106,432 NS | $2.30B | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $21.02M | 0.24% | 106,337 NS | $8.66B | FIGI |
| VIP Real Estate Portfolio Variable Insurance Products Fund IV | — | $20.27M | 6.20% | 102,500 NS | $327.05M | FIGI |
| Voya Large Cap Growth Portfolio Voya Investors Trust | — | $20.18M | 0.64% | 102,063 NS | $3.16B | FIGI |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | — | $19.43M | 9.82% | 98,257 NS | $197.76M | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $19.40M | 0.24% | 98,131 NS | $8.12B | FIGI |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | — | $19.17M | 1.96% | 96,952 NS | $978.52M | FIGI |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | — | $19.15M | 0.89% | 96,854 NS | $2.16B | FIGI |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | — | $19.14M | 0.35% | 96,797 NS | $5.44B | FIGI |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $18.28M | 1.19% | 92,462 NS | $1.53B | FIGI |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | — | $18.05M | 0.36% | 91,290 NS | $4.98B | FIGI |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | — | $17.67M | 9.80% | 89,367 NS | $180.21M | FIGI |
| JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | — | $17.66M | 1.25% | 89,330 NS | $1.41B | FIGI |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | FRI | $17.52M | 11.31% | 88,597 NS | $154.93M | FIGI |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $17.47M | 0.25% | 88,371 NS | $7.12B | FIGI |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $17.13M | 7.01% | 86,635 NS | $244.19M | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $16.93M | 0.31% | 85,644 NS | $5.55B | FIGI |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | — | $16.70M | 0.22% | 84,477 NS | $7.48B | FIGI |
| EQUITY INDEX FUND GuideStone Funds | — | $16.52M | 0.28% | 83,563 NS | $5.83B | FIGI |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | FELV | $16.28M | 0.62% | 82,339 NS | $2.65B | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $16.08M | 0.22% | 81,317 NS | $7.43B | FIGI |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | — | $16.02M | 12.16% | 81,050 NS | $131.78M | FIGI |
| Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON… | — | $15.92M | 3.30% | 80,512 NS | $482.93M | FIGI |