Welltower Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Equity Index Portfolio PACIFIC SELECT FUND | — | $15.38M | 0.24% | 77,795 NS | $6.30B | FIGI |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | — | $15.21M | 0.06% | 76,945 NS | $24.62B | FIGI |
| SFT Real Estate Securities Fund Securian Funds Trust | — | $14.91M | 12.87% | 75,415 NS | $115.83M | FIGI |
| Cornerstone Strategic Investment Fund, Inc. — | — | $14.84M | 0.83% | 75,057 NS | $1.80B | FIGI |
| MOA EQUITY INDEX FUND MoA Funds Corp | — | $14.24M | 0.24% | 72,023 NS | $5.84B | FIGI |
| CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | — | $14.15M | 10.06% | 71,580 NS | $140.74M | FIGI |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $13.67M | 0.24% | 69,134 NS | $5.61B | FIGI |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | — | $13.47M | 1.56% | 68,110 NS | $861.12M | FIGI |
| Transamerica BlackRock Real Estate Securities… TRANSAMERICA SERIES TRUST | — | $13.46M | 6.83% | 68,058 NS | $196.88M | FIGI |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | — | $13.28M | 0.24% | 67,183 NS | $5.47B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $13.22M | 0.12% | 66,859 NS | $11.33B | FIGI |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | — | $13.03M | 9.83% | 65,896 NS | $132.59M | FIGI |
| NYLIM VP Wellington Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $12.50M | 2.10% | 63,217 NS | $593.82M | FIGI |
| Global Real Estate Securities Fund GuideStone Funds | — | $12.46M | 3.97% | 63,012 NS | $313.45M | FIGI |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQL | $12.38M | 0.75% | 62,592 NS | $1.65B | FIGI |
| DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | — | $11.78M | 6.47% | 59,604 NS | $182.09M | FIGI |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | — | $11.77M | 0.52% | 59,527 NS | $2.25B | FIGI |
| Penn Series Real Estate Securities Fund Penn Series Funds Inc | — | $11.71M | 12.64% | 59,248 NS | $92.64M | FIGI |
| abrdn Healthcare Opportunities Fund — | — | $11.45M | 1.59% | 57,915 NS | $721.46M | FIGI |
| JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | — | $11.31M | 14.65% | 57,187 NS | $77.19M | FIGI |
| Virtus Duff & Phelps Real Estate Securities S… Virtus Variable Insurance Trust | — | $10.99M | 10.46% | 55,590 NS | $105.09M | FIGI |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | — | $10.97M | 1.64% | 55,510 NS | $668.72M | FIGI |
| T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | — | $10.62M | 0.55% | 53,700 NS | $1.94B | FIGI |
| Nuveen Real Estate Income Fund — | — | $10.38M | 4.38% | 52,491 NS | $236.77M | FIGI |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | — | $10.36M | 0.24% | 52,419 NS | $4.29B | FIGI |
| U.S. Growth Trust John Hancock Variable Insurance Trust | — | $10.34M | 1.59% | 52,304 NS | $649.86M | FIGI |
| Global Real Estate Securities Fund GuideStone Funds | — | $10.34M | 3.30% | 52,301 NS | $313.45M | FIGI |
| VY Columbia Real Estate Portfolio Voya Investors Trust | — | $10.33M | 11.76% | 52,268 NS | $87.90M | FIGI |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | — | $10.32M | 1.01% | 52,200 NS | $1.02B | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $10.03M | 0.22% | 50,753 NS | $4.47B | FIGI |
| VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust | — | $10.02M | 9.50% | 50,667 NS | $105.48M | FIGI |
| Nomura Real Estate Securities Fund IVY FUNDS | — | $10.01M | 11.97% | 50,620 NS | $83.64M | FIGI |
| Voya VACS Index Series S Portfolio Voya Investors Trust | — | $9.72M | 0.24% | 49,163 NS | $4.05B | FIGI |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | — | $9.63M | 0.25% | 48,732 NS | $3.83B | FIGI |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | — | $9.60M | 0.47% | 48,568 NS | $2.06B | FIGI |
| Jackson Real Assets Fund — | — | $9.60M | 2.64% | 48,550 NS | $364.07M | FIGI |
| Harrison Street Real Estate Fund LLC — | — | $9.59M | 0.65% | 48,519 NS | $1.49B | FIGI |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | — | $9.46M | 0.37% | 47,836 NS | $2.55B | FIGI |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | — | $9.42M | 0.19% | 47,636 NS | $4.97B | FIGI |
| Brookfield Global Listed Real Estate Fund Brookfield Investment Funds | — | $9.41M | 8.12% | 47,589 NS | $115.91M | FIGI |
| Janus Henderson Adaptive Risk Managed U.S. Eq… JANUS INVESTMENT FUND | — | $9.39M | 1.62% | 47,499 NS | $580.01M | FIGI |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | — | $9.31M | 0.36% | 47,097 NS | $2.61B | FIGI |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | — | $9.24M | 0.56% | 46,744 NS | $1.66B | FIGI |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | — | $9.01M | 7.69% | 45,562 NS | $117.12M | FIGI |
| Cornerstone Total Return Fund, Inc. — | — | $8.90M | 0.94% | 45,026 NS | $950.14M | FIGI |
| Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Pro… | — | $8.69M | 8.56% | 43,953 NS | $101.47M | FIGI |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | — | $8.65M | 10.33% | 43,757 NS | $83.73M | FIGI |
| abrdn World Healthcare Fund — | — | $8.53M | 1.78% | 43,157 NS | $480.63M | FIGI |
| Cromwell CenterSquare Real Estate Fund Total Fund Solution | — | $8.17M | 9.34% | 41,300 NS | $87.44M | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $8.15M | 0.23% | 41,200 NS | $3.47B | FIGI |