Welltower Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $2.18M | 0.31% | 11,005 NS | $695.91M | FIGI |
| SFT T. Rowe Price Value Fund Securian Funds Trust | — | $2.15M | 1.06% | 10,874 NS | $202.14M | FIGI |
| Penn Series Index 500 Fund Penn Series Funds Inc | — | $2.13M | 0.24% | 10,752 NS | $877.84M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $2.08M | 0.19% | 10,514 NS | $1.08B | FIGI |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | NTSX | $2.02M | 0.17% | 10,204 NS | $1.20B | FIGI |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | — | $1.99M | 0.35% | 10,074 NS | $575.09M | FIGI |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | — | $1.98M | 0.24% | 10,000 NS | $826.77M | FIGI |
| Guardian Balanced Allocation VIP Fund Guardian Variable Products Trust | — | $1.98M | 1.06% | 9,992 NS | $185.72M | FIGI |
| Alger Large Cap Growth Portfolio ALGER PORTFOLIOS | — | $1.93M | 0.50% | 9,750 NS | $384.56M | FIGI |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | — | $1.93M | 0.52% | 9,747 NS | $368.18M | FIGI |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $1.91M | 0.24% | 9,639 NS | $781.41M | FIGI |
| Penn Series Large Growth Stock Fund Penn Series Funds Inc | — | $1.90M | 0.60% | 9,628 NS | $319.86M | FIGI |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $1.90M | 0.65% | 9,618 NS | $290.99M | FIGI |
| State Street Real Estate Securities V.I.S. Fu… STATE STREET VARIABLE INSURANCE SERIES FU… | — | $1.90M | 9.95% | 9,600 NS | $19.07M | FIGI |
| LDR HIGH INCOME REALTY FUND World Funds Trust | — | $1.88M | 6.59% | 9,517 NS | $28.57M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $1.87M | 0.21% | 9,480 NS | $883.82M | FIGI |
| RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust | RJDI | $1.84M | 3.49% | 9,322 NS | $52.78M | FIGI |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | — | $1.80M | 0.24% | 9,099 NS | $734.52M | FIGI |
| Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds | BYRE | $1.79M | 7.63% | 9,075 NS | $23.51M | FIGI |
| First Trust Dorsey Wright Momentum & Dividend… First Trust Exchange-Traded Fund VI | DDIV | $1.79M | 2.85% | 9,054 NS | $62.72M | FIGI |
| Goldman Sachs Variable Insurance Trust U.S. E… Goldman Sachs Variable Insurance Trust | — | $1.74M | 0.51% | 8,826 NS | $341.20M | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $1.72M | 0.02% | 8,682 NS | $8.04B | FIGI |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | JHML | $1.71M | 0.17% | 8,637 NS | $1.02B | FIGI |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | — | $1.70M | 0.15% | 8,574 NS | $1.16B | FIGI |
| Hedged Equity Portfolio PACIFIC SELECT FUND | — | $1.69M | 0.37% | 8,556 NS | $458.71M | FIGI |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | XVV | $1.69M | 0.28% | 8,545 NS | $611.19M | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $1.58M | 0.01% | 8,000 NS | $21.49B | FIGI |
| Buffalo Growth & Income Fund Buffalo Funds | — | $1.56M | 0.94% | 7,900 NS | $166.74M | FIGI |
| Venerable World Equity Fund Venerable Variable Insurance Trust | — | $1.55M | 0.15% | 7,833 NS | $1.03B | FIGI |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | — | $1.54M | 0.24% | 7,785 NS | $643.40M | FIGI |
| SFT Wellington Core Equity Fund Securian Funds Trust | — | $1.49M | 1.17% | 7,540 NS | $127.77M | FIGI |
| JNL/Mellon World Index Fund JNL Series Trust | — | $1.46M | 0.17% | 7,390 NS | $843.30M | FIGI |
| SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust | RAA | $1.44M | 0.26% | 7,300 NS | $547.38M | FIGI |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.43M | 0.26% | 7,252 NS | $545.85M | FIGI |
| MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | — | $1.43M | 1.15% | 7,243 NS | $124.32M | FIGI |
| Global Atlantic Wellington Research Managed R… Forethought Variable Insurance Trust | — | $1.42M | 0.56% | 7,191 NS | $251.74M | FIGI |
| JNL S&P 500 Index Fund JNL Series Trust | — | $1.34M | 0.24% | 6,783 NS | $550.21M | FIGI |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.31M | 0.17% | 6,613 NS | $749.80M | FIGI |
| TIFF MULTI-ASSET FUND TIFF Investment Program | — | $1.28M | 0.09% | 6,455 NS | $1.39B | FIGI |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | — | $1.24M | 0.24% | 6,257 NS | $512.81M | FIGI |
| SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | — | $1.24M | 0.60% | 6,250 NS | $207.52M | FIGI |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | — | $1.21M | 0.08% | 6,132 NS | $1.45B | FIGI |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | — | $1.17M | 0.45% | 5,908 NS | $257.37M | FIGI |
| Timothy Plan Defensive Strategies Fund Timothy Plan | — | $1.09M | 1.03% | 5,500 NS | $105.55M | FIGI |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | — | $1.08M | 0.07% | 5,445 NS | $1.63B | FIGI |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | — | $1.05M | 0.10% | 5,305 NS | $1.00B | FIGI |
| Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | — | $1.04M | 1.06% | 5,266 NS | $98.53M | FIGI |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | EPS | $1.03M | 0.08% | 5,188 NS | $1.34B | FIGI |
| Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds | RGLO | $1.02M | 0.37% | 5,155 NS | $274.30M | FIGI |
| Putnam VT George Putnam Balanced Fund Putnam Variable Trust | — | $1.01M | 0.34% | 5,115 NS | $298.75M | FIGI |