Welltower Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $4.38B | 0.22% | 22,158,660 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $3.51B | 0.25% | 17,734,686 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $1.77B | 0.25% | 8,974,116 NS | $720.54B | FIGI |
| N/A — | — | $1.61B | 0.25% | 8,129,624 NS | $651.59B | FIGI |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | VUG | $1.50B | 0.47% | 7,597,877 NS | $317.94B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $1.31B | 0.85% | 6,612,573 NS | $153.97B | FIGI |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUN… | — | $1.22B | 14.08% | 6,147,730 NS | $8.63B | FIGI |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARE… | — | $1.21B | 14.69% | 6,095,605 NS | $8.21B | FIGI |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | — | $1.07B | 14.66% | 5,411,881 NS | $7.30B | FIGI |
| American Balanced Fund American Balanced Fund | — | $918.62M | 0.35% | 4,646,283 NS | $263.86B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $777.83M | 0.25% | 3,934,211 NS | $315.46B | FIGI |
| State Street(R) Real Estate Select Sector SPD… SELECT SECTOR SPDR TRUST | XLRE | $744.02M | 10.18% | 3,763,184 NS | $7.31B | FIGI |
| New Perspective Fund New Perspective Fund | — | $706.77M | 0.46% | 3,574,795 NS | $152.76B | FIGI |
| Fidelity Magellan Fund Fidelity Magellan Fund | — | $447.77M | 1.35% | 2,264,800 NS | $33.07B | FIGI |
| iShares U.S. Real Estate ETF iShares Trust | IYR | $395.59M | 9.96% | 2,000,885 NS | $3.97B | FIGI |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | — | $366.74M | 3.48% | 1,854,937 NS | $10.52B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $336.25M | 1.05% | 1,700,713 NS | $31.88B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $312.20M | 0.45% | 1,579,105 NS | $69.79B | FIGI |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $306.93M | 0.70% | 1,552,412 NS | $43.96B | FIGI |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | — | $294.77M | 11.42% | 1,490,930 NS | $2.58B | FIGI |
| Investment Co of America Investment Co of America | — | $290.77M | 0.18% | 1,470,668 NS | $165.95B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $290.06M | 0.25% | 1,467,083 NS | $117.66B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $289.90M | 0.48% | 1,466,314 NS | $60.92B | FIGI |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC — | — | $281.44M | 17.16% | 1,423,518 NS | $1.64B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $243.38M | 0.49% | 1,230,970 NS | $49.59B | FIGI |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | — | $230.65M | 0.52% | 1,166,586 NS | $44.12B | FIGI |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | — | $215.45M | 10.51% | 1,089,713 NS | $2.05B | FIGI |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | MGK | $205.80M | 0.74% | 1,040,923 NS | $27.85B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $198.14M | 0.48% | 1,002,198 NS | $41.63B | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $190.68M | 1.67% | 964,448 NS | $11.40B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $189.01M | 0.12% | 955,977 NS | $157.80B | FIGI |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $185.48M | 0.45% | 938,126 NS | $40.80B | FIGI |
| iShares Residential and Multisector Real Esta… iShares Trust | REZ | $182.08M | 23.17% | 920,968 NS | $785.97M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $173.08M | 0.22% | 875,428 NS | $79.62B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | RWR | $168.59M | 9.91% | 852,727 NS | $1.70B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $161.94M | 0.25% | 819,089 NS | $64.18B | FIGI |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | — | $157.73M | 12.34% | 797,771 NS | $1.28B | FIGI |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, I… | — | $156.14M | 0.95% | 789,752 NS | $16.52B | FIGI |
| Baron Real Estate Fund BARON SELECT FUNDS | — | $151.84M | 7.04% | 768,013 NS | $2.16B | FIGI |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | — | $139.31M | 0.53% | 704,600 NS | $26.52B | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $126.53M | 0.77% | 639,978 NS | $16.50B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $125.72M | 0.24% | 635,890 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $116.95M | 0.45% | 591,539 NS | $25.97B | FIGI |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | — | $105.66M | 0.45% | 534,400 NS | $23.49B | FIGI |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND… — | — | $102.58M | 10.42% | 518,843 NS | $984.08M | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) Global R… SPDR INDEX SHARES FUNDS | RWO | $100.83M | 8.89% | 509,977 NS | $1.13B | FIGI |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $100.05M | 9.14% | 506,036 NS | $1.09B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $99.33M | 0.08% | 502,405 NS | $129.17B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $97.11M | 0.23% | 491,156 NS | $42.78B | FIGI |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | — | $96.80M | 10.28% | 489,581 NS | $941.96M | FIGI |