Which ETFs hold Welltower (WELL)?

Name: US ETFs holding Welltower (WELL), with the weight and file date of each
Creator: TickerInside
License: https://creativecommons.org/licenses/by/4.0/

293 US stock ETFs hold Welltower (WELL). REZ gives WELL the largest weight, 23.02% (iShares file of 2026-10-12).

Edited by VoidLab Data through 2026-10-13 Last revised 2026-10-13

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WELLWelltowerHealth Care REITs, $166B market cap, P/E 103, dividend yield 1.3%, beta 0.29, held by 293 US stock ETFs

Last close, 2026-10-12

$230.29 +2.14%

52-week range 166 to 252

Stock ETFs holding it

293

104 in issuer files, 189 in SEC filings; 1 more with a short position; 18 other ETFs listed apart

Largest weight

REZ

23.02% of that ETF, iShares file of 2026-10-12

1 year

+33.5%

total return

3 years

+191.1%

worst fall -11.8%, volatility 21.1%

5 years

+220.3%

cumulative

WELL is the single largest position in 25 of them: REZ, CSRE, RITA, JRE and 21 more. The median weight across the 293 holders is 0.38%: 35 of them carry it above 5% and 216 keep it under 1%. Of the 311 covered funds with 500 or more positions, 83 hold WELL, at weights from 0.02% to 1.01%.

Over three years WELL returned 191.1%, with a worst fall of 11.8% and annualised volatility of 21.1%; its beta against SPY over the same weeks is 0.29. Its best calendar year in the data is 2025 at +49.9% and its worst 2022 at -21.2%.

Is WELL in VOO, SPY, IVV, QQQ, VTI, SCHD, VNQ, SCHH or XLRE?

WELL is in 7 of these 9 funds; XLRE gives it the most weight, 11.41% (SPDR file of 2026-10-12), and QQQ and SCHD do not hold it.

ETF	Name	Weight	Rank in the ETF	Holdings dated
VOO	Vanguard S&P 500 ETF	0.25%	#72 of 503	Vanguard file, 2026-08-31
SPY	SPDR S&P 500 ETF Trust	0.25%	#69 of 504	SPDR file, 2026-10-12
IVV	iShares Core S&P 500 ETF	0.25%	#69 of 504	iShares file, 2026-10-12
QQQ	Invesco QQQ Trust	not held	101 positions	Invesco file, 2026-10-12
VTI	Vanguard Total Stock Market ETF	0.23%	#73 of 3458	Vanguard file, 2026-08-31
SCHD	Schwab US Dividend Equity ETF	not held	99 positions	SEC filing, 2026-05-31
VNQ	Vanguard Real Estate ETF	8.79%	#2 of 139	Vanguard file, 2026-08-31
SCHH	Schwab U.S. REIT ETF	9.62%	#1 of 117	SEC filing, 2026-05-31
XLRE	Real Estate Select Sector SPDR Fund	11.41%	#1 of 31	SPDR file, 2026-10-12

Which ETFs hold WELL in their issuer files, and at what weight?

104 funds report WELL in their own issuer files, dated 2026-08-31 to 2026-10-13; REZ gives it the most weight, 23.02%. One more lists it as a short position.

Rank	ETF	Name	Weight	Issuer file
1	REZ	iShares Residential and Multisector Real Estate ETF	23.02%	2026-10-12
2	XLRE	Real Estate Select Sector SPDR Fund	11.41%	2026-10-12
3	IYR	iShares U.S. Real Estate ETF	10.10%	2026-10-12
4	REET	iShares Global REIT ETF	9.62%	2026-10-12
5	USRT	iShares Core U.S. REIT ETF	9.07%	2026-10-12
6	VNQ	Vanguard Real Estate ETF	8.79%	2026-08-31
7	ICF	iShares Select U.S. REIT ETF	8.20%	2026-10-12
8	ERET	iShares Environmentally Aware Real Estate ETF	7.75%	2026-10-12
9	LGLV	State Street SPDR US Large Cap Low Volatility Index ETF	4.52%	2026-10-12
10	PFI	Invesco Dorsey Wright Financial Momentum ETF	3.44%	2026-10-12
11	RSPR	Invesco S&P 500 Equal Weight Real Estate ETF	3.38%	2026-10-12
12	AGNG	Global X Aging Population ETF	3.33%	2026-10-12
13	BGRO	iShares Large Cap Growth Active ETF	1.82%	2026-10-12
14	AIBF	iShares Future AI Beneficiaries ETF	1.49%	2026-10-12
15	USMV	iShares MSCI USA Min Vol Factor ETF	1.47%	2026-10-12
16	ESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETF	1.46%	2026-10-12
17	VUSG	Vanguard Wellington U.S. Growth Active ETF	1.46%	2026-10-13
18	GURU	Global X Guru Index ETF	1.34%	2026-10-12
19	RPG	Invesco S&P 500 Pure Growth ETF	1.02%	2026-10-12
20	XOEF	iShares S&P 500 ex S&P 100 ETF	0.95%	2026-10-12
21	SPLV	Invesco S&P 500 Low Volatility ETF	0.94%	2026-10-12
22	MTUM	iShares MSCI USA Momentum Factor ETF	0.92%	2026-10-12
23	DYNF	iShares U.S. Equity Factor Rotation Active ETF	0.86%	2026-10-12
24	SPMO	Invesco S&P 500 Momentum ETF	0.83%	2026-10-12
25	PDP	Invesco Dorsey Wright Momentum ETF	0.81%	2026-10-12
26	MGK	Vanguard Morningstar Mega Cap Growth ETF	0.72%	2026-08-31
27	USXF	iShares ESG Advanced MSCI USA ETF	0.64%	2026-10-12
28	IWX	iShares Russell Top 200 Value ETF	0.61%	2026-10-12
29	CPTL	Global X Morningstar Capital Allocation Leaders ETF	0.58%	2026-10-12
30	ACWV	iShares MSCI Global Min Vol Factor ETF	0.57%	2026-10-12
31	QUS	State Street SPDR MSCI USA StrategicFactors℠ ETF	0.53%	2026-10-12
32	ILCG	iShares Morningstar Growth ETF	0.50%	2026-10-12
33	VUG	Vanguard Growth ETF	0.47%	2026-08-31
34	VOOG	Vanguard S&P 500 Growth ETF	0.46%	2026-08-31
35	SUSL	iShares ESG MSCI USA Leaders ETF	0.46%	2026-10-12
36	IWD	iShares Russell 1000 Value ETF	0.45%	2026-10-12
37	DSI	iShares ESG MSCI KLD 400 ETF	0.45%	2026-10-12
38	VONV	Vanguard Russell 1000 Value ETF	0.44%	2026-08-31
39	SPYG	SPDR Portfolio S&P 500 Growth ETF	0.44%	2026-10-12
40	IVW	iShares S&P 500 Growth ETF	0.44%	2026-10-12
41	IUSG	iShares Core S&P U.S. Growth ETF	0.42%	2026-10-12
42	EFIV	State Street SPDR S&P 500 ESG ETF	0.40%	2026-10-12
43	SUSA	iShares ESG Optimized MSCI USA ETF	0.38%	2026-10-12
44	SHE	State Street SPDR MSCI USA Gender Diversity ETF	0.36%	2026-10-12
45	EGLE	Global X S&P 500 U.S. Revenue Leaders ETF	0.36%	2026-10-12
46	QQHG	Invesco QQQ Hedged Advantage ETF	0.35%	2026-10-12
47	QWLD	State Street SPDR MSCI World StrategicFactors℠ ETF	0.33%	2026-10-12
48	MGC	Vanguard Morningstar Mega Cap ETF	0.31%	2026-08-31
49	KLMN	Invesco MSCI North America Climate ETF	0.31%	2026-10-12
50	TOPC	iShares S&P 500 3% Capped ETF	0.30%	2026-10-12
51	MMTM	State Street SPDR S&P 1500 Momentum Tilt ETF	0.30%	2026-10-12
52	XVV	iShares ESG Select Screened S&P 500 ETF	0.30%	2026-10-12
53	USCL	iShares Climate Conscious & Transition MSCI USA ETF	0.30%	2026-10-12
54	IWL	iShares Russell Top 200 ETF	0.29%	2026-10-12
55	QVML	Invesco S&P 500 QVM Multi-factor ETF	0.28%	2026-10-12
56	ESGV	Vanguard ESG U.S. Stock ETF	0.27%	2026-10-13
57	CATH	Global X S&P 500 Catholic Values ETF	0.27%	2026-10-12
58	CHRI	Global X S&P 500 Christian Values ETF	0.27%	2026-10-12
59	GARP	iShares MSCI USA Quality GARP ETF	0.26%	2026-10-12
60	VV	Vanguard Morningstar Large-Cap ETF	0.26%	2026-08-31
61	SPYX	State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	0.25%	2026-10-12
62	VOO	Vanguard S&P 500 ETF	0.25%	2026-08-31
63	IVVW	iShares S&P 500 BuyWrite ETF	0.25%	2026-10-12
64	XRMI	Global X S&P 500 Risk Managed Income ETF	0.25%	2026-10-12
65	XYLD	Global X S&P 500 Covered Call ETF	0.25%	2026-10-13
66	XYLG	Global X S&P 500 Covered Call & Growth ETF	0.25%	2026-10-12
67	SPY	SPDR S&P 500 ETF Trust	0.25%	2026-10-12
68	SPYM	State Street SPDR Portfolio S&P 500 ETF	0.25%	2026-10-12
69	IVV	iShares Core S&P 500 ETF	0.25%	2026-10-12
70	ILCB	iShares Morningstar U.S. Equity ETF	0.24%	2026-10-01
71	PBUS	Invesco MSCI USA ETF	0.24%	2026-10-12
72	MLRG	iShares MSCI USA ETF	0.24%	2026-10-12
73	GXLC	Global X U.S. 500 ETF	0.24%	2026-10-12
74	XCLR	Global X S&P 500 Collar 95-110 ETF	0.24%	2026-10-08
75	XTR	Global X S&P 500 Tail Risk ETF	0.24%	2026-10-12
76	VONE	Vanguard Russell 1000 ETF	0.24%	2026-08-31
77	EGUS	iShares ESG Aware MSCI USA Growth ETF	0.23%	2026-10-12
78	IWB	iShares Russell 1000 ETF	0.23%	2026-10-12
79	ONOF	Global X Adaptive U.S. Risk Management ETF	0.23%	2026-10-12
80	IYY	iShares Dow Jones U.S. ETF	0.23%	2026-10-12
81	SPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF	0.23%	2026-10-12
82	VTI	Vanguard Total Stock Market ETF	0.23%	2026-08-31
83	VTHR	Vanguard Russell 3000 ETF	0.23%	2026-08-31
84	IWV	iShares Russell 3000 ETF	0.22%	2026-10-12
85	ESGU	iShares ESG Aware MSCI USA ETF	0.22%	2026-10-12
86	ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.22%	2026-10-12
87	KLMT	Invesco MSCI Global Climate 500 ETF	0.21%	2026-10-12
88	NZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETF	0.20%	2026-10-12
89	EUSA	iShares MSCI USA Equal Weighted ETF	0.20%	2026-10-12
90	RSP	Invesco S&P 500 Equal Weight ETF	0.20%	2026-10-12
91	SIZE	iShares MSCI USA Size Factor ETF	0.19%	2026-10-12
92	TOK	iShares MSCI Kokusai ETF	0.19%	2026-10-12
93	URTH	iShares MSCI World ETF	0.18%	2026-10-12
94	VLU	State Street SPDR S&P 1500 Value Tilt ETF	0.16%	2026-10-12
95	ACWI	iShares MSCI ACWI ETF	0.16%	2026-10-12
96	AUSF	Global X Adaptive U.S. Factor ETF	0.15%	2026-10-12
97	CRBN	iShares Low Carbon Optimized MSCI ACWI ETF	0.15%	2026-10-12
98	EQAL	Invesco Russell 1000 Equal Weight ETF	0.15%	2026-10-12
99	RSPA	Invesco S&P 500 Equal Weight Income Advantage ETF	0.15%	2026-10-12
100	VT	Vanguard Total World Stock ETF	0.14%	2026-08-31
101	PRF	Invesco RAFI US 1000 ETF	0.11%	2026-10-12
102	SPGM	State Street SPDR Portfolio MSCI Global Stock Market ETF	0.07%	2026-10-12
103	VFMV	Vanguard U.S. Minimum Volatility ETF	0.07%	2026-10-13
104	RWL	Invesco S&P 500 Revenue ETF	0.06%	2026-10-12
105	BFLX	iShares Flexible Equity Active ETF	-0.35%	2026-10-12

Each of these 105 rows is dated by its issuer's own file, published on the issuer's schedule; the same 105 rows, in the same order, are in the JSON file for WELL and in the holders index. Look WELL up with an amount to see what a position in each ETF holds of it in dollars.

Use this data

JSONhttps://tickerinside.com/api/v1/sec/well.json

CSVhttps://tickerinside.com/api/v1/sec/well.csv

Sheets=IMPORTDATA("https://tickerinside.com/api/v1/sec/well.csv")If your sheet uses a decimal comma: =IMPORTDATA("https://tickerinside.com/api/v1/sec/well.csv"; ","; "en_US")

curlcurl -s https://tickerinside.com/api/v1/sec/well.json

API reference · spreadsheet guide Add TickerInside to Claude to ask about WELL with this data

Which ETFs hold WELL in their latest SEC filing?

189 funds hold WELL in their latest Form N-PORT filing with the SEC, for periods ended 2026-05-29 to 2026-08-31; CSRE gives it the most weight, 15.18%.

ETF	Name	Weight	Period of the filing
CSRE	Cohen & Steers Real Estate Active ETF	15.18%	2026-06-30
RITA	ETFB Green SRI REITs ETF	14.28%	2026-07-31
JRE	Janus Henderson U.S. Real Estate ETF	13.91%	2026-07-31
FRI	First Trust S&P REIT Index Fund	11.74%	2026-06-30
SPRE	Sp Funds S&P Global REIT Sharia ETF	11.69%	2026-05-31
JPRE	JPMorgan Realty Income ETF	11.04%	2026-05-31
IYRI	NEOS Real Estate High Income ETF	10.70%	2026-06-30
RWR	State Street(R) SPDR(R) Dow Jones(R) REIT ETF	10.57%	2026-06-30
BBRE	JPMorgan BetaBuilders MSCI US REIT ETF	10.25%	2026-05-31
SCHH	Schwab U.S. REIT ETF	9.62%	2026-05-31
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	9.41%	2026-06-30
FREL	Fidelity MSCI Real Estate Index ETF	9.08%	2026-07-31
CRIB	Russell Investments Global Real Estate ETF	9.04%	2026-06-30
REIT	ALPS Active REIT ETF	8.88%	2026-05-31
DPRE	Virtus Duff & Phelps Real Estate Income ETF	8.80%	2026-07-31
PSR	Invesco Active U.S. Real Estate ETF	8.19%	2026-07-31
DFGR	Dimensional Global Real Estate ETF	8.10%	2026-07-31
BYRE	Principal Real Estate Active Opportunities ETF	8.04%	2026-06-30
DFAR	Dimensional US Real Estate ETF	8.01%	2026-07-31
FPRO	Fidelity Real Estate Investment ETF	7.61%	2026-07-31
RNTY	YieldMax(R) Target 12(TM) Real Estate Option Income ETF	7.23%	2026-07-31
STRN	SMART Trend 25 ETF	6.82%	2026-06-30
REIX	NYLIM CBRE Real Assets ETF	6.70%	2026-07-31
AVRE	Avantis Real Estate ETF	6.68%	2026-05-31
HAUS	Residential REIT ETF	5.69%	2026-07-31
VGSR	Vert Global Sustainable Real Estate ETF	5.18%	2026-06-30
YUNG	Corgi Longevity Consumer ETF	5.02%	2026-06-30
SGRT	SMART Earnings Growth 30 ETF	4.81%	2026-06-30
GQRE	FlexShares Global Quality Real Estate Index Fund	4.48%	2026-07-31
SASS	M.D. Sass Concentrated Value ETF	4.44%	2026-05-31
BWTG	Brendan Wood TopGun ETF	4.10%	2026-05-31
CLIM	Climate Global Climate Resilient REIT Index ETF	3.92%	2026-05-31
RJDI	RJ Eagle GCM Dividend Select Income ETF	3.65%	2026-06-30
GARA	Guinness Atkinson Real Assets Income ETF	3.31%	2026-06-30
BIBL	Inspire 100 ETF	3.30%	2026-05-31
DVOL	First Trust Dorsey Wright Momentum & Low Volatility ETF	3.22%	2026-06-30
BROL	Baron Risk Optimized Large Cap ETF	3.17%	2026-06-30
BLDX	Impax Global Sustainable Infrastructure ETF	3.08%	2026-06-30
PPTY	U.S. Diversified Real Estate ETF	2.85%	2026-05-31
BCGD	Baron Global Durable Advantage ETF	2.78%	2026-06-30
CAML	Congress Large Cap Growth ETF	2.76%	2026-07-31
PWS	Pacer WealthShield ETF	2.76%	2026-07-31
CAPE	DoubleLine Shiller Cape U.S. Equities ETF	2.66%	2026-06-30
BDIV	AAM Brentview Dividend Growth ETF	2.16%	2026-07-31
PRMR	PeakShares RMR Prime Equity ETF	2.01%	2026-08-31
CGDG	Capital Group Dividend Growers ETF	1.99%	2026-05-31
RANK	Defiance Ksm Tipranks Analyst ETF	1.96%	2026-06-30
NULG	Nuveen ESG Large-Cap Growth ETF	1.78%	2026-07-31
EHLS	Even Herd Long Short ETF	1.76%	2026-06-30
HOMZ	Hoya Capital Housing ETF	1.64%	2026-05-31
FMKT	The Free Markets ETF	1.43%	2026-05-31
BLDG	Cambria Global Real Estate ETF	1.41%	2026-07-31
VEGN	US Vegan Climate ETF	1.35%	2026-07-31
HEMI	Hartford Equity Premium Income ETF	1.30%	2026-07-31
SNPG	Xtrackers S&P 500 Growth Scored & Screened ETF	1.15%	2026-05-29
RFFC	ALPS Active Equity Opportunity ETF	1.09%	2026-05-31
ACLC	American Century Large Cap Equity ETF	1.05%	2026-05-31
GTPE	Goldman Sachs MSCI World Private Equity Return Tracker ETF	1.01%	2026-05-31
CGCV	Capital Group Conservative Equity ETF	0.99%	2026-05-31
PRAY	FIS Christian Stock Fund	0.96%	2026-06-30
RFDA	ALPS Dynamic U.S. Dividend Advantage ETF	0.94%	2026-05-31
FFLV	Fidelity Fundamental Large Cap Value ETF	0.90%	2026-07-31
CGGE	Capital Group Global Equity ETF	0.89%	2026-05-31
FFLG	Fidelity Fundamental Large Cap Growth ETF	0.84%	2026-07-31
SCLZ	Swan Enhanced Dividend Income ETF	0.82%	2026-06-30
FTC	First Trust Large Cap Growth AlphaDEX Fund	0.81%	2026-07-31
FTLS	First Trust Long/Short Equity ETF	0.80%	2026-07-31
BGDV	Bahl & Gaynor Dividend ETF	0.79%	2026-06-30
FELV	Fidelity Enhanced Large Cap Value ETF	0.79%	2026-06-30
PTL	Inspire 500 ETF	0.77%	2026-05-31
JOET	Virtus Terranova U.S. Quality Momentum ETF	0.76%	2026-07-31
MAGA	Point Bridge America First ETF	0.69%	2026-06-30
WOMN	Impact Shares Women's Empowerment ETF	0.64%	2026-06-30
FBCG	Fidelity Blue Chip Growth ETF	0.62%	2026-07-31
JEPI	JPMorgan Equity Premium Income ETF	0.61%	2026-06-30
CGUS	Capital Group Core Equity ETF	0.60%	2026-05-31
RAAX	VanEck Real Assets ETF	0.59%	2026-06-30
EQL	ALPS Equal Sector Weight ETF	0.58%	2026-05-31
BCTK	Baron Technology ETF	0.58%	2026-06-30
TGRW	T. Rowe Price Growth Stock ETF	0.57%	2026-06-30
JMOM	JPMorgan U.S. Momentum Factor ETF	0.56%	2026-07-31
GSPY	Gotham Enhanced 500 ETF	0.56%	2026-06-30
CGGR	Capital Group Growth ETF	0.50%	2026-05-31
IQSU	NYLIM Candriam U.S. Large Cap Equity ETF	0.50%	2026-07-31
PRXG	Praxis Impact Large Cap Growth ETF	0.47%	2026-06-30
NXTI	Simplify Next Intangible Core Index ETF	0.47%	2026-06-30
SCHV	Schwab U.S. Large-Cap Value ETF	0.46%	2026-05-31
ESG	FlexShares STOXX US ESG Select Index Fund	0.46%	2026-07-31
LGDX	Intech S&P Large Cap Diversified Alpha ETF	0.46%	2026-07-31
BTAL	AGF U.S. Market Neutral Anti-Beta Fund	0.45%	2026-06-30
DLN	WisdomTree U.S. LargeCap Dividend Fund	0.43%	2026-06-30
NELS	Nelson Select ETF	0.43%	2026-06-30
USSG	Xtrackers MSCI USA Selection Equity ETF	0.43%	2026-05-29
TSPA	T. Rowe Price U.S. Equity Research ETF	0.42%	2026-06-30
FVD	First Trust Value Line Dividend Index Fund	0.42%	2026-06-30
GVUS	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF	0.42%	2026-05-31
GLBL	Pacer MSCI World Industry Advantage ETF	0.40%	2026-07-31
NACP	Impact Shares Naacp Minority Empowerment ETF	0.40%	2026-06-30
ACIO	Aptus Collared Investment Opportunity ETF	0.40%	2026-07-31
HLAL	Wahed FTSE USA Shariah ETF	0.40%	2026-05-31
FAD	First Trust Multi Cap Growth AlphaDEX Fund	0.40%	2026-07-31
JPUS	JPMorgan Diversified Return U.S. Equity ETF	0.40%	2026-07-31
FDLO	Fidelity Low Volatility Factor ETF	0.39%	2026-07-31
ADME	Aptus Drawdown Managed Equity ETF	0.38%	2026-07-31
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	0.38%	2026-07-31
SPUS	Sp Funds S&P 500 Sharia Industry Exclusions ETF	0.38%	2026-05-31
DTD	WisdomTree U.S. Total Dividend Fund	0.37%	2026-06-30
FEX	First Trust Large Cap Core AlphaDEX Fund	0.37%	2026-07-31
SNPE	Xtrackers S&P 500 Scored & Screened ETF	0.36%	2026-05-29
SPXT	ProShares S&P 500 Ex-Technology ETF	0.36%	2026-05-31
FQAL	Fidelity Quality Factor ETF	0.35%	2026-07-31
JUST	Goldman Sachs JUST U.S. Large Cap Equity ETF	0.34%	2026-05-31
FDMO	Fidelity Momentum Factor ETF	0.34%	2026-07-31
JUSA	JPMorgan U.S. Research Enhanced Large Cap ETF	0.33%	2026-06-30
RGLO	Russell Investments Global Equity ETF	0.33%	2026-06-30
XMAG	Defiance Large Cap ex-Mag 7 ETF	0.32%	2026-05-31
FINA	Fidelity MSCI North American Subset Index ETF	0.32%	2026-07-31
FLCV	Federated Hermes MDT Large Cap Value ETF	0.32%	2026-05-31
GPIX	Goldman Sachs S&P 500 Premium Income ETF	0.31%	2026-06-30
CVLC	Calvert US Large-Cap Core Responsible Index ETF	0.31%	2026-06-30
USNZ	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF	0.30%	2026-05-29
STOX	Horizon Core Equity ETF	0.30%	2026-05-31
SFTY	Horizon Managed Risk ETF	0.29%	2026-05-31
AFLG	First Trust Active Factor Large Cap ETF	0.28%	2026-05-31
RAA	SMI 3Fourteen REAL Asset Allocation ETF	0.28%	2026-06-30
VOXP	Vox Populi ETF	0.28%	2026-07-31
USCA	Xtrackers MSCI USA Climate Action Equity ETF	0.27%	2026-05-29
TACU	T. Rowe Price Active Core U.S. Equity ETF	0.26%	2026-06-30
FELC	Fidelity Enhanced Large Cap Core ETF	0.26%	2026-06-30
PBP	Invesco S&P 500 BuyWrite ETF	0.26%	2026-07-31
BBUS	JPMorgan Betabuilders U.S. Equity ETF	0.26%	2026-07-31
SFY	Sofi Select 500 ETF	0.26%	2026-05-31
PTLC	Pacer Trendpilot US Large Cap ETF	0.25%	2026-07-31
BKLC	BNY Mellon US Large Cap Core Equity ETF	0.25%	2026-07-31
USPX	Franklin U.S. Equity Index ETF	0.25%	2026-06-30
SPXD	Xtrackers S&P 500 Diversified Sector Weight ETF	0.25%	2026-05-31
SPYI	NEOS S&P 500(R) High Income ETF	0.25%	2026-06-30
SPYH	NEOS S&P 500(R) Hedged Equity Income ETF	0.24%	2026-06-30
NBCR	Neuberger Core Equity ETF	0.24%	2026-05-31
SPXV	ProShares S&P 500 Ex-Health Care ETF	0.24%	2026-05-31
DSPY	Tema S&P 500 Historical Weight ETF Strategy	0.24%	2026-05-31
FCTR	First Trust Lunt U.S. Factor Rotation ETF	0.24%	2026-06-30
ACGR	American Century Large Cap Growth ETF	0.24%	2026-05-31
BLES	Inspire Global Hope ETF	0.24%	2026-05-31
ACGO	Hartford Alpha Capture Growth ETF	0.23%	2026-07-31
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	0.23%	2026-07-31
XSPI	NEOS Boosted S&P 500(R) High Income ETF	0.23%	2026-06-30
HBTA	Horizon Expedition Plus ETF	0.23%	2026-05-31
SPXE	ProShares S&P 500 Ex-Energy ETF	0.23%	2026-05-31
DFVE	DoubleLine Fortune 500 Equal Weight ETF	0.22%	2026-06-30
GSUS	Goldman Sachs MarketBeta U.S. Equity ETF	0.22%	2026-05-31
SGLC	SGI U.S. Large Cap Core ETF	0.22%	2026-05-31
SCHX	Schwab U.S. Large-Cap ETF	0.21%	2026-05-31
PHDG	Invesco S&P 500 Downside Hedged ETF	0.21%	2026-07-31
HCMT	Direxion HCM Tactical Enhanced US ETF	0.20%	2026-07-31
SCHK	Schwab 1000 Index ETF	0.20%	2026-05-31
GUSA	Goldman Sachs MarketBeta U.S. 1000 Equity ETF	0.20%	2026-05-31
ROUS	Hartford Multifactor US Equity ETF	0.20%	2026-07-31
LGH	HCM Defender 500 Index ETF	0.20%	2026-06-30
SCHB	Schwab U.S. Broad Market ETF	0.20%	2026-05-31
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	0.19%	2026-05-31
WAMA	WisdomTree U.S. Adaptive Moving Average Fund	0.18%	2026-06-30
EEE	Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF	0.18%	2026-06-30
XXX	Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF	0.18%	2026-06-30
BBB	Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF	0.18%	2026-06-30
ACVF	American Conservative Values ETF	0.17%	2026-07-31
SSPY	Stratified LargeCap Index ETF	0.17%	2026-06-30
KOKU	Xtrackers MSCI Kokusai Equity ETF	0.17%	2026-05-29
JHML	John Hancock Multifactor Large Cap ETF	0.17%	2026-06-30
TILT	FlexShares Morningstar US Market Factor Tilt Index Fund	0.17%	2026-07-31
JAVA	JPMorgan Active Value ETF	0.16%	2026-06-30
BKLG	BNY Mellon US Large Cap Equity Growth ETF	0.16%	2026-07-31
NTSX	WisdomTree U.S. Efficient Core Fund	0.16%	2026-06-30
APUE	ActivePassive U.S. Equity ETF	0.16%	2026-05-31
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fund	0.14%	2026-05-31
SPUT	Innovator Equity Premium Income - Daily PutWrite ETF	0.13%	2026-07-31
GSWO	Goldman Sachs ActiveBeta World Equity ETF	0.12%	2026-05-31
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	0.11%	2026-05-31
PRXV	Praxis Impact Large Cap Value ETF	0.11%	2026-06-30
FLCC	Federated Hermes MDT Large Cap Core ETF	0.10%	2026-05-31
MFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	0.10%	2026-06-30
FNDX	Schwab Fundamental U.S. Large Company ETF	0.08%	2026-05-31
EPS	WisdomTree U.S. LargeCap Fund	0.08%	2026-06-30
FNDB	Schwab Fundamental U.S. Broad Market ETF	0.07%	2026-05-31
THEQ	T. Rowe Price Hedged Equity ETF	0.04%	2026-06-30
NPFE	NPF Core Equity ETF	0.04%	2026-07-31
DEUS	Xtrackers Russell US Multifactor ETF	0.02%	2026-05-29
XCHG	AB US Equity ETF	0.02%	2026-05-31
NOEQ	Northern Trust US Equity ETF	0.02%	2026-06-30

Each of the 189 dates is the end of the period a holder of WELL reported in its Form N-PORT filing, and opens that filing on EDGAR, the SEC's public archive. The same rows are under holders_sec_nport in the JSON file for WELL.

How many ETFs held WELL each year since 2019?

284 of today's US stock ETFs held WELL in their SEC reports for the second quarter of 2026, against 128 for the fourth quarter of 2019.

ETFs holding it, Q2 2026

284

in their SEC reports

ETFs holding it, Q4 2019

128

the same ETFs, 2019

Since Q4 2019

+156

ETFs holding it

Largest weight, Q2 2026

REZ

23.52% of the ETF

Quarter	ETFs	Largest weight
Q4 2019	128	REZ 8.97%
Q4 2020	128	REZ 7.57%
Q4 2021	151	REZ 6.88%
Q4 2022	153	REZ 7.88%
Q4 2023	172	REZ 12.32%
Q4 2024	203	REZ 16.09%
Q4 2025	258	REZ 20.82%
Q2 2026	284	REZ 23.52%

WELL in the SEC reports (Form N-PORT) of today's US stock ETFs, Q4 2019 to Q2 2026, every quarter in its file. How these are counted.

Which ETFs have swap, futures or option exposure to WELL?

One fund references WELL through swaps, futures or options in its latest SEC filing: IALT (short, size not stated in the filing). These figures are notional exposure, in percent of each fund's net assets, not shares held, and none of these funds is counted among the 293 holders of WELL above.

ETF	Name	Notional exposure, not shares held	Instruments	Period of the filing
IALT	iShares Systematic Alternatives Active ETF	Short, size not stated in the filing	swap	2026-07-31

Which other ETFs hold WELL outright?

13 derivative-based funds, one multi-asset fund, two fixed income funds and two funds read from their sponsors' files hold WELL outright in SEC filings and sponsors' files dated 2026-05-31 to 2026-10-12; TRUR gives it the most weight, 13.54%. None of them is counted among the 293 US stock ETFs above.

ETF	Name	Kind of ETF	Held outright	Holdings dated
TRUR	VanEck Real Estate TruSector ETF	Sponsor's file	13.54%	VanEck file, 2026-10-12
DRN	Direxion Daily Real Estate Bull 3X Shares	Derivative-based	7.82%	SEC filing, 2026-07-31
URE	ProShares Ultra Real Estate	Derivative-based	6.87%	SEC filing, 2026-05-31
FREI	Fidelity Real Estate Income Fund	Fixed income	1.56%	SEC filing, 2026-07-31
UPSD	Aptus Large Cap Upside ETF	Derivative-based	1.48%	SEC filing, 2026-07-31
SPUU	Direxion Daily S&P 500 Bull 2X Shares	Derivative-based	0.24%	SEC filing, 2026-07-31
AAUB	Alpha Architect US Equity 4 ETF	Sponsor's file	0.23%	ETF Architect sponsor site file, 2026-09-30
PEVC	Pacer PE/VC ETF	Derivative-based	0.20%	SEC filing, 2026-07-31
SPXL	Direxion Daily S&P 500 Bull 3X Shares	Derivative-based	0.19%	SEC filing, 2026-07-31
ISPY	ProShares S&P 500 High Income ETF	Derivative-based	0.19%	SEC filing, 2026-05-31
SSS	Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF	Multi-asset	0.18%	SEC filing, 2026-06-30
FB	ProShares S&P 500 Dynamic Buffer ETF	Derivative-based	0.17%	SEC filing, 2026-05-31
NTSD	WisdomTree Efficient U.S. Plus International Equity Fund	Derivative-based	0.17%	SEC filing, 2026-06-30
SSO	ProShares Ultra S&P500	Derivative-based	0.14%	SEC filing, 2026-05-31
UPRO	ProShares UltraPro S&P500	Derivative-based	0.10%	SEC filing, 2026-05-31
URSP	ProShares Ultra S&P 500 Equal Weight	Derivative-based	0.07%	SEC filing, 2026-05-31
CSHP	iShares Dynamic Short-Term Active ETF	Fixed income	0.06%	SEC filing, 2026-07-31
JPFP	JPMorgan Managed Futures Plus ETF	Derivative-based	0.02%	SEC filing, 2026-07-31

How the ETFs listed apart are read.

What did $100 in WELL become over three years?

WELL ended at $291 after 156 weekly closes through 2026-10-13; the dashed line is the $100 put in.

How has WELL done, year by year?

Year	Total return
2026	+25.4%
2025	+49.9%
2024	+43.1%
2023	+41.8%
2022	-21.2%

Returns and risk

Total return, 1 year	33.5%
Total return, 3 years cumulative	191.1%
Total return, 5 years cumulative	220.3%
Volatility, annualised	21.1%
Worst fall, 3 years	-11.8%
Beta against SPY, 3 years of weekly returns	0.29
Market cap	$165.8B
Price to earnings, trailing	103.2
Dividend yield	1.33%
US stock ETFs holding it	293
Broad ETFs holding it, 500 positions or more	83 of 311

Market cap, price to earnings and yield are reference data; every other figure is computed here from 156 weekly closes.

What would diversify WELL?

The stocks that have moved least like WELL over the last 104 weeks, among those held by ten or more covered ETFs: PLUG correlates with it at -0.21 and CRML at -0.18, a measurement of co-movement rather than a suggestion.

Ticker	Name	Correlation, 104 weeks
PLUG	Plug Power, Inc.	-0.21moves the opposite way
CRML	Critical Metals Corp.	-0.18moves the opposite way
FCAP	First Capital, Inc.	-0.16moves the opposite way
MSFT	Microsoft	-0.16moves the opposite way
ALAB	Astera Labs, Inc.	-0.15moves the opposite way
AMZN	Amazon	-0.15moves the opposite way

What moves with WELL?

The other end of the same ranking: VTR has moved with WELL at 0.83, AEE at 0.63. Each row opens the pair side by side.

Ticker	Name	Correlation, 104 weeks
VTR	Ventas	0.83often in step
AEE	Ameren	0.63loosely linked
LTC	LTC Properties, Inc.	0.61loosely linked
NI	NiSource	0.60loosely linked
AEP	American Electric Power	0.59loosely linked
SBRA	Sabra Health Care REIT, Inc.	0.59loosely linked

Weekly total returns, among stocks held by ten or more covered ETFs; closed-end funds are left out of both tables. What the bands mean.

Which ETF has the largest weight in WELL?

REZ, at 23.02% in its iShares file of 2026-10-12, where WELL is its largest position, followed by CSRE at 15.18% and RITA at 14.28%.

ETF	Name	Weight	Rank in the ETF	Positions	Holdings dated
REZ	iShares Residential and Multisector Real Estate ETF	23.02%	#1	36	issuer file, 2026-10-12
CSRE	Cohen & Steers Real Estate Active ETF	15.18%	#1	42	SEC filing, 2026-06-30
RITA	ETFB Green SRI REITs ETF	14.28%	#1	35	SEC filing, 2026-07-31
JRE	Janus Henderson U.S. Real Estate ETF	13.91%	#1	23	SEC filing, 2026-07-31
FRI	First Trust S&P REIT Index Fund	11.74%	#1	128	SEC filing, 2026-06-30
SPRE	Sp Funds S&P Global REIT Sharia ETF	11.69%	#4	24	SEC filing, 2026-05-31
XLRE	Real Estate Select Sector SPDR Fund	11.41%	#1	31	issuer file, 2026-10-12
JPRE	JPMorgan Realty Income ETF	11.04%	#1	37	SEC filing, 2026-05-31
IYRI	NEOS Real Estate High Income ETF	10.70%	#1	61	SEC filing, 2026-06-30
RWR	State Street(R) SPDR(R) Dow Jones(R) REIT ETF	10.57%	#1	99	SEC filing, 2026-06-30

An ETF page opens on every ticker that has one; the others open the fund's JSON file, with its holdings and the date of its issuer file or SEC filing. Run a portfolio x-ray to see how much WELL you hold across every ETF you own.

WELL weights from 105 issuer files, dated 2026-08-31 to 2026-10-13, and 189 SEC filings for periods ended 2026-05-29 to 2026-08-31. Prices through 2026-10-13. How every figure here is produced. Measurements, not investment advice.

Cite this page

TickerInside, Welltower (WELL), holders from each covered fund's own file and from SEC Form N-PORT filings, each dated, prices through 2026-10-13, https://tickerinside.com/stock/well/, CC BY 4.0

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