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Who holds WELLWELLTOWER

60 funds on our shelf carry WELLTOWER — heaviest hand: XLRE at 11.11% of its book.

FundWeightFund assetsShares held
XLREState Street Real Estate Select Sector SPDR ETFINDEX11.11%$7.5B3,965,199
IYRiShares U.S. Real Estate ETFINDEX10.29%$4.6B0
VNQVanguard Real Estate Index FundINDEX9.16%$36.5B26,469,518
REETiShares Global REIT ETFINDEX8.37%$4.7B0
USRTiShares Core U.S. REIT ETFINDEX8.31%$3.7B0
ICFiShares Cohen & Steers REIT ETFINDEX8.30%$2B0
UREProShares Ultra Real EstateINDEX7.75%$47M19,714
RNTYYieldMax Target 12 Real Estate Option Income ETF6.75%—1,668
ERETIshares Environmentally Aware Real Estate ETFINDEX6.56%$14M0
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX4.41%$1.1B221,656
PFIInvesco Dorsey Wright Financial Momentum ETFINDEX3.55%$56M7,271
RSPRInvesco S&P 500 Equal Weight Real Estate ETFINDEX3.40%$81M12,070
AGNGGlobal X Aging Population ETFINDEX3.33%$64M12,794
NULGNuveen ESG Large-Cap Growth ETF1.82%$1.5B221,034
VUSGVanguard Wellington U.S. Growth Active ETF1.58%—2,813
AIBFiShares Future AI Beneficiaries ETF1.51%—15,906
ESMViShares ESG MSCI USA Min Vol Factor ETFINDEX1.49%$8M505
USMViShares MSCI USA Min Vol Factor ETFINDEX1.48%$24.1B1,502,687
GURUGlobal X Guru Index ETFINDEX1.34%$43M3,506
RPGInvesco S&P 500 Pure Growth ETFINDEX1.17%$2B84,601
MTUMiShares MSCI USA Momentum Factor ETFINDEX1.04%$18.1B788,803
XOEFiShares S&P 500 ex S&P 100 ETF0.97%—938
SPLVInvesco S&P 500 Low Volatility ETFINDEX0.93%$6.9B289,238
SPMOInvesco S&P 500 Momentum ETFINDEX0.92%$21.6B840,301
DYNFBLACKROCK US EQUITY FACTOR ROTATION ETF0.92%$42.4B1,629,124
PDPInvesco Dorsey Wright Momentum ETFINDEX0.87%$1.5B51,749
MGKVanguard Morningstar Mega Cap Growth ETFINDEX0.71%$21.9B1,082,212
USXFiShares ESG Advanced MSCI USA ETFINDEX0.69%$1.5B40,914
IWXiShares Russell Top 200 Value ETFINDEX0.62%$3.7B101,834
CPTLGlobal X Morningstar Capital Allocation Leaders ETF0.58%—2,892
ACWViShares MSCI Global Min Vol Factor ETFINDEX0.57%$3.3B82,079
ILCGiShares Morningstar Growth ETFINDEX0.55%$3.3B69,834
QUSState Street SPDR MSCI USA StrategicFactors ETFINDEX0.54%$1.6B36,581
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.49%$1.2B25,052
IVWiShares S&P 500 Growth ETFINDEX0.48%$80B1,534,554
DSIiShares MSCI KLD 400 Social ETFINDEX0.47%$5.6B107,966
VONVVanguard Russell 1000 Value ETFINDEX0.46%$9.2B462,670
VUGVanguard Growth Index FundINDEX0.46%$135.5B7,859,430
IUSGiShares Core S&P U.S. Growth ETFINDEX0.46%$34.8B638,826
IWDiShares Russell 1000 Value ETFINDEX0.45%$81.8B1,618,967
VOOGVanguard S&P 500 Growth ETFINDEX0.45%$12.3B545,673
SPYGState Street SPDR Portfolio S&P 500 Growth ETFINDEX0.45%$57.9B1,047,561
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETFINDEX0.44%$710M56,651
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.42%$1B18,744
SUSAiShares MSCI USA ESG Select ETFINDEX0.40%$4.1B68,722
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.38%$134M2,073
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.38%$334M5,510
EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF0.36%—36
QWLDState Street SPDR MSCI World StrategicFactors ETFINDEX0.34%$175M2,561
TOPCiShares S&P 500 3% Capped ETF0.32%—438
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.31%$2.9B36,786
XVViShares ESG Screened S&P 500 ETFINDEX0.31%$690M11,646
GARPISHARES FACTORS US GROWTH STYLE ETFINDEX0.30%$3.5B43,509
IWLiShares Russell Top 200 ETFINDEX0.30%$2.3B28,363
MGCVanguard Mega Cap Index FundINDEX0.30%$6B146,154
QVMLInvesco S&P 500 QVM Multi-factor ETFINDEX0.30%$1.7B21,205
ESGVVanguard ESG U.S. Stock ETFINDEX0.29%$9.2B160,986
SPXVProShares S&P 500 Ex-Health Care ETFINDEX0.28%$22M481
CATHGlobal X S&P 500 Catholic Values ETFINDEX0.27%$908M16,347
CHRIGlobal X S&P 500 Christian Values ETF0.27%—108

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