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Friday, October 2, 2026The Morning Brief →Sign in

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%$7.7B3,965,199
IYRiShares U.S. Real Estate ETFINDEX10.29%$4.6B0
VNQVanguard Real Estate Index FundINDEX8.74%$36.5B26,279,056
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%$49M19,714
RNTYYieldMax Target 12 Real Estate Option Income ETF6.67%—1,668
ERETIshares Environmentally Aware Real Estate ETFINDEX6.56%$14M0
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX4.41%$1.2B221,656
RSPRInvesco S&P 500 Equal Weight Real Estate ETFINDEX3.46%$84M12,277
AGNGGlobal X Aging Population ETFINDEX3.31%$64M12,794
NULGNuveen ESG Large-Cap Growth ETF1.82%$1.5B221,034
USMViShares MSCI USA Min Vol Factor ETFINDEX1.53%$23.2B1,527,725
ESMViShares ESG MSCI USA Min Vol Factor ETFINDEX1.53%$7776.18T505
AIBFiShares Future AI Beneficiaries ETF1.53%—14,652
VUSGVanguard Wellington U.S. Growth Active ETF1.47%—2,351
GURUGlobal X Guru Index ETFINDEX1.32%$43M3,401
RPGInvesco S&P 500 Pure Growth ETFINDEX1.04%$1.9B86,670
XOEFiShares S&P 500 ex S&P 100 ETF0.98%—936
SPLVInvesco S&P 500 Low Volatility ETFINDEX0.97%$7.1B292,208
MTUMiShares MSCI USA Momentum Factor ETFINDEX0.93%$20.4B814,083
DYNFBLACKROCK US EQUITY FACTOR ROTATION ETF0.88%$42B1,591,636
SPMOInvesco S&P 500 Momentum ETFINDEX0.83%$23.2B821,455
MGKVanguard Morningstar Mega Cap Growth ETFINDEX0.72%$21.9B1,029,821
USXFiShares ESG Advanced MSCI USA ETFINDEX0.65%$1.5B40,724
IWXiShares Russell Top 200 Value ETFINDEX0.63%$3.9B99,897
CPTLGlobal X Morningstar Capital Allocation Leaders ETF0.59%—2,900
ACWViShares MSCI Global Min Vol Factor ETFINDEX0.58%$3.3B82,387
QUSState Street SPDR MSCI USA StrategicFactors ETFINDEX0.55%$1.6B36,761
ILCGiShares Morningstar Growth ETFINDEX0.51%$3.2B70,346
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.47%$1.2B25,000
VUGVanguard Growth Index FundINDEX0.47%$135.5B7,597,865
VOOGVanguard S&P 500 Growth ETFINDEX0.46%$12.3B531,806
IWDiShares Russell 1000 Value ETFINDEX0.46%$82.4B1,606,050
IVWiShares S&P 500 Growth ETFINDEX0.46%$79.1B1,528,822
DSIiShares MSCI KLD 400 Social ETFINDEX0.46%$5.5B107,517
SPYGState Street SPDR Portfolio S&P 500 Growth ETFINDEX0.45%$56.2B1,047,561
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETFINDEX0.44%$710M56,651
VONVVanguard Russell 1000 Value ETFINDEX0.44%$9.2B448,953
IUSGiShares Core S&P U.S. Growth ETFINDEX0.43%$34.3B634,120
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.41%$1B17,952
SUSAiShares MSCI USA ESG Select ETFINDEX0.39%$4.1B68,336
EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF0.37%—36
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.37%$334M5,200
QWLDState Street SPDR MSCI World StrategicFactors ETFINDEX0.34%$175M2,561
TOPCiShares S&P 500 3% Capped ETF0.31%—438
MGCVanguard Mega Cap Index FundINDEX0.31%$6B141,660
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.30%$163M2,104
XVViShares ESG Screened S&P 500 ETFINDEX0.30%$688M8,878
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.30%$2.9B37,326
IWLiShares Russell Top 200 ETFINDEX0.29%$2.3B28,243
QVMLInvesco S&P 500 QVM Multi-factor ETFINDEX0.29%$1.7B20,661
ESGVVanguard ESG U.S. Stock ETFINDEX0.28%$9.2B162,298
SPXVProShares S&P 500 Ex-Health Care ETFINDEX0.28%$22M481
CATHGlobal X S&P 500 Catholic Values ETFINDEX0.28%$908M16,278
CHRIGlobal X S&P 500 Christian Values ETF0.27%—108
GARPISHARES FACTORS US GROWTH STYLE ETFINDEX0.27%$3.3B39,246
SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFINDEX0.26%$2.9B31,994
VVVanguard Morningstar Large-Cap ETFINDEX0.26%$37.4B830,805

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