Which ETFs hold Welltower Inc. COM?
WELLheld by 70 of our covered ETFs
WELL is held by 70 of the 504 ETFs we cover. The heaviest allocation is XLRE at 11.2%; among the largest funds, VOO holds 0.2% and IVV 0.2%. The median weight across all funds holding it is 0.3%. Welltower Inc. COM is classified Real Estate.
- Covered ETFs Holding It
- 70
- Heaviest Allocation
- 11.24%in XLRE
- Median Weight
- 0.33%across funds that hold it
- Sector
- Real Estate
- Dividend Yield
- 1.25%trailing 12 months
WELL Share Performance
- 1M
- -0.3%
- YTD
- +28.5%
- 1Y
- +41.8%
- 3Y (ann.)
- +43.8%
- 5Y (ann.)
- +25.8%
- 10Y (ann.)
- +16.0%
A $10,000 investment 10 years ago would be worth $44,114 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding WELL(70)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| XLREState Street® Real Estate Select Sector SPDR® ETF | 11.24% | 0.08% | $8.6B | 3.12% | +13.2% | +11.9% | +2.6% |
| RWRState Street® SPDR® Dow Jones® REIT ETF | 10.87% | 0.25% | $1.9B | 3.29% | +18.6% | +23.5% | +4.3% |
| IYRiShares U.S. Real Estate ETF | 9.96% | 0.38% | $4.5B | 2.16% | +12.4% | +12.0% | +2.1% |
| SCHHSchwab U.S. REIT ETF | 9.62% | 0.07% | $11.4B | 2.74% | +16.9% | +18.0% | +3.0% |
| FRELFidelity MSCI Real Estate Index ETF | 8.60% | 0.08% | $1.5B | 3.23% | +13.3% | +13.6% | +2.0% |
| REETiShares Global REIT ETF | 8.32% | 0.14% | $5.1B | 3.29% | +14.5% | +17.8% | +2.7% |
| USRTiShares Core U.S. REIT ETF | 8.31% | 0.08% | $4.7B | 2.53% | +19.4% | +22.9% | +5.0% |
| ICFiShares Select U.S. REIT ETF | 8.19% | 0.32% | $2.1B | 2.42% | +16.2% | +16.7% | +2.6% |
| VNQVanguard Real Estate Index Fund | 7.84% | 0.13% | $39.3B | 3.53% | +13.4% | +13.9% | +2.2% |
| CGDGCapital Group Dividend Growers ETF | 1.99% | 0.47% | $5.6B | 2.20% | +11.0% | +18.6% | — |
| MTUMiShares MSCI USA Momentum Factor ETF | 1.04% | 0.15% | $26.3B | 0.60% | +23.8% | +27.7% | +12.8% |
| SPLVInvesco S&P 500 Low Volatility ETF | 0.89% | 0.25% | $7.2B | 2.12% | +8.1% | +6.1% | +6.0% |
| USMViShares MSCI USA Min Vol Factor ETF | 0.79% | 0.15% | $24.1B | 1.44% | +7.6% | +10.3% | +7.4% |
| SPMOInvesco S&P 500 Momentum ETF | 0.76% | 0.13% | $21.3B | 0.70% | +26.0% | +29.7% | +20.9% |
| MGKVanguard Mega Cap Growth Index Fund | 0.74% | 0.07% | $33.7B | 0.32% | +10.2% | +19.4% | +14.0% |
| JEPIJPMorgan Equity Premium Income ETF | 0.70% | 0.35% | $45.8B | 7.95% | +5.5% | +11.6% | +7.5% |
| IWXiShares Russell Top 200 Value ETF | 0.66% | 0.20% | $4.0B | 1.36% | +23.5% | +36.3% | +12.9% |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | 0.64% | 0.26% | $38.6B | 0.77% | +15.6% | +25.9% | +15.5% |
| CGUSCapital Group Core Equity ETF | 0.60% | 0.33% | $11.6B | 0.80% | +15.5% | +23.5% | — |
| FBCGFidelity Blue Chip Growth ETF | 0.58% | 0.57% | $6.9B | 0.04% | +14.4% | +23.8% | +13.5% |
| CGGRCapital Group Growth ETF | 0.50% | 0.39% | $23.9B | 0.15% | +5.7% | +12.8% | — |
| FELCFidelity Enhanced Large Cap Core ETF | 0.48% | 0.18% | $8.4B | 0.81% | +15.7% | +26.2% | — |
| IVWiShares S&P 500 Growth ETF | 0.48% | 0.18% | $77.3B | 0.35% | +15.5% | +25.3% | +14.0% |
| VUGVanguard Growth Index Fund | 0.47% | 0.03% | $229.6B | 0.38% | +10.2% | +18.2% | +13.0% |
| SCHVSchwab U.S. Large-Cap Value ETF | 0.46% | 0.04% | $16.1B | 1.75% | +18.8% | +27.7% | +10.9% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most WELL exposure?
XLRE has the heaviest WELL allocation of the ETFs we cover, at 11.24% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold WELL?
70 of the 504 ETFs we cover hold Welltower Inc. COM (WELL). The median weight across those funds is 0.33%.
What is the cheapest ETF that holds WELL?
BKLC has the lowest expense ratio among covered ETFs holding WELL, at 0.00% per year.
What is the largest ETF that holds WELL?
VOO (Vanguard 500 Index Fund) is the largest covered ETF holding WELL, with $1.03T in assets and a 0.25% position.
Keep Exploring
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