WELL

Welltower Inc.

StockReal EstateREIT - Healthcare FacilitiesUS$166B market cap

$247.99

▲ +2.8% today

+7.5% 3M

As of Nov 4, 2026Delayed

Nov 4, 2026 · WELL total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesWELLS&P 500 · VOO

Held by ETFs: $10.2B; in funds that list it in their top 10
Share of the company: ≈6%; of Welltower held through ETFs
Top-10 holding in: 61 ETFs; one of their ten biggest
Built on WELL alone: 0 ETFs; […]
Most per dollar · basket: BBRE 12.5%; $125 of every $1,000
Biggest holder: VNQ $3.8B; of WELL, 10.7% of the fund

Every ETF Theme Built Around WELL

YTD

ETFs That Pay From WELL

YTD

13.3%top yield · RNTY

RNTY13.3%+9.2%IYRI11.1%+7.8%

Corner: yield · option income, upside capped

Heaviest WELL Baskets

YTD

$125per $1,000 in BBRE

BBRE12.5%+18.1%XLRE11.5%+14.5%VNQ10.7%+13.9%RWO10.5%+12.9%RWR10.2%+17.8%IYR10.2%+12.5%

Corner: WELL weight · WELL is the biggest slice

Themes Around WELL

YTD

$2Mof WELL in 1 fund

REIX6.7%no YTD

Corner: WELL weight · the themes it sits in

Core ETFs Holding WELL

YTD

$55Mof WELL in 2 funds

LGLV$54M+12.1%XOEF$226K+17.9%

Corner: WELL held · most people own it this way

Geared ETFs Holding WELL

YTD

+30.1%DRN, the best of 2

URE2×+22.2%DRN3×+30.1%

Corner: leverage · index funds with WELL inside

WELL Through Other ETFs

YTD

$25per $1,000 in HIDE

HIDE2.5%+6.9%BLUI1.7%+3.7%MPRO1.4%+12.1%MSSS1.1%+27.0%RMRC0.9%no YTD LEXI0.5%+12.8%

Corner: WELL weight · held through other ETFs

End-of-day Nov 5, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in WELL Sits

Today

92%in Sectors funds

Sectors $9.4BUS Stock Styles $452MIncome $232MLow-Cost Core $55MOther $29MThematic $2M

VNQ$3.8B · 10.7%SCHH$1.1B · 10.2%XLRE$950M · 11.5%DFAR$639M · 7.5%REET$470M · 9.7%28 more$2.4BUSMV NULG7 moreCGDG8 moreLGLV, XOEFBIBL, AGNG, …REIX

Tile size = dollars of WELL held% = WELL’s weight in the fund

End-of-day Nov 5, 2026 · $10.2B across funds that list WELL in their top 10

Core ETFs Holding the Most WELL

YTD

$55Mof WELL in 2 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

LGLVState Street SPDR US Large Cap Low Volatility Index ETF$54M$45+12.1%0.12%$1.2B

XOEFiShares S&P 500 ex S&P 100 ETF$226K$10+17.9%0.20%$23M

Through other ETFs · 7 fundsWELL per $1,000

HIDE2.5% via VNQ$25+6.9%

BLUI1.7% via CSRE$17+3.7%

MPRO1.4% via XLRE$14+12.1%

End-of-day Nov 5, 2026 · held = dollars of WELL in the fund

Open in desk

More of It

Most WELL per $1,000

Today

$231of WELL per $1,000 in REZ, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1REZiShares Residential and Multisector Real Estate ETFiShares$231+17.0%Open

2CSRECohen & Steers Real Estate Active ETFCohenSteers$154+16.4%Open

3SPRESP Funds S&P Global REIT Sharia ETFSP$137+1.3%Open

4TRURVanEck Real Estate TruSector ETFVanEck$137—Open

5JPREJPMorgan Realty Income ETFJ.P. Morgan$128+16.8%Open

6FRIFirst Trust S&P REIT Index FundFirst Trust$128+17.9%Open

7BBREJPMorgan BetaBuilders MSCI US REIT ETFJ.P. Morgan$125+18.1%Open

8XLREState Street Real Estate Select Sector SPDR ETFState Street$115+14.5%Open

9RITAETFB Green SRI REITs ETFETFB$113+11.4%Open

10VNQVanguard Real Estate ETFVanguard$107+13.9%Open

End-of-day Nov 5, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding WELL

Today

$125in BBRE, the heaviest basket

FundPer $1,000YTD

BBRE$125+18.1%

XLRE$115+14.5%

VNQ$107+13.9%

RWO$105+12.9%

RWR$102+17.8%

IYR$102+12.5%

End-of-day Nov 5, 2026 · bars run to $200

Geared ETFs Holding WELL

YTD

+30.1%DRN, the best of 2

FundAssetsYTD

DRN3×$43M+30.1%

URE2×$53M+22.2%

End-of-day Nov 5, 2026 · 3× and 2× index funds

Income from It

WELL Income ETFs

Yield · Today

11.1%yield · IYRI, the biggest
2 income funds holding WELL

Invest $10,000 in IYRI · currently about $1,110 a year

FundYieldOn $10KYTD

RNTYYieldMax13.3%$1,334/yr+9.2%

IYRINEOS11.1%$1,110/yr+7.8%

End-of-day Nov 5, 2026 · trailing yield · payouts can fall

Income ETFs Holding WELL, by Yield

Yield · Today

13.3%top yield, RNTY · highest payout first

#FundNameIssuerYield ▼YTDOpen

1RNTYYieldMax Target 12 Real Estate Option Income ETFYieldMax13.3%+9.2%Open

2IYRINEOS Real Estate High Income ETFNEOS11.1%+7.8%Open

End-of-day Nov 5, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding WELL

YTD

$232Mof WELL held by 9 income funds · CGDG is the largest

StrategyFundNameWELL per $1,000YieldYTDAssets

Income basketIYRINEOS Real Estate High Income ETF$10311.1%+7.8%$307M

Options overlayRNTYYieldMax Target 12 Real Estate Option Income ETF$6813.3%+9.2%$5M

Dividend stocksCGDGCapital Group Dividend Growers ETF$222.2%+11.7%$6.0B

On $10KIYRI $1,110/yr RNTY $1,334/yr CGDG $223/yr

End-of-day Nov 5, 2026 · $232M = income funds that list WELL in their top 10 · trailing yield

Thematic ETFs

Themes Around WELL

YTD

$2Mof WELL held in 1 theme fund

REIXno YTD$35M · 6.7% WELL

Size = assets · colour = YTD · WELL weight in eachAll 1 →

End-of-day Nov 5, 2026