WELL

Welltower Inc.

StockReal EstateREIT - Healthcare FacilitiesUS$166B market cap

$241.17

▲ +0.9% last session

+31.3% YTD

Close of Nov 3, 2026End-of-day

Nov 3, 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: $10.1B; 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 12.4%; $124 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

12.5%top yield · RNTY

RNTY12.5%+7.0%IYRI11.4%+5.4%

Corner: yield · option income, upside capped

Heaviest WELL Baskets

YTD

$124per $1,000 in BBRE

BBRE12.4%+14.9%XLRE11.3%+10.8%VNQ10.7%+10.4%RWO10.2%+9.9%SCHH10.1%+13.8%IYR10.0%+9.1%

Corner: WELL weight · WELL is the biggest slice

Themes Around WELL

YTD

$2Mof WELL in 1 fund

REIX6.6%no YTD

Corner: WELL weight · the themes it sits in

Core ETFs Holding WELL

YTD

$53Mof WELL in 2 funds

LGLV$53M+9.8%XOEF$221K+16.8%

Corner: WELL held · most people own it this way

Geared ETFs Holding WELL

YTD

+18.4%DRN, the best of 2

URE2×+14.6%DRN3×+18.4%

Corner: leverage · index funds with WELL inside

WELL Through Other ETFs

YTD

$25per $1,000 in HIDE

HIDE2.5%+6.7%BLUI1.7%+3.1%MPRO1.4%+10.1%MSSS1.1%+23.2%RMRC0.9%no YTD HNDL0.5%+5.8%

Corner: WELL weight · held through other ETFs

End-of-day Nov 4, 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

93%in Sectors funds

Sectors $9.4BUS Stock Styles $441MIncome $229MLow-Cost Core $53MOther $29MThematic $2M

VNQ$3.8B · 10.7%SCHH$1.1B · 10.1%XLRE$932M · 11.3%DFAR$634M · 7.4%REET$462M · 9.6%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 4, 2026 · $10.1B across funds that list WELL in their top 10

Core ETFs Holding the Most WELL

YTD

$53Mof WELL in 2 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

LGLVState Street SPDR US Large Cap Low Volatility Index ETF$53M$44+9.8%0.12%$1.2B

XOEFiShares S&P 500 ex S&P 100 ETF$221K$10+16.8%0.20%$23M

Through other ETFs · 7 fundsWELL per $1,000

HIDE2.5% via VNQ$25+6.7%

BLUI1.7% via CSRE$17+3.1%

MPRO1.4% via XLRE$14+10.1%

End-of-day Nov 4, 2026 · held = dollars of WELL in the fund

Open in desk

More of It

Most WELL per $1,000

Today

$229of WELL per $1,000 in REZ, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1REZiShares Residential and Multisector Real Estate ETFiShares$229+13.4%Open

2CSRECohen & Steers Real Estate Active ETFCohenSteers$154+12.7%Open

3SPRESP Funds S&P Global REIT Sharia ETFSP$137−1.1%Open

4TRURVanEck Real Estate TruSector ETFVanEck$136—Open

5FRIFirst Trust S&P REIT Index FundFirst Trust$126+14.9%Open

6JPREJPMorgan Realty Income ETFJ.P. Morgan$126+13.2%Open

7BBREJPMorgan BetaBuilders MSCI US REIT ETFJ.P. Morgan$124+14.9%Open

8RITAETFB Green SRI REITs ETFETFB$113+8.6%Open

9XLREState Street Real Estate Select Sector SPDR ETFState Street$113+10.8%Open

10VNQVanguard Real Estate ETFVanguard$107+10.4%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding WELL

Today

$124in BBRE, the heaviest basket

FundPer $1,000YTD

BBRE$124+14.9%

XLRE$113+10.8%

VNQ$107+10.4%

RWO$102+9.9%

SCHH$101+13.8%

IYR$100+9.1%

End-of-day Nov 4, 2026 · bars run to $200

Geared ETFs Holding WELL

YTD

+18.4%DRN, the best of 2

FundAssetsYTD

DRN3×$43M+18.4%

URE2×$53M+14.6%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

WELL Income ETFs

Yield · Today

11.4%yield · IYRI, the biggest
2 income funds holding WELL

Invest $10,000 in IYRI · currently about $1,136 a year

FundYieldOn $10KYTD

RNTYYieldMax12.5%$1,247/yr+7.0%

IYRINEOS11.4%$1,136/yr+5.4%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding WELL, by Yield

Yield · Today

12.5%top yield, RNTY · highest payout first

#FundNameIssuerYield ▼YTDOpen

1RNTYYieldMax Target 12 Real Estate Option Income ETFYieldMax12.5%+7.0%Open

2IYRINEOS Real Estate High Income ETFNEOS11.4%+5.4%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding WELL

YTD

$229Mof WELL held by 9 income funds · CGDG is the largest

StrategyFundNameWELL per $1,000YieldYTDAssets

Income basketIYRINEOS Real Estate High Income ETF$10211.4%+5.4%$307M

Options overlayRNTYYieldMax Target 12 Real Estate Option Income ETF$6712.5%+7.0%$5M

Dividend stocksCGDGCapital Group Dividend Growers ETF$222.3%+9.5%$6.0B

On $10KIYRI $1,136/yr RNTY $1,247/yr CGDG $227/yr

End-of-day Nov 4, 2026 · $229M = 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 · 6.6% WELL

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

End-of-day Nov 4, 2026