Which New Zealand managed funds hold Welltower?

50 New Zealand managed funds hold Welltower as a direct holding, across 11 fund managers. Weights range from 0.020% to 9.90% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Welltower indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Welltower?

ANZ Investments OneAnswer International Property Fund has the largest direct holding at 9.90% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Welltower?

50 funds hold Welltower directly, across 11 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Welltower indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
ANZ Investments OneAnswer International Property Fund	ANZ Investments	9.90%
Resolution Capital Global Property Securities PIE Fund	Resolution Capital	9.41%
Mercer Global Listed Real Estate Fund	Mercer	8.27%
Pathfinder Global Property Fund	Pathfinder	6.29%
NZ Funds Global Property	NZ Funds	2.94%
Pathfinder Global Responsibility Fund	Pathfinder	0.670%
Booster Wealth Geared Growth Fund	Booster	0.660%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.580%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.560%
Booster Wealth High Growth Fund	Booster	0.550%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.550%
Booster Wealth Growth Fund	Booster	0.470%
AMP International Shares Managed Fund	AMP	0.440%
Mercer Income Generator Fund	Mercer	0.400%
Booster Wealth Balanced Fund	Booster	0.360%
Pathfinder Ethical Growth Fund	Pathfinder	0.350%
Kernel Global ESG Fund	Kernel	0.350%
Booster Wealth Moderate Fund	Booster	0.300%
Booster Socially Responsible Growth Fund	Booster	0.280%
Booster Socially Responsible High Growth Fund	Booster	0.280%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.280%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.250%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.250%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.250%
AMP Aggressive Managed Fund	AMP	0.230%
Simplicity Hedged Global Share Fund	Simplicity	0.220%
Simplicity Unhedged Global Share Fund	Simplicity	0.220%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.200%
Kernel Balanced Fund	Kernel	0.200%
Kernel High Growth Fund	Kernel	0.200%
AMP Growth Managed Fund	AMP	0.180%
Booster Socially Responsible Balanced Fund	Booster	0.180%
Mercer All Country Global Shares Index Fund	Mercer	0.160%
Simplicity High Growth Investment Fund	Simplicity	0.160%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.160%
AMP Balanced Managed Fund	AMP	0.130%
Simplicity Growth Investment Fund	Simplicity	0.130%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.130%
Mercer Responsible Global Shares Fund	Mercer	0.110%
Mercer Global Shares Fund	Mercer	0.110%
Mercer Core Global Shares Fund	Mercer	0.100%
Mercer Core Hedged Global Shares Fund	Mercer	0.100%
Simplicity Balanced Investment Fund	Simplicity	0.090%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.090%
Harbour Balanced Growth Fund	Harbour	0.070%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.070%
ACI Growth Fund	AACI	0.060%
Mercer Responsible Balanced Fund	Mercer	0.050%
Simplicity Conservative Investment Fund	Simplicity	0.030%
ACI Conservative Fund	AACI	0.020%

Funds holding Welltower usually also hold

Companies that appear alongside Welltower in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Welltower — shown so you can check the grouping rather than take it on trust.

WELLTOWER INC
Welltower
Welltower Inc

← All holdings