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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,103 managers (1,129 13F filers) reported a position in WELL shares at 2024-12-31, 617,917,910 shares in all. 88 filers opened a position and 77 filers sold out during the quarter.

Managers
1,103
13F filers
1,129
New
88
Added
463
Reduced
323
Sold out
77
Shares held by filers
617,917,910

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
YOUSIF CAPITAL MANAGEMENT, LLC103,137$13M0.14%-2,73413F-HRTimeline
Transform Wealth, LLC102,650$12.9M0.72%+12,57213F-HRTimeline
Utah Retirement Systems102,203$12.9M0.14%+2,50013F-HRTimeline
CONNORS INVESTOR SERVICES INC99,921$12.6M1.18%+47,27513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…99,218$12.5M0.05%-92713F-HRTimelineGroup
Metis Global Partners, LLC94,192$11.9M0.36%+3,57413F-HRTimeline
XPONANCE LLC90,087$11.4M0.1%+6,94613F-HRTimeline
CIBC Asset Management Inc90,036$11.3M0.04%+5,49513F-HRTimeline
Police & Firemen's Retirement System of…89,722$11.3M0.11%13F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…89,112$11.2M0.11%+14,38413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP88,961$11.2M0.74%-13,76913F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…88,069$11.1M0.11%-49,52613F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…87,856$11.1M0.08%+57,78213F-HRTimelineGroup
HighTower Advisors, LLC87,598$11M0.02%+1013F-HRTimeline
Cetera Investment Advisers86,745$10.9M0.02%-1,88713F-HRTimeline
Cinctive Capital Management LP86,343$10.9M0.59%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC85,585$10.8M0.02%-10,22713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…84,220$10.6M0.04%+4,00113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA84,054$10.6M0.02%+5,50913F-HR/ATimelineGroup
AMF Tjanstepension AB83,047$10.5M0.07%013F-HRTimeline
Venture Visionary Partners LLC82,371$10.4M0.44%-69613F-HR/ATimeline
LGT Group Foundationin group LGT Group Foundation82,318$10.4M0.16%-9513F-HRTimelineGroup
Tredje AP-fonden81,421$10.3M0.09%013F-HRTimeline
Pensionfund PDNgroup of 2 filers holding81,312$10.2M-11,000Timeline
CAPTRUST FINANCIAL ADVISORS81,260$10.2M0.03%+3,09013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding81,241$10.2M+3,014Timeline
Mariner, LLCin group Mariner, LLC80,889$10.2M0.02%+1,27113F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/80,558$10.2M1.33%-2,72213F-HRTimeline
Ethic Inc.79,917$10.1M0.2%+16,71513F-HRTimeline
Quantitative Investment Management, LLC79,202$9.98M0.75%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp78,816$9.93M0.03%+95813F-HRTimelineGroup
Rafferty Asset Management, LLC77,843$9.81M0.03%-4,41513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.77,419$9.76M0.1%+9,07113F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…76,468$9.64M0.1%-90513F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…73,626$9.28M0.1%+42,40613F-HRTimelineGroup
GSI Capital Advisors LLC73,399$9.25M4.89%-5113F-HRTimeline
CENTRAL TRUST Co72,803$9.18M0.22%-40213F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC71,958$9.07M1.47%-29,61913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71,271$8.97M0.02%+99513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC70,119$8.84M0.06%+59,13613F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise68,482$8.61M0.21%13F-HRTimelineGroup
Avanza Fonder AB66,096$8.33M0.25%13F-HRTimeline
Janney Montgomery Scott LLC65,986$8.32M0.02%-81613F-HRTimeline
Gotham Asset Management, LLC65,824$8.3M0.08%+30,33913F-HRTimeline
Knights of Columbus Asset Advisors LLC65,363$8.24M0.54%new13F-HRTimeline
Windle Wealth, LLC65,148$8.21M4.54%-4,02313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,728$8.06M0.02%+2,67613F-HR/ATimelineGroup
Candriam S.C.A.63,633$8.02M0.05%-112,60913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding63,612$8.02M+307Timeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.63,059$7.95M0.02%-40,47613F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…62,841$7.92M0.04%+51,14813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC62,307$7.85M0.06%-120,69113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding61,866$7.8M-297Timeline
Pacer Advisors, Inc.61,770$7.78M0.02%-11,68513F-HRTimeline
Elo Mutual Pension Insurance Co61,764$7.78M0.17%+8,98313F-HRTimeline
U.S. Capital Wealth Advisors, LLC61,087$7.7M0.24%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,044$7.69M0.01%+19,21213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,613$7.64M0.06%+5,12413F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding59,197$7.46M+1,192Timeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD57,698$7.27M0.04%-3,56113F-HRTimelineGroup
DUPONT CAPITAL MANAGEMENT CORP56,830$7.16M0.67%new13F-HRTimeline
PINNACLE ASSOCIATES LTD56,212$7.08M0.1%-5,37813F-HRTimeline
MIZUHO SECURITIES USA LLC56,066$7.07M0.13%+18,54113F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC56,066$7.07M0.79%-25813F-HRTimelineGroup
Harbour Trust & Investment Management Co55,685$7.02M0.8%+14013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV54,704$6.89M1.63%-58813F-HRTimeline
Azimuth Capital Investment Management L…54,280$6.84M0.27%+2,70013F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC54,041$6.81M0.03%-18,99213F-HRTimelineGroup
Advisors Asset Management, Inc.53,386$6.73M0.12%+7,46113F-HR/ATimeline
PATTON FUND MANAGEMENT, INC.51,402$6.48M1.27%new13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The51,220$6.46M0.14%+1,91813F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND50,720$6.39M0.12%+1,18213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …50,530$6.3M0.01%-4,34813F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH49,328$6.17M0.08%+22,12813F-HRTimelineGroup
WINDWARD CAPITAL MANAGEMENT CO /CA48,872$6.16M0.47%-58913F-HRTimeline
Generali Asset Management SPA SGR48,229$6.08M0.16%13F-HR/ATimeline
Gillson Capital LP47,015$5.92M0.53%new13F-HRTimeline
CPC Advisors, LLC46,556$5.87M0.8%+79913F-HRTimeline
Wealthfront Advisers LLC46,302$5.84M0.02%+1,68213F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP46,057$5.8M0.08%-1,14113F-HRTimeline
Gulf International Bank (UK) Ltd45,961$5.79M0.15%-38313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC45,492$5.73M0.05%+24,47613F-HRTimelineGroup
GeoWealth Management, LLC45,453$5.73M0.19%+13,39213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,194$5.7M0.03%+58513F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC44,167$5.57M0.61%-2,18413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\44,103$5.56M0.01%-73413F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…43,940$5.54M0.15%+14,69313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding43,854$5.53M+17,232Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,544$5.49M+2,394Timeline
Corient Private Wealth LPin group Corient Private Wealth LP42,588$5.37M0.01%-1,43913F-HRTimelineGroup
Callahan Advisors, LLC42,443$5.35M0.5%-3,08913F-HRTimeline
Modern Wealth Management, LLC42,264$5.33M0.2%new13F-HR/ATimeline
Quantinno Capital Management LP41,657$5.25M0.05%+5,23413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.40,779$5.14M0.03%+4213F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC40,743$5.13M4.21%-3,47013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding39,767$5.01M-17,682Timeline
MML INVESTORS SERVICES, LLC38,323$4.83M0.02%+2,85613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP37,534$4.72M0.84%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd37,212$4.69M0.09%new13F-HRTimelineGroup
Naviter Wealth, LLC36,788$4.64M0.56%+4,72613F-HRTimeline
Twin Tree Management, LP36,726$4.63M0.11%-105,59813F-HRTimeline
Atria Investments, Inc36,723$4.63M0.06%+1,65113F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO36,633$4.62M0.15%+15013F-HRTimeline
Buckingham Capital Management, Inc.36,563$4.61M0.53%+60913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC36,243$4.57M0.38%-6813F-HRTimeline
Sterling Capital Management LLC36,129$4.55M0.06%-1,17013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY36,025$4.54M0.92%+20013F-HRTimeline
Cambridge Investment Research Advisors,…35,557$4.48M0.01%+1,04513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,441$4.47M0.01%+2,27413F-HRTimelineGroup
Woodline Partners LP35,377$4.46M0.03%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC34,880$4.4M0.01%-35713F-HRTimelineGroup
DoubleLine ETF Adviser LP34,862$4.39M1.19%+17013F-HRTimeline
GRS Advisors, LLC34,474$4.34M0.43%+14,94713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC34,097$4.3M0.77%-65113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP33,572$4.23M0.12%+13,37113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…33,015$4.16M0.09%-1,75113F-HRTimeline
Danica Pension, Livsforsikringsaktiesel…32,460$4.09M0.08%+3,10013F-HRTimeline
SHELL ASSET MANAGEMENT CO32,312$4.07M0.18%+3,93913F-HRTimeline
WESPAC Advisors SoCal, LLC32,225$4.06M0.92%+8,48113F-HRTimeline
Louisiana State Employees Retirement Sy…31,800$4.01M0.08%-80013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC31,712$4M0.12%-29313F-HRTimeline
NEOS Investment Management LLC31,663$3.99M0.09%+7,46313F-HRTimeline
Generali Investments CEE, investicni sp…31,600$3.98M0.41%13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP31,476$3.97M<0.01%-823,88713F-HRTimelineGroup
Westover Capital Advisors, LLC31,233$3.94M0.87%-1,44013F-HRTimeline
SPINNAKER TRUST31,175$3.93M0.25%-1,53113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC31,063$3.91M0.01%-678,49613F-HRTimelineGroup
Legacy CG, LLC31,061$3.91M1.2%+21613F-HRTimeline
Vanderbilt University30,645$3.86M0.76%+1,78413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG30,582$3.85M0.04%+2,07813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC30,434$3.84M0.07%-14,51813F-HRTimelineGroup
Davis Selected Advisers29,550$3.72M0.02%-19013F-HRTimeline
BLAIR WILLIAM & CO/IL29,214$3.68M0.01%-18513F-HRTimeline
E. Ohman J:or Asset Management AB28,674$3.61M0.08%+4,62013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.28,146$3.55M0.7%-2,36713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…28,082$3.54M0.33%-92813F-HRTimeline
Crossmark Global Holdings, Inc.27,781$3.5M0.06%-5713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD27,548$3.47M0.12%-1,70013F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …27,541$3.47M0.02%-8,83413F-HRTimelineGroup
GDS Wealth Management26,903$3.39M0.31%+23,48913F-HRTimeline
NICOLA WEALTH MANAGEMENT LTD.18,695$3.39M0.32%-1,10013F-HRTimeline
BOSTON FAMILY OFFICE LLC26,635$3.36M0.23%+41813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS26,400$3.33M0.07%013F-HRTimeline
APPLETON PARTNERS INC/MA26,119$3.29M0.24%+11513F-HRTimeline
BEACON FINANCIAL PLANNING, INC26,113$3.29M1.92%+12,69113F-HRTimeline
MAI Capital Management26,112$3.29M0.02%+3,18513F-HRTimeline
Ilmarinen Mutual Pension Insurance Co25,500$3.21M0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY25,453$3.21M0.4%-60013F-HRTimeline
ING GROEP NV25,351$3.19M0.02%-1,84013F-HRTimeline
Lombard Odier Asset Management (Europe)…25,000$3.15M0.2%-8,00013F-HRTimeline
Summit Place Financial Advisors, LLC24,960$3.15M1.79%-44013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)24,750$3.12M0.03%+1,00013F-HRTimelineGroup
Merit Financial Group, LLC24,557$3.09M0.06%+4,49113F-HRTimeline
Avitas Wealth Management LLC24,294$3.06M0.42%+13413F-HRTimeline
Investment Management Corp of Ontario24,256$3.06M0.1%+4,44013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd24,204$3.05M0.04%+82013F-HRTimelineGroup
Cubist Systematic Strategies, LLC23,999$3.02M0.05%new13F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…23,741$2.99M0.36%-1,28613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23,673$2.98M0.06%-6,15713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…23,671$2.98M0.02%+11,44913F-HRTimeline
OMERS ADMINISTRATION Corp23,491$2.96M0.03%+4,23213F-HRTimeline
IEQ CAPITAL, LLC23,389$2.95M0.03%+80413F-HRTimeline
Hamilton Capital Partners Inc.23,287$2.93M0.22%+7,13713F-HRTimeline
GC Wealth Management RIA, LLC23,006$2.9M0.51%+7,63513F-HRTimeline
B. Riley Wealth Advisors, Inc.22,869$2.88M0.09%-4,25713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,330$2.82M0.04%+2,60813F-HRTimelineGroup
&PARTNERS21,252$2.67M0.03%+8,26013F-HRTimeline
Assenagon Asset Management S.A.20,931$2.64M<0.01%+36513F-HRTimeline
Argentarii, LLC20,838$2.63M1.32%13F-HRTimeline
Illinois Municipal Retirement Fund20,691$2.61M0.04%+7,22513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,655$2.6M0.02%-67613F-HRTimelineGroup
Asset Planning,Inc20,588$2.59M1.98%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,315$2.56M0.02%-8913F-HRTimelineGroup
Kintegral Advisory, LLCin group Kintegral Advisory, LLC19,982$2.52M0.24%-93113F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC19,883$2.51M0.67%+74513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.19,394$2.44M0.09%+1,75813F-HRTimelineGroup
FJ Capital Management LLC19,341$2.44M0.28%-1,30113F-HRTimeline
Engineers Gate Manager LP19,268$2.43M0.04%+12,24913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG19,186$2.42M0.04%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,159$2.41M0.07%-10413F-HRTimelineGroup
Private Advisor Group, LLC19,143$2.41M0.01%-47313F-HRTimeline
FORTE CAPITAL LLC /ADV19,079$2.4M0.27%+46113F-HRTimeline
TD Waterhouse Canada Inc.19,082$2.4M0.02%+17,89913F-HRTimeline
V-Square Quantitative Management LLC18,859$2.38M0.34%+1,63913F-HRTimeline
OSSIAM18,582$2.34M0.04%-1,68113F-HRTimeline
Orion Porfolio Solutions, LLC17,713$2.23M0.02%+1,43313F-HRTimeline
Orion Portfolio Solutions, LLC17,713$2.23M0.02%+1,43313F-HRTimeline
Sheaff Brock Investment Advisors, LLC17,611$2.22M0.19%-1,49813F-HRTimeline
Centiva Capital, LP17,582$2.22M0.08%-2,32113F-HRTimeline
Capital Investment Advisors, LLC17,328$2.18M0.04%-1,54713F-HRTimeline
D.A. DAVIDSON & CO.17,133$2.16M0.02%+1513F-HRTimeline
CENTAURUS FINANCIAL, INC.17,135$2.16M0.13%+16,34713F-HRTimeline
Siemens Fonds Invest GmbH16,827$2.1M0.14%+9,18313F-HR/ATimeline
Donoghue Forlines LLC16,615$2.09M0.7%new13F-HRTimeline
Proquility Private Wealth Partners, LLC16,585$2.09M0.67%-15813F-HRTimeline
Liberty Capital Management, Inc.16,529$2.08M0.46%+35013F-HRTimeline
Sandy Spring Bank16,512$2.08M0.08%+1,16113F-HRTimeline
Edgemoor Investment Advisors, Inc.16,400$2.07M0.18%-2013F-HRTimeline
SUMITOMO LIFE INSURANCE CO16,260$2.05M0.04%-41213F-HRTimeline
SG Americas Securities, LLC16,138$2.03M0.01%-58,34313F-HRTimeline