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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
PRAXIS INVESTMENT MANAGEMENT INC16,000$2.02M0.13%-1,68013F-HRTimeline
Verde Capital Management15,883$2M0.56%+68413F-HRTimeline
CenterBook Partners LP15,809$1.99M0.12%+10,51113F-HRTimeline
Fairfield Financial Advisors, LTD15,624$1.97M0.69%+70313F-HRTimeline
Wahed Invest LLC15,588$1.96M0.33%+94513F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …15,549$1.96M0.03%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,368$1.94M0.02%-1,44413F-HRTimeline
O'ROURKE & COMPANY, Inc15,144$1.91M0.94%-1,13313F-HRTimeline
Beacon Pointe Advisors, LLC14,962$1.89M0.02%-3,33913F-HRTimeline
Lombard Odier Asset Management (Switzer…14,898$1.88M0.14%+2,07513F-HRTimeline
RDA Financial Network14,736$1.86M0.54%-65513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.14,618$1.84M0.01%-4,99913F-HRTimelineGroup
Creegan & Nassoura Financial Group, LLC14,507$1.83M1.23%-5013F-HRTimeline
NTV Asset Management LLC14,424$1.82M0.24%-2013F-HRTimeline
Vestmark Advisory Solutions, Inc.14,417$1.82M0.06%+7,87213F-HRTimeline
CWM, LLCin group CWM, LLC14,413$1.82M0.01%+4913F-HRTimelineGroup
Edgestream Partners, L.P.14,377$1.81M0.08%+8,87713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,372$1.81M0.02%-6,62513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA14,341$1.81M0.41%-18313F-HRTimeline
BARD ASSOCIATES INC14,334$1.81M0.61%-5013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC14,256$1.8M0.23%-8,73013F-HRTimeline
DENALI ADVISORS LLC14,167$1.79M0.19%+3,01913F-HRTimeline
CHOREO, LLC14,029$1.75M0.03%-35213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,824$1.74M0.02%+8,04613F-HRTimelineGroup
Waverly Advisors, LLC13,805$1.74M0.03%+2,16213F-HRTimeline
Advance Capital Management, Inc.13,670$1.72M0.08%-313F-HRTimeline
Wambolt & Associates, LLC13,665$1.72M0.55%-2,95013F-HRTimeline
American Financial Advisors, LLC13,585$1.71M0.24%+3913F-HRTimeline
HighPoint Advisor Group LLC12,223$1.71M0.09%+22813F-HRTimeline
CULLINAN ASSOCIATES INC13,517$1.7M0.11%-1,63813F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,488$1.7M0.06%+30513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,456$1.7M0.02%+2,25013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding13,360$1.68M+51Timeline
PRELUDE CAPITAL MANAGEMENT, LLC13,157$1.66M0.14%-5,98313F-HRTimeline
WESBANCO BANK INC13,147$1.66M0.06%-1113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,116$1.65M0.05%+3,37913F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP13,064$1.65M0.66%-23,08413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,058$1.65M0.17%new13F-HRTimelineGroup
Old North State Wealth Management, LLC12,925$1.63M0.92%+6113F-HRTimeline
Independent Advisor Alliance12,813$1.61M0.02%+1,76413F-HRTimeline
Steward Partners Investment Advisory, L…12,568$1.58M0.01%-52913F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV11,464$1.55M1.53%-1,46813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,317$1.55M-356Timeline
LGT Fund Management Co Ltd.12,253$1.54M0.14%+67313F-HRTimeline
AIA Group Ltdin group AIA Group Ltd12,200$1.54M0.04%-1,60013F-HRTimelineGroup
Triasima Portfolio Management inc.12,000$1.51M0.29%new13F-HRTimeline
Drake & Associates, LLC10,583$1.51M0.43%+5,61213F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC11,926$1.5M1.57%-24113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,914$1.5M<0.01%+78413F-HRTimelineGroup
Canada Post Corp Registered Pension Plan11,509$1.45M0.09%13F-HRTimeline
TrinityPoint Wealth, LLC11,404$1.44M0.2%+1,33613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,282$1.42M0.05%-1,76113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.11,239$1.42M0.03%13F-HRTimeline
Empowered Funds, LLC11,226$1.41M0.02%+1,13213F-HRTimeline
Cornell Pochily Investment Advisors, In…11,221$1.41M0.49%-49813F-HRTimeline
OneDigital Investment Advisors LLC11,191$1.41M0.02%-70013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,168$1.41M<0.01%+5,46513F-HRTimelineGroup
AZZAD ASSET MANAGEMENT INC /ADV10,877$1.37M0.26%+1,13413F-HR/ATimeline
PARADIGM ASSET MANAGEMENT CO LLC10,838$1.37M0.37%+30013F-HRTimeline
Gray Wealth Management Inc.10,687$1.35M0.51%-24813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,656$1.34M0.03%+42013F-HRTimeline
Vise Technologies, Inc.10,643$1.34M0.11%+7,87713F-HRTimeline
Snowden Capital Advisors LLC10,612$1.34M0.04%-5013F-HRTimeline
Welch Group, LLC10,700$1.34M0.06%013F-HRTimeline
WEXFORD CAPITAL LP10,500$1.32M0.34%new13F-HRTimeline
DIVERSIFIED TRUST CO10,410$1.31M0.03%-8,06413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,308$1.3M0.02%-30213F-HRTimelineGroup
SIGNATUREFD, LLC10,297$1.3M0.02%+55013F-HRTimeline
American Assets Capital Advisers, LLC10,296$1.3M0.43%+1,68413F-HRTimeline
FINANCIAL COUNSELORS INC10,272$1.29M0.02%+6,10413F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd10,262$1.29M0.15%-1,40413F-HRTimeline
Wealthspire Retirement, LLC10,148$1.28M0.1%-26013F-HRTimeline
PFG Investments, LLC10,053$1.27M0.08%-26313F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…10,000$1.26M0.1%013F-HRTimelineGroup
Bleakley Financial Group, LLC9,990$1.26M0.04%-2,80013F-HRTimeline
Prospera Financial Services Inc9,971$1.26M0.03%+1,52113F-HRTimeline
GAMMA Investing LLC9,964$1.26M0.11%+88113F-HRTimeline
NewEdge Advisors, LLC9,938$1.25M0.01%+52913F-HRTimeline
Florida Trust Wealth Management Co9,826$1.24M0.04%013F-HRTimeline
Tradewinds, LLC.8,674$1.23M0.34%-1513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,659$1.22M0.4%13F-HRTimeline
Frank, Rimerman Advisors LLC9,619$1.21M0.09%+213F-HRTimeline
OFI INVEST ASSET MANAGEMENT9,949$1.21M0.03%13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding9,603$1.21M+1,538Timeline
PROFUND ADVISORS LLC9,545$1.2M0.04%-6,67713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,523$1.2M0.44%-5013F-HRTimeline
GREENLEAF TRUST9,420$1.19M0.01%+34113F-HRTimeline
Caprock Group, LLC9,372$1.18M0.04%+84313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,365$1.18M0.23%+45813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…9,291$1.17M0.02%+53713F-HRTimelineGroup
Checchi Capital Advisers, LLC9,206$1.16M0.09%+17213F-HRTimeline
HB Wealth Management, LLC9,191$1.16M0.01%+56213F-HRTimeline
Entropy Technologies, LP9,187$1.16M0.12%new13F-HRTimeline
Sequoia Financial Advisors, LLC9,131$1.15M0.01%+1,30713F-HR/ATimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS9,082$1.14M0.02%+1,80413F-HRTimelineGroup
Trueblood Wealth Management, LLC9,048$1.14M0.56%-1513F-HRTimeline
USA FINANCIAL FORMULAS9,029$1.14M0.18%+10213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,971$1.13M0.01%+2,82313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.8,903$1.12M0.01%-2,38313F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,857$1.11M<0.01%-11,12213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC8,788$1.11M0.02%+1,61213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,783$1.11M0.01%+2,08113F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.8,732$1.1M0.14%13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC8,704$1.1M0.22%-8613F-HRTimeline
Campbell & CO Investment Adviser LLC8,187$1.03M0.08%-14,21713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,136$1.03M0.41%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV8,068$1.02M0.69%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,042$1.01M0.07%-2313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,000$1.01M0.06%013F-HRTimelineGroup
Prestige Wealth Management Group LLC7,999$1.01M0.21%+38013F-HR/ATimeline
Horizon Investments, LLC7,978$1.01M0.03%+9513F-HRTimeline
Community Bank & Trust, Waco, Texas7,964$1M0.23%-29513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,914$997K<0.01%+61713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC7,853$990K0.02%-27013F-HRTimelineGroup
Carnegie Investment Counsel7,808$984K0.03%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC7,631$962K0.82%13F-HRTimeline
Stiles Financial Services Inc7,607$959K0.35%+1813F-HRTimeline
Axecap Investments, LLC7,599$958K0.72%-2313F-HRTimeline
Waterloo Capital, L.P.7,361$928K0.1%-1,00713F-HRTimeline
MGO ONE SEVEN LLC7,333$924K0.04%+10013F-HRTimeline
Board of the Pension Protection Fund7,300$920K1.06%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,261$915K0.01%+1,40413F-HRTimeline
ProVise Management Group, LLC7,200$907K0.08%-4,38213F-HRTimeline
Alteri Wealth LLC7,176$904K0.25%13F-HRTimeline
Capital Square, LLC6,595$902K0.51%+1,95913F-HRTimeline
Wedmont Private Capital7,221$901K0.05%+53313F-HRTimeline
Machina Capital S.A.S.7,089$893K0.38%new13F-HRTimeline
Headlands Technologies LLC7,005$883K0.09%new13F-HRTimeline
Graham Capital Management, L.P.6,982$880K0.03%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,973$879K0.03%013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments6,925$873K0.05%+4,56613F-HRTimelineGroup
Agate Pass Investment Management, LLC6,915$871K0.39%new13F-HRTimeline
WOLVERINE TRADING, LLC6,957$869K0.02%-1,85813F-HRTimeline
Busey Bank6,881$867K0.03%+12713F-HRTimeline
Richwood Investment Advisors, LLC6,820$860K0.72%013F-HRTimeline
Laird Norton Wetherby Wealth Management…6,686$843K0.04%-1,15013F-HRTimeline
Dodds Wealth, LLC6,422$842K0.27%013F-HRTimeline
Jackson Creek Investment Advisors LLC6,669$840K0.25%-23913F-HRTimeline
TOWNSQUARE CAPITAL LLC6,642$837K0.01%+1,19613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,603$832K0.17%+413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,512$821K0.03%+5213F-HRTimelineGroup
Geneos Wealth Management Inc.6,508$820K0.03%-31913F-HRTimeline
Oak Thistle LLC6,507$820K0.24%new13F-HRTimeline
Williamson Legacy Group, LLC6,432$811K0.54%new13F-HRTimeline
Arkadios Wealth Advisors6,418$809K0.04%-6813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO6,408$808K0.19%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…6,413$807K0.04%+1,60013F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,350$800K0.21%-25013F-HRTimeline
Integrated Wealth Concepts LLC6,331$798K0.01%+37513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,325$797K0.01%+86613F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,313$795K0.14%+12613F-HRTimelineGroup
Sigma Planning Corp6,276$791K0.02%+75213F-HRTimeline
INGALLS & SNYDER LLC6,246$787K0.03%013F-HRTimeline
Values First Advisors, Inc.6,236$786K0.43%+23913F-HRTimeline
Finward Bancorp6,223$784K0.68%13F-HRTimeline
BAILARD, INC.6,216$783K0.02%+17313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,947$780K0.04%+11213F-HRTimeline
Pacific Sun Financial Corp6,138$774K0.42%013F-HRTimeline
Fulcrum Capital LLC6,126$772K0.16%-24213F-HRTimeline
Manske Wealth Management6,113$770K0.31%13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC6,075$766K0.39%013F-HRTimeline
Everhart Financial Group, Inc.6,069$765K0.16%+15213F-HRTimeline
Ballentine Partners, LLC5,924$747K0.01%+32913F-HRTimeline
Madden Advisory Services, Inc.5,859$738K0.34%-41113F-HRTimeline
Smartleaf Asset Management LLC5,843$730K0.07%+89713F-HRTimeline
Kingsview Wealth Management, LLC5,720$721K0.01%+75413F-HRTimeline
Texas Yale Capital Corp.5,714$720K0.03%+16913F-HRTimeline
Good Life Advisors, LLC5,675$715K0.05%+57113F-HRTimeline
Cresset Asset Management, LLC5,654$713K<0.01%new13F-HRTimeline
Compound Planning, Inc.5,634$710K0.04%+61413F-HRTimeline
IBEX WEALTH ADVISORS5,592$705K0.08%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,550$699K<0.01%-11,87213F-HRTimelineGroup
Quantbot Technologies LP5,536$698K0.03%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI5,579$697K0.02%+1,18013F-HRTimeline
Lumbard & Kellner, LLC5,496$693K0.3%013F-HRTimeline
Ellevest, Inc.5,494$692K0.04%+1,04913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…5,513$689K0.01%13F-HRTimelineGroup
NorthRock Partners, LLC5,359$675K0.02%-48713F-HR/ATimeline
Retirement Planning Co of New England, …5,356$675K0.33%+1213F-HRTimeline
Allworth Financial LP5,079$666K<0.01%+1,41613F-HRTimeline
Sara-Bay Financial5,300$662K0.25%-5213F-HRTimeline
OSTRUM ASSET MANAGEMENT5,217$657K0.06%+8613F-HRTimeline
IHT Wealth Management, LLC5,089$641K0.02%-1,46113F-HRTimeline
Foundations Investment Advisors, LLC5,065$638K0.01%-913F-HRTimeline
Benchmark Investment Advisors LLC5,060$638K0.41%013F-HRTimeline
ARS Wealth Advisors Group, LLC5,021$633K0.09%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,007$631K0.01%-3,49513F-HRTimelineGroup
LongView Wealth Management4,978$627K0.19%-16613F-HRTimeline
LRI Investments, LLC4,953$624K0.06%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC4,949$624K0.01%-18,60513F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.4,938$622K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC4,935$622K0.15%-17013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,894$617K0.05%-1513F-HRTimeline
Investment Advisory Group, LLC4,889$616K0.21%+8513F-HRTimeline
Legacy Wealth Asset Management, LLC4,885$616K0.17%-6813F-HRTimeline
TOWER BRIDGE ADVISORS4,850$611K0.07%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,847$611K0.01%+72413F-HRTimelineGroup
Dogwood Wealth Management LLC4,846$611K0.32%+43013F-HRTimeline
Integrated Advisors Network LLC4,821$608K0.03%+11513F-HRTimeline
Prudent Man Advisors, LLC4,774$602K0.22%+27113F-HRTimeline