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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,208 managers (1,238 13F filers) reported a position in WELL shares at 2025-03-31, 635,735,238 shares in all. 173 filers opened a position and 64 filers sold out during the quarter.

Managers
1,208
13F filers
1,238
New
173
Added
531
Reduced
340
Sold out
64
Shares held by filers
635,735,238

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FJ Capital Management LLC21,409$3.28M0.34%+2,06813F-HRTimeline
Orion Porfolio Solutions, LLC21,217$3.25M0.03%+3,50413F-HRTimeline
Orion Portfolio Solutions, LLC21,217$3.25M0.03%+3,50413F-HR/ATimeline
Catalyst Funds Management Pty Ltd21,100$3.23M0.85%new13F-HRTimeline
Assenagon Asset Management S.A.21,064$3.23M0.01%+13313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC21,042$3.22M0.95%+1,15913F-HRTimeline
FORA Capital, LLC20,802$3.19M0.32%new13F-HRTimeline
Illinois Municipal Retirement Fund20,691$3.17M0.05%013F-HRTimeline
WOLVERINE TRADING, LLC20,408$3.13M0.1%+13,45113F-HRTimeline
Asset Planning,Inc20,396$3.12M2.45%-19213F-HRTimeline
OSSIAM20,343$3.12M0.04%+1,76113F-HRTimeline
OMERS ADMINISTRATION Corp20,194$3.09M0.03%-3,29713F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.20,180$3.09M0.11%+78613F-HRTimelineGroup
Kintegral Advisory, LLCin group Kintegral Advisory, LLC19,915$3.05M0.31%-6713F-HR/ATimelineGroup
V-Square Quantitative Management LLC19,612$3M0.44%+75313F-HRTimeline
Trek Financial, LLC19,590$3M0.22%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,532$2.99M0.07%+37313F-HRTimelineGroup
NICOLA WEALTH MANAGEMENT LTD.19,502$2.99M0.29%+80713F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK19,293$2.96M0.02%-1,36213F-HRTimelineGroup
FORTE CAPITAL LLC /ADV19,086$2.92M0.35%+713F-HRTimeline
Hamilton Capital Partners Inc.19,059$2.92M0.19%-4,22813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG19,029$2.92M0.05%-15713F-HRTimelineGroup
Bleakley Financial Group, LLC18,849$2.89M0.09%+8,85913F-HRTimeline
Vestmark Advisory Solutions, Inc.18,622$2.85M0.07%+4,20513F-HRTimeline
Greenland Capital Management LP18,454$2.83M0.48%new13F-HRTimeline
Private Advisor Group, LLC18,059$2.77M0.02%-1,08413F-HRTimeline
Fairfield Financial Advisors, LTD18,027$2.76M1.04%+2,40313F-HRTimeline
Investment Management Corp of Ontario17,616$2.7M0.06%-6,64013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,424$2.67M0.2%+12,53013F-HRTimeline
Siemens Fonds Invest GmbH17,323$2.65M0.18%+49613F-HRTimeline
Capital Investment Advisors, LLC17,244$2.64M0.05%-8413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,043$2.61M0.03%+3,58713F-HRTimelineGroup
Sandy Spring Bank16,982$2.6M0.11%+47013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC16,900$2.59M0.18%+90013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,704$2.56M0.15%-43113F-HRTimeline
Sheaff Brock Investment Advisors, LLC16,586$2.54M0.23%-1,02513F-HRTimeline
Liberty Capital Management, Inc.16,529$2.53M0.56%013F-HRTimeline
D.A. DAVIDSON & CO.16,512$2.53M0.02%-62113F-HRTimeline
Edgemoor Investment Advisors, Inc.16,375$2.51M0.23%-2513F-HRTimeline
SUMITOMO LIFE INSURANCE CO16,079$2.46M0.09%-18113F-HRTimeline
Verde Capital Management16,070$2.46M0.7%+18713F-HRTimeline
Wahed Invest LLC16,002$2.45M0.42%+41413F-HRTimeline
Entropy Technologies, LP15,959$2.45M0.24%+6,77213F-HRTimeline
CHOREO, LLC15,924$2.44M0.04%+1,89513F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS15,803$2.42M0.1%+13,40913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quadrature Capital Ltdin group Quadrature Capital Ltd15,765$2.42M0.05%-21,44713F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.15,328$2.35M0.02%+95613F-HRTimeline
Donoghue Forlines LLC15,281$2.34M0.74%-1,33413F-HRTimeline
CWM, LLCin group CWM, LLC15,180$2.33M0.01%+76713F-HRTimelineGroup
GROUPAMA ASSET MANAGMENT15,101$2.32M0.05%new13F-HRTimeline
O'ROURKE & COMPANY, Inc15,118$2.32M1.15%-2613F-HRTimeline
Atria Wealth Solutions, Inc.15,080$2.31M0.03%-28813F-HRTimeline
Great Diamond Partners, LLC15,066$2.31M0.63%+10,89413F-HRTimeline
Geneos Wealth Management Inc.14,845$2.27M0.03%+8,33713F-HRTimeline
Empowered Funds, LLC14,790$2.27M0.03%+3,56413F-HRTimeline
Proquility Private Wealth Partners, LLC14,586$2.23M0.69%-1,99913F-HRTimeline
DENALI ADVISORS LLC14,567$2.23M0.25%+40013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA14,535$2.23M0.52%+19413F-HRTimeline
NTV Asset Management LLC14,424$2.21M0.29%013F-HRTimeline
BARD ASSOCIATES INC14,284$2.19M0.82%-5013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC14,256$2.18M0.3%013F-HRTimeline
Nebula Research & Development LLC13,873$2.13M0.2%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,829$2.12M0.08%+5,78713F-HRTimeline
RDA Financial Network13,821$2.12M0.63%-91513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding13,739$2.1M+1,422Timeline
Advance Capital Management, Inc.13,670$2.09M0.1%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,488$2.07M0.06%013F-HRTimelineGroup
Wambolt & Associates, LLC13,282$2.05M0.7%-38313F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.13,274$2.03M0.02%+8,33613F-HRTimeline
American Financial Advisors, LLC13,266$2.03M0.29%-31913F-HRTimeline
Drake & Associates, LLC13,216$2.02M0.57%+2,63313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,982$1.99M0.07%+1,70013F-HRTimeline
Independent Advisor Alliance12,969$1.99M0.07%+15613F-HRTimeline
Steward Partners Investment Advisory, L…12,744$1.95M0.02%+17613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…12,740$1.95M0.03%+3,44913F-HRTimelineGroup
Mount Lucas Management LP12,713$1.95M0.92%new13F-HRTimeline
WESBANCO BANK INC12,676$1.94M0.07%-47113F-HRTimeline
AIA Group Ltdin group AIA Group Ltd12,500$1.92M0.05%+30013F-HRTimelineGroup
HB Wealth Management, LLC12,291$1.88M0.02%+3,10013F-HRTimeline
Machina Capital S.A.S.12,242$1.88M0.56%+5,15313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,390$1.84M-970Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,986$1.84M0.05%-1,13013F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC11,926$1.83M2.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.11,794$1.81M0.04%+55513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV11,638$1.8M1.74%+17413F-HRTimeline
STANCE CAPITAL LLC11,716$1.8M1.33%new13F-HRTimeline
Quantessence Capital LLC11,600$1.78M0.44%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,378$1.74M0.02%-10,95213F-HRTimelineGroup
GAMMA Investing LLC11,344$1.74M0.13%+1,38013F-HR/ATimeline
J.W. COLE ADVISORS, INC.11,310$1.73M0.05%+7,52213F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS11,300$1.73M0.04%+2,21813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC11,231$1.72M0.04%+57513F-HRTimeline
Coastal Bridge Advisors, LLC11,213$1.72M0.16%new13F-HR/ATimeline
OneDigital Investment Advisors LLC11,178$1.71M0.02%-1313F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding11,146$1.71M+1,543Timeline
AZZAD ASSET MANAGEMENT INC /ADV11,136$1.71M0.2%+25913F-HR/ATimeline
GAM Holding AGin group GAM Holding AG11,136$1.71M0.13%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC11,077$1.7M0.03%new13F-HR/ATimelineGroup
Checchi Capital Advisers, LLC11,003$1.69M0.12%+1,79713F-HRTimeline
SG Americas Securities, LLC10,901$1.67M0.01%-5,23713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC10,838$1.66M0.44%013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC10,788$1.65M0.19%new13F-HRTimeline
MUFG SECURITIES AMERICAS INC.10,784$1.65M0.19%+2,05213F-HRTimeline
SIGNATUREFD, LLC10,762$1.65M0.03%+46513F-HRTimeline
Welch Group, LLC10,700$1.64M0.07%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …11,003$1.62M0.08%+8,50813F-HRTimelineGroup
LGT Fund Management Co Ltd.10,470$1.6M0.14%-1,78313F-HRTimeline
Dorsey Wright & Associates10,455$1.6M0.41%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,366$1.59M0.02%-4,59613F-HRTimeline
GREENLEAF TRUST10,248$1.57M0.01%+82813F-HRTimeline
Wealthspire Retirement, LLC10,234$1.57M0.12%+8613F-HRTimeline
Frank, Rimerman Advisors LLC10,225$1.57M0.12%+60613F-HRTimeline
Caprock Group, LLC10,199$1.56M0.05%+82713F-HRTimeline
Sequoia Financial Advisors, LLC10,183$1.56M0.01%+1,05213F-HRTimeline
FINANCIAL COUNSELORS INC10,152$1.56M0.02%-12013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,136$1.55M<0.01%-1,77813F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…10,119$1.55M0.55%-1,10213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,109$1.55M0.11%+3,18413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,104$1.55M0.02%-20413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,017$1.53M0.01%+1,23413F-HRTimelineGroup
American Assets Investment Management, …in group American Assets Investment Ma…10,000$1.53M0.13%013F-HR/ATimelineGroup
Quantum Portfolio Management LLC9,975$1.53M0.77%+8,31313F-HRTimeline
NewEdge Advisors, LLC9,794$1.5M0.01%-14413F-HRTimeline
Prospera Financial Services Inc9,722$1.49M0.03%-24913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC9,715$1.49M0.15%-3,44213F-HRTimeline
Agate Pass Investment Management, LLC9,685$1.48M0.63%+2,77013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,536$1.46M0.49%-12313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,523$1.46M0.53%013F-HRTimeline
Snowden Capital Advisors LLC9,509$1.46M0.05%-1,10313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,478$1.45M0.05%+11313F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd9,382$1.44M0.17%-88013F-HRTimeline
HighPoint Advisor Group LLC9,476$1.44M0.08%-2,74713F-HRTimeline
American Assets Capital Advisers, LLC9,346$1.43M0.6%-95013F-HRTimeline
Arkadios Wealth Advisors9,237$1.42M0.05%+2,81913F-HRTimeline
Florida Trust Wealth Management Co9,117$1.4M0.05%-70913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,105$1.39M0.02%+20213F-HRTimelineGroup
Trueblood Wealth Management, LLC9,049$1.39M0.64%+113F-HRTimeline
Sigma Planning Corp8,991$1.38M0.04%+2,71513F-HRTimeline
Ballentine Partners, LLC8,928$1.37M0.02%+3,00413F-HRTimeline
TOWNSQUARE CAPITAL LLC8,917$1.37M0.01%+2,27513F-HRTimeline
SCOTIA CAPITAL INC.8,822$1.35M0.01%new13F-HRTimeline
Horizon Investments, LLC8,818$1.35M0.04%+84013F-HRTimeline
PFG Investments, LLC8,717$1.34M0.09%-1,33613F-HRTimeline
Williamson Legacy Group, LLC8,579$1.31M1.25%+2,14713F-HRTimeline
Tradewinds, LLC.8,575$1.31M0.37%-9913F-HRTimeline
Mesirow Financial Investment Management…8,552$1.31M0.03%+4,25613F-HRTimeline
CULLINAN ASSOCIATES INC8,465$1.3M0.09%-5,05213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC8,404$1.29M0.28%-30013F-HRTimeline
OFI INVEST ASSET MANAGEMENT9,062$1.29M0.03%-88713F-HRTimeline
Prestige Wealth Management Group LLC8,296$1.27M0.27%+29713F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,171$1.25M0.47%+3513F-HRTimeline
PROFUND ADVISORS LLC8,165$1.25M0.05%-1,38013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,159$1.25M0.08%+15913F-HRTimelineGroup
Waterloo Capital, L.P.7,982$1.22M0.11%+62113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,898$1.21M0.03%+4513F-HRTimelineGroup
Wedmont Private Capital8,379$1.2M0.06%+1,15813F-HRTimeline
Morey & Quinn Wealth Partners, LLC7,796$1.19M0.99%+16513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,723$1.18M<0.01%-19113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,719$1.18M0.08%new13F-HRTimeline
Highview Capital Management LLC/DE/7,629$1.17M0.49%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,626$1.17M0.02%-6,19813F-HRTimelineGroup
Capital Square, LLC7,546$1.16M0.68%+95113F-HRTimeline
MGO ONE SEVEN LLC7,510$1.15M0.04%+17713F-HRTimeline
Stiles Financial Services Inc7,483$1.15M0.44%-12413F-HRTimeline
Edgestream Partners, L.P.7,412$1.14M0.04%-6,96513F-HRTimeline
Community Bank & Trust, Waco, Texas7,289$1.12M0.26%-67513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,179$1.1M0.02%+2,17213F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV7,118$1.09M0.77%-95013F-HRTimeline
Carnegie Investment Counsel7,808$1.08M0.03%013F-HRTimeline
DRW Securities, LLC7,058$1.08M0.09%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,993$1.07M0.03%+2013F-HRTimelineGroup
Busey Bank6,961$1.07M0.04%+8013F-HRTimeline
Prime Capital Investment Advisors, LLC6,958$1.07M0.01%+2,94513F-HRTimeline
Alteri Wealth LLC6,920$1.06M0.47%-25613F-HRTimeline
Wealth Architects, LLC6,902$1.06M0.12%new13F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,874$1.05M<0.01%-1,98313F-HRTimelineGroup
USA FINANCIAL FORMULAS6,850$1.05M0.17%-2,17913F-HRTimeline
Summit Trail Advisors, LLC6,756$1.04M0.03%+2,57113F-HRTimeline
Integrated Wealth Concepts LLC6,732$1.03M0.01%+40113F-HRTimeline
BAILARD, INC.6,729$1.03M0.03%+51313F-HRTimeline
Emergent Wealth Advisors, LLC6,680$1.02M0.74%+3,42913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,590$1.01M0.04%+7813F-HRTimelineGroup
Richwood Investment Advisors, LLC6,570$1.01M0.86%-25013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,564$1.01M0.03%new13F-HRTimeline
SYNOVUS FINANCIAL CORP6,508$997K0.01%+2,85313F-HRTimeline
Everhart Financial Group, Inc.6,474$992K0.14%+40513F-HRTimeline
Centiva Capital, LP6,457$989K0.06%-11,12513F-HRTimeline
Dodds Wealth, LLC6,422$984K0.32%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…6,413$983K0.06%013F-HRTimeline
Compound Planning, Inc.6,359$974K0.04%+72513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,354$974K0.01%+2913F-HRTimelineGroup
RiverFront Investment Group, LLC6,345$972K0.02%new13F-HRTimeline
Jackson Creek Investment Advisors LLC6,318$968K0.31%-35113F-HRTimeline
Ellevest, Inc.6,302$966K0.06%+80813F-HRTimeline
Values First Advisors, Inc.6,258$959K0.56%+2213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,231$955K0.18%-8213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,168$945K0.01%-2,80313F-HR/ATimelineGroup
Pacific Sun Financial Corp6,138$940K0.53%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,110$936K0.01%-1,15113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC6,025$923K0.49%-5013F-HRTimeline