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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,241 managers (1,268 13F filers) reported a position in WELL shares at 2025-06-30, 647,491,358 shares in all. 112 filers opened a position and 81 filers sold out during the quarter.

Managers
1,241
13F filers
1,268
New
112
Added
590
Reduced
364
Sold out
81
Shares held by filers
647,491,358

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Summit Place Financial Advisors, LLC24,040$3.7M1.86%-17013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd24,035$3.69M0.04%+48113F-HRTimelineGroup
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…23,650$3.64M0.4%-9113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,118$3.55M0.03%+1,22913F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments22,780$3.5M0.21%+12,67113F-HRTimelineGroup
Assenagon Asset Management S.A.22,754$3.5M0.01%+1,69013F-HRTimeline
Portfolio Design Labs, LLC22,505$3.46M0.68%-4,91113F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV22,470$3.45M0.37%+11,33413F-HRTimeline
CWM, LLCin group CWM, LLC22,464$3.45M0.01%+7,28413F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.22,265$3.42M0.13%+2,08513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC22,041$3.39M0.13%-4,14513F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.21,846$3.36M0.74%-17,86513F-HRTimeline
Trek Financial, LLC21,716$3.34M0.22%+2,12613F-HRTimeline
Bleakley Financial Group, LLC21,513$3.31M0.08%+2,66413F-HRTimeline
Argentarii, LLC21,102$3.24M1.49%-38913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,957$3.22M0.3%new13F-HRTimelineGroup
Allworth Financial LP20,880$3.21M0.02%+14,80613F-HRTimeline
Hamilton Capital Partners Inc.20,805$3.2M0.16%+1,74613F-HRTimeline
NICOLA WEALTH MANAGEMENT LTD.20,642$3.17M0.3%+1,14013F-HRTimeline
IEQ CAPITAL, LLC20,350$3.13M0.02%-5,29113F-HRTimeline
Asset Planning,Inc20,204$3.11M2.34%-19213F-HRTimeline
OMERS ADMINISTRATION Corp20,194$3.1M0.02%013F-HRTimeline
Bleichroeder LP20,000$3.07M0.76%new13F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC19,885$3.06M0.28%-3013F-HRTimelineGroup
MARVIN & PALMER ASSOCIATES INC19,841$3.05M2.62%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,725$3.03M0.06%+19313F-HRTimelineGroup
SG Americas Securities, LLC19,681$3.03M0.01%+8,78013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,530$3M0.02%+23713F-HRTimelineGroup
Drake & Associates, LLC19,245$2.96M0.72%+6,02913F-HRTimeline
TWIN CAPITAL MANAGEMENT INC19,185$2.95M0.31%+8,39713F-HRTimeline
FORTE CAPITAL LLC /ADV19,170$2.95M0.32%+8413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …19,573$2.93M0.14%+8,57013F-HRTimelineGroup
V-Square Quantitative Management LLC18,976$2.92M0.39%-63613F-HRTimeline
Siemens Fonds Invest GmbH18,944$2.91M0.17%+1,62113F-HRTimeline
Private Advisor Group, LLC18,698$2.87M0.02%+63913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,611$2.86M0.2%+1,18713F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …18,416$2.83M0.02%-6,57313F-HRTimelineGroup
DIVERSIFIED TRUST CO17,929$2.76M0.06%-10,78213F-HRTimeline
MASTERINVEST Kapitalanlage GmbH17,911$2.75M0.29%13F-HR/ATimeline
KORNITZER CAPITAL MANAGEMENT INC /KS17,900$2.75M0.06%-8,50013F-HRTimeline
Wahed Invest LLC17,811$2.74M0.42%+1,80913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…17,833$2.74M0.04%-13,04213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL17,206$2.65M0.02%new13F-HRTimeline
Capital Investment Advisors, LLC17,178$2.64M0.05%-6613F-HR/ATimeline
Walleye Capital LLCgroup of 2 filers holding17,145$2.64M-111,531Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,071$2.62M0.02%+2813F-HRTimelineGroup
Great Diamond Partners, LLC17,019$2.62M0.55%+1,95313F-HRTimeline
Verde Capital Management16,495$2.54M0.63%+42513F-HRTimeline
Liberty Capital Management, Inc.16,434$2.53M0.51%-9513F-HRTimeline
D.A. DAVIDSON & CO.16,428$2.53M0.02%-8413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,380$2.52M0.03%+8,75413F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC16,586$2.51M0.41%-5,37713F-HRTimelineGroup
Andra AP-fonden16,345$2.51M0.03%-106,55513F-HRTimeline
Chesley Taft & Associates LLC16,280$2.5M0.11%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.16,070$2.47M0.21%-30513F-HRTimeline
STANCE CAPITAL LLC15,992$2.46M0.92%+4,27613F-HRTimeline
Gladstone Institutional Advisory LLC15,897$2.44M0.1%new13F-HRTimeline
AMF Tjanstepension AB15,754$2.43M0.02%-67,29313F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,785$2.43M0.09%+1,95613F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP15,687$2.41M0.1%new13F-HRTimeline
AIA Group Ltdin group AIA Group Ltd15,600$2.4M0.05%+3,10013F-HRTimelineGroup
OSSIAM15,477$2.38M0.03%-4,86613F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS15,170$2.33M0.09%-63313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMITOMO LIFE INSURANCE CO15,137$2.33M0.16%-94213F-HRTimeline
Blue Capital, Inc.15,128$2.33M1.65%13F-HRTimeline
SIMON QUICK ADVISORS, LLC15,090$2.32M0.12%+12,30613F-HR/ATimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC14,985$2.3M0.29%+72913F-HRTimeline
O'ROURKE & COMPANY, Inc14,937$2.3M1.07%-18113F-HRTimeline
Illinois Municipal Retirement Fund14,927$2.29M0.03%-5,76413F-HRTimeline
Nilsine Partners, LLC14,841$2.28M0.23%+11,49513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,689$2.26M0.02%-63913F-HRTimeline
CHOREO, LLC14,589$2.24M0.03%-1,33513F-HRTimeline
Sequoia Financial Advisors, LLC14,574$2.24M0.02%+4,39113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC14,420$2.22M0.14%-2,48013F-HRTimeline
DENALI ADVISORS LLC14,396$2.21M0.23%-17113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA14,370$2.21M0.48%-16513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding14,323$2.2M+584Timeline
Greenland Capital Management LP14,290$2.2M0.28%-4,16413F-HRTimeline
Sound View Wealth Advisors Group, LLC14,218$2.19M0.16%+10,57413F-HRTimeline
BARD ASSOCIATES INC14,194$2.18M0.7%-9013F-HRTimeline
YHB Investment Advisors, Inc.14,158$2.18M0.17%+12,07913F-HRTimeline
Steward Partners Investment Advisory, L…13,894$2.14M0.02%+1,15013F-HRTimeline
MUFG SECURITIES AMERICAS INC.13,768$2.12M0.18%+2,98413F-HRTimeline
Advance Capital Management, Inc.13,678$2.1M0.1%+813F-HRTimeline
NTV Asset Management LLC13,524$2.08M0.25%-90013F-HRTimeline
American Financial Advisors, LLC13,203$2.03M0.28%-6313F-HRTimeline
Canada Post Corp Registered Pension Plan13,120$2.02M0.12%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,061$2.01M0.16%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,058$2.01M0.03%+1,68013F-HRTimelineGroup
WESBANCO BANK INC13,053$2.01M0.06%+37713F-HRTimeline
RDA Financial Network13,040$2M0.54%-78113F-HRTimeline
CENTAURUS FINANCIAL, INC.12,892$1.98M0.12%-3,81213F-HRTimeline
HB Wealth Management, LLC12,547$1.93M0.02%+25613F-HRTimeline
NewEdge Advisors, LLC12,435$1.91M0.01%+2,64113F-HRTimeline
GAMMA Investing LLC12,340$1.9M0.12%+99613F-HRTimeline
Wambolt & Associates, LLC12,156$1.84M0.62%-1,12613F-HRTimeline
Freestone Grove Partners LP11,905$1.83M0.01%new13F-HRTimeline
HighPoint Advisor Group LLC11,904$1.83M0.1%+2,42813F-HRTimeline
J.W. COLE ADVISORS, INC.11,874$1.83M0.04%+56413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,705$1.8M0.03%+47413F-HRTimeline
Western Financial Corp/CA11,674$1.79M0.96%new13F-HRTimeline
Independent Advisor Alliance11,655$1.79M0.05%-1,31413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,556$1.78M-834Timeline
OneDigital Investment Advisors LLC11,501$1.77M0.02%+32313F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC11,496$1.77M1.96%-43013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.11,437$1.76M0.04%-35713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,425$1.76M0.05%-56113F-HRTimelineGroup
SIGNATUREFD, LLC11,368$1.75M0.03%+60613F-HRTimeline
Callan Family Office, LLC11,130$1.71M0.05%+7,93013F-HRTimeline
Mount Lucas Management LP11,014$1.69M0.81%-1,69913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,871$1.67M<0.01%+73513F-HRTimelineGroup
Checchi Capital Advisers, LLC10,742$1.65M0.12%-26113F-HRTimeline
Welch Group, LLC10,703$1.65M0.07%+313F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,074$1.62M1.41%-1,56413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC10,538$1.62M0.4%-30013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd10,346$1.59M0.14%+96413F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS10,327$1.59M0.03%-97313F-HRTimelineGroup
Prospera Financial Services Inc10,299$1.58M0.03%+57713F-HRTimeline
Wealthspire Retirement, LLC10,216$1.57M0.1%-1813F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding10,214$1.57M-932Timeline
INDEPENDENT FINANCIAL GROUP, LLC10,196$1.57M0.04%-2,78613F-HRTimeline
Glenmede Investment Management, LP10,024$1.54M0.01%13F-HRTimeline
Coastal Bridge Advisors, LLC10,010$1.54M0.13%-1,20313F-HRTimeline
Dorsey Wright & Associates10,006$1.54M0.37%-44913F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…10,000$1.54M0.12%013F-HRTimelineGroup
Westerkirk Capital Inc.10,000$1.54M0.19%13F-HRTimeline
Beacon Pointe Advisors, LLC9,985$1.53M0.02%-38113F-HRTimeline
TWINBEECH CAPITAL LP9,983$1.53M0.03%-117,32013F-HRTimeline
Union Bancaire Privee, UBP SA12,540$1.53M0.02%new13F-HRTimeline
Williamson Legacy Group, LLC9,885$1.52M1.28%+1,30613F-HRTimeline
Snowden Capital Advisors LLC9,777$1.5M0.04%+26813F-HRTimeline
Ballentine Partners, LLC9,739$1.5M0.02%+81113F-HRTimeline
GREENLEAF TRUST9,721$1.49M0.01%-52713F-HRTimeline
Frank, Rimerman Advisors LLC9,719$1.49M0.1%-50613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9,709$1.49M0.02%+4,67513F-HRTimeline
Arkadios Wealth Advisors9,702$1.49M0.04%+46513F-HRTimeline
Sigma Planning Corp9,691$1.49M0.04%+70013F-HRTimeline
Hartford Funds Management Co LLC9,686$1.49M0.13%+4,67513F-HR/ATimeline
Agate Pass Investment Management, LLC9,685$1.49M0.61%013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,529$1.46M0.48%-59013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,504$1.46M0.02%-60013F-HRTimelineGroup
Midwest Trust Co9,451$1.45M0.02%13F-HRTimeline
Waterloo Capital, L.P.9,421$1.45M0.12%+1,43913F-HRTimeline
Harvest Investment Services, LLC9,417$1.45M0.32%+5,60013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,363$1.44M0.5%-16013F-HRTimeline
American Assets Capital Advisers, LLC9,346$1.44M1.44%013F-HRTimeline
Florida Trust Wealth Management Co9,342$1.44M0.04%+22513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,256$1.42M0.44%-28013F-HRTimeline
HBK INVESTMENTS L P9,244$1.42M0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CULLINAN ASSOCIATES INC9,215$1.42M0.09%+75013F-HRTimeline
DRW Securities, LLC9,153$1.4M0.1%+2,09513F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC9,005$1.38M4.39%-26,43813F-HRTimeline
Trueblood Wealth Management, LLC8,977$1.38M0.58%-7213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,813$1.35M0.05%-66513F-HRTimelineGroup
Quantessence Capital LLC8,755$1.35M0.4%-2,84513F-HRTimeline
AlphaQuest LLC8,711$1.34M0.13%+2,81013F-HRTimeline
Wedmont Private Capital8,706$1.33M0.06%+32713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,547$1.31M0.02%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA8,408$1.29M0.02%+6,21813F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC8,404$1.29M0.23%013F-HRTimeline
Prestige Wealth Management Group LLC8,376$1.29M0.26%+8013F-HR/ATimeline
PFG Investments, LLC8,307$1.28M0.07%-41013F-HRTimeline
PROFUND ADVISORS LLC8,298$1.28M0.05%+13313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8,288$1.27M0.02%+7,99613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,207$1.26M0.42%+3613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,200$1.26M0.02%+5,63613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC8,188$1.26M<0.01%+46513F-HRTimelineGroup
Capital Square, LLC8,102$1.26M0.67%+55613F-HRTimeline
Laird Norton Wetherby Wealth Management…8,139$1.25M0.06%13F-HRTimeline
GTS SECURITIES LLC7,971$1.23M0.05%+6,30313F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.7,964$1.22M0.01%-5,31013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,940$1.22M0.03%+4213F-HRTimelineGroup
Integrated Wealth Concepts LLC7,864$1.21M0.01%+1,13213F-HRTimeline
Carnegie Investment Counsel7,808$1.2M0.02%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT9,146$1.2M0.03%+8413F-HRTimeline
SAX WEALTH ADVISORS, LLC7,748$1.19M0.07%+2913F-HRTimeline
MGO ONE SEVEN LLC7,732$1.19M0.04%+22213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,724$1.19M0.02%+54513F-HRTimelineGroup
Highview Capital Management LLC/DE/7,679$1.18M0.46%+5013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV7,647$1.18M0.79%+52913F-HRTimeline
Emergent Wealth Advisors, LLC7,426$1.16M0.74%+74613F-HRTimeline
Stiles Financial Services Inc7,535$1.16M0.4%+5213F-HRTimeline
Everhart Financial Group, Inc.7,339$1.13M0.13%+86513F-HRTimeline
Kingsview Wealth Management, LLC7,303$1.12M0.02%+1,68113F-HRTimeline
Community Bank & Trust, Waco, Texas7,289$1.12M0.25%013F-HRTimeline
Farther Finance Advisors, LLC7,137$1.1M0.02%+1,92813F-HRTimeline
Geneos Wealth Management Inc.7,074$1.09M0.03%-7,77113F-HRTimeline
SYNOVUS FINANCIAL CORP7,044$1.08M0.01%+53613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,035$1.08M0.03%+4213F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC7,019$1.08M0.86%-77713F-HRTimeline
Purkiss Capital Advisors LLC6,960$1.07M0.59%+4,01013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,934$1.07M0.02%+1,44013F-HRTimeline
NorthRock Partners, LLC6,919$1.06M0.03%+1,16413F-HR/ATimeline
180 WEALTH ADVISORS, LLC6,919$1.06M0.15%+1,04113F-HRTimeline
Wealth Architects, LLC6,907$1.06M0.11%+513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,886$1.06M0.04%-26,89813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,867$1.06M0.01%+69913F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…6,824$1.05M0.01%-5,91613F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,767$1.04M0.02%new13F-HRTimelineGroup
Modern Wealth Management, LLC6,755$1.04M0.03%-30,29713F-HR/ATimeline