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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,304 managers (1,337 13F filers) reported a position in WELL shares at 2025-09-30, 624,915,929 shares in all. 158 filers opened a position and 84 filers sold out during the quarter.

Managers
1,304
13F filers
1,337
New
158
Added
588
Reduced
357
Sold out
84
Shares held by filers
624,915,929

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SPINNAKER TRUST22,500$4.01M0.22%-3,33213F-HRTimeline
Machina Capital S.A.S.22,471$4M0.7%-2,05213F-HRTimeline
Private Advisor Group, LLC22,107$3.94M0.02%+3,40913F-HRTimeline
Gladstone Institutional Advisory LLC21,843$3.89M0.15%+5,94613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,785$3.88M0.14%-25613F-HRTimelineGroup
Allworth Financial LP21,756$3.88M0.02%+87613F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS25,159$3.87M0.2%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.21,487$3.83M0.69%-35913F-HRTimeline
Verition Fund Management LLC21,351$3.8M0.02%-24,09613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,304$3.8M0.02%+1,77413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.21,262$3.79M0.03%+6,57313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,131$3.76M0.23%+2,52013F-HRTimeline
Argentarii, LLC21,102$3.76M1.5%013F-HRTimeline
Portfolio Design Labs, LLC21,002$3.74M0.64%-1,50313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC20,440$3.64M0.43%+5,45513F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP20,633$3.64M0.04%-48,92613F-HRTimelineGroup
OMERS ADMINISTRATION Corp20,194$3.6M0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,127$3.59M0.3%-83013F-HRTimelineGroup
Asset Planning,Inc20,111$3.58M2.59%-9313F-HRTimeline
MARVIN & PALMER ASSOCIATES INC19,691$3.56M2.65%-15013F-HRTimeline
Bleichroeder LP20,000$3.56M0.69%013F-HRTimeline
Arkadios Wealth Advisors19,854$3.54M0.09%+10,15213F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC19,796$3.53M0.3%-8913F-HRTimelineGroup
V-Square Quantitative Management LLC19,760$3.52M0.59%+78413F-HRTimeline
Great Diamond Partners, LLC19,729$3.51M0.68%+2,71013F-HRTimeline
iA Global Asset Management Inc.19,575$3.49M0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,500$3.47M0.06%-22513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC18,857$3.36M0.03%+9,14813F-HRTimeline
Siemens Fonds Invest GmbH18,547$3.3M0.18%-39713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp18,507$3.3M0.01%-61,72013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,365$3.27M0.03%+1,29413F-HRTimelineGroup
Wahed Invest LLC18,306$3.26M0.45%+49513F-HRTimeline
Chesley Taft & Associates LLC18,048$3.22M0.14%+1,76813F-HRTimeline
Sequoia Financial Advisors, LLC18,044$3.21M0.02%+3,47013F-HRTimeline
MUFG SECURITIES AMERICAS INC.18,036$3.21M0.21%+4,26813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS17,900$3.19M0.06%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC17,840$3.18M0.01%-81,73213F-HRTimelineGroup
SteelPeak Wealth, LLC17,330$3.09M0.1%new13F-HRTimeline
STANCE CAPITAL LLC17,304$3.08M1.13%+1,31213F-HRTimeline
MASTERINVEST Kapitalanlage GmbH17,294$3.08M0.3%-61713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC17,153$3.06M0.18%+2,73313F-HRTimeline
Drake & Associates, LLC16,299$3.04M0.64%-2,94613F-HRTimeline
SHELL ASSET MANAGEMENT CO16,993$3.03M0.3%-22,93913F-HRTimeline
Capital Investment Advisors, LLC16,825$3M0.05%-35313F-HRTimeline
Verde Capital Management16,584$2.95M0.65%+8913F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …16,548$2.95M0.02%-1,86813F-HRTimelineGroup
D.A. DAVIDSON & CO.16,451$2.93M0.02%+2313F-HRTimeline
Nilsine Partners, LLC16,444$2.93M0.26%+1,60313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,293$2.9M0.08%-35,73213F-HRTimelineGroup
Liberty Capital Management, Inc.16,257$2.9M0.55%-17713F-HRTimeline
PEAK6 LLCin group PEAK6 LLC16,175$2.88M0.07%+14,02813F-HR/ATimelineGroup
Canada Post Corp Registered Pension Plan16,349$2.88M0.13%+3,22913F-HRTimeline
HB Wealth Management, LLC16,025$2.85M0.02%+3,47813F-HRTimeline
Caprock Group, LLC16,948$2.85M0.07%13F-HRTimeline
Edgemoor Investment Advisors, Inc.15,885$2.83M0.22%-18513F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,878$2.83M0.09%+9313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …17,622$2.8M0.12%-1,95113F-HRTimelineGroup
YHB Investment Advisors, Inc.15,557$2.77M0.2%+1,39913F-HRTimeline
Sound View Wealth Advisors Group, LLC15,526$2.77M0.19%+1,30813F-HRTimeline
NewEdge Advisors, LLC15,413$2.75M0.01%+2,97813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding15,228$2.71M+905Timeline
SIMON QUICK ADVISORS, LLC15,169$2.7M0.12%+7913F-HRTimeline
BDF-GESTION15,015$2.67M0.32%new13F-HRTimeline
O'ROURKE & COMPANY, Inc14,786$2.63M1.1%-15113F-HRTimeline
ALGERT GLOBAL LLC14,731$2.62M0.04%new13F-HR/ATimeline
SUMITOMO LIFE INSURANCE CO14,663$2.61M0.08%-47413F-HRTimeline
Edgestream Partners, L.P.14,636$2.61M0.08%+13,04413F-HRTimeline
Centiva Capital, LP14,636$2.61M0.24%+9,16613F-HRTimeline
TWIN CAPITAL MANAGEMENT INC14,613$2.6M0.33%-4,57213F-HRTimeline
CHOREO, LLC14,575$2.6M0.03%-1413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,540$2.59M0.03%+2,83513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,128$2.52M0.06%+2,70313F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA14,058$2.5M0.52%-31213F-HRTimeline
GAMMA Investing LLC13,872$2.47M0.14%+1,53213F-HRTimeline
DIVERSIFIED TRUST CO13,821$2.46M0.05%-4,10813F-HRTimeline
Advance Capital Management, Inc.13,726$2.45M0.11%+4813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,624$2.43M0.03%+56613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.13,621$2.43M0.11%+72913F-HRTimeline
NTV Asset Management LLC13,327$2.37M0.26%-19713F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC13,251$2.36M2.52%+1,75513F-HRTimeline
Arax Advisory Partners12,996$2.32M0.03%+11,25013F-HRTimeline
Waterloo Capital, L.P.12,895$2.3M0.17%+3,47413F-HRTimeline
MUFG Securities EMEA plc12,802$2.28M0.06%+10,96613F-HRTimeline
RDA Financial Network12,729$2.27M0.56%-31113F-HRTimeline
American Assets Capital Advisers, LLC12,723$2.27M2.39%+3,37713F-HRTimeline
Steward Partners Investment Advisory, L…12,546$2.23M0.01%-1,34813F-HRTimeline
HighPoint Advisor Group LLC12,372$2.2M0.11%+46813F-HRTimeline
WESBANCO BANK INC12,335$2.2M0.06%-71813F-HRTimeline
World Investment Advisors12,296$2.19M0.04%+10,10113F-HRTimeline
Harvest Investment Services, LLC12,077$2.15M0.43%+2,66013F-HRTimeline
SIGNATUREFD, LLC12,038$2.14M0.03%+67013F-HRTimeline
Western Financial Corp/CA11,874$2.12M0.92%+20013F-HRTimeline
Prospera Financial Services Inc11,866$2.11M0.04%+1,56713F-HRTimeline
J.W. COLE ADVISORS, INC.11,649$2.08M0.04%-22513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.11,607$2.07M0.02%+3,64313F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.11,600$2.07M0.14%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding11,574$2.06M+1,360Timeline
OSSIAM11,499$2.05M0.03%-3,97813F-HRTimeline
Independent Advisor Alliance11,426$2.04M0.05%-22913F-HRTimeline
Summit Trail Advisors, LLC11,423$2.03M0.03%+4,97213F-HRTimeline
Mount Lucas Management LP11,382$2.03M0.91%+36813F-HRTimeline
Florida Trust Wealth Management Co11,253$2M0.06%+1,91113F-HRTimeline
OneDigital Investment Advisors LLC11,109$1.98M0.02%-39213F-HRTimeline
GF FUND MANAGEMENT CO. LTD.10,932$1.95M0.04%-50513F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.13,522$1.94M0.01%13F-HRTimelineGroup
American Financial Advisors, LLC10,863$1.94M0.25%-2,34013F-HRTimeline
CULLINAN ASSOCIATES INC10,715$1.91M0.12%+1,50013F-HRTimeline
Welch Group, LLC10,703$1.91M0.07%013F-HRTimeline
Ballentine Partners, LLC10,663$1.9M0.03%+92413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC10,538$1.88M0.43%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,531$1.88M<0.01%-34013F-HRTimelineGroup
Tema ETFs LLC10,214$1.82M0.15%new13F-HRTimeline
AlphaQuest LLC10,153$1.81M0.12%+1,44213F-HRTimeline
Glenmede Investment Management, LP10,129$1.8M0.01%+10513F-HRTimeline
Wealthspire Retirement, LLC10,120$1.8M0.12%-9613F-HR/ATimeline
BRANT POINT INVESTMENT MANAGEMENT LLC10,000$1.78M0.4%new13F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…10,000$1.78M0.13%013F-HRTimelineGroup
Westerkirk Capital Inc.10,000$1.78M0.2%013F-HRTimeline
Coastal Bridge Advisors, LLC9,979$1.78M0.13%-3113F-HRTimeline
Dorsey Wright & Associates9,974$1.78M0.4%-3213F-HRTimeline
Illinois Municipal Retirement Fund9,825$1.75M0.02%-5,10213F-HRTimeline
Frank, Rimerman Advisors LLC9,774$1.74M0.11%+5513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,666$1.72M0.02%+16213F-HRTimelineGroup
GREENLEAF TRUST9,644$1.72M0.02%-7713F-HRTimeline
Agate Pass Investment Management, LLC9,585$1.71M0.65%-10013F-HRTimeline
Integrated Wealth Concepts LLC9,579$1.71M0.02%+1,71513F-HRTimeline
MGO ONE SEVEN LLC9,574$1.71M0.04%+1,84213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,496$1.69M0.04%-70013F-HRTimeline
Snowden Capital Advisors LLC9,459$1.68M0.05%-31813F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,461$1.67M1.34%-61313F-HRTimeline
Cornell Pochily Investment Advisors, In…9,335$1.66M0.5%-19413F-HRTimeline
DENALI ADVISORS LLC9,215$1.64M0.19%-5,18113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,182$1.64M0.04%+6,45113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,014$1.61M-2,542Timeline
Trueblood Wealth Management, LLC8,983$1.6M0.62%+613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC8,963$1.6M0.51%-40013F-HRTimeline
Wedmont Private Capital9,222$1.6M0.06%+51613F-HRTimeline
Callan Family Office, LLC8,822$1.57M0.05%-2,30813F-HRTimeline
BAILARD, INC.8,820$1.57M0.03%+2,30413F-HRTimeline
Laird Norton Wetherby Wealth Management…8,813$1.57M0.06%+67413F-HRTimeline
Hartford Funds Management Co LLC8,806$1.57M0.13%-88013F-HRTimeline
Capital Square, LLC8,788$1.57M0.8%+68613F-HRTimeline
BOKF, NAin group BOKF, NA8,764$1.56M0.02%+35613F-HRTimelineGroup
Prestige Wealth Management Group LLC8,726$1.55M0.3%+35013F-HR/ATimeline
Everhart Financial Group, Inc.8,569$1.53M0.15%+1,23013F-HRTimeline
Beacon Pointe Advisors, LLC8,537$1.52M0.01%-1,44813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,520$1.52M<0.01%+33213F-HRTimelineGroup
Farther Finance Advisors, LLC8,468$1.51M0.02%+1,33113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.8,404$1.5M0.27%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,385$1.49M0.03%+1,45113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,350$1.49M0.43%-90613F-HRTimeline
Sigma Planning Corp8,289$1.48M0.04%-1,40213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,244$1.47M0.46%+3713F-HRTimeline
PROFUND ADVISORS LLC8,217$1.46M0.05%-8113F-HRTimeline
Emergent Wealth Advisors, LLC8,185$1.46M0.85%+75913F-HRTimeline
Savvy Advisors, Inc.8,111$1.44M0.07%+4,26513F-HRTimeline
NorthRock Partners, LLC8,085$1.44M0.03%+1,16613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC8,067$1.44M0.02%+1,30013F-HRTimelineGroup
PFG Investments, LLC7,950$1.42M0.07%-35713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,940$1.41M0.03%013F-HRTimelineGroup
Kingsview Wealth Management, LLC7,932$1.41M0.02%+62913F-HRTimeline
Quantum Portfolio Management LLC7,820$1.39M0.41%+2,58613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,815$1.39M0.15%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC7,764$1.38M0.07%+1613F-HRTimeline
Carnegie Investment Counsel7,716$1.37M0.03%-9213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,664$1.37M0.01%+79713F-HR/ATimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV7,564$1.35M0.84%-8313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC7,504$1.34M0.01%-23,74413F-HRTimelineGroup
SYNOVUS FINANCIAL CORP7,439$1.33M0.02%+39513F-HRTimeline
Highview Capital Management LLC/DE/7,430$1.32M0.49%-24913F-HRTimeline
Midwest Trust Co7,322$1.3M0.02%-2,12913F-HRTimeline
Stiles Financial Services Inc7,229$1.29M0.41%-30613F-HRTimeline
Purkiss Capital Advisors LLC7,187$1.28M0.61%+22713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,144$1.27M0.01%+51313F-HRTimelineGroup
Community Bank & Trust, Waco, Texas7,139$1.27M0.26%-15013F-HRTimeline
Checchi Capital Advisers, LLC7,128$1.27M0.09%-3,61413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,049$1.26M0.04%+1413F-HRTimelineGroup
Compound Planning, Inc.7,010$1.25M0.04%+61513F-HRTimeline
Morey & Quinn Wealth Partners, LLC6,998$1.25M0.92%-2113F-HRTimeline
OFI INVEST ASSET MANAGEMENT8,188$1.24M0.03%-95813F-HRTimeline
BRIGHTON JONES LLC6,923$1.23M0.03%+1,55813F-HRTimeline
Wealth Architects, LLC6,906$1.23M0.12%-113F-HRTimeline
GREAT LAKES ADVISORS, LLC6,868$1.22M0.01%+3,36113F-HRTimeline
Smartleaf Asset Management LLC6,939$1.22M0.08%+1,86813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…6,865$1.22M0.01%+4113F-HRTimelineGroup
180 WEALTH ADVISORS, LLC6,843$1.22M0.15%-7613F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI6,840$1.22M0.03%+1,05113F-HRTimeline
Morangie Management LLC6,833$1.22M1.05%+1,81613F-HRTimeline
WOLVERINE TRADING, LLC6,871$1.21M0.02%+4,72313F-HRTimeline
DAVENPORT & Co LLC6,615$1.18M0.01%+65813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,581$1.17M-9,799Timeline
KINGSWOOD WEALTH ADVISORS, LLC6,565$1.17M0.07%+3,47213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,518$1.16M0.16%+9713F-HRTimelineGroup
Parallel Advisors, LLC6,496$1.16M0.02%+47513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,427$1.15M0.04%-14613F-HRTimelineGroup
Dodds Wealth, LLC6,422$1.14M0.28%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,401$1.14M0.02%+19913F-HRTimeline
Mattson Financial Services, LLC6,387$1.14M0.27%new13F-HRTimeline
RiverFront Investment Group, LLC6,346$1.13M0.02%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,297$1.12M0.04%-2,51613F-HRTimelineGroup