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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,400 managers (1,437 13F filers) reported a position in WELL shares at 2025-12-31, 676,486,421 shares in all. 128 filers opened a position and 85 filers sold out during the quarter.

Managers
1,400
13F filers
1,437
New
128
Added
611
Reduced
408
Sold out
85
Shares held by filers
676,486,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.24,158$4.48M0.15%+1,02913F-HRTimelineGroup
Siemens Fonds Invest GmbH23,782$4.47M0.24%+5,23513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC24,081$4.47M0.15%+2,29613F-HRTimelineGroup
Union Bancaire Privee, UBP SA29,950$4.45M0.05%new13F-HRTimeline
Horizon Investments, LLC23,842$4.43M0.06%-22,52513F-HRTimeline
OSTRUM ASSET MANAGEMENT23,714$4.4M0.21%-9,28913F-HRTimeline
Westover Capital Advisors, LLC23,683$4.4M0.8%-1,26913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,482$4.36M0.02%+2,17813F-HRTimelineGroup
Assenagon Asset Management S.A.23,468$4.36M0.01%+25613F-HRTimeline
Private Advisor Group, LLC23,421$4.35M0.02%+1,31413F-HRTimeline
ROMANO BROTHERS AND COMPANY23,060$4.28M0.49%-1,27213F-HRTimeline
North Dakota State Investment Board22,951$4.26M0.16%13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.22,845$4.24M0.03%+1,58313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,788$4.23M0.04%+4,42313F-HRTimelineGroup
Portfolio Design Labs, LLC22,658$4.21M0.69%+1,65613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,604$4.2M0.01%-1,99613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,422$4.16M0.05%+2,92213F-HRTimelineGroup
Hamilton Capital Partners Inc.22,352$4.15M0.15%-1,64613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,347$4.15M0.03%-43413F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd22,251$4.13M0.06%-83513F-HRTimelineGroup
SPINNAKER TRUST22,200$4.12M0.22%-30013F-HRTimeline
Gladstone Institutional Advisory LLC22,185$4.12M0.16%+34213F-HRTimeline
Allworth Financial LP22,041$4.09M0.02%+28513F-HRTimeline
BOSTON FAMILY OFFICE LLC22,043$4.09M0.26%-3,61613F-HRTimeline
Trek Financial, LLC21,472$3.99M0.23%new13F-HRTimeline
Brentview Investment Management LLC21,272$3.95M1.79%new13F-HRTimeline
Summit Place Financial Advisors, LLC21,146$3.92M1.9%-1,67513F-HRTimeline
SteelPeak Wealth, LLC21,115$3.92M0.13%+3,78513F-HRTimeline
Argentarii, LLC21,107$3.92M1.28%+513F-HRTimeline
RATIONAL ADVISORS, INC.21,000$3.9M0.4%new13F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC21,000$3.9M0.87%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…20,718$3.89M0.05%-4,45413F-HRTimelineGroup
FJ Capital Management LLC20,975$3.89M0.43%-7,87013F-HRTimeline
OMERS ADMINISTRATION Corp20,194$3.75M0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,085$3.73M0.09%+3,79213F-HRTimelineGroup
Bleichroeder LP20,000$3.71M0.65%013F-HRTimeline
Asset Planning,Inc19,902$3.69M2.6%-20913F-HRTimeline
Canada Post Corp Registered Pension Plan19,899$3.69M0.14%+3,55013F-HRTimeline
Great Diamond Partners, LLC19,489$3.62M0.7%-24013F-HRTimeline
Jain Global LLC19,418$3.6M0.04%new13F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…19,273$3.58M0.3%-4,37713F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC19,269$3.58M0.3%-52713F-HRTimelineGroup
Chesley Taft & Associates LLC19,165$3.56M0.14%+1,11713F-HRTimeline
Sequoia Financial Advisors, LLC19,002$3.53M0.02%+95813F-HRTimeline
TWINBEECH CAPITAL LP19,000$3.53M0.25%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…18,776$3.49M0.07%new13F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC18,589$3.45M0.13%-13,71113F-HRTimeline
NewEdge Advisors, LLC18,485$3.43M0.01%+3,07213F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP18,434$3.42M0.04%-2,19913F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …20,873$3.4M0.13%+3,25113F-HRTimelineGroup
Wahed Invest LLC18,111$3.36M0.44%-19513F-HRTimeline
V-Square Quantitative Management LLC18,082$3.36M0.35%-1,67813F-HRTimeline
Hilton Capital Management, LLC17,990$3.34M0.25%new13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS17,900$3.32M0.07%013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH17,294$3.25M0.31%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding17,207$3.19M+1,979Timeline
PRAXIS INVESTMENT MANAGEMENT INC17,153$3.18M0.19%013F-HRTimeline
YHB Investment Advisors, Inc.17,020$3.16M0.22%+1,46313F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC17,000$3.16M0.76%+7,00013F-HRTimeline
Nilsine Partners, LLC16,976$3.15M0.27%+53213F-HRTimeline
Capital Investment Advisors, LLC16,778$3.11M0.05%-4713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,758$3.11M0.03%+3,13413F-HRTimelineGroup
HB Wealth Management, LLC16,711$3.1M0.02%+68613F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …16,548$3.07M0.02%013F-HRTimelineGroup
Liberty Capital Management, Inc.16,257$3.02M0.56%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC16,226$3.01M0.03%-2,63113F-HRTimeline
Sound View Wealth Advisors Group, LLC16,190$3M0.2%+66413F-HRTimeline
D.A. DAVIDSON & CO.16,062$2.98M0.02%-38913F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,987$2.97M0.09%+10913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,833$2.94M0.05%+11,06013F-HRTimelineGroup
Harvest Investment Services, LLC15,792$2.93M0.55%+3,71513F-HRTimeline
Verde Capital Management15,748$2.92M0.62%-83613F-HRTimeline
World Investment Advisors15,723$2.92M0.05%+3,42713F-HR/ATimeline
Anson Funds Management LPin group Anson Funds Management LP15,500$2.88M0.39%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC15,356$2.85M0.12%+18713F-HRTimeline
GAMMA Investing LLC15,266$2.83M0.14%+1,39413F-HRTimeline
Caprock Group, LLC15,145$2.81M0.06%-1,80313F-HRTimeline
CENTAURUS FINANCIAL, INC.14,946$2.77M0.13%+1,32513F-HRTimeline
SUMITOMO LIFE INSURANCE CO14,791$2.75M0.08%+12813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,590$2.71M0.07%new13F-HRTimelineGroup
O'ROURKE & COMPANY, Inc14,558$2.7M1.05%-22813F-HRTimeline
Edgemoor Investment Advisors, Inc.14,400$2.67M0.21%-1,48513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,322$2.66M0.06%+19413F-HRTimelineGroup
Independent Advisor Alliance14,228$2.64M0.06%+2,80213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,110$2.62M0.03%-43013F-HRTimeline
BDF-GESTION14,077$2.61M0.32%-93813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA14,028$2.6M0.52%-3013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,909$2.58M<0.01%+5,38913F-HRTimelineGroup
Blue Capital, Inc.13,781$2.56M1.82%new13F-HRTimeline
Advance Capital Management, Inc.13,723$2.55M0.11%-313F-HRTimeline
HighPoint Advisor Group LLC13,699$2.54M0.06%+1,32713F-HRTimeline
CHOREO, LLC13,392$2.52M0.03%-1,18313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,546$2.51M0.13%-7,58513F-HRTimeline
Donoghue Forlines LLC13,423$2.49M0.77%new13F-HRTimeline
Steward Partners Investment Advisory, L…13,387$2.48M0.01%+84113F-HRTimeline
Florida Trust Wealth Management Co13,276$2.46M0.07%+2,02313F-HRTimeline
PEAK6 LLCin group PEAK6 LLC13,226$2.45M0.07%-2,94913F-HR/ATimelineGroup
Oak Thistle LLC13,192$2.45M0.34%new13F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC13,176$2.45M2.66%-7513F-HRTimeline
Hartford Funds Management Co LLC13,115$2.43M0.2%+4,30913F-HRTimeline
SIGNATUREFD, LLC13,056$2.42M0.04%+1,01813F-HRTimeline
TWIN CAPITAL MANAGEMENT INC12,930$2.4M0.3%-1,68313F-HRTimeline
NTV Asset Management LLC12,822$2.38M0.25%-50513F-HRTimeline
Prospera Financial Services Inc12,416$2.31M0.04%+55013F-HRTimeline
Global Retirement Partners, LLC12,412$2.3M0.04%+7,79813F-HRTimeline
WESBANCO BANK INC12,210$2.27M0.06%-12513F-HRTimeline
Taproot Management LP12,085$2.24M0.36%13F-HRTimeline
Summit Trail Advisors, LLC12,083$2.24M0.04%+66013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,039$2.23M0.01%13F-HRTimelineGroup
Brooklyn Investment Group11,645$2.21M0.1%+5,67113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,658$2.16M0.05%+2,47613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,533$2.14M0.05%+2,03713F-HRTimeline
J.W. COLE ADVISORS, INC.11,784$2.12M0.05%+13513F-HRTimeline
OFI INVEST ASSET MANAGEMENT13,140$2.12M0.03%+4,95213F-HRTimeline
Mount Lucas Management LP11,396$2.12M0.94%+1413F-HRTimeline
GF FUND MANAGEMENT CO. LTD.11,082$2.06M0.04%+15013F-HRTimeline
OneDigital Investment Advisors LLC10,949$2.03M0.02%-16013F-HRTimeline
LDR Capital Management LLC10,830$2.01M2.79%new13F-HRTimeline
Ballentine Partners, LLC10,813$2.01M0.03%+15013F-HRTimeline
Welch Group, LLC10,731$1.99M0.08%+2813F-HRTimeline
Drake & Associates, LLC10,700$1.99M0.4%-5,59913F-HRTimeline
Western Financial Corp/CA10,696$1.99M0.79%-1,17813F-HRTimeline
RDA Financial Network10,670$1.98M0.48%-2,05913F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…10,614$1.97M0.54%-96013F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,529$1.95M0.01%+1,99213F-HRTimeline
Waterloo Capital, L.P.10,503$1.95M0.14%-2,39213F-HRTimeline
Morangie Management LLC10,496$1.95M1.55%+3,66313F-HRTimeline
American Financial Advisors, LLC10,449$1.94M0.25%-41413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,332$1.92M0.21%+2,51713F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,302$1.91M0.04%new13F-HRTimeline
Tema ETFs LLC10,186$1.89M0.15%-2813F-HRTimeline
PROFUND ADVISORS LLC10,178$1.89M0.06%+1,96113F-HRTimeline
Farther Finance Advisors, LLC10,143$1.88M0.02%+1,67513F-HRTimeline
Wealthspire Retirement, LLC10,127$1.88M0.11%+713F-HRTimeline
CULLINAN ASSOCIATES INC10,075$1.87M0.13%-64013F-HRTimeline
Snowden Capital Advisors LLC10,070$1.87M0.05%+61113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,018$1.86M0.02%+35213F-HRTimelineGroup
American Assets Investment Management, …in group American Assets Investment Ma…10,000$1.86M0.13%013F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC9,938$1.84M0.43%-60013F-HRTimeline
BAILARD, INC.9,899$1.84M0.04%+1,07913F-HRTimeline
Dorsey Wright & Associates9,894$1.84M0.4%-8013F-HRTimeline
Frank, Rimerman Advisors LLC9,873$1.83M0.12%+9913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,860$1.83M+846Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9,849$1.83M0.01%+2,70513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,811$1.82M<0.01%-72013F-HRTimelineGroup
GREENLEAF TRUST9,805$1.82M0.02%+16113F-HRTimeline
BNP PARIBASin group BNP PARIBAS9,800$1.82M0.05%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO9,746$1.81M0.03%-4,07513F-HRTimeline
Coastal Bridge Advisors, LLC9,591$1.78M0.13%-38813F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,423$1.76M1.47%-3813F-HRTimeline
High Point Wealth Management, LLC9,390$1.74M1.64%13F-HRTimeline
DENALI ADVISORS LLC9,366$1.74M0.19%+15113F-HRTimeline
Wedmont Private Capital9,279$1.72M0.06%+5713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,197$1.71M0.03%+81213F-HRTimeline
Compound Planning, Inc.9,132$1.69M0.05%+2,12213F-HRTimeline
Carnegie Investment Counsel8,975$1.67M0.03%+1,25913F-HRTimeline
Cornell Pochily Investment Advisors, In…8,942$1.66M0.48%-39313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC8,938$1.66M0.53%-2513F-HRTimeline
Everhart Financial Group, Inc.8,938$1.66M0.15%+36913F-HRTimeline
GAM Holding AGin group GAM Holding AG8,879$1.65M0.11%+6,95213F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.8,853$1.64M0.21%13F-HRTimeline
Verition Fund Management LLC8,847$1.64M0.01%-12,50413F-HRTimeline
Agate Pass Investment Management, LLC8,785$1.63M0.61%-80013F-HRTimeline
Savvy Advisors, Inc.8,677$1.61M0.05%+56613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.8,394$1.56M0.24%-1013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,326$1.55M0.07%new13F-HRTimeline
Trueblood Wealth Management, LLC8,298$1.54M0.6%-68513F-HRTimeline
MGO ONE SEVEN LLC8,289$1.54M0.03%-1,28513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,275$1.54M0.46%+3113F-HRTimeline
AlphaCore Capital LLC8,136$1.51M0.03%+2,46213F-HRTimeline
PFG Investments, LLC8,122$1.51M0.07%+17213F-HRTimeline
Emergent Wealth Advisors, LLC8,101$1.5M0.85%-8413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC8,067$1.5M0.02%013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC8,055$1.5M0.42%-29513F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…7,988$1.48M0.05%13F-HR/ATimeline
Quantitative Investment Management, LLC7,869$1.46M0.14%+3,06913F-HRTimeline
Quantbot Technologies LP7,864$1.46M0.05%-97,16513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,839$1.46M0.01%13F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,743$1.44M0.01%+7913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC7,624$1.42M0.03%-31613F-HRTimelineGroup
Highview Capital Management LLC/DE/7,584$1.41M0.5%+15413F-HRTimeline
SAX WEALTH ADVISORS, LLC7,559$1.4M0.07%-20513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.7,520$1.4M0.22%new13F-HRTimeline
TD Waterhouse Canada Inc.7,392$1.37M0.01%+5,56213F-HRTimeline
Clearstead Advisors, LLC7,371$1.37M0.02%+1,30413F-HRTimeline
Smartleaf Asset Management LLC7,277$1.37M0.05%+33813F-HRTimeline
Purkiss Capital Advisors LLC7,347$1.36M0.64%+16013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,297$1.35M+716Timeline
DAVENPORT & Co LLC7,276$1.35M0.01%+66113F-HRTimeline
Stiles Financial Services Inc7,240$1.34M0.41%+1113F-HRTimeline
Illinois Municipal Retirement Fund7,155$1.33M0.02%-2,67013F-HRTimeline
Kingsview Wealth Management, LLC7,134$1.32M0.02%-79813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,121$1.32M0.01%+1,11513F-HRTimelineGroup
Parallel Advisors, LLC7,111$1.32M0.02%+61513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,071$1.31M0.12%+5,18913F-HRTimeline
Community Bank & Trust, Waco, Texas7,059$1.31M0.27%-8013F-HRTimeline
Morey & Quinn Wealth Partners, LLC6,998$1.3M0.93%013F-HRTimeline
Wealth Architects, LLC6,939$1.29M0.12%+3313F-HRTimeline
GREAT LAKES ADVISORS, LLC6,912$1.28M0.01%+4413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,911$1.28M0.02%+51013F-HRTimeline