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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,546 managers (1,593 13F filers) reported a position in WELL shares at 2026-06-30, 708,578,250 shares in all. 185 filers opened a position and 82 filers sold out during the quarter.

Managers
1,546
13F filers
1,593
New
185
Added
670
Reduced
481
Sold out
82
Shares held by filers
708,578,250

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HARBOR INVESTMENT ADVISORY, LLC7,613$1.73M0.12%+1,24713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,584$1.72M0.01%-2,22013F-HRTimelineGroup
PROFUND ADVISORS LLC7,576$1.72M0.05%+9213F-HRTimeline
IHT Wealth Management, LLC7,489$1.7M0.04%+1,24913F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.7,392$1.68M0.15%+2,37913F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC7,353$1.67M0.28%+1,99613F-HRTimeline
SATURNA CAPITAL CORP7,350$1.67M0.02%+14513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,338$1.67M0.03%+44713F-HRTimeline
GTS SECURITIES LLC7,188$1.63M0.03%-3,92013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,152$1.62M0.01%-3,18813F-HRTimelineGroup
Community Bank & Trust, Waco, Texas7,054$1.6M0.29%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,043$1.6M0.02%+78013F-HRTimelineGroup
Stiles Financial Services Inc7,033$1.6M0.4%-2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,005$1.59M0.03%-37413F-HRTimelineGroup
Checchi Capital Advisers, LLC6,998$1.59M0.1%+2913F-HRTimeline
Wealth Architects, LLC6,968$1.58M0.12%+2313F-HRTimeline
S&A Financial Services, Inc.6,768$1.54M0.94%-19913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,759$1.53M0.2%+20113F-HRTimelineGroup
BRIGHTON JONES LLC6,751$1.53M0.03%-34813F-HRTimeline
Wealthspire Advisors, LLC6,687$1.52M0.01%+2,05513F-HRTimeline
Modern Wealth Management, LLC6,649$1.51M0.02%+56213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6,642$1.51M0.02%-11513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC6,590$1.5M0.06%-4113F-HRTimeline
Patriot Financial Group Insurance Agenc…6,564$1.49M0.15%-5,57013F-HRTimeline
ASR Vermogensbeheer N.V.6,546$1.49M0.02%-89,87613F-HRTimeline
Dorsey & Whitney Trust CO LLC6,540$1.48M0.07%+41213F-HRTimeline
IEQ CAPITAL, LLC6,504$1.48M0.01%-3,01913F-HRTimeline
GREAT LAKES ADVISORS, LLC6,478$1.47M0.01%-33513F-HRTimeline
SAX WEALTH ADVISORS, LLC7,417$1.47M0.06%-14213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,442$1.46M0.04%+6413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC6,242$1.46M0.22%+1,04213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,408$1.45M0.04%-7213F-HRTimelineGroup
Baldwin Investment Management, LLC6,392$1.45M0.14%+2,51613F-HRTimeline
Texas Yale Capital Corp.6,354$1.44M0.03%+10213F-HRTimeline
Summit Financial, LLC6,343$1.44M0.02%-113F-HRTimeline
Apella Capital, LLC6,033$1.43M0.02%+1713F-HRTimeline
VUB Generali dochodkova spravcovska spo…6,315$1.43M0.99%013F-HRTimeline
Kesler, Norman & Wride, LLC6,309$1.43M0.23%+2,68013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,282$1.43M0.09%+62113F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/6,233$1.41M<0.01%-300,78613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,183$1.4M0.05%-66113F-HRTimelineGroup
Pacific Sun Financial Corp6,063$1.38M0.57%013F-HRTimeline
M&G PLCin group M&G PLC6,047$1.37M0.01%+1,26113F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,027$1.37M0.07%+27113F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…6,000$1.36M2.34%+1,60013F-HRTimeline
Qtron Investments LLC5,978$1.36M0.18%-8213F-HRTimeline
ELEVATUS WELATH MANAGEMENT5,967$1.35M0.33%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,950$1.35M0.54%-7513F-HRTimeline
SYON CAPITAL LLC5,908$1.34M0.06%+34013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,904$1.34M0.09%+2,79013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,872$1.33M0.08%-5713F-HRTimeline
BSW Wealth Partners5,831$1.32M0.15%-18613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,819$1.32M0.32%-2,28813F-HRTimeline
Ellevest, Inc.5,830$1.32M0.16%-9313F-HRTimeline
Richwood Investment Advisors, LLC5,808$1.32M0.93%-24913F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC5,760$1.31M0.07%013F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC5,728$1.3M0.19%+73713F-HRTimeline
Markowski Investments5,720$1.3M0.29%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,698$1.29M0.83%-1,30013F-HRTimeline
CVFG LLC5,651$1.28M0.13%013F-HRTimeline
Ninety One UK Ltd5,647$1.28M<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,626$1.28M0.02%+13013F-HRTimeline
Aprio Wealth Management, LLC5,611$1.27M0.06%+74013F-HRTimeline
MCDONALD PARTNERS LLC5,506$1.25M0.3%new13F-HRTimeline
Lumbard & Kellner, LLC5,496$1.25M0.38%013F-HRTimeline
IBEX WEALTH ADVISORS5,495$1.25M0.1%-7613F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT5,443$1.24M0.01%-2,65713F-HRTimeline
Perigon Wealth Management, LLC5,411$1.23M0.02%+29113F-HRTimeline
Prestige Wealth Management Group LLC5,283$1.2M0.22%-3,79913F-HRTimeline
STABLEFORD CAPITAL II LLC5,272$1.2M0.41%-10513F-HRTimeline
CX Institutional5,219$1.19M0.03%+1,58213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,213$1.18M0.04%-50013F-HRTimeline
AE Wealth Management LLC5,195$1.18M0.01%+1,09313F-HRTimeline
VestGen Investment Management5,165$1.17M0.62%+4,11413F-HRTimeline
Advisory Alpha, LLC5,162$1.17M0.03%+2,87613F-HRTimeline
Sara-Bay Financial5,135$1.17M0.31%013F-HRTimeline
ARS Wealth Advisors Group, LLC5,130$1.16M0.09%+1713F-HRTimeline
Busey Bank5,111$1.16M0.03%-32913F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,096$1.16M0.16%-2513F-HRTimeline
Howard Capital Management, LLC5,095$1.16M0.01%+2,96313F-HRTimeline
Cresset Asset Management, LLC5,087$1.15M<0.01%+3,41813F-HRTimeline
Premier Path Wealth Partners, LLC5,066$1.15M0.13%+1913F-HRTimeline
Benchmark Investment Advisors LLC5,060$1.15M0.5%013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI5,016$1.14M0.02%-60013F-HRTimeline
DIVERSIFIED TRUST CO5,007$1.14M0.02%-33613F-HRTimeline
Retirement Planning Co of New England, …4,982$1.13M0.41%-28713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,977$1.13M0.07%+1,05513F-HRTimeline
FIRST AMERICAN TRUST, FSB4,968$1.13M0.07%+37513F-HRTimeline
Prosperity Consulting Group, LLC4,961$1.13M0.04%+91113F-HRTimeline
Finward Bancorp4,936$1.12M0.85%-3513F-HRTimeline
SAPIENT CAPITAL LLC4,922$1.12M0.01%new13F-HR/ATimeline
IFP Advisors, Inc4,887$1.11M0.02%+45313F-HRTimeline
Proficio Capital Partners LLC4,862$1.1M0.04%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,832$1.1M0.01%+1,20713F-HRTimeline
Legacy Wealth Asset Management, LLC4,812$1.09M0.24%-17313F-HRTimeline
Geneos Wealth Management Inc.4,809$1.09M0.02%-11213F-HRTimeline
Advyzon Investment Management, LLC4,806$1.09M0.08%+2,46313F-HRTimeline
PDS Planning, Inc4,748$1.08M0.06%+3513F-HRTimeline
Dodds Wealth, LLC4,748$1.08M0.24%013F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…4,748$1.08M0.03%+2,18013F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,725$1.07M0.22%-20013F-HRTimeline
SJS Investment Consulting Inc.4,706$1.07M0.12%+10213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…4,649$1.05M0.69%013F-HRTimeline
Buckley Wealth Management, LLC4,574$1.04M0.26%+21913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,558$1.03M0.06%-71013F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,553$1.03M0.15%+1,03713F-HRTimeline
Investment Advisory Group, LLC4,541$1.03M0.22%-27613F-HRTimeline
LongView Wealth Management4,539$1.03M0.26%-10813F-HRTimeline
Supplemental Annuity Collective Trust o…4,528$1.03M0.26%-11913F-HRTimeline
Alteri Wealth LLC4,483$1.02M0.28%+9813F-HRTimeline
Joel Isaacson & Co., LLC4,480$1.02M0.03%013F-HRTimeline
AA Financial Advisors, LLC4,475$1.02M0.12%+13113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,471$1.01M0.29%+52113F-HRTimeline
ALERUS FINANCIAL NA4,459$1.01M0.04%+2,53613F-HRTimeline
HUB Investment Partners, LLC4,450$1.01M0.02%+1,70913F-HRTimeline
Capital Square, LLC4,360$1.01M0.44%-17813F-HRTimeline
TOWER BRIDGE ADVISORS4,425$1M0.09%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,413$1M0.1%+1613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,408$1M0.02%+3,27713F-HRTimeline
INGALLS & SNYDER LLC4,395$998K0.03%013F-HRTimeline
ProVise Management Group, LLC4,386$995K0.07%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,177$992K0.02%+3513F-HRTimeline
J.Safra Asset Management Corp4,343$986K0.05%+4,23313F-HRTimeline
Fulcrum Capital LLC4,328$982K0.2%-15513F-HRTimeline
Midwest Trust Co4,321$981K0.01%-11513F-HRTimeline
Valued Retirements, Inc.4,238$962K0.86%+26613F-HRTimeline
Foster Victor Wealth Advisors, LLC4,069$960K0.05%-2213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,204$954K0.46%013F-HRTimeline
Saiph Capital, LLC4,197$953K0.29%+24813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,174$947K0.01%+13713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,166$946K0.02%-813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,159$944K0.03%013F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP4,140$940K0.23%-6,97913F-HRTimeline
Life Cycle Investment Partners Ltd4,121$935K<0.01%-4,25713F-HRTimeline
Tuttle Capital Management, LLC4,112$933K0.63%013F-HRTimeline
Souders Financial Advisors4,108$932K0.09%+9213F-HRTimeline
Simplicity Wealth,LLC4,100$931K0.03%+36413F-HRTimeline
River Street Advisors LLC4,087$928K0.27%+1413F-HRTimeline
BETO FINANCIAL GROUP, LLC3,749$918K0.48%+2713F-HRTimeline
Bull Harbor Capital LLC4,039$917K0.18%+1113F-HRTimeline
L2 Asset Management, LLC4,037$916K0.1%+32813F-HRTimeline
Cambria Investment Management, L.P.4,031$915K0.05%+77913F-HRTimeline
Manske Wealth Management4,025$914K0.23%013F-HRTimeline
Quantum Portfolio Management LLC3,999$908K0.33%-26713F-HRTimeline
LRI Investments, LLC3,995$907K0.07%-22513F-HRTimeline
HBK Sorce Advisory LLC3,821$907K0.02%+8713F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,980$903K0.05%-6013F-HRTimeline
Churchill Financial Advisors, LLC3,970$901K0.17%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,922$890K<0.01%-9,90113F-HRTimeline
Comprehensive Money Management Services…3,921$890K0.56%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,881$881K0.03%-10013F-HRTimelineGroup
Glenview Trust Co3,877$880K0.01%-2513F-HR/ATimeline
Southland Equity Partners LLC3,852$874K0.15%+913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,823$868K0.02%-1113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,813$865K0.01%+1613F-HRTimeline
180 WEALTH ADVISORS, LLC3,748$851K0.09%-14113F-HRTimeline
Drake & Associates, LLC3,742$849K0.14%-3,46513F-HRTimeline
Driehaus Capital Management LLC3,734$848K<0.01%013F-HRTimeline
Madden Advisory Services, Inc.3,693$838K0.3%-11713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,692$838K0.32%-32213F-HRTimeline
Rehmann Capital Advisory Group3,681$836K0.04%+3913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,678$835K0.26%+4813F-HRTimeline
AlphaGrep UK Ltd3,634$825K0.25%+58113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,625$823K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,605$818K0.22%+1213F-HRTimeline
Van Hulzen Asset Management, LLC3,596$816K0.06%+2913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,566$809K0.08%+8013F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS3,563$809K0.01%new13F-HRTimeline
Integrated Advisors Network LLC3,550$806K0.04%-54413F-HRTimeline
FWG Holdings, LLC3,177$801K0.28%+19013F-HRTimeline
Stonebridge Financial Group, LLC3,527$801K0.06%+2213F-HRTimeline
Widmann Financial Services, Inc.3,521$799K0.43%+2,49213F-HRTimeline
Koshinski Asset Management, Inc.3,511$797K0.04%+34913F-HRTimeline
FSM Wealth Advisors, LLC3,489$792K0.08%+8913F-HRTimeline
Values First Advisors, Inc.3,484$791K0.36%-3,31113F-HR/ATimeline
Comprehensive Financial Consultants Ins…3,474$788K0.21%013F-HRTimeline
Westerkirk Capital Inc.3,471$788K0.08%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,142$780K+1,978Timeline
Peak Planning Group, LLC3,406$773K0.17%-13413F-HRTimeline
HighPoint Advisor Group LLC3,404$773K0.03%+31113F-HRTimeline
LCNB CORP3,392$770K0.24%013F-HRTimeline
Composition Wealth, LLC3,385$768K0.01%+26513F-HRTimeline
Providence First Trust Co3,342$759K0.21%+60613F-HRTimeline
Hamrick Investment Counsel, llc3,340$758K0.5%new13F-HRTimeline
CoreCap Advisors, LLC3,337$757K0.02%-26613F-HRTimeline
Balboa Wealth Partners3,306$750K0.1%-87513F-HRTimeline
Eurizon SLJ Capital Ltd3,297$748K0.28%013F-HRTimeline
Jackson Creek Investment Advisors LLC3,190$748K0.25%-86913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,285$746K-105Timeline
Pinnacle Wealth Management Group, Inc.3,284$745K0.35%013F-HRTimeline
Cannon Advisors, Inc.3,155$745K0.45%new13F-HRTimeline
Aureus Asset Management, LLC3,280$744K0.05%+43013F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$744K0.01%013F-HRTimeline
GWN SECURITIES INC.3,275$743K0.12%-15513F-HRTimeline
Point Windward Advisors Inc.3,250$738K0.33%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,221$731K0.08%+5413F-HRTimeline
Obermeyer Wealth Partners3,197$726K0.03%-313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,196$725K0.03%+10113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.3,157$719K0.04%+2113F-HRTimeline
Maia Wealth LLC3,164$718K0.11%+43213F-HRTimeline