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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,103 managers (1,129 13F filers) reported a position in WELL shares at 2024-12-31, 617,917,910 shares in all. 88 filers opened a position and 77 filers sold out during the quarter.

Managers
1,103
13F filers
1,129
New
88
Added
463
Reduced
323
Sold out
77
Shares held by filers
617,917,910

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Associated Banc-Corpin group Associated Banc-Corp4,714$594K0.02%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC4,687$591K0.01%-16313F-HRTimeline
DAVENPORT & Co LLC4,672$589K<0.01%-1,79613F-HRTimeline
Schechter Investment Advisors, LLC4,658$587K0.04%+11513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,652$586K0.38%013F-HRTimeline
Verition Fund Management LLC4,636$584K<0.01%-6,60513F-HRTimeline
Parallel Advisors, LLC4,582$577K0.01%+72113F-HRTimeline
Qtron Investments LLC4,543$573K0.08%013F-HRTimeline
Carmel Capital Partners, LLC4,540$572K0.23%+6013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,538$572K0.03%+13313F-HRTimeline
AlphaCore Capital LLC4,522$570K0.12%-11813F-HRTimeline
Aptus Capital Advisors, LLC4,509$568K0.01%+1,21313F-HRTimeline
Clearstead Advisors, LLC4,495$566K0.01%-8813F-HRTimeline
Gold Investment Management Ltd.4,484$565K0.24%-5313F-HRTimeline
Obermeyer Wealth Partners4,457$562K0.03%013F-HRTimeline
SYON CAPITAL LLC4,406$555K0.05%-12613F-HRTimeline
Joel Isaacson & Co., LLC4,397$554K0.02%013F-HRTimeline
Stokes Family Office, LLC4,387$553K0.06%new13F-HRTimeline
Southland Equity Partners LLC4,368$550K0.13%+69213F-HRTimeline
HF Advisory Group, LLC4,351$548K0.25%-77613F-HRTimeline
Premier Path Wealth Partners, LLC4,350$548K0.08%+13913F-HRTimeline
FIRST AMERICAN TRUST, FSB4,319$544K0.05%+2613F-HRTimeline
Summit Financial, LLC4,315$544K0.02%+1,83913F-HRTimeline
Global Retirement Partners, LLC4,315$544K0.02%-17613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,308$543K0.01%13F-HRTimeline
Mesirow Financial Investment Management…4,296$541K0.01%-4,29013F-HRTimeline
Cambria Investment Management, L.P.4,290$541K0.03%+92413F-HRTimeline
Comprehensive Money Management Services…4,276$539K0.44%13F-HRTimeline
Net Worth Advisory Group4,247$535K0.16%+1,43813F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,240$534K0.02%-5313F-HRTimeline
WHITTIER TRUST CO4,202$530K0.01%-12913F-HRTimeline
BRIGHTON JONES LLC4,185$527K0.02%+27913F-HR/ATimeline
Summit Trail Advisors, LLC4,185$527K0.02%+74213F-HRTimeline
Great Diamond Partners, LLC4,172$526K0.14%new13F-HRTimeline
EP Wealth Advisors, LLC4,157$524K<0.01%+66113F-HRTimeline
Hendershot Investments Inc.4,116$519K0.07%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,115$519K0.01%-24513F-HRTimeline
Callan Family Office, LLC4,095$516K0.03%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,669$515K0.05%+1,98813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,060$512K0.04%new13F-HRTimeline
Proficio Capital Partners LLC4,047$510K0.04%+2,41713F-HR/ATimeline
GTS SECURITIES LLC4,033$508K0.02%-4,86713F-HRTimeline
Baldwin Investment Management, LLC4,027$508K0.07%+26713F-HRTimeline
Prime Capital Investment Advisors, LLC4,013$506K0.01%-67013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,966$500K0.01%-42013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…3,962$499K0.18%013F-HRTimeline
Glenview Trust Co3,958$499K0.01%+513F-HRTimeline
Monument Capital Management3,921$494K0.14%-12413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,887$490K0.06%-72613F-HRTimelineGroup
Sage Mountain Advisors LLC3,886$490K0.04%+12213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,845$485K0.01%+1413F-HRTimeline
Van Hulzen Asset Management, LLC3,844$484K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,788$477K0.02%+53713F-HRTimeline
Evanson Asset Management, LLC3,780$476K0.03%+913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,753$473K0.03%+1,58313F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC3,739$471K<0.01%+1,42913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,725$469K0.22%+1,20013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3,712$468K0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.3,672$463K0.02%+5513F-HRTimeline
SYNOVUS FINANCIAL CORP3,655$461K0.01%+32913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,649$460K<0.01%-5,12713F-HRTimeline
Perigon Wealth Management, LLC3,549$457K0.01%+1,16013F-HRTimeline
Sustainable Insight Capital Management,…3,622$456K0.2%-77813F-HRTimeline
Valeo Financial Advisors, LLC3,619$456K0.01%-4913F-HRTimeline
LCNB CORP3,604$454K0.17%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,571$450K0.04%+20013F-HRTimeline
Farther Finance Advisors, LLC3,548$447K0.02%-6213F-HRTimeline
Peak Planning Group, LLC3,535$446K0.19%+713F-HRTimeline
Hutchens & Kramer Investment Management…3,535$446K0.24%-4013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,527$445K0.03%-413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,522$444K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,499$441K0.02%+2,94913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,486$439K0.01%-72913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,461$436K0.01%+20513F-HRTimeline
PDS Planning, Inc3,457$436K0.04%-1413F-HRTimeline
Stonebridge Financial Group, LLC3,452$435K0.05%13F-HRTimeline
Wealthspire Advisors, LLC3,451$435K<0.01%+8313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,444$434K0.08%-30513F-HRTimeline
Graypoint LLC3,427$432K0.03%+8413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,418$431K0.07%013F-HRTimeline
Howard Capital Management, LLC3,368$424K0.01%+17113F-HRTimeline
River Street Advisors LLC3,365$424K0.22%+34413F-HRTimeline
Prairie Sky Financial Group LLC3,332$420K0.26%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,318$418K0.26%013F-HRTimeline
SFMG, LLC3,299$416K0.03%-213F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$413K0.01%+48613F-HRTimeline
CONNING INC.in group CONNING INC.3,277$413K0.01%+15913F-HRTimelineGroup
Emergent Wealth Advisors, LLC3,251$410K0.3%013F-HRTimeline
Point Windward Advisors Inc.3,250$410K0.15%013F-HRTimeline
SVB WEALTH LLC3,229$407K0.01%new13F-HRTimeline
Avestar Capital, LLC3,198$403K0.04%+66213F-HRTimeline
Tuttle Capital Management, LLC3,193$402K2.07%+82413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,186$402K0.08%-61413F-HRTimeline
Strategic Wealth Partners, Ltd.2,593$393K0.03%-6913F-HRTimeline
CoreCap Advisors, LLC3,113$392K0.02%-11313F-HRTimeline
HBK Sorce Advisory LLC3,106$391K0.01%+15313F-HRTimeline
Nilsine Partners, LLC3,103$391K0.04%+20113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,090$389K<0.01%+5913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,089$389K-186Timeline
Plato Investment Management Ltd3,075$389K0.03%013F-HRTimeline
Kapitalo Investimentos Ltda3,077$388K0.26%new13F-HRTimeline
Financial Advocates Investment Manageme…3,032$382K0.02%+27613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV3,001$378K0.22%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,000$378K0.07%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,975$375K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,944$371K+43Timeline
CX Institutional2,929$369K0.01%+4613F-HRTimeline
Keystone Financial Group2,910$367K0.04%013F-HRTimeline
Whipplewood Advisors, LLC2,909$367K0.21%13F-HRTimeline
BSW Wealth Partners2,893$365K0.05%+46013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,854$360K0.01%+2713F-HRTimeline
Cetera Trust Company, N.A2,850$359K0.23%-17513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,842$358K0.01%-4,39813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,805$354K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.2,796$352K0.04%new13F-HRTimeline
Legacy Financial Advisors, Inc.2,787$351K0.06%+1813F-HRTimeline
Wilmington Savings Fund Society, FSB2,774$350K0.01%+14313F-HRTimeline
Visionary Wealth Advisors2,760$348K0.02%-10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,743$346K0.01%+1413F-HRTimelineGroup
180 WEALTH ADVISORS, LLC2,690$339K0.05%-7113F-HRTimeline
DEARBORN PARTNERS LLC2,675$337K0.01%-31813F-HRTimeline
Clarius Group, LLC2,671$337K0.02%-4713F-HRTimeline
Koshinski Asset Management, Inc.2,669$336K0.03%+5813F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,666$336K0.02%-3,84713F-HRTimelineGroup
Bowman & Co S.C.2,665$336K0.17%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,660$335K<0.01%+22813F-HRTimelineGroup
Covenant Asset Management, LLC2,659$335K0.07%-5413F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$334K0.04%013F-HRTimeline
Advisory Services Network, LLC2,645$333K0.01%-26413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,638$332K0.08%+24913F-HRTimeline
Blue Capital, Inc.2,616$330K0.23%13F-HRTimeline
Jacobi Capital Management LLC2,613$329K0.02%+16913F-HRTimeline
Safeguard Investment Advisory Group, LLC2,600$328K0.09%+1213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,595$327K0.02%-813F-HRTimelineGroup
Lindbrook Capital, LLC2,559$323K0.03%+3213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,557$322K0.01%+83813F-HRTimelineGroup
Wharton Business Group, LLC2,555$322K0.01%013F-HRTimeline
Painted Porch Advisors LLC2,545$321K0.16%013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,528$319K0.12%-20913F-HRTimeline
Rothschild Capital Partners, LLC2,524$318K0.08%+71013F-HRTimeline
Balboa Wealth Partners2,523$318K0.07%-1,23513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,500$315K0.05%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,495$314K0.01%-11,32813F-HRTimelineGroup
BOKF, NAin group BOKF, NA2,509$313K0.01%-10213F-HRTimelineGroup
Hudock, Inc.2,479$313K0.05%+513F-HRTimeline
IFG Advisory, LLC2,477$312K0.02%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,476$312K0.34%13F-HRTimeline
Marcum Wealth, LLC2,455$309K0.03%-7513F-HRTimeline
First National Bank of Mount Dora, Trus…2,455$309K0.07%013F-HRTimeline
bLong Financial, LLC2,450$309K0.25%13F-HRTimeline
Keel Point, LLC2,449$309K0.02%+3513F-HRTimeline
CAMBIAR INVESTORS LLC2,438$307K0.01%013F-HRTimeline
Purkiss Capital Advisors LLC2,429$306K0.26%13F-HRTimeline
AA Financial Advisors, LLC2,418$305K0.08%013F-HRTimeline
L2 Asset Management, LLC2,414$304K0.07%+15613F-HRTimeline
Atom Investors LP2,409$304K0.04%-24513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,406$303K0.01%013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS2,394$302K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rehmann Capital Advisory Group2,386$301K0.02%-3013F-HRTimeline
Western Wealth Management, LLC2,383$300K0.02%+14113F-HR/ATimeline
West Family Investments, Inc.2,362$298K0.1%+68313F-HRTimeline
Avidian Wealth Enterprises, LLC2,357$297K0.01%-11713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,352$296K0.23%-15013F-HRTimeline
FLOW TRADERS U.S. LLC2,348$296K0.01%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,332$294K0.14%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,330$294K0.1%+20013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,329$294K0.01%-44513F-HRTimeline
Bridgefront Capital, LLC2,321$293K0.1%new13F-HRTimeline
Planned Solutions, Inc.2,307$291K0.12%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,307$291K0.03%013F-HRTimeline
MTM Investment Management, LLC2,300$290K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC2,287$288K0.01%+24713F-HRTimeline
Carr Financial Group Corp2,271$286K0.09%+913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,270$286K0.05%-1,61413F-HRTimelineGroup
Register Financial Advisors LLC2,250$284K0.14%-35013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,242$284K<0.01%+49613F-HRTimelineGroup
Modera Wealth Management, LLC2,245$283K<0.01%+50013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,238$282K0.06%+9813F-HRTimeline
World Investment Advisors2,236$282K0.01%new13F-HRTimeline
Pflug Koory, LLC2,215$279K0.14%013F-HRTimeline
Longboard Asset Management, LP2,215$279K0.74%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,213$279K0.02%+8113F-HRTimeline
Blue Fin Capital, Inc.2,210$279K0.05%013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,195$277K0.02%+22513F-HRTimeline
Triad Wealth Partners, LLC2,182$275K0.1%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,164$273K0.15%+1113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,152$271K0.08%+7613F-HRTimeline
One Degree Advisors Inc1,885$270K0.11%-3013F-HRTimeline
Baltimore-Washington Financial Advisors…2,137$269K0.01%013F-HRTimeline
Verdence Capital Advisors LLC2,125$268K0.02%013F-HRTimeline
Orion Capital Management LLC2,120$267K0.12%-10013F-HRTimeline
First Affirmative Financial Network2,118$267K0.15%+28013F-HRTimeline
Aureus Asset Management, LLC2,116$267K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,109$266K0.01%+12313F-HRTimeline
LaSalle St. Investment Advisors, LLC2,100$264K0.08%-11713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,092$264K0.09%013F-HRTimeline
Mutual Advisors, LLC2,045$263K0.01%+1513F-HRTimeline
EVOKE WEALTH, LLC2,088$263K0.01%+5313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,080$262K0.04%-1,30613F-HR/ATimeline
GUYASUTA INVESTMENT ADVISORS INC2,074$261K0.02%new13F-HRTimeline