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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,208 managers (1,238 13F filers) reported a position in WELL shares at 2025-03-31, 635,735,238 shares in all. 173 filers opened a position and 64 filers sold out during the quarter.

Managers
1,208
13F filers
1,238
New
173
Added
531
Reduced
340
Sold out
64
Shares held by filers
635,735,238

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Finward Bancorp5,973$915K0.79%-25013F-HRTimeline
Fulcrum Capital LLC5,957$913K0.2%-16913F-HRTimeline
AlphaQuest LLC5,901$904K0.1%new13F-HRTimeline
180 WEALTH ADVISORS, LLC5,878$901K0.14%+3,18813F-HRTimeline
INGALLS & SNYDER LLC5,860$898K0.03%-38613F-HRTimeline
Allworth Financial LP6,074$897K0.01%+99513F-HRTimeline
Smartleaf Asset Management LLC5,806$891K0.09%-3713F-HRTimeline
NorthRock Partners, LLC5,755$882K0.03%+39613F-HRTimeline
Good Life Advisors, LLC5,744$880K0.06%+6913F-HRTimeline
Texas Yale Capital Corp.5,731$878K0.04%+1713F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI5,712$876K0.02%+13313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,680$870K0.21%-72813F-HRTimeline
Madden Advisory Services, Inc.5,627$862K0.4%-23213F-HRTimeline
Kingsview Wealth Management, LLC5,622$861K0.02%-9813F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,600$858K0.23%-75013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,564$852K0.02%+71713F-HRTimelineGroup
Campbell & CO Investment Adviser LLC5,555$851K0.07%-2,63213F-HRTimeline
ProVise Management Group, LLC5,525$846K0.07%-1,67513F-HRTimeline
Morse Asset Management, Inc5,525$846K0.21%+5,47513F-HRTimeline
STABLEFORD CAPITAL II LLC5,725$843K0.36%new13F-HRTimeline
Lumbard & Kellner, LLC5,496$842K0.37%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,494$842K0.03%+3,42213F-HRTimeline
Dogwood Wealth Management LLC5,455$836K0.44%+60913F-HRTimeline
Foundations Investment Advisors, LLC5,446$834K0.02%+38113F-HRTimeline
Parallel Advisors, LLC5,441$834K0.02%+85913F-HRTimeline
Qtron Investments LLC5,376$824K0.12%+83313F-HRTimeline
Sara-Bay Financial5,329$818K0.36%+2913F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,315$814K0.03%new13F-HRTimeline
Retirement Planning Co of New England, …5,259$806K0.4%-9713F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT5,247$804K0.06%+1,72013F-HRTimeline
Farther Finance Advisors, LLC5,209$803K0.02%+1,66113F-HRTimeline
IHT Wealth Management, LLC5,220$800K0.02%+13113F-HRTimeline
Marshall Financial Group, LLC5,189$795K0.17%+25413F-HRTimeline
OSTRUM ASSET MANAGEMENT5,177$793K0.04%-4013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,145$788K0.02%+83713F-HRTimeline
Benchmark Investment Advisors LLC5,060$775K0.5%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,034$771K0.01%+34713F-HRTimeline
Hartford Funds Management Co LLC5,011$768K0.07%new13F-HRTimeline
ARS Wealth Advisors Group, LLC4,988$764K0.11%-3313F-HRTimeline
Dorsey & Whitney Trust CO LLC4,979$763K0.04%+44113F-HRTimeline
Investment Advisory Group, LLC4,889$749K0.25%013F-HRTimeline
LongView Wealth Management4,871$746K0.22%-10713F-HRTimeline
AlphaCore Capital LLC4,864$745K0.06%+34213F-HRTimeline
Legacy Wealth Asset Management, LLC4,856$744K0.21%-2913F-HRTimeline
TOWER BRIDGE ADVISORS4,850$743K0.08%013F-HRTimeline
Integrated Advisors Network LLC4,842$742K0.04%+2113F-HRTimeline
DAVENPORT & Co LLC4,775$732K<0.01%+10313F-HRTimeline
Prudent Man Advisors, LLC4,774$731K0.27%013F-HRTimeline
Summit Financial, LLC4,725$724K0.02%+41013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,703$721K0.02%-1113F-HRTimelineGroup
LRI Investments, LLC4,694$719K0.07%-25913F-HRTimeline
BSW Wealth Partners4,661$714K0.11%+1,76813F-HRTimeline
Manske Wealth Management4,641$711K0.27%-1,47213F-HRTimeline
Schechter Investment Advisors, LLC4,584$702K0.06%-7413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,552$697K0.47%-10013F-HRTimeline
Clearstead Advisors, LLC4,494$689K0.01%-113F-HRTimeline
Carmel Capital Partners, LLC4,467$684K0.27%-7313F-HRTimeline
Sage Mountain Advisors LLC4,437$680K0.05%+55113F-HRTimeline
Plato Investment Management Ltd4,387$679K0.06%+1,31213F-HRTimeline
Premier Path Wealth Partners, LLC4,427$678K0.11%+7713F-HRTimeline
SYON CAPITAL LLC4,398$674K0.05%-813F-HRTimeline
Joel Isaacson & Co., LLC4,397$674K0.03%013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,372$670K0.06%+5313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,521$664K0.07%+85213F-HRTimeline
HF Advisory Group, LLC4,335$664K0.29%-1613F-HRTimeline
Proficio Capital Partners LLC4,328$663K0.05%+28113F-HRTimeline
Tuttle Capital Management, LLC4,321$662K2.91%+1,12813F-HRTimeline
Gold Investment Management Ltd.4,320$662K0.28%-16413F-HRTimeline
Southland Equity Partners LLC4,275$655K0.15%-9313F-HRTimeline
Cresset Asset Management, LLC4,257$652K<0.01%-1,39713F-HRTimeline
BRIGHTON JONES LLC4,223$647K0.02%+3813F-HRTimeline
Comprehensive Money Management Services…4,216$646K0.52%-6013F-HRTimeline
WHITTIER TRUST CO4,168$639K0.01%-3413F-HRTimeline
Baldwin Investment Management, LLC4,076$624K0.08%+4913F-HRTimeline
Hendershot Investments Inc.4,073$624K0.08%-4313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,989$611K0.02%-12613F-HRTimeline
Perigon Wealth Management, LLC3,986$611K0.02%+43713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,976$609K0.01%+13113F-HRTimeline
Comprehensive Financial Consultants Ins…3,962$607K0.22%013F-HRTimeline
Glenview Trust Co3,950$605K0.01%-813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.3,948$605K0.02%+46213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,939$603K0.01%-2713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…3,893$596K0.02%+1,56413F-HRTimeline
Van Hulzen Asset Management, LLC3,852$590K0.05%+813F-HRTimeline
Farringdon Capital, Ltd.3,852$590K0.3%new13F-HRTimeline
MQS Management LLC3,824$586K0.34%new13F-HRTimeline
Harvest Investment Services, LLC3,817$585K0.16%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC3,800$582K<0.01%+99513F-HRTimelineGroup
Brooklyn Investment Group3,781$579K0.13%+1,92213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,711$569K0.27%-1413F-HRTimeline
PDS Planning, Inc3,699$567K0.05%+24213F-HRTimeline
Moors & Cabot, Inc.3,679$564K0.03%+713F-HRTimeline
Wealthspire Advisors, LLC3,678$564K<0.01%+22713F-HRTimeline
Valeo Financial Advisors, LLC3,677$563K0.02%+5813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,670$562K0.03%-8313F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC3,650$559K<0.01%+113F-HRTimeline
Sound View Wealth Advisors Group, LLC3,644$558K0.05%+7313F-HRTimeline
LCNB CORP3,604$552K0.2%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,601$552K0.02%+14013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,589$550K0.11%new13F-HRTimeline
AA Financial Advisors, LLC3,582$549K0.13%+1,16413F-HRTimeline
Peak Planning Group, LLC3,542$543K0.23%+713F-HRTimeline
Graypoint LLC3,535$542K0.03%+10813F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,522$540K0.04%013F-HRTimeline
Scientech Research LLC3,509$538K0.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,507$537K0.01%+41713F-HRTimelineGroup
River Street Advisors LLC3,504$537K0.27%+13913F-HRTimeline
SVB WEALTH LLC3,498$536K0.02%+26913F-HRTimeline
Stonebridge Financial Group, LLC3,457$530K0.06%+513F-HRTimeline
CoreCap Advisors, LLC3,455$529K0.02%+34213F-HRTimeline
Monument Capital Management3,447$528K0.16%-47413F-HRTimeline
CONNING INC.in group CONNING INC.3,428$525K0.02%+15113F-HRTimelineGroup
Hutchens & Kramer Investment Management…3,422$524K0.29%-11313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,374$517K0.1%-7013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC3,366$516K0.1%-3,23713F-HRTimeline
Mutual Advisors, LLC3,504$515K0.01%+1,45913F-HRTimeline
Nilsine Partners, LLC3,346$513K0.06%+24313F-HRTimeline
SFMG, LLC3,344$512K0.04%+4513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,338$511K0.08%-8013F-HRTimeline
CX Institutional3,334$511K0.02%+40513F-HRTimeline
Prairie Sky Financial Group LLC3,332$510K0.3%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,318$508K0.35%013F-HRTimeline
Optas, LLC3,306$507K0.09%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$502K0.01%013F-HRTimeline
Point Windward Advisors Inc.3,250$498K0.2%013F-HRTimeline
TD Waterhouse Canada Inc.3,219$496K<0.01%-15,86313F-HRTimeline
Callan Family Office, LLC3,200$490K0.04%-89513F-HRTimeline
Savvy Advisors, Inc.3,128$479K0.05%+33213F-HRTimeline
Obermeyer Wealth Partners3,127$479K0.03%-1,33013F-HRTimeline
HBK Sorce Advisory LLC3,126$479K0.01%+2013F-HRTimeline
Sustainable Insight Capital Management,…3,122$478K0.24%-50013F-HRTimeline
Balboa Wealth Partners3,106$476K0.11%+58313F-HRTimeline
Jacobi Capital Management LLC3,091$474K0.03%+47813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,086$473K0.04%-97413F-HR/ATimeline
GREAT LAKES ADVISORS, LLC3,081$472K<0.01%-65813F-HRTimeline
Mission Financial Group, LLC2,381$471K0.43%13F-HRTimeline
Koshinski Asset Management, Inc.3,028$464K0.04%+35913F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,000$460K0.09%013F-HRTimeline
Howard Capital Management, LLC2,984$457K0.01%-38413F-HRTimeline
STOCK YARDS BANK & TRUST CO2,975$456K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,973$455K<0.01%+1,00413F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC2,972$455K0.01%+11813F-HRTimeline
Legacy Financial Advisors, Inc.2,967$455K0.08%+18013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,959$453K0.09%-22713F-HRTimeline
Purkiss Capital Advisors LLC2,950$452K0.34%+52113F-HRTimeline
Keel Point, LLC2,941$451K0.04%+49213F-HRTimeline
Cambria Investment Management, L.P.2,929$449K0.03%-1,36113F-HRTimeline
Keystone Financial Group2,914$446K0.05%+413F-HRTimeline
Avestar Capital, LLC2,903$445K0.04%-29513F-HRTimeline
Net Worth Advisory Group2,894$443K0.14%-1,35313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV2,878$441K0.23%-12313F-HRTimeline
Cetera Trust Company, N.A2,850$437K0.28%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,838$435K-106Timeline
Alta Advisers Ltdin group Alta Advisers Ltd2,833$434K0.18%+90013F-HRTimelineGroup
Strategic Investment Advisors / MI2,832$434K0.05%new13F-HRTimeline
Whipplewood Advisors, LLC2,765$430K0.31%-14413F-HRTimeline
SIMON QUICK ADVISORS, LLC2,784$427K0.02%+58913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,773$425K0.01%+21613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,766$424K0.04%+1,17013F-HRTimeline
Wilmington Savings Fund Society, FSB2,747$421K0.01%-2713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,745$420K0.02%+213F-HRTimelineGroup
Lindbrook Capital, LLC2,717$416K0.04%+15813F-HRTimeline
Visionary Wealth Advisors2,710$415K0.02%-5013F-HRTimeline
SMART Wealth LLC2,682$411K0.15%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,669$409K0.02%+313F-HRTimelineGroup
Bowman & Co S.C.2,665$408K0.2%013F-HRTimeline
Covenant Asset Management, LLC2,659$407K0.1%013F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$406K0.05%013F-HRTimeline
L2 Asset Management, LLC2,651$406K0.08%+23713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,638$404K0.1%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,620$401K0.14%+29013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,618$401K0.03%+2313F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC2,612$400K0.11%+1213F-HRTimeline
Advisory Services Network, LLC2,592$397K0.01%-5313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,564$393K0.01%new13F-HRTimelineGroup
Wharton Business Group, LLC2,555$391K0.02%013F-HRTimeline
Painted Porch Advisors LLC2,545$390K0.16%013F-HRTimeline
Clarius Group, LLC2,530$388K0.02%-14113F-HRTimeline
Rothschild Capital Partners, LLC2,524$387K0.1%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,515$385K0.01%-14513F-HRTimelineGroup
Retireful, LLC2,498$383K0.37%new13F-HRTimeline
M&G PLCin group M&G PLC2,504$383K<0.01%+84913F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC2,500$383K0.05%013F-HRTimeline
Rehmann Capital Advisory Group2,497$383K0.02%+11113F-HRTimeline
Hudock, Inc.2,483$381K0.07%+413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,479$380K+209Timeline
IFG Advisory, LLC2,478$380K0.02%+113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,476$379K0.39%013F-HRTimeline
First National Bank of Mount Dora, Trus…2,455$376K0.09%013F-HRTimeline
Moran Wealth Management, LLC2,454$376K0.01%new13F-HRTimeline
bLong Financial, LLC2,450$375K0.33%013F-HRTimeline
IFP Advisors, Inc2,444$374K0.01%+1,01713F-HRTimeline
WEDBUSH SECURITIES INC2,444$374K0.01%+15713F-HRTimeline
44 WEALTH MANAGEMENT LLC2,423$371K0.14%-10513F-HRTimeline
Marcum Wealth, LLC2,418$370K0.03%-3713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,406$369K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,406$369K0.01%+29713F-HRTimeline
World Investment Advisors2,400$368K0.01%+16413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,392$366K0.02%-1,10713F-HRTimelineGroup
CAMBIAR INVESTORS LLC2,374$364K0.02%-6413F-HRTimeline