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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,241 managers (1,268 13F filers) reported a position in WELL shares at 2025-06-30, 647,491,358 shares in all. 112 filers opened a position and 81 filers sold out during the quarter.

Managers
1,241
13F filers
1,268
New
112
Added
590
Reduced
364
Sold out
81
Shares held by filers
647,491,358

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ellevest, Inc.6,716$1.03M0.16%+41413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,713$1.03M0.02%+14913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,631$1.02M0.01%+27713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,573$1.01M0.04%-1713F-HRTimelineGroup
BAILARD, INC.6,516$1M0.02%-21313F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…6,500$999K1.47%new13F-HRTimeline
Summit Trail Advisors, LLC6,451$992K0.02%-30513F-HRTimeline
Dodds Wealth, LLC6,422$987K0.26%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,421$987K0.17%+19013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…6,413$985K0.04%013F-HR/ATimeline
Compound Planning, Inc.6,395$983K0.04%+3613F-HRTimeline
RiverFront Investment Group, LLC6,346$976K0.02%+113F-HRTimeline
Richwood Investment Advisors, LLC6,270$964K0.79%-30013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.6,248$961K0.16%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP6,228$957K0.07%+4,65913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,202$953K0.02%+1,05713F-HRTimeline
Values First Advisors, Inc.6,167$948K0.52%-9113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP6,167$948K0.07%-30,07413F-HRTimelineGroup
Pacific Sun Financial Corp6,138$944K0.49%013F-HRTimeline
Busey Bank6,122$941K0.03%-83913F-HRTimeline
Apella Capital, LLC6,093$940K0.03%+4,07713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,105$939K0.01%-513F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC6,025$926K0.46%013F-HRTimeline
Parallel Advisors, LLC6,021$926K0.02%+58013F-HRTimeline
DAVENPORT & Co LLC5,957$916K0.01%+1,18213F-HRTimeline
STABLEFORD CAPITAL II LLC5,640$911K0.34%-8513F-HRTimeline
IBEX WEALTH ADVISORS5,905$908K0.1%new13F-HRTimeline
Atria Wealth Solutions, Inc.5,864$901K0.02%-9,21613F-HRTimeline
USA FINANCIAL FORMULAS5,863$901K0.15%-98713F-HRTimeline
Summit Financial, LLC5,811$893K0.02%+1,08613F-HRTimeline
INGALLS & SNYDER LLC5,790$890K0.03%-7013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI5,789$890K0.02%+7713F-HRTimeline
Texas Yale Capital Corp.5,789$890K0.03%+5813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,775$888K0.02%+21113F-HRTimelineGroup
Alteri Wealth LLC5,772$887K0.34%-1,14813F-HRTimeline
Finward Bancorp5,718$879K0.69%-25513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,680$873K0.2%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,661$870K0.06%+41413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,605$862K0.17%+3,25013F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,600$861K0.21%013F-HRTimeline
Good Life Advisors, LLC5,554$854K0.05%-19013F-HRTimeline
Foundations Investment Advisors, LLC5,523$849K0.01%+7713F-HRTimeline
Lumbard & Kellner, LLC5,496$845K0.37%013F-HRTimeline
Centiva Capital, LP5,470$841K0.06%-98713F-HRTimeline
Prime Capital Investment Advisors, LLC5,394$829K0.01%-1,56413F-HRTimeline
Fulcrum Capital LLC5,382$827K0.18%-57513F-HRTimeline
Qtron Investments LLC5,376$826K0.11%013F-HRTimeline
BRIGHTON JONES LLC5,365$825K0.02%+1,14213F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,305$816K0.04%-1013F-HRTimeline
Dogwood Wealth Management LLC5,364$814K0.4%-9113F-HRTimeline
Continuum Advisory, LLC5,288$813K0.1%+3,09613F-HRTimeline
Retirement Planning Co of New England, …5,272$811K0.36%+1313F-HRTimeline
Madden Advisory Services, Inc.5,261$809K0.34%-36613F-HRTimeline
Quantum Portfolio Management LLC5,234$805K0.38%-4,74113F-HRTimeline
Jackson Creek Investment Advisors LLC5,225$803K0.22%-1,09313F-HRTimeline
SATURNA CAPITAL CORP5,195$799K0.01%new13F-HRTimeline
M&G PLCin group M&G PLC5,181$798K<0.01%+2,67713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC5,169$795K0.04%+19013F-HRTimeline
Convergence Investment Partners, LLC5,154$792K0.2%new13F-HRTimeline
Sara-Bay Financial5,146$791K0.28%-18313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,636$783K0.07%+11513F-HRTimeline
Smartleaf Asset Management LLC5,071$771K0.07%-73513F-HRTimeline
Morangie Management LLC5,017$771K0.67%new13F-HRTimeline
ARS Wealth Advisors Group, LLC4,994$768K0.09%+613F-HRTimeline
Tuttle Capital Management, LLC4,969$764K3.16%+64813F-HRTimeline
Perigon Wealth Management, LLC4,925$757K0.02%+93913F-HRTimeline
Integrated Advisors Network LLC4,909$755K0.03%+6713F-HRTimeline
AlphaCore Capital LLC4,901$753K0.03%+3713F-HRTimeline
Investment Advisory Group, LLC4,890$752K0.23%+113F-HRTimeline
ProVise Management Group, LLC4,881$750K0.06%-64413F-HRTimeline
LongView Wealth Management4,879$750K0.23%+813F-HRTimeline
Moloney Securities Asset Management, LLC4,866$748K0.09%+3,29213F-HRTimeline
SYON CAPITAL LLC4,831$743K0.05%+43313F-HRTimeline
Prudent Man Advisors, LLC4,830$743K0.24%+5613F-HRTimeline
Cresset Asset Management, LLC4,822$741K<0.01%+56513F-HR/ATimeline
BSW Wealth Partners4,777$734K0.1%+11613F-HRTimeline
Legacy Wealth Asset Management, LLC4,773$734K0.19%-8313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,703$723K0.02%013F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…4,696$722K0.48%new13F-HRTimeline
LRI Investments, LLC4,664$717K0.06%-3013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,660$716K0.03%+99013F-HRTimelineGroup
Manske Wealth Management4,551$700K0.23%-9013F-HRTimeline
Premier Path Wealth Partners, LLC4,535$697K0.1%+10813F-HRTimeline
Fluent Financial, LLC4,510$693K0.29%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB4,496$691K0.06%+12413F-HRTimeline
Sage Mountain Advisors LLC4,493$691K0.04%+5613F-HRTimeline
Global Retirement Partners, LLC4,479$688K0.02%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,466$687K0.03%+2,07413F-HRTimelineGroup
IHT Wealth Management, LLC4,436$682K0.02%-78413F-HRTimeline
TOWER BRIDGE ADVISORS4,425$680K0.07%-42513F-HRTimeline
WHITTIER TRUST CO4,407$677K0.01%+23913F-HRTimeline
Valeo Financial Advisors, LLC4,405$677K0.02%+72813F-HR/ATimeline
Proficio Capital Partners LLC4,399$676K0.04%+7113F-HRTimeline
Joel Isaacson & Co., LLC4,397$676K0.03%013F-HRTimeline
Plato Investment Management Ltd4,392$673K0.05%+513F-HRTimeline
Clearstead Advisors, LLC4,313$663K0.01%-18113F-HRTimeline
PDS Planning, Inc4,267$656K0.05%+56813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,252$654K0.4%-30013F-HRTimeline
Brooklyn Investment Group5,883$648K0.09%+2,10213F-HR/ATimeline
Marshall Financial Group, LLC4,190$646K0.13%-99913F-HRTimeline
Comprehensive Money Management Services…4,171$641K0.49%-4513F-HRTimeline
Wealthspire Advisors, LLC4,127$634K<0.01%+44913F-HRTimeline
Howard Capital Management, LLC4,114$632K0.01%+1,13013F-HRTimeline
Baldwin Investment Management, LLC4,076$627K0.08%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC4,049$622K0.27%+1,99013F-HRTimeline
Graham Capital Management, L.P.4,041$621K0.02%new13F-HRTimeline
Mesirow Financial Investment Management…4,017$618K0.01%-4,53513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,006$616K0.01%+1713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,977$611K0.02%+2913F-HRTimeline
Comprehensive Financial Consultants Ins…3,962$609K0.2%013F-HRTimeline
Belpointe Asset Management LLC3,922$603K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC3,913$602K0.11%new13F-HRTimeline
Southland Equity Partners LLC3,911$601K0.13%-36413F-HRTimeline
Glenview Trust Co3,889$598K0.01%-6113F-HRTimeline
Van Hulzen Asset Management, LLC3,861$594K0.05%+913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,860$593K0.01%+1,08713F-HRTimelineGroup
Savvy Advisors, Inc.3,846$591K0.04%+71813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,841$591K0.01%-13513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,828$588K<0.01%+32113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,823$588K0.02%+22213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,788$582K0.01%-15113F-HRTimelineGroup
HF Advisory Group, LLC3,715$571K0.23%-62013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,711$570K0.26%013F-HRTimeline
Graypoint LLC3,710$570K0.03%+17513F-HRTimeline
River Street Advisors LLC3,694$568K0.24%+19013F-HRTimeline
IFP Advisors, Inc3,561$561K0.02%+1,11713F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,625$557K<0.01%-2513F-HRTimeline
Nebula Research & Development LLC3,625$557K0.05%-10,24813F-HRTimeline
Moors & Cabot, Inc.3,609$555K0.03%-7013F-HRTimeline
Balboa Wealth Partners3,594$552K0.11%+48813F-HRTimeline
AA Financial Advisors, LLC3,582$551K0.12%013F-HRTimeline
LCNB CORP3,566$548K0.19%-3813F-HRTimeline
Peak Planning Group, LLC3,552$546K0.35%+1013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,522$541K0.03%013F-HRTimeline
GREAT LAKES ADVISORS, LLC3,507$539K<0.01%+42613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC3,500$538K0.09%new13F-HRTimeline
Stonebridge Financial Group, LLC3,469$533K0.05%+1213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,459$532K0.08%+12113F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,447$530K0.1%-14213F-HRTimeline
West Family Investments, Inc.3,443$529K0.14%+1,09013F-HRTimeline
CoreCap Advisors, LLC3,389$521K0.02%-6613F-HRTimeline
SMART Wealth LLC3,388$521K0.16%+70613F-HRTimeline
Moran Wealth Management, LLC3,367$518K0.02%+91313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,357$516K0.12%new13F-HRTimeline
Cambria Investment Management, L.P.3,345$514K0.03%+41613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,334$513K0.09%-4013F-HRTimeline
Prairie Sky Financial Group LLC3,332$512K0.28%013F-HRTimeline
CONNING INC.in group CONNING INC.3,331$512K0.02%-9713F-HRTimelineGroup
Obermeyer Wealth Partners3,325$511K0.03%+19813F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,318$510K0.29%013F-HRTimeline
CX Institutional3,296$507K0.02%-3813F-HR/ATimeline
SFMG, LLC3,289$506K0.04%-5513F-HRTimeline
HBK Sorce Advisory LLC3,279$504K0.01%+15313F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$504K0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…3,324$504K0.23%-9813F-HRTimeline
Monument Capital Management3,266$502K0.13%-18113F-HRTimeline
Point Windward Advisors Inc.3,250$500K0.22%013F-HRTimeline
Hendershot Investments Inc.3,246$499K0.07%-82713F-HRTimeline
Jackson Wealth Management, LLC3,185$490K0.05%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,172$488K0.06%+93813F-HRTimeline
Keel Point, LLC3,149$484K0.03%+20813F-HRTimeline
Strategic Investment Advisors / MI3,111$478K0.05%+27913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,100$477K0.06%+60013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,096$476K0.09%+13713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,093$475K0.04%+713F-HRTimeline
Blue Trust, Inc.3,083$474K0.01%+1,32613F-HRTimeline
STOCK YARDS BANK & TRUST CO3,074$473K0.02%+9913F-HRTimeline
Koshinski Asset Management, Inc.3,069$472K0.04%+4113F-HRTimeline
Net Worth Advisory Group3,069$472K0.1%+17513F-HRTimeline
TD Waterhouse Canada Inc.3,108$471K<0.01%-11113F-HRTimeline
AE Wealth Management LLC3,013$463K<0.01%+93013F-HRTimeline
Valmark Advisers, Inc.3,007$462K0.01%+69113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,000$461K0.08%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,983$459K0.04%+21713F-HRTimeline
GWN SECURITIES INC.2,956$456K0.08%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,960$455K0.13%+34013F-HRTimeline
L2 Asset Management, LLC2,933$451K0.07%+28213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,924$450K0.01%+99313F-HRTimeline
Keystone Financial Group2,910$447K0.04%-413F-HRTimeline
Valued Retirements, Inc.2,904$446K0.5%+1,09613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,902$446K<0.01%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,900$446K<0.01%-7313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,890$444K0.01%+14313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV2,878$442K0.21%013F-HRTimeline
Heartland Bank & Trust Co2,861$440K0.21%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,851$438K0.03%+1,22913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,842$437K0.01%+43613F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,833$436K0.15%013F-HRTimelineGroup
Mutual Advisors, LLC2,684$434K0.01%-82013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,814$433K-24Timeline
Farringdon Capital, Ltd.2,813$432K0.15%-1,03913F-HRTimeline
B. Riley Wealth Advisors, Inc.2,808$432K0.02%-23,17413F-HRTimeline
Whipplewood Advisors, LLC2,800$430K0.24%+3513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,780$426K+301Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,757$424K0.12%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,753$423K0.01%-1,14013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,731$420K0.01%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,721$418K0.14%+49713F-HR/ATimeline
Visionary Wealth Advisors2,710$417K0.02%013F-HRTimeline
Avestar Capital, LLC2,694$414K0.03%-20913F-HRTimeline