Skip to content
Disclosery

WELL WELLTOWER INC

Follow

REIT (common), issuer CIK 766704

1,304 managers (1,337 13F filers) reported a position in WELL shares at 2025-09-30, 624,915,929 shares in all. 158 filers opened a position and 84 filers sold out during the quarter.

Managers
1,304
13F filers
1,337
New
158
Added
588
Reduced
357
Sold out
84
Shares held by filers
624,915,929

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SATURNA CAPITAL CORP6,280$1.12M0.01%+1,08513F-HRTimeline
Richwood Investment Advisors, LLC6,232$1.11M0.87%-3813F-HRTimeline
Values First Advisors, Inc.6,229$1.11M0.59%+6213F-HRTimeline
Modern Wealth Management, LLC6,229$1.11M0.02%-52613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,200$1.1M0.01%+2,37213F-HRTimelineGroup
Perigon Wealth Management, LLC6,151$1.1M0.02%+1,22613F-HRTimeline
Ellevest, Inc.6,147$1.1M0.16%-56913F-HRTimeline
Pacific Sun Financial Corp6,138$1.09M0.53%013F-HRTimeline
Clearstead Advisors, LLC6,067$1.08M0.02%+1,75413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,054$1.08M0.01%-5113F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,049$1.08M0.07%-4,29713F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC6,025$1.07M0.48%013F-HRTimeline
FLOW TRADERS U.S. LLC6,010$1.07M0.04%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,006$1.07M0.01%-2,54113F-HR/ATimelineGroup
Texas Yale Capital Corp.6,002$1.07M0.03%+21313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,940$1.06M0.02%-2,34813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qtron Investments LLC5,936$1.06M0.13%+56013F-HRTimeline
Continuum Advisory, LLC5,932$1.06M0.11%+64413F-HRTimeline
BSW Wealth Partners5,928$1.06M0.13%+1,15113F-HRTimeline
Summit Financial, LLC5,914$1.05M0.02%+10313F-HRTimeline
IBEX WEALTH ADVISORS5,853$1.04M0.1%-5213F-HRTimeline
Prime Capital Investment Advisors, LLC5,790$1.03M0.01%+39613F-HRTimeline
Busey Bank5,751$1.02M0.03%-37113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,713$1.02M0.04%-70013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,692$1.01M0.07%+3113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,680$1.01M0.22%013F-HRTimeline
AlphaCore Capital LLC5,674$1.01M0.03%+77313F-HRTimeline
STABLEFORD CAPITAL II LLC5,649$1.01M0.36%+913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,616$1M0.19%+1113F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,600$998K0.23%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…5,600$998K1.35%-90013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,577$993K0.02%-19813F-HRTimelineGroup
Apella Capital, LLC5,758$991K0.02%-33513F-HRTimeline
Lumbard & Kellner, LLC5,496$979K0.36%013F-HRTimeline
Alteri Wealth LLC5,454$971K0.33%-31813F-HRTimeline
SYON CAPITAL LLC5,452$971K0.05%+62113F-HRTimeline
Legacy Wealth Asset Management, LLC5,443$970K0.24%+67013F-HRTimeline
Geneos Wealth Management Inc.5,419$965K0.02%-1,65513F-HRTimeline
M&G PLCin group M&G PLC5,394$960K0.01%+21313F-HRTimelineGroup
Finward Bancorp5,381$959K0.73%-33713F-HRTimeline
Dorsey & Whitney Trust CO LLC5,274$940K0.05%+10513F-HRTimeline
Fulcrum Capital LLC5,272$939K0.19%-11013F-HRTimeline
Retirement Planning Co of New England, …5,267$938K0.38%-513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC5,135$921K0.14%-11,45113F-HRTimelineGroup
Sara-Bay Financial5,156$918K0.26%+1013F-HRTimeline
Brooklyn Investment Group5,974$909K0.12%+9113F-HR/ATimeline
Benchmark Investment Advisors LLC5,060$901K0.52%13F-HRTimeline
SJS Investment Consulting Inc.5,053$900K0.12%+4,04413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,042$898K0.04%+38213F-HRTimelineGroup
Integrated Advisors Network LLC4,998$890K0.04%+8913F-HRTimeline
Madden Advisory Services, Inc.4,990$889K0.34%-27113F-HRTimeline
ARS Wealth Advisors Group, LLC4,988$889K0.09%-613F-HRTimeline
Tuttle Capital Management, LLC4,969$885K3.35%013F-HRTimeline
LongView Wealth Management4,952$882K0.24%+7313F-HRTimeline
Investment Advisory Group, LLC4,920$876K0.24%+3013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC4,918$876K0.19%+2,81413F-HRTimeline
ProVise Management Group, LLC4,881$870K0.06%013F-HRTimeline
Cresset Asset Management, LLC4,875$868K<0.01%+5313F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…4,825$860K0.02%+2,07213F-HRTimeline
Quantitative Investment Management, LLC4,800$855K0.12%new13F-HRTimeline
BARD ASSOCIATES INC4,785$852K0.23%-9,40913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,773$850K0.01%+2,89213F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…4,749$846K0.55%+5313F-HRTimeline
Fluent Financial, LLC4,719$841K0.33%+20913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,697$837K0.07%+6113F-HRTimeline
Global Retirement Partners, LLC4,614$822K0.02%+13513F-HRTimeline
Caerus Investment Advisors, LLC4,611$821K0.34%new13F-HRTimeline
Premier Path Wealth Partners, LLC4,562$813K0.1%+2713F-HRTimeline
Valeo Financial Advisors, LLC4,535$808K0.02%+13013F-HRTimeline
LRI Investments, LLC4,524$806K0.07%-14013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,515$804K0.06%+1913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,475$797K0.03%+913F-HRTimelineGroup
Sageworth Trust Co4,467$796K0.04%new13F-HRTimeline
Dogwood Wealth Management LLC4,455$794K0.36%-90913F-HRTimeline
Moloney Securities Asset Management, LLC4,443$791K0.09%-42313F-HRTimeline
TOWER BRIDGE ADVISORS4,425$788K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,422$788K0.02%-28113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC4,406$785K0.02%+58313F-HRTimeline
Joel Isaacson & Co., LLC4,397$783K0.03%013F-HRTimeline
INGALLS & SNYDER LLC4,395$783K0.03%-1,39513F-HRTimeline
Jackson Creek Investment Advisors LLC4,394$783K0.23%-83113F-HRTimeline
Manske Wealth Management4,386$781K0.24%-16513F-HRTimeline
IHT Wealth Management, LLC4,382$781K0.02%-5413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,381$780K0.05%-18,39913F-HRTimelineGroup
Plato Investment Management Ltd4,392$776K0.05%013F-HRTimeline
PDS Planning, Inc4,326$771K0.05%+5913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,319$769K0.09%+1,14713F-HRTimeline
Fairtree Asset Management (Pty) Ltd4,275$762K0.5%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,252$757K0.43%013F-HRTimeline
Howard Capital Management, LLC4,247$756K0.01%+13313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,186$746K0.03%+4,02613F-HRTimelineGroup
Sage Mountain Advisors LLC4,115$733K0.04%-37813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,100$730K0.01%-4,10013F-HRTimelineGroup
Driehaus Capital Management LLC4,081$727K0.01%new13F-HRTimeline
Baldwin Investment Management, LLC4,076$726K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,068$725K0.02%+9113F-HRTimeline
Legacy Financial Advisors, Inc.3,988$710K0.1%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,984$710K0.22%+1,26313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,961$706K0.05%+2,99613F-HRTimeline
FORA Capital, LLC3,933$701K0.12%new13F-HRTimeline
Southland Equity Partners LLC3,918$698K0.14%+713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,975$696K0.01%-3113F-HRTimeline
Comprehensive Money Management Services…3,876$690K0.49%-29513F-HRTimeline
Cambria Investment Management, L.P.3,865$689K0.04%+52013F-HR/ATimeline
Van Hulzen Asset Management, LLC3,861$688K0.05%013F-HRTimeline
Glenview Trust Co3,812$679K0.01%-7713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,803$677K0.01%+1513F-HRTimelineGroup
DigitalBridge Group, Inc.in group DigitalBridge Group, Inc.3,800$677K0.06%new13F-HRTimelineGroup
River Street Advisors LLC3,740$666K0.26%+4613F-HRTimeline
Marshall Financial Group, LLC3,736$666K0.13%-45413F-HRTimeline
HF Advisory Group, LLC3,689$657K0.24%-2613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,685$656K0.28%-2613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,625$646K<0.01%013F-HRTimeline
Moors & Cabot, Inc.3,609$643K0.03%013F-HRTimeline
LCNB CORP3,566$635K0.22%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,565$635K0.24%+1,46113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,556$633K0.09%+19913F-HRTimeline
Peak Planning Group, LLC3,556$633K0.33%+413F-HRTimeline
Moran Wealth Management, LLC3,553$633K0.02%+18613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,551$633K0.01%-29013F-HRTimeline
AA Financial Advisors, LLC3,549$632K0.12%-3313F-HRTimeline
Balboa Wealth Partners3,529$629K0.11%-6513F-HRTimeline
Mesirow Financial Investment Management…3,525$628K0.01%-49213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,522$627K0.04%013F-HRTimeline
West Family Investments, Inc.3,491$622K0.14%+4813F-HRTimeline
Comprehensive Financial Consultants Ins…3,474$619K0.19%-48813F-HRTimeline
Stonebridge Financial Group, LLC3,474$619K0.05%+513F-HRTimeline
Rehmann Capital Advisory Group3,472$619K0.03%+82913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC3,470$618K0.1%-3013F-HRTimeline
Hutchens & Kramer Investment Management…3,449$614K0.24%+12513F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,443$613K0.11%-413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,440$613K0.08%-1913F-HRTimeline
CoreCap Advisors, LLC3,401$606K0.02%+1213F-HRTimeline
IFP Advisors, Inc3,372$601K0.02%-18913F-HR/ATimeline
Wealthspire Advisors, LLC3,352$597K<0.01%-77513F-HRTimeline
CONNING INC.in group CONNING INC.3,331$593K0.02%013F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding3,330$593K+550Timeline
SFMG, LLC3,328$593K0.04%+3913F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,318$591K0.3%013F-HRTimeline
Keel Point, LLC3,314$590K0.04%+16513F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$584K0.01%013F-HRTimeline
CX Institutional3,268$582K0.02%-2813F-HRTimeline
Obermeyer Wealth Partners3,265$582K0.03%-6013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,255$580K+859Timeline
HBK Sorce Advisory LLC3,364$580K0.01%+8513F-HR/ATimeline
Point Windward Advisors Inc.3,250$579K0.27%013F-HRTimeline
Hendershot Investments Inc.3,246$578K0.07%013F-HRTimeline
GTS SECURITIES LLC3,219$573K0.02%-4,75213F-HRTimeline
Blue Trust, Inc.3,208$571K0.01%+12513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,200$570K0.09%-13413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,193$569K0.05%+21013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,190$568K0.13%+23013F-HRTimeline
AE Wealth Management LLC3,188$568K<0.01%+17513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,174$565K0.01%+25013F-HRTimeline
L2 Asset Management, LLC3,145$560K0.08%+21213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,145$560K0.02%+73413F-HRTimeline
EVOKE WEALTH, LLC3,127$557K0.01%+49813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,117$549K0.06%+1713F-HRTimeline
WADDELL & ASSOCIATES, LLC3,071$547K0.05%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,064$546K0.03%+25613F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,033$540K0.05%+1,58113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,030$540K0.1%+54413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,019$538K0.03%+34913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,018$538K0.01%+17613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,013$537K0.01%+38213F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC3,000$534K0.09%013F-HRTimeline
Walter Public Investments Inc.3,000$534K0.09%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,999$534K0.03%+14813F-HRTimelineGroup
Valmark Advisers, Inc.2,979$531K0.01%-2813F-HRTimeline
WHITTIER TRUST CO3,021$529K0.01%-1,38613F-HRTimeline
Brown Financial Advisors2,960$527K0.19%new13F-HRTimeline
Strategic Investment Advisors / MI2,956$527K0.06%-15513F-HR/ATimeline
Koshinski Asset Management, Inc.2,923$521K0.03%-14613F-HRTimeline
Monument Capital Management2,919$520K0.13%-34713F-HRTimeline
Keystone Financial Group2,910$518K0.04%013F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp2,902$517K<0.01%013F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV2,878$513K0.24%013F-HRTimeline
Souders Financial Advisors2,858$509K0.06%+18513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,858$509K0.05%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,833$505K0.15%013F-HRTimelineGroup
Heartland Bank & Trust Co2,821$503K0.21%-4013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,813$501K0.02%-26113F-HRTimeline
Mutual Advisors, LLC2,818$496K0.01%+13413F-HRTimeline
Simplicity Wealth,LLC2,784$496K0.03%new13F-HRTimeline
Prosperity Consulting Group, LLC2,772$494K0.02%+27813F-HRTimeline
Warwick Investment Management, Inc.2,770$493K0.09%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,756$491K0.01%+6213F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,740$488K0.13%-1713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED2,730$486K0.04%+1,11413F-HRTimeline
Visionary Wealth Advisors2,710$483K0.02%013F-HRTimeline
Whipplewood Advisors, LLC2,706$482K0.32%-9413F-HRTimeline
HUB Investment Partners, LLC2,703$482K0.02%new13F-HRTimeline
GWN SECURITIES INC.2,679$479K0.11%-27713F-HRTimeline
Intrua Financial, LLC2,675$477K0.06%new13F-HRTimeline
Bowman & Co S.C.2,665$475K0.2%013F-HRTimeline
Covenant Asset Management, LLC2,659$474K0.09%013F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$472K0.05%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,645$471K0.08%-45113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,638$470K0.1%013F-HRTimeline
GROUP ONE TRADING LLC2,619$467K0.01%new13F-HRTimeline