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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,400 managers (1,437 13F filers) reported a position in WELL shares at 2025-12-31, 676,486,421 shares in all. 128 filers opened a position and 85 filers sold out during the quarter.

Managers
1,400
13F filers
1,437
New
128
Added
611
Reduced
408
Sold out
85
Shares held by filers
676,486,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,880$1.28M0.01%+68013F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI6,750$1.25M0.03%-9013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,748$1.25M0.02%+1,17113F-HRTimelineGroup
Values First Advisors, Inc.6,710$1.25M0.65%+48113F-HRTimeline
Checchi Capital Advisers, LLC6,700$1.24M0.08%-42813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,608$1.23M0.18%+9013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,604$1.23M0.06%+3913F-HRTimeline
Perigon Wealth Management, LLC6,601$1.23M0.02%+45013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,540$1.21M0.04%+24313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,532$1.21M0.04%+10513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,520$1.21M0.03%+2,11413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,473$1.2M0.03%-57613F-HRTimelineGroup
RiverFront Investment Group, LLC6,409$1.19M0.02%+6313F-HRTimeline
Richwood Investment Advisors, LLC6,057$1.19M0.85%-17513F-HRTimeline
SATURNA CAPITAL CORP6,360$1.18M0.02%+8013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,357$1.18M0.08%+30813F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV6,341$1.18M0.75%-1,22313F-HRTimeline
BSW Wealth Partners6,300$1.17M0.14%+37213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…6,301$1.17M0.01%-56413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.6,277$1.17M0.02%+33713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Modern Wealth Management, LLC6,266$1.16M0.02%+3713F-HRTimeline
Texas Yale Capital Corp.6,265$1.16M0.04%+26313F-HRTimeline
Parallax Volatility Advisers, L.P.6,247$1.16M0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,233$1.16M0.01%+44313F-HRTimeline
GTS SECURITIES LLC6,168$1.14M0.04%+2,94913F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…6,100$1.13M1.57%+50013F-HRTimeline
Continuum Advisory, LLC6,084$1.13M0.11%+15213F-HRTimeline
Summit Financial, LLC6,082$1.13M0.02%+16813F-HRTimeline
Pacific Sun Financial Corp6,063$1.13M0.54%-7513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,059$1.12M0.04%+1,01713F-HRTimelineGroup
Qtron Investments LLC6,057$1.12M0.15%+12113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC6,025$1.12M0.49%013F-HRTimeline
Dodds Wealth, LLC6,017$1.12M0.27%-40513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,990$1.11M0.08%+2,79713F-HRTimeline
Ellevest, Inc.5,960$1.11M0.15%-18713F-HRTimeline
Busey Bank5,795$1.08M0.03%+4413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,793$1.08M0.01%-26113F-HRTimeline
Apella Capital, LLC5,777$1.07M0.02%+1913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,713$1.06M0.04%013F-HRTimeline
Fideuram Asset Management (Ireland) dac6,842$1.06M0.08%13F-HRTimeline
Dorsey & Whitney Trust CO LLC5,684$1.06M0.06%+41013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,648$1.05M0.07%-4413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,616$1.04M0.06%13F-HRTimeline
Capital Square, LLC5,575$1.03M0.53%-3,21313F-HRTimeline
Lumbard & Kellner, LLC5,496$1.02M0.36%013F-HRTimeline
Friedenthal Financial5,477$1.02M0.52%new13F-HRTimeline
SYON CAPITAL LLC5,477$1.02M0.05%+2513F-HRTimeline
Wealthspire Advisors, LLC5,420$1.01M0.01%+2,06813F-HRTimeline
MQS Management LLC5,405$1M0.59%new13F-HRTimeline
STABLEFORD CAPITAL II LLC5,394$1M0.36%-25513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,387$1000K0.2%-22913F-HRTimeline
Integrated Wealth Concepts LLC5,375$998K0.01%-4,20413F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,350$993K0.23%-25013F-HRTimeline
ING GROEP NV5,346$992K0.01%-32,46613F-HRTimeline
Quantum Portfolio Management LLC5,344$992K0.44%-2,47613F-HRTimeline
AlphaQuest LLC5,267$978K0.05%-4,88613F-HRTimeline
Retirement Planning Co of New England, …5,252$975K0.39%-1513F-HRTimeline
Park Edge Advisors, LLC5,248$974K0.22%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,219$969K0.18%+1,66313F-HRTimeline
Sara-Bay Financial5,135$965K0.29%-2113F-HRTimeline
INCEPTIONR LLC5,177$961K0.27%new13F-HRTimeline
Machina Capital S.A.S.5,154$957K0.18%-17,31713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,143$955K0.07%+44613F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,139$954K0.03%new13F-HRTimeline
Finward Bancorp5,096$946K0.73%-28513F-HRTimeline
Geneos Wealth Management Inc.5,082$943K0.02%-33713F-HRTimeline
SJS Investment Consulting Inc.5,072$941K0.12%+1913F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,027$933K0.18%+10913F-HRTimeline
ARS Wealth Advisors Group, LLC4,988$926K0.08%013F-HRTimeline
Investment Advisory Group, LLC4,920$913K0.23%013F-HRTimeline
Integrated Advisors Network LLC4,891$908K0.04%-10713F-HRTimeline
ProVise Management Group, LLC4,877$905K0.06%-413F-HRTimeline
Sigma Planning Corp4,864$903K0.02%-3,42513F-HRTimeline
Cresset Asset Management, LLC4,864$903K<0.01%-1113F-HRTimeline
Madden Advisory Services, Inc.4,858$902K0.36%-13213F-HRTimeline
Legacy Wealth Asset Management, LLC4,834$897K0.22%-60913F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,795$890K0.02%-3013F-HRTimeline
Valeo Financial Advisors, LLC4,765$884K0.02%+23013F-HRTimeline
M&G PLCin group M&G PLC4,752$884K<0.01%-64213F-HRTimelineGroup
Edgestream Partners, L.P.4,760$884K0.02%-9,87613F-HRTimeline
Sage Mountain Advisors LLC4,733$878K0.05%+61813F-HRTimeline
LongView Wealth Management4,693$876K0.21%-25913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…4,649$863K0.58%-10013F-HRTimeline
Premier Path Wealth Partners, LLC4,629$859K0.11%+6713F-HRTimeline
AlphaGrep UK Ltd4,605$855K0.29%13F-HRTimeline
PINEBRIDGE INVESTMENTS LLC4,588$852K0.01%13F-HR/ATimeline
PDS Planning, Inc4,578$850K0.06%+25213F-HRTimeline
Midwest Trust Co4,574$849K0.01%-2,74813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,570$848K0.23%+58613F-HRTimeline
Fulcrum Capital LLC4,534$842K0.17%-73813F-HRTimeline
FIRST AMERICAN TRUST, FSB4,522$839K0.06%+713F-HRTimeline
LRI Investments, LLC4,499$835K0.07%-2513F-HRTimeline
Joel Isaacson & Co., LLC4,480$832K0.03%+8313F-HRTimeline
BARD ASSOCIATES INC4,432$823K0.21%-35313F-HRTimeline
Eurizon SLJ Capital Ltd4,427$822K0.33%13F-HRTimeline
TOWER BRIDGE ADVISORS4,425$821K0.08%013F-HRTimeline
IHT Wealth Management, LLC4,424$821K0.02%+4213F-HRTimeline
Plato Investment Management Ltd4,392$819K0.05%013F-HRTimeline
Alteri Wealth LLC4,413$819K0.27%-1,04113F-HRTimeline
INGALLS & SNYDER LLC4,395$816K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,362$810K0.08%+4313F-HRTimeline
Jackson Creek Investment Advisors LLC4,324$803K0.24%-7013F-HRTimeline
Fairtree Asset Management (Pty) Ltd4,291$796K0.37%+1613F-HRTimeline
Howard Capital Management, LLC4,269$792K0.01%+2213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,266$792K0.03%-20913F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC4,252$789K0.43%013F-HRTimeline
Vinva Investment Management Ltd4,177$785K0.01%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC4,091$783K0.05%new13F-HRTimeline
IFP Advisors, Inc4,208$781K0.02%+83613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,171$774K0.03%new13F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp4,166$773K0.02%-25613F-HRTimelineGroup
Manske Wealth Management4,150$770K0.23%-23613F-HRTimeline
Rehmann Capital Advisory Group4,112$763K0.04%+64013F-HRTimeline
Tuttle Capital Management, LLC4,112$763K1.69%-85713F-HRTimeline
Caerus Investment Advisors, LLC4,108$762K0.25%-50313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,105$762K0.02%+13013F-HRTimeline
Dogwood Wealth Management LLC4,106$762K0.34%-34913F-HRTimeline
Churchill Financial Advisors, LLC4,095$760K0.23%13F-HRTimeline
Baldwin Investment Management, LLC4,076$757K0.09%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,056$753K0.12%+1,02613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,009$744K0.02%-5913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,997$742K<0.01%+1,48913F-HRTimelineGroup
Southland Equity Partners LLC3,947$733K0.14%+2913F-HRTimeline
Aprio Wealth Management, LLC3,935$730K0.04%+1,91013F-HRTimeline
180 WEALTH ADVISORS, LLC3,903$724K0.08%-2,94013F-HRTimeline
Glenview Trust Co3,900$724K0.01%+8813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,885$721K0.11%+1,24013F-HRTimeline
Comprehensive Money Management Services…3,876$719K0.5%013F-HRTimeline
Cambria Investment Management, L.P.3,866$718K0.04%+113F-HRTimeline
River Street Advisors LLC3,843$713K0.27%+10313F-HRTimeline
AA Financial Advisors, LLC3,838$712K0.13%+28913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,805$706K0.03%+1,58913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,807$706K0.01%+413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,790$703K0.04%+77113F-HRTimelineGroup
Farringdon Capital, Ltd.3,745$695K0.17%new13F-HRTimeline
Buckley Wealth Management, LLC3,738$694K0.18%new13F-HRTimeline
BETO FINANCIAL GROUP, LLC3,694$692K0.47%13F-HRTimeline
Prosperity Consulting Group, LLC3,712$689K0.03%+94013F-HRTimeline
CDKV HOLDINGS LLC708$689K0.58%13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,669$681K0.03%+60513F-HRTimeline
Souders Financial Advisors3,669$681K0.08%+81113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,627$673K0.29%-5813F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,625$673K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,615$671K0.02%+21413F-HRTimeline
Arax Advisory Partners3,610$670K0.02%-9,38613F-HRTimeline
HBK Sorce Advisory LLC3,384$663K0.02%+2013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,567$662K0.24%+213F-HRTimeline
Peak Planning Group, LLC3,562$661K0.19%+613F-HRTimeline
Van Hulzen Asset Management, LLC3,561$661K0.05%-30013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,561$661K0.08%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,553$660K0.01%+213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,550$659K0.17%+36013F-HRTimeline
Keel Point, LLC3,509$651K0.04%+19513F-HRTimeline
CX Institutional3,499$650K0.02%+23113F-HRTimeline
Simplicity Wealth,LLC3,500$650K0.04%+71613F-HRTimeline
Stonebridge Financial Group, LLC3,497$649K0.06%+2313F-HRTimeline
Dakota Wealth Management3,497$649K0.01%new13F-HR/ATimeline
West Family Investments, Inc.3,491$648K0.15%013F-HRTimeline
Valued Retirements, Inc.3,488$647K0.63%+58413F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,488$647K0.05%+45513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,484$647K0.01%new13F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC3,480$646K0.11%+3713F-HRTimeline
Ninepoint Partners LP3,479$646K0.08%+2,01313F-HRTimeline
Comprehensive Financial Consultants Ins…3,474$645K0.19%013F-HRTimeline
Westerkirk Capital Inc.3,471$644K0.06%-6,52913F-HRTimeline
AE Wealth Management LLC3,471$644K<0.01%+28313F-HRTimeline
CONNING INC.in group CONNING INC.3,467$644K0.02%+13613F-HRTimelineGroup
L2 Asset Management, LLC3,459$642K0.09%+31413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,458$642K+128Timeline
DigitalBridge Group, Inc.in group DigitalBridge Group, Inc.3,450$640K0.05%-35013F-HRTimelineGroup
Balboa Wealth Partners3,447$640K0.11%-8213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,443$639K0.08%+313F-HRTimeline
Mesirow Financial Investment Management…3,440$639K0.01%-8513F-HRTimeline
LCNB CORP3,392$630K0.21%-17413F-HRTimeline
HF Advisory Group, LLC3,387$629K0.22%-30213F-HR/ATimeline
Frec Markets, Inc.in group Frec Markets, Inc.3,375$627K0.18%13F-HRTimelineGroup
Koshinski Asset Management, Inc.3,375$626K0.04%+45213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,374$626K0.1%+17413F-HRTimeline
USA FINANCIAL FORMULAS3,366$625K0.11%new13F-HRTimeline
Advisory Services Network, LLC3,360$624K0.01%+96813F-HRTimeline
Hutchens & Kramer Investment Management…3,294$611K0.21%-15513F-HRTimeline
Index Technologies Group LLC3,294$611K0.64%13F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$608K0.01%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,276$608K0.3%-4213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,212$604K0.04%+48213F-HRTimeline
SFMG, LLC3,253$604K0.04%-7513F-HRTimeline
Point Windward Advisors Inc.3,250$603K0.29%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,235$600K0.06%+37713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,224$598K-31Timeline
GWN SECURITIES INC.3,209$596K0.12%+53013F-HRTimeline
Obermeyer Wealth Partners3,204$595K0.03%-6113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,189$592K0.01%+1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,174$589K0.02%+15613F-HRTimeline
Keystone Financial Group3,165$587K0.04%+25513F-HRTimeline
Warwick Investment Management, Inc.3,155$586K0.09%+38513F-HRTimeline
Hendershot Investments Inc.3,126$580K0.07%-12013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,114$578K0.06%-313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,088$573K0.03%+8913F-HRTimelineGroup
Blue Trust, Inc.3,079$571K0.01%-12913F-HRTimeline
Retireful, LLC3,036$571K0.72%new13F-HRTimeline