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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,453 managers (1,496 13F filers) reported a position in WELL shares at 2026-03-31, 674,693,594 shares in all. 149 filers opened a position and 104 filers sold out during the quarter.

Managers
1,453
13F filers
1,496
New
149
Added
669
Reduced
442
Sold out
104
Shares held by filers
674,693,594

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Vinva Investment Management Ltd7,431$1.45M0.02%+3,25413F-HRTimeline
Kingsview Wealth Management, LLC7,298$1.44M0.02%+16413F-HRTimeline
Drake & Associates, LLC7,207$1.42M0.27%-3,49313F-HRTimeline
SATURNA CAPITAL CORP7,205$1.42M0.02%+84513F-HRTimeline
Parallel Advisors, LLC7,161$1.42M0.03%+5013F-HR/ATimeline
BRIGHTON JONES LLC7,099$1.4M0.03%new13F-HR/ATimeline
SAX WEALTH ADVISORS, LLC7,559$1.4M0.07%013F-HRTimeline
Stiles Financial Services Inc7,056$1.4M0.43%-18413F-HRTimeline
Community Bank & Trust, Waco, Texas7,054$1.4M0.28%-513F-HRTimeline
Morey & Quinn Wealth Partners, LLC6,998$1.38M0.98%013F-HRTimeline
Checchi Capital Advisers, LLC6,969$1.38M0.09%+26913F-HRTimeline
S&A Financial Services, Inc.6,967$1.38M0.95%13F-HRTimeline
Wealth Architects, LLC6,945$1.37M0.12%+613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,891$1.36M0.02%-2013F-HRTimeline
DigitalBridge Group, Inc.in group DigitalBridge Group, Inc.6,850$1.35M0.09%+3,40013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,844$1.35M0.04%+78513F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC6,813$1.35M0.01%-9913F-HRTimeline
Values First Advisors, Inc.6,795$1.34M0.7%+8513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6,757$1.34M0.02%+48013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC6,631$1.31M0.06%+2713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,562$1.3M0.05%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW6,558$1.3M0.2%-5013F-HRTimelineGroup
AlphaCore Capital LLC6,493$1.28M0.03%-1,64313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,480$1.28M0.04%-5213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…6,473$1.28M0.01%+17213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,460$1.28M0.01%+22713F-HRTimeline
Apella Capital, LLC6,016$1.27M0.02%+23913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,378$1.26M0.03%-9513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,366$1.26M0.1%+37613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV6,353$1.26M0.79%+1213F-HRTimeline
Summit Financial, LLC6,344$1.25M0.02%+26213F-HRTimeline
VUB Generali dochodkova spravcovska spo…6,315$1.25M0.98%+4,48413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,263$1.24M0.02%-48513F-HRTimelineGroup
Texas Yale Capital Corp.6,252$1.24M0.04%-1313F-HRTimeline
IHT Wealth Management, LLC6,240$1.23M0.03%+1,81613F-HRTimeline
RiverFront Investment Group, LLC6,239$1.23M0.02%-17013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,128$1.21M0.07%+44413F-HRTimeline
Modern Wealth Management, LLC6,087$1.21M0.02%-17913F-HRTimeline
Pacific Sun Financial Corp6,063$1.2M0.58%013F-HRTimeline
Qtron Investments LLC6,060$1.2M0.16%+313F-HRTimeline
Richwood Investment Advisors, LLC6,057$1.2M0.92%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC6,025$1.19M0.53%013F-HRTimeline
BSW Wealth Partners6,017$1.19M0.15%-28313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,929$1.17M0.08%+28113F-HRTimeline
Ellevest, Inc.5,923$1.17M0.16%-3713F-HRTimeline
Clearstead Advisors, LLC5,794$1.15M0.01%-1,57713F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC5,760$1.14M0.06%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,756$1.14M0.06%+1,96613F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,742$1.14M0.01%+3,29013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…5,713$1.13M0.04%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC5,667$1.12M0.01%+1,07913F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd5,661$1.12M0.08%-69613F-HRTimeline
CVFG LLC5,651$1.12M0.14%new13F-HRTimeline
Ninety One UK Ltd5,647$1.12M<0.01%new13F-HRTimeline
Continuum Advisory, LLC5,646$1.12M0.11%-43813F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI5,616$1.11M0.02%-1,13413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,595$1.11M0.06%-2113F-HRTimeline
IBEX WEALTH ADVISORS5,571$1.1M0.1%new13F-HRTimeline
SYON CAPITAL LLC5,568$1.1M0.06%+9113F-HRTimeline
HARBOUR INVESTMENTS, INC.5,496$1.09M0.02%+1,48713F-HRTimeline
Lumbard & Kellner, LLC5,496$1.09M0.38%013F-HRTimeline
Park Edge Advisors, LLC5,451$1.08M0.25%+20313F-HRTimeline
Busey Bank5,440$1.08M0.03%-35513F-HRTimeline
Friedenthal Financial5,403$1.07M0.54%-7413F-HRTimeline
STABLEFORD CAPITAL II LLC5,377$1.06M0.39%-1713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,357$1.06M0.25%+78713F-HRTimeline
DIVERSIFIED TRUST CO5,343$1.06M0.02%-4,40313F-HRTimeline
Retirement Planning Co of New England, …5,269$1.04M0.42%+1713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,268$1.04M0.07%+12513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,200$1.03M0.13%-1913F-HRTimeline
Sara-Bay Financial5,135$1.02M0.31%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,121$1.01M0.21%+9413F-HRTimeline
Perigon Wealth Management, LLC5,120$1.01M0.02%-1,48113F-HRTimeline
ARS Wealth Advisors Group, LLC5,113$1.01M0.09%+12513F-HRTimeline
Benchmark Investment Advisors LLC5,060$1M0.58%13F-HRTimeline
Premier Path Wealth Partners, LLC5,047$998K0.13%+41813F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.5,013$991K0.17%+1,63813F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC4,991$987K0.14%+1,10613F-HRTimeline
Legacy Wealth Asset Management, LLC4,985$986K0.24%+15113F-HRTimeline
Finward Bancorp4,971$983K0.79%-12513F-HRTimeline
LongView Wealth Management4,647$980K0.25%-4613F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,925$974K0.23%-42513F-HRTimeline
Geneos Wealth Management Inc.4,921$973K0.02%-16113F-HRTimeline
Aprio Wealth Management, LLC4,871$963K0.05%+93613F-HRTimeline
Investment Advisory Group, LLC4,817$952K0.24%-10313F-HRTimeline
Quantitative Investment Management, LLC4,808$950K0.1%-3,06113F-HRTimeline
M&G PLCin group M&G PLC4,786$948K<0.01%+3413F-HRTimelineGroup
Capital Square, LLC4,538$947K0.44%-1,03713F-HRTimeline
Dodds Wealth, LLC4,748$939K0.23%-1,26913F-HRTimeline
PDS Planning, Inc4,713$932K0.06%+13513F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,673$924K0.02%-5,62913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…4,649$919K0.65%013F-HRTimeline
Supplemental Annuity Collective Trust o…4,647$919K0.26%new13F-HRTimeline
Wealthspire Advisors, LLC4,632$916K0.01%-78813F-HRTimeline
SJS Investment Consulting Inc.4,604$910K0.11%-46813F-HRTimeline
FIRST AMERICAN TRUST, FSB4,593$908K0.06%+7113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,569$903K+1,111Timeline
Clear Trail Advisors, LLC4,531$896K0.15%+2,89213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,511$892K0.01%+1,70913F-HRTimelineGroup
Fulcrum Capital LLC4,483$886K0.19%-5113F-HRTimeline
Joel Isaacson & Co., LLC4,480$886K0.03%013F-HRTimeline
Midwest Trust Co4,436$877K0.01%-13813F-HRTimeline
IFP Advisors, Inc4,434$877K0.02%+22613F-HRTimeline
TOWER BRIDGE ADVISORS4,425$875K0.08%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…4,400$870K1.45%-1,70013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,397$869K0.09%+3513F-HRTimeline
INGALLS & SNYDER LLC4,395$869K0.03%013F-HRTimeline
ProVise Management Group, LLC4,386$867K0.06%-49113F-HRTimeline
Alteri Wealth LLC4,385$867K0.28%-2813F-HRTimeline
Foster Victor Wealth Advisors, LLC4,091$863K0.05%013F-HRTimeline
Buckley Wealth Management, LLC4,355$861K0.22%+61713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,350$860K0.02%+1,30613F-HRTimeline
AA Financial Advisors, LLC4,344$859K0.12%+50613F-HRTimeline
Fairtree Asset Management (Pty) Ltd4,290$848K0.39%-113F-HRTimeline
BARD ASSOCIATES INC4,277$846K0.21%-15513F-HRTimeline
Quantum Portfolio Management LLC4,266$843K0.37%-1,07813F-HR/ATimeline
LRI Investments, LLC4,220$834K0.07%-27913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,142$832K0.02%+3713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,204$831K0.45%-4813F-HR/ATimeline
Balboa Wealth Partners4,181$827K0.14%+73413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,174$825K0.02%+813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,159$822K0.03%-10713F-HRTimelineGroup
Tuttle Capital Management, LLC4,112$813K1.34%013F-HRTimeline
AE Wealth Management LLC4,102$811K<0.01%+63113F-HRTimeline
Integrated Advisors Network LLC4,094$809K0.04%-79713F-HRTimeline
River Street Advisors LLC4,073$805K0.27%+23013F-HRTimeline
Jackson Creek Investment Advisors LLC4,059$803K0.24%-26513F-HRTimeline
HBK Sorce Advisory LLC3,734$801K0.02%+35013F-HRTimeline
Prosperity Consulting Group, LLC4,050$801K0.04%+33813F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,040$799K0.06%+55213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,037$798K0.01%-1,75613F-HRTimeline
Bull Harbor Capital LLC4,028$796K0.21%13F-HRTimeline
Manske Wealth Management4,025$796K0.22%-12513F-HRTimeline
Souders Financial Advisors4,016$794K0.09%+34713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,014$794K0.32%+38713F-HRTimeline
BETO FINANCIAL GROUP, LLC3,722$793K0.46%+2813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,981$787K0.03%-2,55913F-HRTimelineGroup
Valued Retirements, Inc.3,972$785K0.77%+48413F-HRTimeline
Churchill Financial Advisors, LLC3,970$785K0.16%-12513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,950$781K0.26%+40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Saiph Capital, LLC3,949$781K0.3%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,922$775K0.06%+71013F-HRTimeline
Comprehensive Money Management Services…3,921$775K0.51%+4513F-HRTimeline
Glenview Trust Co3,902$771K0.01%+213F-HRTimeline
180 WEALTH ADVISORS, LLC3,889$769K0.09%-1413F-HRTimeline
Donoghue Forlines LLC3,879$767K0.21%-9,54413F-HRTimeline
Baldwin Investment Management, LLC3,876$766K0.09%-20013F-HRTimeline
Advisory Services Network, LLC3,845$760K0.01%+48513F-HRTimeline
Southland Equity Partners LLC3,843$760K0.15%-10413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,834$758K0.02%+64513F-HRTimeline
Madden Advisory Services, Inc.3,810$753K0.3%-1,04813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,797$751K0.01%-1013F-HRTimelineGroup
Simplicity Wealth,LLC3,736$739K0.04%+23613F-HRTimeline
Driehaus Capital Management LLC3,734$738K0.01%+1,21213F-HRTimeline
Dogwood Wealth Management LLC3,726$737K0.32%-38013F-HRTimeline
L2 Asset Management, LLC3,709$733K0.07%+25013F-HRTimeline
Rehmann Capital Advisory Group3,642$720K0.04%-47013F-HRTimeline
CX Institutional3,637$719K0.02%+13813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,630$717K0.24%+6313F-HRTimeline
Kesler, Norman & Wride, LLC3,629$717K0.12%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,625$717K0.01%+7213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,625$717K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,603$712K0.02%-1213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,593$711K0.21%-4,68213F-HRTimeline
Van Hulzen Asset Management, LLC3,567$705K0.05%+613F-HRTimeline
Peak Planning Group, LLC3,540$700K0.19%-2213F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,516$695K0.11%+3613F-HRTimeline
Stonebridge Financial Group, LLC3,505$693K0.06%+813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,486$689K0.08%+1,24313F-HRTimeline
Comprehensive Financial Consultants Ins…3,474$687K0.2%013F-HRTimeline
Westerkirk Capital Inc.3,471$686K0.07%013F-HRTimeline
GWN SECURITIES INC.3,430$678K0.13%+22113F-HRTimeline
FSM Wealth Advisors, LLC3,400$672K0.09%+1,63413F-HRTimeline
LCNB CORP3,392$671K0.23%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,390$670K+166Timeline
PETTYJOHN, WOOD & WHITE, INC3,374$667K0.11%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,364$665K0.01%+1,36013F-HRTimeline
HF Advisory Group, LLC3,339$660K0.22%-4813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,325$657K0.03%-17,54813F-HRTimelineGroup
Eurizon SLJ Capital Ltd3,297$652K0.31%-1,13013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,284$649K0.32%+813F-HRTimeline
Keystone Financial Group3,283$649K0.04%+11813F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,278$648K0.01%013F-HRTimeline
First Affirmative Financial Network3,273$647K0.25%13F-HR/ATimeline
Cambria Investment Management, L.P.3,252$643K0.04%-61413F-HRTimeline
Point Windward Advisors Inc.3,250$643K0.32%013F-HRTimeline
Obermeyer Wealth Partners3,200$633K0.03%-413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,167$626K0.08%-27613F-HRTimeline
Koshinski Asset Management, Inc.3,162$625K0.04%-21313F-HRTimeline
Hendershot Investments Inc.3,126$618K0.08%013F-HRTimeline
Moors & Cabot, Inc.3,123$617K0.03%+7513F-HRTimeline
Composition Wealth, LLC3,120$617K0.01%+61013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,114$616K0.06%013F-HRTimeline
SFMG, LLC3,110$615K0.04%-14313F-HRTimeline
B. Riley Wealth Advisors, Inc.3,136$612K0.04%-53313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,095$612K0.03%+1,22513F-HRTimelineGroup
HighPoint Advisor Group LLC3,093$612K0.03%-10,60613F-HRTimeline
PlanVest Financial, Inc3,072$608K0.46%13F-HRTimeline
WADDELL & ASSOCIATES, LLC3,071$607K0.03%013F-HRTimeline
AlphaGrep UK Ltd3,053$604K0.18%-1,55213F-HRTimeline