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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,546 managers (1,593 13F filers) reported a position in WELL shares at 2026-06-30, 708,578,250 shares in all. 185 filers opened a position and 82 filers sold out during the quarter.

Managers
1,546
13F filers
1,593
New
185
Added
670
Reduced
481
Sold out
82
Shares held by filers
708,578,250

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
PETTYJOHN, WOOD & WHITE, INC3,156$716K0.1%-21813F-HRTimeline
Moran Wealth Management, LLC3,141$713K0.02%+50213F-HRTimeline
Hendershot Investments Inc.3,126$710K0.09%013F-HRTimeline
SFMG, LLC3,117$707K0.04%+713F-HRTimeline
Continuum Advisory, LLC3,117$707K0.06%-2,52913F-HRTimeline
HF Advisory Group, LLC3,086$700K0.22%-25313F-HRTimeline
PlanVest Financial, Inc3,073$697K0.47%+113F-HRTimeline
WADDELL & ASSOCIATES, LLC3,071$697K0.03%013F-HRTimeline
Keel Point, LLC3,063$695K0.04%+24713F-HRTimeline
Alpha Zero LLC2,837$685K0.26%+1,18713F-HRTimeline
Triad Wealth Partners, LLC2,935$684K0.04%+46913F-HRTimeline
Valmark Advisers, Inc.3,009$683K0.01%+1913F-HRTimeline
CONNING INC.in group CONNING INC.3,007$682K0.02%013F-HRTimelineGroup
Defiance ETFs, LLC2,961$682K0.01%+67813F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,973$675K0.02%-2413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,970$674K0.05%+65813F-HRTimeline
MOR Wealth Management, LLC2,969$674K0.27%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,962$672K0.05%-5613F-HRTimeline
Avidian Wealth Enterprises, LLC2,959$672K0.02%+1,07913F-HRTimeline
Dogwood Wealth Management LLC2,953$670K0.26%-77313F-HRTimeline
Western Wealth Management, LLC2,948$669K0.02%+40913F-HRTimeline
Crestwood Advisors Group, LLC2,943$668K0.01%+40713F-HRTimeline
Facet Wealth, Inc.2,940$667K0.01%+82213F-HRTimeline
Blue Trust, Inc.2,920$663K0.01%-5113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,913$661K<0.01%+1,69313F-HRTimelineGroup
SHRIER WEALTH MANAGEMENT, LLC2,899$658K0.22%+213F-HRTimeline
Quotient Wealth Partners, LLC2,887$655K0.02%+20813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV2,878$653K0.26%013F-HRTimeline
KINTRA WEALTH, LLC2,776$651K0.03%+27913F-HRTimeline
MATHER GROUP, LLC.2,864$650K0.01%+6413F-HRTimeline
LGT Fund Management Co Ltd.2,857$648K0.03%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,841$645K0.02%+48813F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,828$642K0.14%+7413F-HRTimelineGroup
NORDEN GROUP LLC2,817$640K0.05%+50313F-HRTimeline
Heartland Bank & Trust Co2,816$639K0.13%-3813F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,816$639K0.21%+8913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,815$639K0.01%+22113F-HRTimeline
Moors & Cabot, Inc.2,773$629K0.02%-35013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,770$629K0.03%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,769$628K0.02%-55613F-HRTimelineGroup
Resonant Capital Advisors, LLC2,753$625K0.03%+5513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,733$620K0.14%013F-HRTimelineGroup
Larson Financial Group LLC2,728$619K0.02%+28413F-HRTimeline
Ausdal Financial Partners, Inc.2,717$617K0.02%new13F-HRTimeline
FIRST HORIZON CORP2,713$616K0.02%+9413F-HRTimeline
Covenant Asset Management, LLC2,711$615K0.11%+12213F-HRTimeline
Valeo Financial Advisors, LLC2,711$615K0.01%+3713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,683$609K0.02%new13F-HRTimeline
Brown Miller Wealth Management, LLC2,682$609K0.15%new13F-HRTimeline
Dakota Wealth Management2,666$605K0.01%-21013F-HRTimeline
WEDBUSH SECURITIES INC2,662$604K0.02%-16013F-HRTimeline
E Fund Management Co., Ltd.2,658$603K0.01%+8613F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$602K0.05%013F-HRTimeline
ING GROEP NV2,640$599K<0.01%-88,14713F-HRTimeline
Jacobi Capital Management LLC2,639$599K0.03%+7713F-HRTimeline
Foresight Group Ltd Liability Partnersh…2,598$595K0.11%013F-HRTimeline
Brucke Financial, Inc.2,622$595K0.26%+25213F-HRTimeline
Ashton Thomas Private Wealth, LLC2,620$595K0.01%+1,34713F-HRTimeline
CHICAGO TRUST Co NA2,594$589K0.09%+4213F-HRTimeline
QTR Family Wealth, LLC2,580$586K0.2%+1713F-HRTimeline
Visionary Wealth Advisors2,578$585K0.02%+613F-HRTimeline
West Family Investments, Inc.2,569$583K0.17%+4813F-HRTimeline
Coastal Bridge Advisors, LLC2,534$575K0.04%-41313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,529$574K-2Timeline
CWA Asset Management Group, LLC2,518$572K0.02%-3013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,514$571K0.02%-31013F-HR/ATimeline
IFG Advisory, LLC2,508$569K0.02%new13F-HRTimeline
Hudock, Inc.2,503$568K0.07%+313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,479$563K0.03%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,476$562K0.31%-113F-HRTimeline
Mesirow Financial Investment Management…2,470$561K0.01%-56313F-HRTimeline
bLong Financial, LLC2,450$556K0.36%013F-HRTimeline
Gold Investment Management Ltd.2,433$552K0.15%-3713F-HRTimeline
WHITTIER TRUST CO2,356$548K0.01%-10113F-HRTimeline
EVERPAR ADVISORS LLC2,410$547K0.16%+19413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,405$546K0.01%-5613F-HRTimelineGroup
AGH Wealth Advisors, LLC2,400$545K0.34%-1113F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,399$545K0.01%-213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,398$544K0.09%013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,383$541K0.18%-12013F-HRTimeline
Soltis Investment Advisors LLC2,362$536K0.03%+71213F-HRTimeline
Rothschild Wealth LLC2,353$534K0.04%+2213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,339$531K0.04%-17513F-HRTimelineGroup
Strategic Investment Advisors / MI2,331$529K0.03%+3913F-HRTimeline
Severin Investments, LLC2,329$529K0.4%new13F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC2,327$528K0.12%+6013F-HRTimeline
Planned Solutions, Inc.2,326$528K0.15%+1913F-HRTimeline
Keebeck Wealth Management2,324$527K0.05%+53713F-HRTimeline
Wealth Science Advisors LLC2,316$526K0.23%+34713F-HRTimeline
SMITH, MOORE & CO.2,313$525K0.03%+24313F-HRTimeline
Parkwoods Wealth Partners, LLC2,306$523K0.08%new13F-HRTimeline
Caerus Investment Advisors, LLC2,302$522K0.18%-19313F-HRTimeline
MTM Investment Management, LLC2,300$522K0.15%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,277$517K0.16%013F-HRTimeline
RCW Management, LLC2,265$514K0.46%-42413F-HRTimeline
Income Insurance Ltd2,248$510K0.3%+20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILDRESS CAPITAL ADVISORS, LLC2,245$510K0.08%-62813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,243$509K0.01%+61813F-HRTimelineGroup
Index Technologies Group LLC2,229$506K0.4%-17313F-HRTimeline
Advisors Capital Management, LLC2,221$504K0.01%+51813F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,218$503K0.43%-1313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,216$503K0.2%+713F-HRTimeline
Basecamp Wealth Advisors LLC2,213$502K0.09%013F-HRTimeline
Mission Financial Group, LLC2,211$502K0.42%13F-HRTimeline
Third View Private Wealth, LLC2,210$502K0.06%new13F-HRTimeline
Circle Wealth Management, LLC2,210$502K0.01%+5613F-HRTimeline
Foster Group, Inc.2,194$498K0.01%+11813F-HRTimeline
SmartHarvest Portfolios, LLC2,193$498K0.16%+11713F-HRTimeline
Painted Porch Advisors LLC2,189$497K0.22%013F-HRTimeline
Modera Wealth Management, LLC2,183$496K0.01%+2013F-HRTimeline
Moss Adams Wealth Advisors LLC2,183$495K0.03%-3713F-HRTimeline
Pflug Koory, LLC2,174$493K0.2%-1613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.2,166$492K0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC2,159$490K0.01%+53113F-HRTimeline
Accent Capital Management, LLC2,158$490K0.21%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,156$489K0.12%013F-HRTimeline
Capital Advisors Wealth Management, LLC2,144$487K0.06%+613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,132$484K<0.01%+1,95013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,131$484K<0.01%-1,23313F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,120$481K+993Timeline
Chicago Partners Investment Group LLC1,944$480K0.01%-3513F-HRTimeline
Segment Wealth Management, LLC2,101$477K0.02%+33913F-HRTimeline
Bluespring Wealth Management, LLC2,098$476K0.01%+7713F-HRTimeline
Phillips Wealth Planners LLC1,992$473K0.35%-913F-HRTimeline
Bridgewater Advisors Inc.2,069$472K0.03%+8213F-HRTimeline
Monument Capital Management2,077$471K0.09%-3213F-HRTimeline
Values Added Financial LLC2,074$471K0.17%+20913F-HRTimeline
Pure Financial Advisors, LLC2,074$471K0.01%+58913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,071$470K0.03%013F-HRTimeline
CULLINAN ASSOCIATES INC2,065$469K0.04%-21013F-HRTimeline
Mystic Asset Management, Inc.2,065$469K0.1%-5013F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,062$468K0.24%-413F-HRTimeline
Sagewood Asset Management LP2,048$465K0.11%new13F-HRTimeline
Quent Capital, LLC2,048$465K0.03%-3613F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,036$462K0.02%013F-HRTimelineGroup
Tempo Wealth, LLC2,034$462K0.07%+1313F-HRTimeline
Abel Hall, LLC2,031$461K0.08%+30513F-HRTimeline
Prudent Man Advisors, LLC2,030$461K0.11%+8213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,024$459K0.02%013F-HRTimeline
Gross & Hartman Investments LLC2,016$458K0.2%013F-HRTimeline
Safe Harbor Family Capital, LLC2,016$458K0.31%013F-HRTimeline
SMART Wealth LLC2,010$456K0.1%new13F-HRTimeline
Blue Fin Capital, Inc.2,009$456K0.07%-18713F-HRTimeline
Hardy Reed LLC2,003$455K0.03%+3313F-HRTimeline
C2C Wealth Management, LLC2,000$454K0.36%013F-HRTimeline
Colter Lewis Investment Partners LLC2,000$454K0.2%new13F-HRTimeline
Cetera Trust Company, N.A1,990$452K0.23%013F-HRTimeline
Fisher Asset Management, LLC1,983$450K<0.01%+58313F-HRTimeline
PRIVATE TRUST CO NA1,977$449K0.04%+13913F-HRTimeline
Wellspring Financial Advisors, LLC1,967$446K0.03%-213F-HRTimeline
Providence Financial Advisors, LLC1,965$446K0.25%+813F-HRTimeline
COMMONS CAPITAL, LLC1,957$444K0.31%+413F-HRTimeline
New Republic Capital, LLC1,956$444K0.1%+2713F-HRTimeline
Discipline Wealth Solutions, LLC1,954$443K0.04%+3413F-HRTimeline
Baltimore-Washington Financial Advisors…1,952$443K0.02%-2213F-HRTimeline
PCM Encore, LLC1,945$441K0.08%+13413F-HRTimeline
Optas, LLC1,944$441K0.06%+9313F-HRTimeline
Gryphon Financial Partners LLC1,925$437K0.04%-913F-HRTimeline
CYBER HORNET ETFs LLC1,920$436K0.25%+3213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,909$433K<0.01%+513F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,898$431K0.03%-1713F-HRTimeline
Cornerstone Wealth Group, LLC1,892$429K0.03%+14013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,873$425K0.13%+1613F-HRTimelineGroup
Bullock Wealth Management Group1,844$425K0.18%13F-HRTimeline
Perennial Investment Advisors, LLC1,861$422K0.03%+35913F-HRTimeline
Financial Management Professionals, Inc.1,855$421K0.04%+713F-HRTimeline
Accurate Wealth Management, LLC1,806$418K0.04%-2213F-HRTimeline
Krilogy Financial LLC1,831$416K0.01%-4313F-HRTimeline
Rothschild Capital Partners, LLC1,820$413K0.09%+613F-HRTimeline
Trivium Point Advisory, LLC1,810$411K0.04%+52713F-HRTimeline
Sompo Asset Management Co., Ltd.1,810$411K0.07%new13F-HRTimeline
WEALTH ALLIANCE, LLC1,807$410K0.03%+3713F-HRTimeline
Asset One Wealth Management LLC1,754$409K0.04%+55013F-HRTimeline
Focused Wealth Management, Inc1,794$407K0.04%+26913F-HRTimeline
Diversified Enterprises, LLC1,782$404K0.02%+6513F-HRTimeline
Cromwell Holdings LLC1,781$404K0.18%013F-HRTimeline
Sovran Advisors, LLC1,642$400K0.03%+613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,755$398K0.01%+3313F-HRTimeline
Fortis Group Advisors, LLC1,749$397K0.06%-7513F-HRTimeline
Sowell Financial Services LLC1,749$397K0.01%-2213F-HRTimeline
SVB WEALTH LLC1,747$397K0.03%+2313F-HRTimeline
Regent Peak Wealth Advisors LLC1,744$396K0.07%+3913F-HRTimeline
Robertson Stephens Wealth Management, L…1,740$395K0.01%-4113F-HRTimeline
Cercano Management LLC1,736$394K0.05%013F-HR/ATimeline
Register Financial Advisors LLC1,734$394K0.12%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD1,704$387K0.04%+1,54913F-HRTimelineGroup
Cooper Financial Group1,703$387K0.03%+11913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,704$386K0.04%+213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,701$386K0.01%-45413F-HRTimelineGroup
FELL CAPITAL MANAGEMENT /ADV1,700$386K0.33%013F-HRTimeline
Lifeworks Advisors, LLC1,699$386K0.04%-37313F-HRTimeline
Whipplewood Advisors, LLC1,697$385K0.26%-30813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,696$385K0.01%new13F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,694$384K0.1%+3313F-HRTimeline
Strategic Wealth Partners, Ltd.1,687$383K0.02%+13713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,676$380K0.01%new13F-HRTimeline
TRB Wealth Management, LLC1,672$379K0.05%013F-HRTimeline
Fulton Bank, N.A.1,670$379K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC1,673$379K0.08%+4813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,644$378K0.02%+23113F-HRTimeline