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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,103 managers (1,129 13F filers) reported a position in WELL shares at 2024-12-31, 617,917,910 shares in all. 88 filers opened a position and 77 filers sold out during the quarter.

Managers
1,103
13F filers
1,129
New
88
Added
463
Reduced
323
Sold out
77
Shares held by filers
617,917,910

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RITHOLTZ WEALTH MANAGEMENT2,072$261K0.01%new13F-HRTimeline
Quotient Wealth Partners, LLC2,062$260K0.01%+10313F-HRTimeline
MATHER GROUP, LLC.2,053$259K<0.01%+7513F-HRTimeline
Kathmere Capital Management, LLC2,038$257K0.02%new13F-HRTimeline
AGH Wealth Advisors, LLC2,028$256K0.24%13F-HRTimeline
Bluespring Wealth Management, LLC2,000$252K0.03%-10713F-HRTimeline
GM Advisory Group, LLC2,000$252K0.01%013F-HRTimeline
Echo Wealth Management, LLC2,000$252K0.17%013F-HRTimeline
C2C Wealth Management, LLC2,000$252K0.23%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,969$248K<0.01%-11813F-HRTimelineGroup
MOTCO1,961$247K0.03%013F-HRTimeline
Bridge Creek Capital Management LLC1,953$246K0.08%013F-HRTimeline
COMMONS CAPITAL, LLC1,935$244K0.22%-6913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,933$244K0.15%+53313F-HRTimelineGroup
AE Wealth Management LLC1,932$244K<0.01%+31513F-HRTimeline
Valmark Advisers, Inc.1,932$243K<0.01%new13F-HRTimeline
Bullock Wealth Management Group1,923$242K0.14%+1413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,919$242K0.12%+213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC1,918$242K0.04%+913F-HRTimeline
Geller Advisors LLC1,911$241K0.02%+6913F-HRTimeline
Apella Capital, LLC1,904$240K0.01%+2113F-HRTimeline
WEALTH ALLIANCE, LLC1,893$239K0.03%-9213F-HRTimeline
Strategic Blueprint, LLC1,891$238K0.01%+313F-HRTimeline
RFG Advisory, LLC1,885$238K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,873$236K0.03%-16513F-HRTimeline
Focus Financial Network, Inc.1,863$235K0.01%+20613F-HRTimeline
Brooklyn Investment Group1,859$234K0.07%+14713F-HRTimeline
Fortitude Advisory Group L.L.C.1,814$229K0.14%-81813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,811$228K0.01%+8913F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,802$227K0.01%+413F-HRTimelineGroup
XML Financial, LLC1,790$226K0.02%+113F-HRTimeline
Valued Retirements, Inc.1,790$226K0.3%013F-HRTimeline
Probity Advisors, Inc.1,785$225K0.04%-7313F-HRTimeline
Cromwell Holdings LLC1,781$224K0.13%013F-HRTimeline
Catalina Capital Group, LLC1,777$224K0.07%+313F-HRTimeline
HOLDERNESS INVESTMENTS CO1,777$224K0.05%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,777$224K0.04%+8713F-HRTimeline
Mystic Asset Management, Inc.1,765$222K0.06%-50013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,765$222K0.01%+813F-HR/ATimeline
Continuum Advisory, LLC1,757$221K0.03%013F-HRTimeline
True North Advisors, LLC1,741$219K0.05%-63013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,715$216K0.03%-10713F-HRTimeline
Legacy Advisors, LLC1,710$216K0.02%new13F-HRTimeline
Sivia Capital Partners, LLC1,710$215K0.11%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,700$214K0.01%013F-HRTimeline
MIDDLETON & CO INC/MA1,700$214K0.02%013F-HRTimeline
Lafayette Investments, Inc.1,699$214K0.05%013F-HRTimeline
Accurate Wealth Management, LLC1,698$212K0.04%+6813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,680$212K0.07%-1,17513F-HRTimeline
Quantum Portfolio Management LLC1,662$209K0.11%new13F-HRTimeline
Lokken Investment Group LLC1,655$209K0.09%+113F-HRTimeline
M&G PLCin group M&G PLC1,655$209K<0.01%-1,52613F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC1,653$208K0.01%-9813F-HRTimeline
Mechanics Bank Trust Department1,649$208K0.03%013F-HRTimeline
NATURAL INVESTMENTS, LLC1,641$206K0.06%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,631$206K0.06%+1813F-HRTimeline
INVESTMENT PARTNERS, LTD.1,602$202K0.08%new13F-HRTimeline
Cherokee Insurance Co1,600$202K0.09%13F-HRTimeline
Empower Advisory Group, LLC1,599$202K<0.01%new13F-HRTimeline
Intrua Financial, LLC1,596$201K0.03%-8213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,596$201K0.02%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,595$201K0.11%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,600$201K0.03%-5013F-HRTimeline
Regent Peak Wealth Advisors LLC1,594$201K0.05%+413F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC1,588$200K0.03%+113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,541$194K0.01%-4613F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,522$192K0.02%new13F-HRTimeline
Bogart Wealth, LLC1,519$191K0.01%013F-HRTimeline
Riverview Trust Co1,504$190K0.17%013F-HRTimeline
Hanson & Doremus Investment Management1,500$189K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,463$184K0.04%-71413F-HRTimeline
State of Wyoming1,459$184K0.02%new13F-HRTimeline
Fairscale Capital, LLC1,448$182K0.16%-5513F-HRTimeline
Parkside Financial Bank & Trust1,437$181K0.02%+4613F-HRTimeline
IFP Advisors, Inc1,427$180K0.01%+54613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,379$174K0.02%-613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,363$172K0.01%+2113F-HRTimeline
Global X Japan Co., Ltd.1,307$165K0.02%+19613F-HRTimeline
Key Financial Inc1,231$155K0.04%013F-HRTimeline
WASHINGTON TRUST Co1,200$151K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,200$151K0.03%013F-HRTimeline
EASTERN BANK1,152$145K<0.01%+1,05513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,101$139K0.02%013F-HRTimeline
City State Bank1,058$133K0.05%013F-HRTimeline
SJS Investment Consulting Inc.1,046$132K0.02%013F-HRTimeline
Arax Advisory Partners1,039$131K0.01%+52113F-HRTimeline
Beacon Capital Management, LLC1,029$130K0.02%-56313F-HRTimeline
Quarry LP1,024$129K0.03%+99313F-HRTimeline
Zions Bancorporation, N.A.1,020$129K0.01%-1313F-HRTimeline
Quent Capital, LLC995$125K0.01%+23613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC990$125K<0.01%-21013F-HRTimelineGroup
Blue Trust, Inc.956$120K<0.01%-4,73213F-HR/ATimeline
North Star Investment Management Corp.945$119K0.01%+44513F-HRTimeline
Bollard Group LLC929$117K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton883$111K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…836$105K0.03%-1513F-HRTimeline
Princeton Global Asset Management LLC829$104K0.02%013F-HRTimeline
Pathway Financial Advisers, LLC825$104K0.03%+213F-HRTimeline
TOBAM821$103K0.03%-20413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST UNITED BANK & TRUST800$101K0.04%013F-HRTimeline
LEE DANNER & BASS INC776$97.8K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.775$97.7K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich680$94.5K<0.01%-1,35313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/740$93.3K0.04%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC736$92.8K0.08%-913F-HRTimeline
HHM Wealth Advisors, LLC716$90.2K0.01%+1613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC715$90.1K0.05%13F-HRTimeline
WEBSTER BANK, N. A.700$88.2K0.01%013F-HRTimeline
Grove Bank & Trust699$88.1K0.01%+1013F-HRTimeline
Clearstead Trust, LLC695$87.6K0.02%013F-HRTimeline
AdvisorNet Financial, Inc677$85.3K0.01%-38913F-HRTimeline
Golden State Wealth Management, LLC673$84.8K0.01%13F-HRTimeline
CVA Family Office, LLC653$82.3K0.01%+7513F-HRTimeline
Wiser Advisor Group LLC653$82.3K0.12%+913F-HRTimeline
Larson Financial Group LLC636$80.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC626$78.9K0.01%013F-HRTimeline
First Horizon Advisors, Inc.616$77.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.615$77.5K0.01%new13F-HRTimeline
Caldwell Trust Co610$76.9K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P591$74K<0.01%+49713F-HRTimelineGroup
Financial Perspectives, Inc575$72.5K0.02%+35913F-HRTimeline
MeadowBrook Investment Advisors LLC574$72.3K0.06%013F-HRTimeline
Bank & Trust Co550$69.3K0.06%013F-HRTimeline
AMERIFLEX GROUP, INC.506$69.1K0.03%13F-HRTimeline
Covestor Ltd544$69K0.04%-5813F-HRTimeline
Venturi Wealth Management, LLC541$68.2K<0.01%+3313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…541$68K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV539$67.9K0.01%-2013F-HRTimeline
HM PAYSON & CO533$67.2K<0.01%-213F-HRTimeline
MCF Advisors LLC524$66K<0.01%013F-HRTimeline
Creekmur Asset Management LLC508$64K0.01%+313F-HRTimeline
Deseret Mutual Benefit Administrators507$63.9K0.03%-5913F-HRTimeline
MidAtlantic Capital Management, Inc.500$63K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC505$63K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management481$60.6K<0.01%+1613F-HRTimelineGroup
ORG Partners LLC478$60.2K0.01%013F-HRTimeline
FSA Wealth Management LLC463$58.4K0.02%+213F-HRTimeline
Manchester Capital Management LLC454$57.2K0.01%-1413F-HRTimeline
Pinnacle Bancorp, Inc.450$56.7K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC432$54K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.422$53.2K0.02%new13F-HRTimeline
Elequin Capital, LP408$51.4K0.01%-1113F-HRTimeline
Asset Dedication, LLC403$50.8K<0.01%+5213F-HRTimeline
First Command Advisory Services, Inc.400$50.4K<0.01%new13F-HRTimeline
Mechanics Financial Corp400$50.4K0.02%013F-HRTimeline
Compass Wealth Management LLC400$50.4K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.394$49.7K0.01%013F-HRTimeline
Sachetta, LLC380$47.9K0.02%+113F-HRTimeline
PRIVATE TRUST CO NA379$47.8K<0.01%+3213F-HRTimeline
Silvant Capital Management LLC348$43.9K<0.01%013F-HRTimeline
Piscataqua Savings Bank338$42.6K0.04%013F-HRTimeline
Independence Bank of Kentucky333$42K0.01%013F-HRTimeline
NFSG Corp323$40.7K0.01%013F-HRTimeline
West Financial Advisors, LLC320$40.3K0.01%013F-HRTimeline
Financial Management Professionals, Inc.316$39.8K0.01%-213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC313$39.4K<0.01%+3113F-HRTimelineGroup
Centerpoint Advisors, LLC300$38K0.01%013F-HRTimeline
JNBA Financial Advisors300$37.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc300$37.8K0.01%+18713F-HRTimeline
IAG Wealth Partners, LLC300$37.8K0.01%013F-HRTimeline
AFFINITY WEALTH LLC300$37.8K0.04%13F-HRTimeline
Fortitude Family Office, LLC297$37.4K0.01%+813F-HRTimeline
Rise Advisors, LLC296$37.3K0.02%+113F-HRTimeline
Bell Investment Advisors, Inc292$36.8K0.01%+913F-HRTimeline
Avior Wealth Management, LLC288$36.4K<0.01%+3713F-HRTimeline
Manitou Investment Management Ltd.270$34K0.01%013F-HRTimeline
GW&K Investment Management, LLC270$34K<0.01%+1213F-HRTimeline
TruNorth Capital Management, LLC261$32.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC255$32.1K<0.01%+6413F-HRTimeline
Cherry Tree Wealth Management, LLC250$31.5K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.248$31.3K<0.01%-2,15413F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC231$29.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOYD WATTERSON ASSET MANAGEMENT LLC/OH228$28.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.226$28.2K<0.01%+1713F-HRTimeline
SIERRA OCEAN, LLC220$27.8K0.02%13F-HRTimeline
Caitong International Asset Management …219$27.6K0.03%13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT215$27.1K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS212$26.7K0.01%013F-HRTimeline
BIRCHBROOK, INC.208$26.2K0.01%+15013F-HRTimeline
Roxbury Financial LLC188$26.1K0.03%13F-HRTimeline
PSI Advisors, LLC203$25.6K0.01%013F-HRTimeline
Global Trust Asset Management, LLC200$25.2K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC200$25.2K<0.01%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC200$25.2K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$25.2K0.02%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.194$24.5K<0.01%-4013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC191$24.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC187$24K<0.01%+313F-HRTimeline
TRUST CO OF VERMONT188$23.7K<0.01%-1,00013F-HRTimeline
McIlrath & Eck, LLC184$23.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.182$23K0.02%13F-HRTimeline
Bank of New Hampshire182$22.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC176$22.1K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.175$22.1K0.01%013F-HRTimeline
WPG Advisers, LLC172$21.7K0.02%13F-HRTimeline
SITTNER & NELSON, LLC171$21.6K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC169$21.4K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…166$20.9K0.01%013F-HRTimeline
Raleigh Capital Management Inc.164$20.7K0.01%-513F-HRTimeline
Transce3nd, LLC160$20.2K0.01%13F-HRTimeline