WELL WELLTOWER INC

REIT (common), issuer CIK 766704

1,208 managers (1,238 13F filers) reported a position in WELL shares at 2025-03-31, 635,735,238 shares in all. 173 filers opened a position and 64 filers sold out during the quarter.

Managers: 1,208
13F filers: 1,238
New: 173
Added: 531
Reduced: 340
Sold out: 64
Shares held by filers: 635,735,238

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	2,355	$361K	0.08%	+117	13F-HR Timeline
West Family Investments, Inc.	2,353	$361K	0.14%	-9	13F-HR Timeline
Quotient Wealth Partners, LLC	2,331	$357K	0.01%	+269	13F-HR Timeline
Financial Advocates Investment Manageme…	2,319	$355K	0.02%	-713	13F-HR Timeline
Valmark Advisers, Inc.	2,316	$355K	0.01%	+384	13F-HR Timeline
MTM Investment Management, LLC	2,300	$355K	0.14%	0	13F-HR Timeline
Atom Investors LP	2,313	$354K	0.04%	-96	13F-HR Timeline
Planned Solutions, Inc.	2,307	$353K	0.15%	0	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	2,307	$353K	0.04%	0	13F-HR Timeline
MATHER GROUP, LLC.	2,296	$352K	<0.01%	+243	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	2,292	$351K		-797	Timeline CARY STREET PARTNERS INVESTMENT A…: 1,781 (0.16%) 13F-HR CARY STREET PARTNERS FINANCIAL LLC: 511 (<0.01%) 13F-HR
Register Financial Advisors LLC	2,250	$345K	0.18%	0	13F-HR Timeline
AGH Wealth Advisors, LLC	2,250	$345K	0.33%	+222	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	2,234	$342K	0.05%	+154	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	2,224	$340K	0.13%	new	13F-HR Timeline
Blue Fin Capital, Inc.	2,210	$339K	0.07%	0	13F-HR Timeline
Continuum Advisory, LLC	2,192	$336K	0.04%	+435	13F-HR Timeline
BOKF, NAin group BOKF, NA	2,190	$336K	0.01%	-319	13F-HR Timeline Group
Pflug Koory, LLC	2,190	$336K	0.19%	-25	13F-HR Timeline
WORLD EQUITY GROUP, INC.	2,183	$334K	0.1%	new	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	2,173	$333K	0.19%	+9	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	2,153	$330K	0.04%	new	13F-HR/A Timeline
Modera Wealth Management, LLC	2,151	$329K	<0.01%	-94	13F-HR Timeline
Verdence Capital Advisors LLC	2,145	$329K	0.03%	+20	13F-HR Timeline
Baltimore-Washington Financial Advisors…	2,137	$327K	0.02%	0	13F-HR Timeline
Triad Wealth Partners, LLC	2,132	$327K	0.1%	-50	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	2,131	$327K	0.09%	-21	13F-HR Timeline
EVOKE WEALTH, LLC	2,125	$326K	0.01%	+37	13F-HR Timeline
Aureus Asset Management, LLC	2,116	$324K	0.02%	0	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	2,117	$324K	0.08%	+17	13F-HR Timeline
GM Advisory Group, LLC	2,100	$322K	0.02%	+100	13F-HR Timeline
Souders Financial Advisors	2,097	$321K	0.04%	new	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	2,091	$320K	0.05%	+628	13F-HR Timeline
AE Wealth Management LLC	2,083	$319K	<0.01%	+151	13F-HR Timeline
YHB Investment Advisors, Inc.	2,079	$319K	0.03%	new	13F-HR Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC	2,076	$318K	0.1%	-16	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	2,074	$318K	0.02%	0	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	2,071	$317K	0.02%	-142	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	2,059	$315K	0.15%	new	13F-HR Timeline
CW Advisors, LLC	2,059	$315K	<0.01%	new	13F-HR Timeline
WEALTH ALLIANCE, LLC	2,052	$314K	0.04%	+159	13F-HR Timeline
Focused Wealth Management, Inc	2,043	$313K	0.04%	new	13F-HR Timeline
FLOW TRADERS U.S. LLC	2,023	$310K	0.01%	-325	13F-HR Timeline
Park Square Financial Group, LLC	2,023	$310K	0.25%	+1,925	13F-HR Timeline
Warwick Investment Management, Inc.	2,005	$307K	0.06%	new	13F-HR Timeline
Bluespring Wealth Management, LLC	2,000	$306K	0.03%	0	13F-HR Timeline
C2C Wealth Management, LLC	2,000	$306K	0.29%	0	13F-HR Timeline
MOTCO	1,996	$306K	0.03%	+35	13F-HR Timeline
Evanson Asset Management, LLC	1,988	$305K	0.02%	-1,792	13F-HR Timeline
Carr Financial Group Corp	1,979	$303K	0.1%	-292	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	2,217	$303K	<0.01%	-25	13F-HR Timeline Group
Bridge Creek Capital Management LLC	1,953	$299K	0.09%	0	13F-HR Timeline
COMMONS CAPITAL, LLC	1,939	$297K	0.27%	+4	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	1,931	$296K	0.01%	+390	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,927	$295K	0.05%	+9	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	1,924	$295K	0.15%	+5	13F-HR Timeline Group
Bullock Wealth Management Group	1,892	$292K	0.16%	-31	13F-HR Timeline
One Degree Advisors Inc	1,896	$290K	0.12%	+11	13F-HR Timeline
First Affirmative Financial Network	1,887	$289K	0.18%	-231	13F-HR Timeline
Banco BTG Pactual S.A.	1,869	$286K	0.07%	new	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	1,862	$285K	0.01%	+97	13F-HR/A Timeline
Apella Capital, LLC	2,016	$285K	0.01%	+112	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	1,854	$284K	0.05%	+77	13F-HR Timeline
Legacy Advisors, LLC	1,844	$283K	0.03%	+134	13F-HR Timeline
LMR Partners LLPin group LMR Partners LLP	1,837	$281K	0.01%	-1,875	13F-HR Timeline Group
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…	1,814	$278K	0.01%	new	13F-HR Timeline Group
Valued Retirements, Inc.	1,808	$277K	0.36%	+18	13F-HR Timeline
Foster Group, Inc.	1,803	$276K	0.01%	new	13F-HR Timeline
Strategic Blueprint, LLC	1,802	$276K	0.02%	-89	13F-HR Timeline
Bridgefront Capital, LLC	1,792	$275K	0.08%	-529	13F-HR Timeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…	1,791	$274K	0.08%	+160	13F-HR Timeline
Sivia Capital Partners, LLC	1,783	$273K	0.13%	+73	13F-HR Timeline
Cromwell Holdings LLC	1,781	$273K	0.18%	0	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	1,777	$272K	0.06%	0	13F-HR Timeline
READYSTATE ASSET MANAGEMENT LP	1,769	$271K	0.01%	new	13F-HR Timeline
NATURAL INVESTMENTS, LLC	1,773	$271K	0.08%	+132	13F-HR Timeline
Mystic Asset Management, Inc.	1,765	$270K	0.07%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	1,759	$269K	0.01%	new	13F-HR Timeline
Blue Trust, Inc.	1,757	$269K	<0.01%	+801	13F-HR Timeline
Intrua Financial, LLC	1,748	$268K	0.04%	+152	13F-HR Timeline
True North Advisors, LLC	1,741	$267K	0.05%	0	13F-HR Timeline
Cercano Management LLC	1,736	$266K	0.01%	-122,127	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	1,716	$263K	0.04%	+1	13F-HR Timeline
Focus Financial Network, Inc.	1,714	$263K	0.01%	-149	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,794	$261K	0.19%	-20	13F-HR Timeline
QTR Family Wealth, LLC	1,705	$261K	0.2%		13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	1,700	$260K	0.01%	0	13F-HR Timeline
MIDDLETON & CO INC/MA	1,700	$260K	0.03%	0	13F-HR Timeline
Lafayette Investments, Inc.	1,699	$260K	0.06%	0	13F-HR Timeline
RFG Advisory, LLC	1,698	$260K	0.01%	-187	13F-HR Timeline
Western Wealth Management, LLC	1,689	$259K	0.02%	-694	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	1,670	$256K	0.14%	+75	13F-HR Timeline
GTS SECURITIES LLC	1,668	$256K	0.01%	-2,365	13F-HR Timeline
VestGen Advisors, LLC	1,667	$255K	0.01%		13F-HR Timeline
Lokken Investment Group LLC	1,665	$255K	0.11%	+10	13F-HR Timeline
Mechanics Bank Trust Department	1,649	$253K	0.03%	0	13F-HR Timeline
Global X Japan Co., Ltd.	1,630	$250K	0.03%	+323	13F-HR Timeline
Accurate Wealth Management, LLC	1,746	$249K	0.05%	+48	13F-HR Timeline
SENTRY INVESTMENT MANAGEMENT LLC	1,796	$249K	0.17%	-536	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	1,622	$248K	0.02%	new	13F-HR Timeline Group
GATEWAY INVESTMENT ADVISERS LLC	1,608	$246K	<0.01%	new	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	1,607	$246K	0.1%	+5	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	1,600	$246K	0.04%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	1,605	$246K	0.02%	new	13F-HR Timeline
Cherokee Insurance Co	1,600	$245K	0.11%	0	13F-HR Timeline
INCEPTIONR LLC	1,599	$245K	0.07%	new	13F-HR Timeline
CWA Asset Management Group, LLC	1,592	$244K	0.01%	new	13F-HR Timeline
E Fund Management Co., Ltd.	1,590	$244K	0.01%	new	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	1,588	$243K	0.05%	0	13F-HR/A Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	1,580	$242K	0.09%	-100	13F-HR Timeline
Parkside Financial Bank & Trust	1,578	$242K	0.03%	+141	13F-HR Timeline
Moloney Securities Asset Management, LLC	1,574	$241K	0.03%	-299	13F-HR Timeline
Fortis Group Advisors, LLC	1,571	$241K	0.05%	+1,521	13F-HR Timeline
Regent Peak Wealth Advisors LLC	1,570	$241K	0.06%	-24	13F-HR Timeline
GSA CAPITAL PARTNERS LLP	1,569	$240K	0.02%	new	13F-HR Timeline
Schneider Downs Wealth Management Advis…	1,562	$239K	0.04%	new	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	1,551	$238K	0.02%	new	13F-HR Timeline Group
SummitTX Capital, L.P.	1,550	$237K	0.01%		13F-HR Timeline
Abel Hall, LLC	1,549	$237K	0.14%	new	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,539	$236K	0.01%		13F-HR Timeline
Advisor Resource Council	1,787	$235K	0.02%	new	13F-HR Timeline
CYBER HORNET ETFs LLC	1,527	$234K	0.24%	new	13F-HR Timeline
Procyon Advisors, LLC	1,526	$234K	0.01%	new	13F-HR Timeline
Bogart Wealth, LLC	1,526	$234K	0.01%	+7	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	1,520	$233K	0.01%	new	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	1,519	$233K	0.03%	-3	13F-HR Timeline
Stonebrook Private Inc.	1,509	$231K	0.06%	new	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	1,549	$231K	0.02%	new	13F-HR Timeline
Hanson & Doremus Investment Management	1,500	$230K	0.03%	0	13F-HR Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …	1,500	$230K	0.01%	new	13F-HR Timeline Group
CIDEL ASSET MANAGEMENT INC	1,499	$230K	0.02%	-154	13F-HR Timeline
Pinnacle Financial Partners Inc	1,496	$229K	<0.01%	new	13F-HR Timeline
COURIER CAPITAL LLC	1,495	$229K	0.01%	new	13F-HR Timeline
Riverview Trust Co	1,494	$229K	0.23%	-10	13F-HR Timeline
Trust Investment Advisors	1,486	$228K	0.15%	new	13F-HR Timeline
Larson Financial Group LLC	1,485	$228K	0.01%	+849	13F-HR Timeline
Onyx Bridge Wealth Group LLC	1,485	$228K	0.03%	new	13F-HR Timeline
Challenger Wealth Management	1,483	$227K	0.18%	new	13F-HR Timeline
Avidian Wealth Enterprises, LLC	1,477	$226K	0.01%	-880	13F-HR Timeline
Sowell Financial Services LLC	1,476	$226K	0.01%	new	13F-HR Timeline
Arax Advisory Partners	1,473	$226K	0.01%	+434	13F-HR Timeline
Birch Hill Investment Advisors LLC	1,472	$226K	0.01%	new	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,459	$223K	0.01%	new	13F-HR Timeline
FourThought Financial Partners, LLC	1,457	$223K	0.02%	new	13F-HR Timeline
SMITH, MOORE & CO.	1,455	$223K	0.02%	new	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	1,455	$223K	0.01%	new	13F-HR Timeline
Advisors Capital Management, LLC	1,454	$223K	<0.01%	new	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,451	$222K	0.01%	-360	13F-HR Timeline Group
Fairscale Capital, LLC	1,448	$222K	0.2%	0	13F-HR Timeline
Phillips Wealth Planners LLC	1,552	$221K	0.23%	new	13F-HR Timeline
Values Added Financial LLC	1,443	$221K	0.12%	new	13F-HR Timeline
FineMark National Bank & Trust	1,438	$220K	0.01%	new	13F-HR Timeline
Vectors Research Management, LLC	1,430	$219K	0.08%	new	13F-HR Timeline
Robertson Stephens Wealth Management, L…	1,427	$219K	0.01%	new	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,422	$218K	0.02%	new	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,416	$217K	0.01%	+53	13F-HR Timeline
Mattern Wealth Management LLC	1,400	$214K	0.05%	new	13F-HR Timeline
Cornerstone Wealth Group, LLC	1,394	$214K	0.02%	new	13F-HR Timeline
Stonebridge Capital Advisors LLC	1,388	$213K	0.02%	new	13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	1,388	$213K	0.02%	+9	13F-HR Timeline
Chicago Partners Investment Group LLC	1,401	$212K	0.01%	new	13F-HR Timeline
McElhenny Sheffield Capital Management,…	1,381	$212K	0.08%	new	13F-HR Timeline
Bridgewater Advisors Inc.	1,390	$211K	0.02%	new	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	1,370	$210K	0.01%	new	13F-HR Timeline Group
Phocas Financial Corp.	1,354	$207K	0.03%	new	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,351	$207K	0.09%	new	13F-HR Timeline
Aberdeen Wealth Management LLC	1,350	$207K	0.14%	new	13F-HR Timeline
Aspire Private Capital, LLC	1,350	$207K	0.05%	new	13F-HR Timeline
XML Financial, LLC	1,334	$204K	0.02%	-456	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding	1,332	$204K		-470	Timeline ANGELES WEALTH MANAGEMENT, LLC: 1,332 (0.02%) 13F-HR Angeles Investment Advisors, LLC: sold out, -1,802 13F-HR
RIA Advisory Group LLC	1,329	$204K	0.07%	new	13F-HR Timeline
Moss Adams Wealth Advisors LLC	1,324	$203K	0.02%	new	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,323	$203K	0.03%	new	13F-HR Timeline
Old Port Advisors	1,314	$201K	0.06%	new	13F-HR Timeline
BIRCH FINANCIAL GROUP, LLC	1,312	$201K	0.18%	new	13F-HR Timeline
May Hill Capital, LLC	1,306	$200K	0.08%	new	13F-HR Timeline
Orion Capital Management LLC	1,290	$198K	0.08%	-830	13F-HR Timeline
Quent Capital, LLC	1,245	$191K	0.02%	+250	13F-HR Timeline
Key Financial Inc	1,231	$189K	0.04%	0	13F-HR Timeline
Bayforest Capital Ltd	1,226	$188K	0.08%	+1,106	13F-HR/A Timeline
Westside Investment Management, Inc.	1,200	$185K	0.04%	0	13F-HR Timeline
WASHINGTON TRUST Co	1,200	$184K	0.01%	0	13F-HR Timeline
Bank Julius Baer & Co. Ltd, Zurich	1,174	$180K	<0.01%	+494	13F-HR/A Timeline
EASTERN BANK	1,152	$176K	<0.01%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	1,151	$176K	0.09%	new	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	1,101	$169K	0.03%	0	13F-HR Timeline
City State Bank	1,058	$162K	0.05%	0	13F-HR Timeline
Beacon Capital Management, LLC	1,033	$158K	0.02%	+4	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,027	$157K	0.07%	+191	13F-HR Timeline
Board of the Pension Protection Fund	1,000	$153K	0.17%	-6,300	13F-HR Timeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC	990	$152K	<0.01%	0	13F-HR Timeline Group
North Star Investment Management Corp.	947	$145K	0.01%	+2	13F-HR Timeline
SJS Investment Consulting Inc.	936	$143K	0.02%	-110	13F-HR Timeline
Bollard Group LLC	929	$142K	<0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	883	$135K	0.03%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	860	$131K	0.01%	new	13F-HR Timeline
AdvisorNet Financial, Inc	814	$125K	0.01%	+137	13F-HR Timeline
FIRST UNITED BANK & TRUST	800	$123K	0.05%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	775	$119K	0.01%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	740	$113K	0.05%	0	13F-HR Timeline Group