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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,241 managers (1,268 13F filers) reported a position in WELL shares at 2025-06-30, 647,491,358 shares in all. 112 filers opened a position and 81 filers sold out during the quarter.

Managers
1,241
13F filers
1,268
New
112
Added
590
Reduced
364
Sold out
81
Shares held by filers
647,491,358

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Analysts, LLCin group Capital Analysts, LLC2,694$414K0.01%-5113F-HRTimelineGroup
Souders Financial Advisors2,673$411K0.05%+57613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,670$411K0.03%+5213F-HRTimelineGroup
Bowman & Co S.C.2,665$410K0.18%013F-HRTimeline
Covenant Asset Management, LLC2,659$409K0.08%013F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$408K0.05%013F-HRTimeline
Rehmann Capital Advisory Group2,643$406K0.02%+14613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,638$406K0.09%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,631$404K<0.01%+11613F-HRTimelineGroup
EVOKE WEALTH, LLC2,629$404K0.01%+50413F-HRTimeline
Safeguard Investment Advisory Group, LLC2,624$403K0.1%+1213F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,616$402K0.03%-5313F-HR/ATimelineGroup
Carmel Capital Partners, LLC2,612$402K0.14%-1,85513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,612$402K0.05%+52113F-HRTimeline
Quotient Wealth Partners, LLC2,593$399K0.01%+26213F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,582$397K0.01%-39013F-HRTimeline
WORLD EQUITY GROUP, INC.2,578$396K0.11%+39513F-HRTimeline
Jacobi Capital Management LLC2,576$396K0.03%-51513F-HRTimeline
LGT Fund Management Co Ltd.2,568$395K0.03%-7,90213F-HRTimeline
Strategic Wealth Partners, Ltd.2,567$395K0.03%13F-HRTimeline
Campbell & CO Investment Adviser LLC2,536$390K0.02%-3,01913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,535$390K<0.01%-1,26513F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC2,527$388K0.14%+10413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,524$388K0.02%+45013F-HRTimeline
Rothschild Capital Partners, LLC2,524$388K0.1%013F-HRTimeline
Gold Investment Management Ltd.2,515$386K0.15%-1,80513F-HRTimeline
Prosperity Consulting Group, LLC2,494$383K0.03%new13F-HRTimeline
Cetera Trust Company, N.A2,490$383K0.23%-36013F-HRTimeline
Hudock, Inc.2,488$383K0.06%+513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,486$382K0.1%+35513F-HRTimeline
IFG Advisory, LLC2,482$382K0.02%+413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,476$381K0.33%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,460$378K<0.01%+24313F-HRTimelineGroup
First National Bank of Mount Dora, Trus…2,455$377K0.09%013F-HRTimeline
bLong Financial, LLC2,450$377K0.29%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,411$371K0.01%new13F-HRTimeline
Advisory Services Network, LLC2,243$370K0.01%-34913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,408$370K0.01%+213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,396$368K+104Timeline
MATHER GROUP, LLC.2,347$361K<0.01%+5113F-HRTimeline
CAMBIAR INVESTORS LLC2,341$360K0.02%-3313F-HRTimeline
Planned Solutions, Inc.2,307$355K0.14%013F-HRTimeline
MTM Investment Management, LLC2,300$354K0.12%013F-HRTimeline
Atom Investors LP2,294$353K0.03%-1913F-HRTimeline
AGH Wealth Advisors, LLC2,259$347K0.29%+913F-HRTimeline
Clarius Group, LLC2,228$343K0.02%-30213F-HRTimeline
Parsonex Advisory Services, Inc.2,221$341K0.28%13F-HRTimeline
Blue Fin Capital, Inc.2,210$340K0.06%013F-HRTimeline
World Investment Advisors2,195$337K0.01%-20513F-HRTimeline
Pflug Koory, LLC2,190$337K0.17%013F-HRTimeline
Painted Porch Advisors LLC2,189$337K0.14%-35613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,183$336K0.17%+1013F-HRTimeline
Park Square Financial Group, LLC2,173$334K0.24%+15013F-HRTimeline
Verdence Capital Advisors LLC2,167$333K0.02%+2213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,147$330K0.01%-37,01313F-HR/ATimelineGroup
WEDBUSH SECURITIES INC2,147$330K0.01%-29713F-HRTimeline
Baltimore-Washington Financial Advisors…2,137$329K0.02%013F-HRTimeline
WOLVERINE TRADING, LLC2,148$327K0.01%-18,26013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,125$326K<0.01%-4,74913F-HRTimelineGroup
Aureus Asset Management, LLC2,116$325K0.02%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,104$323K0.13%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,104$323K0.07%new13F-HRTimeline
GM Advisory Group, LLC2,100$323K0.02%013F-HRTimeline
Triad Wealth Partners, LLC2,099$323K0.07%-3313F-HRTimeline
LaSalle St. Investment Advisors, LLC2,082$320K0.09%-3513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,071$318K0.02%013F-HRTimeline
SVB WEALTH LLC2,067$318K0.02%-1,43113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,039$313K0.09%+24813F-HRTimeline
Register Financial Advisors LLC2,034$313K0.14%-21613F-HRTimeline
Scientech Research LLC2,013$309K0.08%-1,49613F-HRTimeline
Bluespring Wealth Management, LLC2,000$307K0.03%013F-HRTimeline
C2C Wealth Management, LLC2,000$307K0.28%013F-HRTimeline
Evanson Asset Management, LLC1,996$307K0.02%+813F-HRTimeline
WEALTH ALLIANCE, LLC1,994$306K0.03%-5813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,991$306K0.03%+13713F-HRTimeline
Resonant Capital Advisors, LLC1,985$305K0.02%new13F-HRTimeline
Bridge Creek Capital Management LLC1,953$300K0.09%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC1,946$299K0.09%-13013F-HRTimeline
COMMONS CAPITAL, LLC1,942$299K0.23%+313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,925$296K0.13%+113F-HRTimelineGroup
First Affirmative Financial Network1,915$294K0.15%+2813F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,913$294K0.01%+9913F-HRTimelineGroup
Sivia Capital Partners, LLC1,910$294K0.1%+12713F-HR/ATimeline
CWA Asset Management Group, LLC1,898$292K0.01%+30613F-HRTimeline
QTR Family Wealth, LLC1,897$292K0.18%+19213F-HRTimeline
Foster Group, Inc.1,894$291K0.01%+9113F-HRTimeline
One Degree Advisors Inc1,896$291K0.1%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,881$289K<0.01%-17,14813F-HRTimelineGroup
Mystic Asset Management, Inc.1,881$289K0.07%+11613F-HRTimeline
Composition Wealth, LLC1,870$287K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,866$287K0.01%+10713F-HRTimeline
Parkside Financial Bank & Trust1,865$287K0.03%+28713F-HRTimeline
Western Wealth Management, LLC1,839$283K0.02%+15013F-HRTimeline
MUFG Securities EMEA plc1,836$282K0.01%new13F-HR/ATimeline
Capital Advisors Wealth Management, LLC1,835$282K0.04%-9213F-HRTimeline
PUREfi Wealth, LLC1,817$279K0.22%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,814$279K0.01%-4813F-HRTimeline
Bullock Wealth Management Group1,826$277K0.15%-6613F-HRTimeline
Cromwell Holdings LLC1,781$274K0.17%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,769$272K0.16%-2513F-HRTimeline
MBB PUBLIC MARKETS I LLC1,760$271K0.03%-39313F-HRTimeline
MOTCO1,639$271K0.03%-35713F-HRTimeline
Fourth Dimension Wealth, LLC1,758$270K0.11%+1,64713F-HRTimeline
Fortis Group Advisors, LLC1,632$269K0.05%+6113F-HRTimeline
Modera Wealth Management, LLC1,747$268K<0.01%-40413F-HRTimeline
Arax Advisory Partners1,746$268K0.01%+27313F-HRTimeline
Carr Financial Group Corp1,742$268K0.08%-23713F-HRTimeline
Accurate Wealth Management, LLC1,750$267K0.04%+413F-HRTimeline
Cercano Management LLC1,736$267K0.01%013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,731$266K<0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,717$264K0.03%+113F-HRTimeline
Focus Financial Network, Inc.1,715$264K0.01%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,709$263K0.02%+37713F-HRTimelineGroup
MIDDLETON & CO INC/MA1,700$261K0.03%013F-HRTimeline
Lafayette Investments, Inc.1,699$261K0.05%013F-HRTimeline
Caisse de depot et placement du Quebec1,678$258K<0.01%-173,38013F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,670$257K0.13%013F-HRTimeline
Lokken Investment Group LLC1,661$255K0.1%-413F-HRTimeline
Values Added Financial LLC1,652$254K0.12%+20913F-HRTimeline
Mechanics Bank Trust Department1,649$254K0.04%013F-HRTimeline
Global X Japan Co., Ltd.1,648$253K0.03%+1813F-HRTimeline
Larson Financial Group LLC1,642$253K0.01%+15713F-HRTimeline
Optas, LLC1,639$252K0.05%-1,66713F-HRTimeline
Alpine Global Management, LLC1,636$252K0.06%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,616$248K0.02%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.1,613$248K0.09%+613F-HRTimeline
Capital Investment Advisory Services, L…1,607$247K0.02%+213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,604$247K0.01%+6513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,600$246K0.04%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,600$246K0.01%-10013F-HRTimeline
Cherokee Insurance Co1,600$246K0.11%013F-HRTimeline
Chicago Partners Investment Group LLC1,521$246K0.01%+12013F-HRTimeline
Edgestream Partners, L.P.1,592$245K0.01%-5,82013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,589$244K0.04%+113F-HRTimeline
Moss Adams Wealth Advisors LLC1,585$244K0.02%+26113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,580$243K0.08%013F-HRTimeline
Bridgewater Advisors Inc.1,461$242K0.02%+7113F-HRTimeline
HOLDERNESS INVESTMENTS CO1,577$242K0.05%-20013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,576$242K0.02%+2713F-HRTimeline
Hardy Reed LLC1,573$242K0.02%new13F-HRTimeline
VestGen Advisors, LLC1,558$240K0.01%-10913F-HRTimeline
Fairscale Capital, LLC1,448$239K0.17%013F-HRTimeline
Bogart Wealth, LLC1,553$239K0.01%+2713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,545$238K0.02%-613F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC1,559$237K0.13%-23713F-HRTimeline
E Fund Management Co., Ltd.1,535$236K0.01%-5513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,529$235K0.01%+2913F-HRTimelineGroup
CYBER HORNET ETFs LLC1,529$235K0.17%+213F-HRTimeline
Stonebrook Private Inc.1,524$234K0.05%+1513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO1,520$234K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,519$234K0.03%013F-HRTimeline
True North Advisors, LLC1,512$232K0.04%-22913F-HRTimeline
Phillips Wealth Planners LLC1,524$231K0.21%-2813F-HRTimeline
Hanson & Doremus Investment Management1,500$231K0.03%013F-HRTimeline
Gitterman Wealth Management, LLC1,488$229K0.05%new13F-HRTimeline
Challenger Wealth Management1,490$229K0.16%+713F-HRTimeline
COURIER CAPITAL LLC1,487$229K0.01%-813F-HRTimeline
Schneider Downs Wealth Management Advis…1,487$229K0.03%-7513F-HRTimeline
Argent Trust Co1,479$227K0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,476$227K0.02%new13F-HRTimeline
Birch Hill Investment Advisors LLC1,472$226K0.01%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,466$225K<0.01%-14213F-HRTimeline
FSM Wealth Advisors, LLC1,459$225K0.04%new13F-HRTimeline
Cornerstone Wealth Group, LLC1,460$225K0.02%+6613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,460$224K0.01%+4413F-HRTimeline
FineMark National Bank & Trust1,460$224K0.01%+2213F-HRTimeline
Onyx Bridge Wealth Group LLC1,459$224K0.03%-2613F-HRTimeline
SMITH, MOORE & CO.1,458$224K0.02%+313F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,455$224K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,452$223K0.03%new13F-HRTimeline
FourThought Financial Partners, LLC1,446$222K0.02%-1113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,439$221K0.01%-1213F-HRTimelineGroup
Vectors Research Management, LLC1,422$219K0.07%-813F-HRTimeline
Advisors Capital Management, LLC1,421$219K<0.01%-3313F-HRTimeline
HANCOCK WHITNEY CORP1,406$216K<0.01%new13F-HRTimeline
Mattern Wealth Management LLC1,400$215K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,395$214K0.01%-6413F-HRTimeline
Stonebridge Capital Advisors LLC1,388$213K0.02%013F-HRTimeline
Soltis Investment Advisors LLC1,386$213K0.02%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,384$213K0.02%-413F-HRTimeline
Robertson Stephens Wealth Management, L…1,382$212K0.01%-4513F-HRTimeline
McElhenny Sheffield Capital Management,…1,381$212K0.06%013F-HR/ATimeline
May Hill Capital, LLC1,380$212K0.07%+7413F-HRTimeline
Avidian Wealth Enterprises, LLC1,379$212K0.01%-9813F-HRTimeline
Sovran Advisors, LLC1,397$212K0.02%new13F-HRTimeline
Facet Wealth, Inc.1,279$211K<0.01%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,366$210K0.01%-13313F-HRTimeline
Orion Capital Management LLC1,362$209K0.08%+7213F-HRTimeline
Catalyst Capital Advisors LLC1,360$209K<0.01%+83313F-HRTimeline
Focused Wealth Management, Inc1,358$209K0.03%-68513F-HRTimeline
Werba Rubin Papier Wealth Management1,357$209K0.04%new13F-HRTimeline
Westside Investment Management, Inc.1,369$208K0.04%+16913F-HRTimeline
Aspire Private Capital, LLC1,352$208K0.05%+213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,351$208K0.08%013F-HRTimeline
Aberdeen Wealth Management LLC1,350$208K0.14%013F-HRTimeline
Sowell Financial Services LLC1,345$207K0.01%-13113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,343$206K0.2%new13F-HRTimeline
NATURAL INVESTMENTS, LLC1,343$206K0.05%-43013F-HRTimeline
Revolve Wealth Partners, LLC1,339$206K0.03%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,335$205K0.01%-8713F-HRTimeline