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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,304 managers (1,337 13F filers) reported a position in WELL shares at 2025-09-30, 624,915,929 shares in all. 158 filers opened a position and 84 filers sold out during the quarter.

Managers
1,304
13F filers
1,337
New
158
Added
588
Reduced
357
Sold out
84
Shares held by filers
624,915,929

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Copley Financial Group, Inc.2,607$464K0.32%new13F-HRTimeline
LGT Fund Management Co Ltd.2,568$461K0.04%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,582$460K0.01%013F-HRTimeline
Jacobi Capital Management LLC2,579$459K0.03%+313F-HRTimeline
QTR Family Wealth, LLC2,573$458K0.22%+67613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,557$456K-257Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,535$452K<0.01%013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC2,524$450K0.03%013F-HRTimeline
Rothschild Capital Partners, LLC2,524$450K0.11%013F-HRTimeline
Gold Investment Management Ltd.2,515$448K0.15%013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,514$448K0.15%-1313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,508$447K<0.01%+1,39913F-HRTimelineGroup
Valued Retirements, Inc.2,904$446K0.5%013F-HRTimeline
Hudock, Inc.2,492$444K0.07%+413F-HRTimeline
Cetera Trust Company, N.A2,490$444K0.25%013F-HRTimeline
IFG Advisory, LLC2,489$443K0.02%+713F-HRTimeline
Providence Financial Advisors, LLC2,487$443K0.42%13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,477$441K0.33%+113F-HRTimeline
Quotient Wealth Partners, LLC2,472$440K0.01%-12113F-HRTimeline
bLong Financial, LLC2,450$436K0.3%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,423$432K0.01%+1513F-HRTimeline
Advisory Services Network, LLC2,392$426K0.01%+14913F-HRTimeline
First National Bank of Mount Dora, Trus…2,385$425K0.09%-7013F-HRTimeline
MATHER GROUP, LLC.2,377$424K<0.01%+3013F-HRTimeline
Foundations Investment Advisors, LLC2,366$422K0.01%-3,15713F-HRTimeline
CHICAGO TRUST Co NA2,365$421K0.06%new13F-HRTimeline
WEDBUSH SECURITIES INC2,364$421K0.01%+21713F-HRTimeline
Main Street Financial Solutions, LLC2,334$416K0.03%new13F-HRTimeline
Composition Wealth, LLC2,324$414K0.01%+45413F-HRTimeline
Caisse de depot et placement du Quebec2,312$412K<0.01%+63413F-HRTimeline
Sivia Capital Partners, LLC2,308$411K0.12%+39813F-HRTimeline
Planned Solutions, Inc.2,307$411K0.14%013F-HRTimeline
MTM Investment Management, LLC2,300$410K0.13%013F-HRTimeline
AGH Wealth Advisors, LLC2,294$409K0.3%+3513F-HRTimeline
Resonant Capital Advisors, LLC2,277$406K0.02%+29213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,277$406K0.22%new13F-HRTimeline
VestGen Advisors, LLC2,275$405K0.01%+71713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,246$400K0.03%new13F-HRTimelineGroup
Rothschild Wealth LLC2,238$399K0.09%new13F-HRTimeline
Triad Wealth Partners, LLC2,235$398K0.05%+13613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,224$396K0.03%+74813F-HRTimeline
Parsonex Advisory Services, Inc.2,221$396K0.27%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,216$395K0.02%+61213F-HRTimeline
Blue Fin Capital, Inc.2,196$391K0.06%-1413F-HRTimeline
Painted Porch Advisors LLC2,196$391K0.15%+713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,193$391K0.18%+1013F-HRTimeline
Pflug Koory, LLC2,190$390K0.18%013F-HRTimeline
CWA Asset Management Group, LLC2,169$386K0.01%+27113F-HRTimeline
CAMBIAR INVESTORS LLC2,167$386K0.02%-17413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,125$379K<0.01%013F-HRTimelineGroup
Krilogy Financial LLC2,030$378K0.01%new13F-HRTimeline
Aureus Asset Management, LLC2,116$377K0.02%013F-HRTimeline
Mystic Asset Management, Inc.2,115$377K0.09%+23413F-HRTimeline
SVB WEALTH LLC2,114$377K0.02%+4713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,107$375K0.05%+11613F-HRTimeline
GM Advisory Group, LLC2,102$374K0.02%+213F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,096$373K0.03%-52013F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,072$369K0.1%+3313F-HRTimeline
Baltimore-Washington Financial Advisors…2,072$369K0.02%-6513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,071$369K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,040$363K0.07%-4213F-HRTimeline
Register Financial Advisors LLC2,034$362K0.14%013F-HRTimeline
WEALTH ALLIANCE, LLC2,033$362K0.04%+3913F-HRTimeline
Aprio Wealth Management, LLC2,025$361K0.04%new13F-HRTimeline
Larson Financial Group LLC2,023$360K0.01%+38113F-HRTimeline
Evanson Asset Management, LLC2,003$357K0.02%+713F-HRTimeline
TRUST POINT INC.2,002$357K0.03%new13F-HRTimeline
Bluespring Wealth Management, LLC2,000$356K0.03%013F-HRTimeline
C2C Wealth Management, LLC2,000$356K0.31%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,947$347K0.13%+2213F-HRTimelineGroup
COMMONS CAPITAL, LLC1,946$347K0.23%+413F-HRTimeline
Dynamic Advisor Solutions LLC1,934$345K0.01%+6813F-HRTimeline
Bridge Creek Capital Management LLC1,928$344K0.1%-2513F-HRTimeline
Parkside Financial Bank & Trust1,928$343K0.03%+6313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,928$343K0.01%+53313F-HRTimeline
GAM Holding AGin group GAM Holding AG1,927$343K0.02%new13F-HRTimelineGroup
Discipline Wealth Solutions, LLC1,920$342K0.09%new13F-HRTimeline
Western Wealth Management, LLC1,920$342K0.02%+8113F-HRTimeline
Fortis Group Advisors, LLC1,873$339K0.06%+24113F-HRTimeline
Foster Group, Inc.1,900$338K0.01%+613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,897$338K<0.01%-1,00313F-HR/ATimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC1,896$338K0.1%-5013F-HRTimeline
Capital Advisors Wealth Management, LLC1,892$337K0.05%+5713F-HRTimeline
First Affirmative Financial Network1,883$335K0.16%-3213F-HRTimeline
A4 Wealth Advisors LLC1,883$335K0.28%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,882$335K0.03%+1,82713F-HRTimeline
One Degree Advisors Inc1,883$335K0.1%-1313F-HRTimeline
Maia Wealth LLC1,750$334K0.06%new13F-HRTimeline
SMITH, MOORE & CO.1,872$334K0.03%+41413F-HRTimeline
Prudent Man Advisors, LLC1,870$333K0.12%-2,96013F-HRTimeline
Clarius Group, LLC1,846$329K0.02%-38213F-HRTimeline
Bullock Wealth Management Group1,832$329K0.16%+613F-HRTimeline
TD Waterhouse Canada Inc.1,830$328K<0.01%-1,27813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,842$328K0.02%+13313F-HRTimelineGroup
Modera Wealth Management, LLC1,807$322K<0.01%+6013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,803$321K0.01%-1113F-HRTimeline
Accurate Wealth Management, LLC1,896$321K0.04%+14613F-HRTimeline
CMC Financial Group1,800$321K0.59%new13F-HRTimeline
Hardy Reed LLC1,790$319K0.02%+21713F-HRTimeline
Cromwell Holdings LLC1,781$317K0.17%013F-HRTimeline
Values Added Financial LLC1,776$316K0.14%+12413F-HRTimeline
OLD MISSION CAPITAL LLC1,776$316K0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC1,776$316K0.01%+45613F-HRTimeline
Fourth Dimension Wealth, LLC1,765$314K0.12%+713F-HRTimeline
Chicago Partners Investment Group LLC1,747$314K0.01%+22613F-HRTimeline
Brucke Financial, Inc.1,733$314K0.18%new13F-HRTimeline
Carr Financial Group Corp1,748$311K0.09%+613F-HRTimeline
Optas, LLC1,736$309K0.05%+9713F-HRTimeline
Cercano Management LLC1,736$309K0.01%013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,731$308K0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,718$306K0.03%+113F-HRTimeline
Regent Peak Wealth Advisors LLC1,717$306K0.06%13F-HRTimeline
Focus Financial Network, Inc.1,716$306K0.01%+113F-HRTimeline
MOTCO1,714$305K0.03%+7513F-HRTimeline
Fieldview Capital Management, LLC1,709$304K0.05%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,790$303K0.2%+23113F-HRTimeline
MIDDLETON & CO INC/MA1,700$303K0.03%013F-HRTimeline
Lafayette Investments, Inc.1,699$303K0.06%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,693$302K0.13%+2313F-HRTimeline
Eisler Capital Management Ltd.1,689$301K0.01%-27,01313F-HRTimeline
FSM Wealth Advisors, LLC1,662$296K0.04%+20313F-HRTimeline
Lokken Investment Group LLC1,661$296K0.1%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,659$296K0.02%+7413F-HRTimeline
Mechanics Bank Trust Department1,649$294K0.04%013F-HRTimeline
NorthCrest Asset Manangement, LLC1,694$293K0.01%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,645$293K0.02%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,636$291K0.01%-27713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,629$290K0.01%+10013F-HRTimelineGroup
QVR LLC1,628$290K0.35%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,626$290K0.01%+17113F-HRTimeline
Bridgewater Advisors Inc.1,644$289K0.02%+18313F-HRTimeline
AMERIFLEX GROUP, INC.1,623$289K0.11%+1,11713F-HRTimeline
FIRST HORIZON CORP1,617$288K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,617$288K0.02%+15713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,600$285K0.01%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,600$285K0.04%013F-HRTimeline
Avestar Capital, LLC1,596$284K0.02%-1,09813F-HRTimeline
Fortitude Advisory Group L.L.C.1,594$284K0.15%-17513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,591$283K<0.01%+12513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,589$283K0.04%013F-HRTimeline
Fisher Asset Management, LLC1,587$283K<0.01%new13F-HRTimeline
CYBER HORNET ETFs LLC1,582$282K0.18%+5313F-HRTimeline
Campbell & CO Investment Adviser LLC1,570$280K0.02%-96613F-HRTimeline
Bogart Wealth, LLC1,567$279K0.01%+1413F-HRTimeline
Avidian Wealth Enterprises, LLC1,567$279K0.01%+18813F-HRTimeline
Soltis Investment Advisors LLC1,558$278K0.02%+17213F-HRTimeline
Strategic Wealth Partners, Ltd.1,557$277K0.02%-1,01013F-HRTimeline
Stonebrook Private Inc.1,555$277K0.06%+3113F-HRTimeline
McElhenny Sheffield Capital Management,…1,552$276K0.07%+17113F-HRTimeline
Westside Investment Management, Inc.1,538$276K0.04%+16913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,545$275K0.02%013F-HRTimelineGroup
Cornerstone Wealth Group, LLC1,537$274K0.02%+7713F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO1,520$271K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,519$271K0.03%013F-HRTimeline
Advisors Capital Management, LLC1,518$271K<0.01%+9713F-HRTimeline
Onyx Bridge Wealth Group LLC1,515$270K0.03%+5613F-HRTimeline
PUREfi Wealth, LLC1,514$270K0.21%-30313F-HRTimeline
Capital Investment Advisory Services, L…1,506$268K0.02%-10113F-HRTimeline
Corton Capital Inc.1,504$268K0.66%new13F-HRTimeline
Hanson & Doremus Investment Management1,500$267K0.03%013F-HRTimeline
CERTUITY, LLC1,498$267K0.02%new13F-HRTimeline
Challenger Wealth Management1,496$267K0.21%+613F-HRTimeline
Schneider Downs Wealth Management Advis…1,487$265K0.03%013F-HRTimeline
COURIER CAPITAL LLC1,487$265K0.02%013F-HRTimeline
FineMark National Bank & Trust1,486$265K0.01%+2613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,477$263K0.02%-9913F-HRTimeline
Concorde Asset Management, LLC1,484$262K0.11%13F-HRTimeline
Ninepoint Partners LP1,466$261K0.04%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,465$261K0.01%new13F-HRTimeline
FourThought Financial Partners, LLC1,453$259K0.02%+713F-HRTimeline
Full Sail Capital, LLC1,448$258K0.01%new13F-HRTimeline
Fairscale Capital, LLC1,448$258K0.18%013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,441$257K0.09%-17213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,439$256K0.11%+9613F-HRTimeline
LeConte Wealth Management, LLC1,437$256K0.17%new13F-HRTimeline
Phillips Wealth Planners LLC1,466$255K0.21%-5813F-HRTimeline
May Hill Capital, LLC1,431$255K0.07%+5113F-HRTimeline
Revolve Wealth Partners, LLC1,426$254K0.03%+8713F-HRTimeline
AdvisorNet Financial, Inc1,423$254K0.01%+67213F-HRTimeline
Vectors Research Management, LLC1,422$253K0.08%013F-HRTimeline
NORDEN GROUP LLC1,418$253K0.03%new13F-HRTimeline
Global X Japan Co., Ltd.1,410$251K0.02%-23813F-HRTimeline
NATURAL INVESTMENTS, LLC1,410$251K0.06%+6713F-HRTimeline
Facet Wealth, Inc.1,403$250K0.01%+12413F-HRTimeline
Mattern Wealth Management LLC1,400$249K0.05%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,395$249K0.01%+6013F-HRTimeline
Werba Rubin Papier Wealth Management1,392$248K0.04%+3513F-HRTimeline
Stonebridge Capital Advisors LLC1,388$247K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,384$247K0.02%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,380$246K0.08%-20013F-HRTimeline
RFG Advisory, LLC1,365$243K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC1,329$243K0.01%-83813F-HRTimeline
Focused Wealth Management, Inc1,360$242K0.03%+213F-HRTimeline
Aspire Private Capital, LLC1,354$241K0.05%+213F-HR/ATimeline
HARMONY ASSET MANAGEMENT LLC1,351$241K0.08%013F-HRTimeline
Aberdeen Wealth Management LLC1,350$240K0.15%013F-HRTimeline
Sovran Advisors, LLC1,326$240K0.02%-7113F-HRTimeline
XML Financial, LLC1,334$238K0.02%013F-HRTimeline
Drucker Wealth 3.0, LLC1,330$237K0.04%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,330$237K0.01%new13F-HRTimeline