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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,400 managers (1,437 13F filers) reported a position in WELL shares at 2025-12-31, 676,486,421 shares in all. 128 filers opened a position and 85 filers sold out during the quarter.

Managers
1,400
13F filers
1,437
New
128
Added
611
Reduced
408
Sold out
85
Shares held by filers
676,486,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WADDELL & ASSOCIATES, LLC3,071$570K0.04%013F-HRTimeline
Moors & Cabot, Inc.3,048$566K0.02%-56113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,044$565K0.01%-10113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,000$557K0.11%013F-HRTimeline
Walter Public Investments Inc.3,000$557K0.1%013F-HRTimeline
Valmark Advisers, Inc.2,995$556K0.01%+1613F-HRTimeline
Moran Wealth Management, LLC2,949$547K0.02%-60413F-HRTimeline
Marshall Financial Group, LLC2,933$544K0.11%-80313F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC2,891$537K0.21%13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV2,878$534K0.24%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,840$527K0.01%-17313F-HRTimelineGroup
FWG Holdings, LLC2,796$527K0.2%new13F-HR/ATimeline
STOCK YARDS BANK & TRUST CO2,813$522K0.02%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,802$520K0.01%-1,29813F-HRTimelineGroup
Mutual Advisors, LLC2,802$520K0.01%-1613F-HRTimeline
QTR Family Wealth, LLC2,587$519K0.23%+1413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,777$515K0.14%+3713F-HRTimelineGroup
Heartland Bank & Trust Co2,772$515K0.22%-4913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,733$507K0.18%-10013F-HRTimelineGroup
Whipplewood Advisors, LLC2,727$506K0.33%+2113F-HRTimeline
Strategic Investment Advisors / MI2,701$501K0.04%-25513F-HRTimeline
Covenant Asset Management, LLC2,701$501K0.1%+4213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,700$501K0.03%-82213F-HRTimeline
RCW Management, LLC2,678$497K0.5%13F-HRTimeline
MATHER GROUP, LLC.2,677$497K0.01%+30013F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,671$496K0.2%+97813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,670$496K<0.01%+13513F-HRTimelineGroup
Providence First Trust Co2,670$496K0.17%new13F-HRTimeline
Bowman & Co S.C.2,665$495K0.21%013F-HRTimeline
Quotient Wealth Partners, LLC2,660$494K0.01%+18813F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$492K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,650$491K0.01%-10613F-HR/ATimelineGroup
FIRST HORIZON CORP2,636$489K0.02%+1,01913F-HRTimeline
Foresight Group Ltd Liability Partnersh…2,598$488K0.07%new13F-HRTimeline
WEDBUSH SECURITIES INC2,621$486K0.01%+25713F-HRTimeline
LGT Fund Management Co Ltd.2,568$483K0.04%013F-HRTimeline
HUB Investment Partners, LLC2,593$481K0.01%-11013F-HRTimeline
Jacobi Capital Management LLC2,577$478K0.03%-213F-HRTimeline
Visionary Wealth Advisors2,572$477K0.02%-13813F-HRTimeline
CHICAGO TRUST Co NA2,572$477K0.07%+20713F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,571$477K0.01%-1113F-HRTimeline
Cynosure Group, LLC2,568$477K0.05%new13F-HRTimeline
44 WEALTH MANAGEMENT LLC2,557$475K0.16%+4313F-HRTimeline
EVOKE WEALTH, LLC2,537$471K0.01%-59013F-HRTimeline
Rothschild Capital Partners, LLC2,524$468K0.11%013F-HRTimeline
Driehaus Capital Management LLC2,522$468K<0.01%-1,55913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,519$468K0.01%+1,05413F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA2,515$467K0.04%new13F-HRTimelineGroup
Composition Wealth, LLC2,510$466K0.01%+18613F-HRTimeline
WHITTIER TRUST CO2,498$464K0.01%-52313F-HRTimeline
Hudock, Inc.2,496$463K0.07%+413F-HRTimeline
IFG Advisory, LLC2,491$462K0.02%+213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,476$460K0.31%-113F-HRTimeline
SmartHarvest Portfolios, LLC2,472$459K0.16%13F-HRTimeline
Gold Investment Management Ltd.2,470$458K0.15%-4513F-HRTimeline
Facet Wealth, Inc.2,483$457K0.01%+1,08013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,452$455K<0.01%new13F-HRTimelineGroup
bLong Financial, LLC2,450$455K0.32%013F-HRTimeline
CWA Asset Management Group, LLC2,424$450K0.02%+25513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,423$450K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,409$447K0.04%+16313F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC2,408$447K0.03%+18413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,398$445K0.08%-24013F-HRTimeline
Resonant Capital Advisors, LLC2,386$443K0.02%+10913F-HRTimeline
First National Bank of Mount Dora, Trus…2,385$443K0.1%013F-HRTimeline
Maia Wealth LLC2,123$442K0.08%+37313F-HRTimeline
Crestwood Advisors Group, LLC2,374$441K0.01%+59813F-HRTimeline
Triad Wealth Partners, LLC2,370$440K0.04%+13513F-HRTimeline
Western Wealth Management, LLC2,332$433K0.02%+41213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,330$432K-227Timeline
LaSalle St. Investment Advisors, LLC2,328$432K0.07%+28813F-HRTimeline
Parsonex Advisory Services, Inc.2,327$432K0.28%+10613F-HRTimeline
GM Advisory Group, LLC2,312$429K0.02%+21013F-HRTimeline
Planned Solutions, Inc.2,307$428K0.14%013F-HRTimeline
AGH Wealth Advisors, LLC2,302$427K0.32%+813F-HRTimeline
MTM Investment Management, LLC2,300$427K0.14%013F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P2,286$424K0.11%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,277$423K0.21%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,276$422K<0.01%+15113F-HRTimelineGroup
Sivia Capital Partners, LLC2,267$421K0.09%-4113F-HRTimeline
Rothschild Wealth LLC2,255$419K0.04%+1713F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC2,243$416K0.05%+13613F-HRTimeline
Cetera Trust Company, N.A2,240$416K0.22%-25013F-HRTimeline
Monument Capital Management2,218$412K0.1%-70113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,201$408K0.18%+813F-HRTimeline
Blue Fin Capital, Inc.2,196$408K0.06%013F-HRTimeline
Painted Porch Advisors LLC2,196$408K0.16%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,192$407K0.03%new13F-HRTimeline
Pflug Koory, LLC2,190$406K0.19%013F-HRTimeline
New Republic Capital, LLC2,184$405K0.11%new13F-HRTimeline
Larson Financial Group LLC2,181$405K0.01%+15813F-HRTimeline
Basecamp Wealth Advisors LLC2,179$405K0.09%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,156$400K0.11%-3,52413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,135$396K0.01%new13F-HRTimelineGroup
Capital Advisors Wealth Management, LLC2,131$396K0.05%+23913F-HRTimeline
Mystic Asset Management, Inc.2,115$393K0.09%013F-HRTimeline
Wellspring Financial Advisors, LLC2,101$393K0.03%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,095$389K0.1%+2313F-HRTimeline
NORDEN GROUP LLC2,073$385K0.04%+65513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,071$384K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC2,058$382K0.04%+2513F-HRTimeline
Income Insurance Ltd2,048$380K0.25%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Expressive Wealth LLC2,036$378K0.41%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,036$378K0.02%13F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC2,024$376K0.02%-50013F-HRTimeline
Providence Financial Advisors, LLC2,022$375K0.37%-46513F-HRTimeline
Gross & Hartman Investments LLC2,016$374K0.21%13F-HRTimeline
Safe Harbor Family Capital, LLC2,016$374K0.33%13F-HRTimeline
Tempo Wealth, LLC2,014$374K0.07%13F-HRTimeline
Krilogy Financial LLC2,035$374K0.01%+513F-HRTimeline
Phillips Wealth Planners LLC2,007$373K0.3%+54113F-HRTimeline
Evanson Asset Management, LLC2,010$373K0.02%+713F-HRTimeline
Atom Investors LP2,005$372K0.03%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,004$372K<0.01%+41313F-HRTimeline
Bluespring Wealth Management, LLC2,000$371K0.03%013F-HRTimeline
C2C Wealth Management, LLC2,000$371K0.31%013F-HRTimeline
Hardy Reed LLC2,000$371K0.03%+21013F-HRTimeline
WORLD EQUITY GROUP, INC.1,995$370K0.1%new13F-HRTimeline
Parkside Financial Bank & Trust1,977$367K0.03%+4913F-HRTimeline
Baltimore-Washington Financial Advisors…1,974$366K0.02%-9813F-HRTimeline
Wealth Science Advisors LLC1,969$365K0.21%13F-HRTimeline
Main Street Financial Solutions, LLC1,966$365K0.03%-36813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,963$364K0.01%new13F-HRTimelineGroup
Aureus Asset Management, LLC1,950$362K0.02%-16613F-HRTimeline
COMMONS CAPITAL, LLC1,950$362K0.25%+413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,948$362K0.13%+113F-HRTimelineGroup
Discipline Wealth Solutions, LLC1,931$358K0.07%+1113F-HRTimeline
Circle Wealth Management, LLC1,919$356K0.01%new13F-HRTimeline
Foster Group, Inc.1,910$355K0.01%+1013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,892$351K0.35%13F-HRTimeline
Moss Adams Wealth Advisors LLC1,888$350K0.03%+22913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,882$349K0.01%+25313F-HRTimelineGroup
Prudent Man Advisors, LLC1,877$348K0.13%+713F-HRTimeline
SMITH, MOORE & CO.1,875$348K0.03%+313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,870$347K0.02%+2813F-HRTimelineGroup
SVB WEALTH LLC1,862$346K0.02%-25213F-HRTimeline
Robertson Stephens Wealth Management, L…1,859$345K0.01%new13F-HRTimeline
Register Financial Advisors LLC1,859$345K0.13%-17513F-HRTimeline
Foundations Investment Advisors, LLC1,851$344K<0.01%-51513F-HRTimeline
Modera Wealth Management, LLC1,837$341K<0.01%+3013F-HRTimeline
Bullock Wealth Management Group1,836$341K0.17%+413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,835$341K0.01%+3213F-HRTimeline
VUB Generali dochodkova spravcovska spo…1,831$340K0.26%13F-HRTimeline
CMC Financial Group1,827$339K0.61%+2713F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,790$332K0.22%013F-HRTimeline
Cromwell Holdings LLC1,781$331K0.18%013F-HRTimeline
Values Added Financial LLC1,776$330K0.14%013F-HRTimeline
Sageworth Trust Co1,775$329K0.01%-2,69213F-HRTimeline
Fourth Dimension Wealth, LLC1,771$329K0.12%+613F-HRTimeline
Fortis Group Advisors, LLC1,742$328K0.06%-13113F-HRTimeline
FSM Wealth Advisors, LLC1,766$328K0.04%+10413F-HRTimeline
Chicago Partners Investment Group LLC1,777$326K0.01%+3013F-HRTimeline
Accurate Wealth Management, LLC1,747$325K0.04%-14913F-HRTimeline
Cercano Management LLC1,736$322K0.01%013F-HRTimeline
Sowell Financial Services LLC1,732$322K0.01%+47813F-HRTimeline
VestGen Advisors, LLC1,732$321K0.01%-54313F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,731$321K0.01%013F-HRTimeline
AlphaCentric Advisors LLC1,723$320K0.32%13F-HRTimeline
Optas, LLC1,721$319K0.05%-1513F-HRTimeline
EVERPAR ADVISORS LLC1,719$319K0.12%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,719$319K0.03%+113F-HRTimeline
MOTCO1,714$318K0.03%013F-HRTimeline
Fisher Asset Management, LLC1,710$317K<0.01%+12313F-HRTimeline
CYBER HORNET ETFs LLC1,707$317K0.19%+12513F-HRTimeline
TRUST POINT INC.1,706$317K0.03%-29613F-HRTimeline
Clarius Group, LLC1,703$316K0.02%-14313F-HRTimeline
Soltis Investment Advisors LLC1,701$316K0.02%+14313F-HR/ATimeline
FELL CAPITAL MANAGEMENT /ADV1,700$316K0.31%13F-HRTimeline
MIDDLETON & CO INC/MA1,700$316K0.03%013F-HRTimeline
Lafayette Investments, Inc.1,699$315K0.06%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,694$314K<0.01%-20313F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC1,691$314K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC1,690$314K0.03%new13F-HRTimeline
Avidian Wealth Enterprises, LLC1,690$314K0.01%+12313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,688$313K0.03%+14313F-HRTimelineGroup
Bridgewater Advisors Inc.1,779$313K0.02%+13513F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,678$311K0.01%+5213F-HRTimeline
Regent Peak Wealth Advisors LLC1,671$310K0.06%-4613F-HRTimeline
CAMBIAR INVESTORS LLC1,661$308K0.01%-50613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,659$308K0.01%+5913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,653$307K0.02%+3613F-HRTimeline
XML Financial, LLC1,652$307K0.03%+31813F-HRTimeline
Mechanics Bank Trust Department1,649$306K0.04%013F-HRTimeline
WASHINGTON TRUST Co1,645$305K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC1,646$305K0.08%+23613F-HRTimeline
Capital Investment Advisory Services, L…1,641$305K0.02%+13513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,640$304K0.01%-28813F-HRTimeline
Clear Trail Advisors, LLC1,639$304K0.07%13F-HRTimeline
Advisors Capital Management, LLC1,636$304K<0.01%+11813F-HRTimeline
Cornerstone Wealth Group, LLC1,632$303K0.02%+9513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,624$301K0.01%-1213F-HRTimelineGroup
ALONGSIDE, LLC1,621$301K0.1%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,616$300K0.04%+2713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,600$297K0.04%013F-HRTimeline
Stonebrook Private Inc.1,579$293K0.06%+2413F-HRTimeline
Bogart Wealth, LLC1,567$291K0.01%013F-HRTimeline
May Hill Capital, LLC1,567$291K0.08%+13613F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC1,564$290K0.02%+8713F-HRTimeline
PCM Encore, LLC1,559$289K0.06%13F-HRTimeline
Strategic Wealth Partners, Ltd.1,557$289K0.02%013F-HRTimeline