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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,453 managers (1,496 13F filers) reported a position in WELL shares at 2026-03-31, 674,693,594 shares in all. 149 filers opened a position and 104 filers sold out during the quarter.

Managers
1,453
13F filers
1,496
New
149
Added
669
Reduced
442
Sold out
104
Shares held by filers
674,693,594

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
FWG Holdings, LLC2,987$600K0.23%+19113F-HRTimeline
Mesirow Financial Investment Management…3,033$600K0.01%-40713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,018$597K0.06%-21713F-HRTimeline
CONNING INC.in group CONNING INC.3,007$595K0.02%-46013F-HRTimelineGroup
Walter Public Investments Inc.3,000$593K0.14%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,997$593K0.02%-17713F-HRTimeline
Valmark Advisers, Inc.2,990$591K0.01%-513F-HRTimeline
Sageworth Trust Co2,976$588K0.03%+1,20113F-HRTimeline
Blue Trust, Inc.2,971$587K0.01%-10813F-HRTimeline
Coastal Bridge Advisors, LLC2,947$583K0.04%-6,64413F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC2,897$573K0.21%+613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV2,878$569K0.26%013F-HRTimeline
Dakota Wealth Management2,876$569K0.01%-62113F-HR/ATimeline
CHILDRESS CAPITAL ADVISORS, LLC2,873$568K0.1%-1,18313F-HRTimeline
LGT Fund Management Co Ltd.2,857$565K0.02%+28913F-HRTimeline
Heartland Bank & Trust Co2,854$564K0.13%+8213F-HRTimeline
Aureus Asset Management, LLC2,850$563K0.04%+90013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,824$558K0.02%+1113F-HRTimeline
WEDBUSH SECURITIES INC2,822$558K0.02%+20113F-HRTimeline
Keel Point, LLC2,816$557K0.04%-69313F-HRTimeline
MATHER GROUP, LLC.2,800$554K0.01%+12313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,754$544K0.14%-2313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.2,751$544K0.14%+75613F-HRTimeline
HUB Investment Partners, LLC2,741$542K0.01%+14813F-HRTimeline
Providence First Trust Co2,736$541K0.19%+6613F-HRTimeline
QTR Family Wealth, LLC2,563$541K0.23%-2413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,733$540K0.2%013F-HRTimelineGroup
Maia Wealth LLC2,732$540K0.09%+60913F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,727$539K0.2%+5613F-HRTimeline
TWO SIGMA SECURITIES, LLC2,717$537K0.06%new13F-HRTimeline
Resonant Capital Advisors, LLC2,698$533K0.03%+31213F-HRTimeline
RCW Management, LLC2,689$532K0.54%+1113F-HRTimeline
Quotient Wealth Partners, LLC2,679$530K0.01%+1913F-HRTimeline
Valeo Financial Advisors, LLC2,674$529K0.01%-2,09113F-HRTimeline
HARTLINE INVESTMENT CORP/2,652$524K0.06%013F-HRTimeline
Moran Wealth Management, LLC2,639$522K0.02%-31013F-HRTimeline
FIRST HORIZON CORP2,619$518K0.02%-1713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,594$513K0.01%+7513F-HRTimeline
Covenant Asset Management, LLC2,589$512K0.1%-11213F-HRTimeline
NorthCrest Asset Manangement, LLC2,514$509K0.02%+1,29513F-HRTimeline
Visionary Wealth Advisors2,572$509K0.02%013F-HRTimeline
E Fund Management Co., Ltd.2,572$509K0.02%13F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…2,568$508K0.02%-5,42013F-HRTimeline
Foresight Group Ltd Liability Partnersh…2,598$507K0.09%013F-HRTimeline
Jacobi Capital Management LLC2,562$506K0.03%-1513F-HRTimeline
CHICAGO TRUST Co NA2,552$505K0.08%-2013F-HRTimeline
CWA Asset Management Group, LLC2,548$504K0.02%+12413F-HRTimeline
Western Wealth Management, LLC2,539$502K0.02%+20713F-HR/ATimeline
Crestwood Advisors Group, LLC2,536$501K0.01%+16213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,531$500K+201Timeline
West Family Investments, Inc.2,521$498K0.17%-97013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,514$497K0.04%+10513F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC2,503$495K0.17%-5413F-HRTimeline
Hudock, Inc.2,500$494K0.07%+413F-HRTimeline
KINTRA WEALTH, LLC2,497$494K0.03%new13F-HRTimeline
WHITTIER TRUST CO2,457$494K0.01%-4113F-HRTimeline
Caerus Investment Advisors, LLC2,495$493K0.21%-1,61313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,479$490K0.03%-22113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,477$490K0.32%+113F-HRTimeline
Gold Investment Management Ltd.2,470$488K0.15%013F-HRTimeline
Triad Wealth Partners, LLC2,466$488K0.04%+9613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,461$487K0.01%-18913F-HRTimelineGroup
bLong Financial, LLC2,450$484K0.37%013F-HRTimeline
Larson Financial Group LLC2,444$483K0.02%+26313F-HRTimeline
EVOKE WEALTH, LLC2,423$479K0.01%-11413F-HRTimeline
AGH Wealth Advisors, LLC2,411$477K0.35%+10913F-HRTimeline
Index Technologies Group LLC2,402$475K0.52%-89213F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,401$475K0.01%-17013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,400$475K<0.01%-27013F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC2,398$474K0.09%013F-HRTimeline
Brucke Financial, Inc.2,370$469K0.24%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,353$465K0.02%+39013F-HRTimelineGroup
Advyzon Investment Management, LLC2,343$463K0.04%new13F-HRTimeline
Family Capital Trust Co2,342$463K0.17%+1,41113F-HR/ATimeline
Rothschild Wealth LLC2,331$461K0.04%+7613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,331$461K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC2,314$458K0.04%+24113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,312$457K0.04%-9613F-HRTimeline
Planned Solutions, Inc.2,307$456K0.15%013F-HRTimeline
MTM Investment Management, LLC2,300$455K0.14%013F-HRTimeline
Strategic Investment Advisors / MI2,292$454K0.03%-40913F-HRTimeline
Advisory Alpha, LLC2,286$452K0.01%new13F-HRTimeline
Defiance ETFs, LLC2,283$451K0.01%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,277$450K0.2%013F-HRTimeline
CULLINAN ASSOCIATES INC2,275$450K0.04%-7,80013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC2,267$448K0.11%13F-HRTimeline
Arax Advisory Partners2,216$442K0.01%-1,39413F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,231$441K0.44%+33913F-HRTimeline
Moss Adams Wealth Advisors LLC2,220$439K0.03%+33213F-HRTimeline
EVERPAR ADVISORS LLC2,216$438K0.15%+49713F-HRTimeline
Basecamp Wealth Advisors LLC2,213$438K0.09%+3413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,209$437K0.19%+813F-HRTimeline
Blue Fin Capital, Inc.2,196$434K0.07%013F-HRTimeline
Pflug Koory, LLC2,190$433K0.2%013F-HRTimeline
Painted Porch Advisors LLC2,189$433K0.21%-713F-HRTimeline
GM Advisory Group, LLC2,187$432K0.02%-12513F-HRTimeline
Gateway Wealth Partners, LLC2,176$430K0.02%new13F-HRTimeline
Phillips Wealth Planners LLC2,001$430K0.32%-613F-HRTimeline
Modera Wealth Management, LLC2,163$428K0.01%+32613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,156$426K0.12%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,155$426K0.01%+27313F-HRTimelineGroup
Circle Wealth Management, LLC2,154$426K0.01%+23513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,142$423K0.03%-5013F-HRTimeline
Capital Advisors Wealth Management, LLC2,138$423K0.06%+713F-HRTimeline
Howard Capital Management, LLC2,132$422K0.01%-2,13713F-HRTimeline
Facet Wealth, Inc.2,118$419K0.01%-36513F-HRTimeline
Mystic Asset Management, Inc.2,115$418K0.1%013F-HRTimeline
Monument Capital Management2,109$417K0.1%-10913F-HRTimeline
Bridgewater Advisors Inc.1,987$417K0.02%+20813F-HRTimeline
Quent Capital, LLC2,084$412K0.03%+53013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,076$411K0.06%-25213F-HRTimeline
Foster Group, Inc.2,076$410K0.01%+16613F-HRTimeline
SmartHarvest Portfolios, LLC2,076$410K0.17%-39613F-HRTimeline
Lifeworks Advisors, LLC2,072$410K0.05%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,071$409K0.03%013F-HRTimeline
SMITH, MOORE & CO.2,070$409K0.03%+19513F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,066$408K0.24%13F-HRTimeline
Income Insurance Ltd2,048$405K0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,036$403K0.02%013F-HRTimelineGroup
Parkside Financial Bank & Trust2,034$402K0.03%+5713F-HRTimeline
Krilogy Financial LLC1,874$402K0.01%-16113F-HRTimeline
Engineers Gate Manager LP2,029$401K0.01%+75713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,024$400K0.02%013F-HRTimeline
Bluespring Wealth Management, LLC2,021$400K0.03%+2113F-HRTimeline
Tempo Wealth, LLC2,021$400K0.07%+713F-HRTimeline
Gross & Hartman Investments LLC2,016$399K0.21%013F-HRTimeline
Safe Harbor Family Capital, LLC2,016$399K0.31%013F-HRTimeline
Whipplewood Advisors, LLC2,005$396K0.21%-72213F-HRTimeline
Fortis Group Advisors, LLC1,824$395K0.07%+8213F-HRTimeline
C2C Wealth Management, LLC2,000$395K0.33%013F-HRTimeline
Chicago Partners Investment Group LLC1,979$395K0.01%+20213F-HRTimeline
Cetera Trust Company, N.A1,990$393K0.22%-25013F-HRTimeline
Leo Wealth, LLC1,975$391K0.03%new13F-HRTimeline
Baltimore-Washington Financial Advisors…1,974$390K0.02%013F-HRTimeline
Hardy Reed LLC1,970$390K0.03%-3013F-HRTimeline
Wellspring Financial Advisors, LLC1,969$389K0.03%-13213F-HRTimeline
Providence Financial Advisors, LLC1,957$387K0.22%-6513F-HRTimeline
COMMONS CAPITAL, LLC1,953$386K0.32%+313F-HRTimeline
Prudent Man Advisors, LLC1,948$385K0.12%+7113F-HRTimeline
Gryphon Financial Partners LLC1,934$382K0.04%new13F-HRTimeline
New Republic Capital, LLC1,929$381K0.13%-25513F-HRTimeline
ALERUS FINANCIAL NA1,923$380K0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,922$380K0.01%+8713F-HRTimeline
Discipline Wealth Solutions, LLC1,920$380K0.04%-1113F-HRTimeline
Accurate Wealth Management, LLC1,828$380K0.05%+8113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,915$379K0.02%-1,89013F-HRTimeline
OLD MISSION CAPITAL LLC1,914$378K0.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,904$376K<0.01%+21013F-HRTimelineGroup
CYBER HORNET ETFs LLC1,888$375K0.24%+18113F-HRTimeline
Avidian Wealth Enterprises, LLC1,880$372K0.01%+19013F-HRTimeline
Values Added Financial LLC1,865$369K0.16%+8913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,857$367K0.14%-9113F-HRTimelineGroup
Bullock Wealth Management Group1,841$366K0.18%+513F-HRTimeline
Optas, LLC1,851$366K0.06%+13013F-HRTimeline
Wealth Science Advisors LLC1,969$365K0.21%013F-HRTimeline
Financial Management Professionals, Inc.1,848$365K0.04%+1,52313F-HRTimeline
PRIVATE TRUST CO NA1,838$363K0.03%+64813F-HRTimeline
Cornerstone Wealth Group, LLC1,752$362K0.02%+12013F-HRTimeline
Rothschild Capital Partners, LLC1,814$359K0.09%-71013F-HRTimeline
PCM Encore, LLC1,811$358K0.07%+25213F-HRTimeline
Main Street Financial Solutions, LLC1,810$358K0.03%-15613F-HRTimeline
Sovran Advisors, LLC1,636$356K0.03%+23213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,794$355K0.01%+17013F-HRTimelineGroup
Keebeck Wealth Management1,787$353K0.04%+60013F-HRTimeline
Cromwell Holdings LLC1,781$352K0.2%013F-HRTimeline
Robertson Stephens Wealth Management, L…1,781$352K0.01%-7813F-HRTimeline
Sowell Financial Services LLC1,771$350K0.01%+3913F-HRTimeline
WEALTH ALLIANCE, LLC1,770$350K0.03%-28813F-HRTimeline
Segment Wealth Management, LLC1,762$348K0.02%new13F-HRTimeline
Cercano Management LLC1,736$343K0.01%013F-HRTimeline
Register Financial Advisors LLC1,734$343K0.13%-12513F-HRTimeline
Abel Hall, LLC1,726$341K0.07%+33113F-HRTimeline
SVB WEALTH LLC1,724$341K0.02%-13813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,722$341K0.02%+6913F-HRTimeline
Diversified Enterprises, LLC1,717$339K0.02%+36513F-HRTimeline
Regent Peak Wealth Advisors LLC1,705$337K0.07%+3413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,702$337K0.04%+10213F-HRTimeline
Advisors Capital Management, LLC1,703$337K<0.01%+6713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,700$336K0.32%013F-HRTimeline
Marshall Financial Group, LLC1,698$336K0.05%-1,23513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,698$336K0.03%+1013F-HRTimelineGroup
WealthShield Partners, LLC1,687$334K0.04%-313F-HRTimeline
May Hill Capital, LLC1,684$333K0.08%+11713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,673$331K0.01%-75013F-HRTimeline
TRB Wealth Management, LLC1,672$331K0.05%13F-HRTimeline
Procyon Advisors, LLC1,672$331K0.02%+18013F-HRTimeline
Cresset Asset Management, LLC1,669$330K<0.01%-3,19513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,669$330K0.04%-5013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,661$328K0.09%-43413F-HRTimeline
CAMBIAR INVESTORS LLC1,661$328K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,659$328K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC1,658$328K0.11%+1,57713F-HRTimeline
Delta Investment Management, LLC1,654$327K0.06%+9913F-HRTimeline
Alpha Zero LLC1,650$326K0.17%+55313F-HRTimeline
Soltis Investment Advisors LLC1,650$326K0.02%-5113F-HRTimeline
Mechanics Bank Trust Department1,649$326K0.05%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,648$326K0.01%-3013F-HRTimeline
Stonebrook Private Inc.1,629$322K0.07%+5013F-HRTimeline
Foundations Investment Advisors, LLC1,628$322K<0.01%-22313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,625$321K0.01%-51013F-HRTimelineGroup