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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,554 managers (1,601 13F filers) reported a position in WELL shares at 2026-06-30, 708,661,182 shares in all. 186 filers opened a position and 82 filers sold out during the quarter.

Managers
1,554
13F filers
1,601
New
186
Added
671
Reduced
486
Sold out
82
Shares held by filers
708,661,182

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NATURAL INVESTMENTS, LLC1,673$379K0.08%+4813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,644$378K0.02%+23113F-HRTimeline
CAMBIAR INVESTORS LLC1,661$377K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,659$377K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC1,658$376K0.02%-15213F-HRTimeline
Delta Investment Management, LLC1,657$376K0.06%+313F-HRTimeline
Mechanics Bank Trust Department1,651$375K0.05%+213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,651$375K0.02%+4913F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC1,644$373K0.05%-43213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,640$372K0.04%-2913F-HRTimeline
RFG Advisory, LLC1,640$372K0.01%+18713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,630$370K<0.01%+13213F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC1,625$369K0.04%+2613F-HRTimeline
Stonebrook Private Inc.1,619$367K0.07%-1013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,614$366K0.03%-8413F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,612$366K0.01%-6113F-HRTimeline
May Hill Capital, LLC1,601$363K0.08%-8313F-HRTimeline
Procyon Advisors, LLC1,600$363K0.02%-7213F-HRTimeline
Avestar Capital, LLC1,596$362K0.02%+3313F-HRTimeline
Kathmere Capital Management, LLC1,584$360K0.02%+23513F-HRTimeline
TFR Capital, LLC.1,550$352K0.1%013F-HRTimeline
True North Advisors, LLC1,549$352K0.03%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,545$351K0.03%-213F-HRTimeline
Dynamic Advisor Solutions LLC1,541$350K0.01%+7813F-HRTimeline
New Covenant Trust Company, N.A.1,540$350K0.26%new13F-HRTimeline
Westside Investment Management, Inc.1,538$349K0.05%013F-HRTimeline
TRUST POINT INC.1,536$349K0.03%-8813F-HRTimeline
Guinness Asset Management LTD1,535$348K0.01%+57813F-HRTimeline
Fortitude Advisory Group L.L.C.1,534$348K0.13%013F-HRTimeline
UPTICK PARTNERS, LLC1,528$347K0.05%+1813F-HRTimeline
Challenger Wealth Management1,526$346K0.25%+513F-HRTimeline
Avantra Family Wealth, Inc.1,520$345K0.22%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,519$345K0.03%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,511$343K0.01%-13713F-HRTimeline
MIDDLETON & CO INC/MA1,500$340K0.04%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC1,494$339K0.09%+713F-HRTimeline
Schneider Downs Wealth Management Advis…1,487$338K0.03%013F-HRTimeline
COURIER CAPITAL LLC1,479$336K0.02%-213F-HRTimeline
Cyndeo Wealth Partners, LLC1,477$335K0.02%+9413F-HRTimeline
PARK NATIONAL CORP /OH/1,472$334K0.01%+3213F-HRTimeline
Verdence Capital Advisors LLC1,467$333K0.02%+5413F-HRTimeline
Ninepoint Partners LP1,466$333K0.03%013F-HRTimeline
One Degree Advisors Inc1,440$331K0.07%+213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,458$331K0.02%+19713F-HRTimeline
Fairscale Capital, LLC1,448$329K0.2%013F-HRTimeline
WealthShield Partners, LLC1,446$328K0.05%-24113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,441$327K0.14%+18913F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,438$326K0.04%-15113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,436$326K0.22%+19413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,433$325K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.1,430$325K0.02%+11213F-HRTimeline
Argent Advisors, Inc.1,429$324K0.08%013F-HRTimeline
3Chopt Investment Partners, LLC1,423$323K0.06%+40713F-HRTimeline
InTrack Investment Management Inc1,420$322K0.16%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,419$322K<0.01%+32013F-HRTimeline
Hexagon Capital Partners LLC1,419$322K0.05%+27513F-HRTimeline
XML Financial, LLC1,417$322K0.02%013F-HRTimeline
Vectors Research Management, LLC1,414$321K0.08%-213F-HRTimeline
FourThought Financial Partners, LLC1,411$320K0.02%-2413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,616$320K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,404$319K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,400$318K0.03%+113F-HR/ATimeline
Revolve Wealth Partners, LLC1,392$316K0.03%+4513F-HRTimeline
Concorde Asset Management, LLC1,384$314K0.18%+1813F-HRTimeline
Gateway Wealth Partners, LLC1,383$314K0.02%-79313F-HRTimeline
Allen Capital Group, LLC1,381$313K0.03%+6413F-HRTimeline
Welch & Forbes LLC1,380$313K<0.01%new13F-HRTimeline
Old Port Advisors1,378$313K0.06%+13213F-HRTimeline
McGowan Group Asset Management, Inc.1,370$311K0.04%new13F-HRTimeline
Drucker Wealth 3.0, LLC1,362$309K0.05%+313F-HRTimeline
Range Advisory, LLC1,360$309K0.04%-7213F-HRTimeline
Aspire Private Capital, LLC1,360$309K0.06%+213F-HRTimeline
Aberdeen Wealth Management LLC1,350$306K0.15%013F-HRTimeline
Lafayette Investments, Inc.1,349$306K0.06%-5013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,346$305K0.02%-11613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,344$305K0.02%-813F-HRTimeline
BEACON FINANCIAL GROUP1,339$304K0.03%+6513F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,336$303K0.01%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,335$303K0.01%+513F-HRTimeline
Bogart Wealth, LLC1,323$300K0.01%-513F-HRTimeline
Cornerstone Financial Management LLC1,318$299K0.24%+4513F-HR/ATimeline
LeConte Wealth Management, LLC1,316$299K0.16%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,305$296K0.06%new13F-HR/ATimeline
ALONGSIDE, LLC1,305$296K0.06%13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,306$296K0.01%-48813F-HRTimelineGroup
Wharton Business Group, LLC1,300$295K0.01%013F-HRTimeline
Core Wealth Partners LLC1,293$293K0.13%+513F-HRTimeline
Financial Advisors Network, Inc.1,274$289K0.04%+513F-HRTimeline
Wright Wealth LLC1,273$289K0.17%013F-HRTimeline
Winthrop Advisory Group LLC1,272$289K0.02%+25213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,267$288K<0.01%new13F-HRTimeline
TrustBankin group TrustBank1,263$287K0.1%013F-HRTimelineGroup
ANCHYRA PARTNERS LLC1,262$286K0.07%+1313F-HRTimeline
Centurion Wealth Management LLC1,260$286K0.07%013F-HRTimeline
Compass Wealth Management, LLC/GA1,250$284K0.11%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,244$282K0.04%-2413F-HRTimeline
Relyea Zuckerberg Hanson LLC1,242$282K0.02%+11413F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.1,241$282K0.01%+6413F-HRTimeline
Key Financial Inc1,240$281K0.05%+913F-HRTimeline
Greykasell Wealth Strategies, Inc.1,234$280K0.1%-2313F-HRTimeline
Tradition Wealth Management, LLC1,233$280K0.02%+7813F-HRTimeline
GSG Advisors LLC1,230$279K0.06%+18413F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,223$278K0.03%013F-HRTimeline
Balefire, LLC1,220$277K0.05%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO1,217$276K0.05%-5013F-HRTimeline
FLC Capital Advisors1,215$276K0.05%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,211$275K0.28%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,210$275K0.08%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,210$275K<0.01%+1613F-HRTimelineGroup
Elite Life Management LLC1,156$274K0.32%-513F-HRTimeline
Certified Advisory Corp1,203$273K0.02%+413F-HRTimeline
Randall & Associates Wealth Management1,203$273K0.17%new13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,200$272K0.03%-19213F-HRTimeline
Mattern Wealth Management LLC1,200$272K0.04%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,193$271K0.07%new13F-HRTimeline
Vantus Wealth LLC1,192$271K0.15%13F-HRTimeline
Symphony Financial, Ltd. Co.1,187$270K0.03%new13F-HRTimeline
Keystone Financial Group1,183$269K0.02%-2,10013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,178$267K0.05%+113F-HRTimeline
AdvisorNet Financial, Inc1,177$267K0.01%+2113F-HRTimeline
Van Cleef Asset Management,Inc1,172$266K0.03%013F-HRTimeline
Convergence Financial, LLC1,170$266K0.02%013F-HRTimeline
RENAISSANCE GROUP LLC1,169$265K0.01%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,168$265K0.13%+2213F-HRTimeline
EWA, LLC1,161$263K0.05%+2013F-HRTimeline
StoryOne LLC1,158$263K0.12%+1,15813F-HRTimeline
Haverford Trust Co1,157$263K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,153$262K0.03%013F-HRTimeline
HANCOCK WHITNEY CORP1,152$261K<0.01%+8913F-HRTimeline
Birch Hill Investment Advisors LLC1,152$261K0.01%013F-HRTimeline
Creative Capital Management Investments…1,152$261K0.06%+1,12713F-HRTimeline
Sterling Investment Advisors, Ltd.1,150$261K0.04%013F-HRTimeline
NorthRock Partners, LLC1,146$260K<0.01%+4013F-HRTimeline
Owl Creek Wealth Partners LLC1,146$260K0.08%+1513F-HRTimeline
Warwick Investment Management, Inc.1,138$258K0.03%013F-HRTimeline
Successful Portfolios LLC1,113$258K0.12%013F-HRTimeline
Clark Capital Management Group, Inc.1,126$256K<0.01%-12413F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,120$254K0.02%013F-HRTimeline
Parkway Wealth Management Group, LLC1,119$254K0.03%-2013F-HRTimeline
WASHINGTON TRUST Co1,115$253K0.01%+1513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,114$253K0.01%-10013F-HRTimelineGroup
Abacus Planning Group, Inc.1,114$253K0.03%+2813F-HRTimeline
Intellus Advisors LLC1,113$253K0.03%-3213F-HRTimeline
AVISO WEALTH MANAGEMENT1,112$252K0.09%-2713F-HRTimeline
Marshall Financial Group, LLC1,108$252K0.04%-59013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,108$251K0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,107$251K0.03%new13F-HRTimeline
Samalin Investment Counsel, LLC1,101$250K0.08%+313F-HRTimeline
Sivia Capital Partners, LLC1,099$249K0.03%013F-HRTimeline
Choate Investment Advisors1,094$248K<0.01%013F-HRTimeline
Centiva Capital, LP1,094$248K0.01%new13F-HRTimeline
Storgate, LLC1,088$247K0.05%new13F-HRTimeline
First National Trust Co1,086$246K0.01%013F-HRTimeline
Klingman & Associates, LLC1,076$244K0.01%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,076$244K0.08%new13F-HRTimeline
Collaborative Fund Advisors, LLC1,076$244K0.14%new13F-HRTimeline
Curi Capital, LLC1,072$243K<0.01%-1313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,070$243K0.01%new13F-HRTimeline
Douglas Lane & Associates, LLC1,067$242K<0.01%+4113F-HRTimeline
Carter Financial Group, INC.1,066$242K0.13%-2313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,036$241K0.01%new13F-HRTimelineGroup
City State Bank1,061$241K0.06%013F-HRTimeline
Westfuller Advisors, LLC1,060$241K0.09%-1113F-HRTimeline
MONECO ADVISORS, LLC1,060$241K0.01%-2213F-HRTimeline
Diversified Portfolios, Inc.1,059$240K0.02%+3313F-HRTimeline
WealthTrust Asset Management, LLC1,058$240K0.13%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,058$240K0.05%-27813F-HRTimeline
Intelligence Driven Advisers, LLC1,055$239K0.04%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,042$237K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,041$236K0.04%+5313F-HRTimeline
Magnus Financial Group LLC1,040$236K0.02%new13F-HRTimeline
Mayflower Financial Advisors, LLC1,039$236K0.02%new13F-HRTimeline
Crusonia Wealth Advisors LLC1,039$236K0.04%+2213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,038$236K0.05%-8,90013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,036$235K0.01%+113F-HRTimeline
Stonebridge Financial Group, LLC/CA1,038$235K0.03%13F-HRTimeline
CacheTech Inc.1,031$234K0.04%013F-HRTimeline
Virtue Capital Management, LLC1,030$234K0.03%013F-HRTimeline
Emprise Bank1,030$234K0.09%013F-HRTimeline
Fielder Capital Group LLC1,030$234K0.05%+1213F-HRTimeline
North Star Investment Management Corp.1,030$234K0.01%+913F-HRTimeline
Carmel Capital Partners, LLC1,025$233K0.08%-613F-HRTimeline
Seven Springs Wealth Group, LLC1,024$232K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…1,018$231K0.01%-59313F-HRTimeline
Armor Investment Advisors, LLC1,013$230K0.07%013F-HRTimeline
BCS Private Wealth Management, Inc.1,013$230K0.07%013F-HRTimeline
Financial Designs Corp1,005$228K0.12%-21913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA1,000$228K0.01%new13F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC1,002$228K0.12%-5813F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.1,000$227K<0.01%-199,00013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO1,000$227K0.01%new13F-HRTimeline
Provident Investment Management, Inc.1,000$227K0.02%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,000$227K0.05%new13F-HRTimeline
Mill Capital Management, LLC1,000$227K0.02%new13F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…1,000$227K0.11%new13F-HRTimeline
Ballast, Inc.992$225K0.04%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC992$225K0.01%-31013F-HRTimeline
Beacon Financial Advisory LLC990$225K0.04%new13F-HRTimeline
Yoffe Investment Management, LLC989$224K0.26%new13F-HRTimeline
Samara Investment Management, LLC989$224K0.21%new13F-HRTimeline