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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,103 managers (1,129 13F filers) reported a position in WELL shares at 2024-12-31, 617,917,910 shares in all. 88 filers opened a position and 77 filers sold out during the quarter.

Managers
1,103
13F filers
1,129
New
88
Added
463
Reduced
323
Sold out
77
Shares held by filers
617,917,910

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Park Place Capital Corp151$19K0.01%013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.150$18.9K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT148$18.7K<0.01%+1313F-HRTimeline
Strategic Investment Solutions, Inc. /IL205$18.4K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP146$18.4K<0.01%+3113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC144$18.2K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.142$18K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO141$17.8K<0.01%+9013F-HRTimelineGroup
Provenance Wealth Advisors, LLC139$17.5K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.133$16.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC131$16.5K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC128$16.1K0.01%013F-HRTimeline
Dunhill Financial, LLC128$16.1K0.01%+2313F-HRTimeline
Abound Wealth Management126$15.8K0.01%+2013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC125$15.8K<0.01%013F-HRTimeline
Bayforest Capital Ltd120$15.1K0.02%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners117$14.8K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.117$14.7K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.115$14.5K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd112$14.1K<0.01%+2513F-HRTimelineGroup
Coston, McIsaac & Partners115$14K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC111$14K0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC109$13.7K0.01%13F-HRTimeline
NewSquare Capital LLC106$13.4K<0.01%+1813F-HRTimeline
Central Pacific Bank - Trust Division104$13.1K<0.01%013F-HRTimeline
Robinswood Financial LLC101$12.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$12.6K<0.01%+2513F-HRTimeline
BARRETT & COMPANY, INC.100$12.6K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$12.6K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$12.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC98$12.4K0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …94$11.8K0.02%new13F-HRTimeline
Winch Advisory Services, LLC93$11.7K<0.01%+113F-HRTimeline
Compass Financial Services Inc92$11.6K0.01%13F-HRTimeline
New Millennium Group LLC91$11.5K0.01%new13F-HRTimeline
Avion Wealth88$11K<0.01%+413F-HRTimeline
Citizens National Bank Trust Department83$10.5K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.75$10.2K0.01%new13F-HRTimeline
Red Tortoise LLC81$10.2K0.01%013F-HRTimeline
High Note Wealth, LLC79$9.96K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC79$9.96K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.78$9.83K0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC73$9.2K<0.01%013F-HRTimeline
Hemington Wealth Management78$9K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.55$8.33K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$7.31K<0.01%+2113F-HR/ATimeline
Navigoe, LLC60$7K0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST55$6.93K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.55$6.93K0.01%13F-HRTimeline
Morse Asset Management, Inc50$6.3K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC50$6.3K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC50$6.3K<0.01%13F-HRTimeline
Peoples Bank/KS50$6.3K<0.01%013F-HRTimeline
Global Financial Private Client, LLC47$5.92K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC46$5.82K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC46$5.75K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC44$5.54K0.01%13F-HRTimeline
Aspect Partners, LLC42$5.29K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC41$5.17K<0.01%+213F-HRTimeline
Cornerstone Planning Group LLC36$4.98K<0.01%+113F-HRTimeline
Riggs Asset Managment Co. Inc.38$4.75K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC36$4.54K<0.01%+813F-HRTimeline
New England Capital Financial Advisors …34$4.29K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC34$4.29K<0.01%013F-HRTimeline
DT Investment Partners, LLC32$4.03K<0.01%013F-HRTimeline
TFC Financial Management, Inc.30$3.79K<0.01%013F-HRTimeline
Clark Wealth Partners29$3.65K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…28$3.53K<0.01%+1413F-HRTimelineGroup
OARSMAN CAPITAL, INC.26$3.28K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC25$3.15K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC23$2.9K<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$2.77K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$2.77K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp21$2.65K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC17$2.14K<0.01%013F-HRTimeline
Human Investing LLC16$2.02K<0.01%new13F-HRTimeline
NVWM, LLC16$2.02K<0.01%013F-HRTimeline
Addison Advisors LLC15$1.89K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC15$1.89K<0.01%013F-HRTimeline
Redwood Park Advisors LLC15$1.89K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC15$1.89K<0.01%13F-HRTimeline
Core Alternative Capital14$1.76K<0.01%013F-HRTimeline
Financial Life Planners13$1.68K<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.13$1.64K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.12$1.51K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC11$1.39K<0.01%13F-HRTimeline
Clean Yield Group11$1.39K<0.01%013F-HRTimeline
JDM Financial Group LLC10$1.26K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.2K<0.01%-1013F-HRTimeline
Strengthening Families & Communities, L…6$1K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.7$882<0.01%013F-HRTimeline
Nemes Rush Group LLC7$882<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC7$864<0.01%13F-HRTimeline
True Wealth Design, LLC6$778<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.6$756<0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC6$756<0.01%013F-HRTimeline
TD Capital Management LLC5$641<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$630<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$630<0.01%013F-HRTimelineGroup
Activest Wealth Management5$630<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC5$630<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5$630<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC1$69<0.01%13F-HRTimeline