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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,208 managers (1,238 13F filers) reported a position in WELL shares at 2025-03-31, 635,735,238 shares in all. 173 filers opened a position and 64 filers sold out during the quarter.

Managers
1,208
13F filers
1,238
New
173
Added
531
Reduced
340
Sold out
64
Shares held by filers
635,735,238

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bruce G. Allen Investments, LLC736$113K0.09%013F-HRTimeline
CVA Family Office, LLC733$112K0.02%+8013F-HRTimeline
Inlight Wealth Management, LLC720$110K0.07%new13F-HRTimeline
HHM Wealth Advisors, LLC716$110K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC715$110K0.05%013F-HR/ATimeline
WEBSTER BANK, N. A.700$107K0.01%013F-HRTimeline
Clearstead Trust, LLC695$106K0.02%013F-HRTimeline
Princeton Global Asset Management LLC691$106K0.02%-13813F-HRTimeline
Golden State Wealth Management, LLC662$102K0.02%-1113F-HR/ATimeline
Wiser Advisor Group LLC656$100K0.15%+313F-HRTimeline
Glen Eagle Advisors, LLC625$95.8K0.02%-113F-HRTimeline
First Horizon Advisors, Inc.616$94.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.616$94.4K0.04%+11013F-HRTimeline
Physician Wealth Advisors, Inc.615$94.2K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV583$89.3K0.01%+4413F-HRTimeline
MeadowBrook Investment Advisors LLC574$87.9K0.08%013F-HRTimeline
Manchester Capital Management LLC571$87.5K0.01%+11713F-HRTimeline
Bank & Trust Co550$84.3K0.07%013F-HRTimeline
HM PAYSON & CO533$81.7K<0.01%013F-HRTimeline
Catalyst Capital Advisors LLC527$80.7K<0.01%new13F-HRTimeline
Avalon Trust Co517$79.2K0.01%new13F-HRTimeline
Creekmur Asset Management LLC505$77.4K0.02%-313F-HRTimeline
VALLEY NATIONAL ADVISERS INC508$77K0.01%+313F-HRTimeline
MCF Advisors LLC500$76.6K0.01%-2413F-HRTimeline
ORG Partners LLC477$73.5K0.02%-113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management474$72.6K<0.01%-713F-HRTimelineGroup
Deseret Mutual Benefit Administrators470$72K0.04%-3713F-HRTimeline
FSA Wealth Management LLC465$71.3K0.03%+213F-HRTimeline
Pinnacle Bancorp, Inc.450$68.9K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC433$66.4K0.02%+113F-HRTimeline
Cape Investment Advisory, Inc.422$64.7K0.03%013F-HRTimeline
Asset Dedication, LLC411$63K0.01%+813F-HRTimeline
Caldwell Trust Co410$62.8K0.01%-20013F-HRTimeline
Mechanics Financial Corp400$61.3K0.03%013F-HRTimeline
Compass Wealth Management LLC400$61.3K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.399$61.1K<0.01%+15113F-HRTimelineGroup
PRIVATE TRUST CO NA394$60.4K0.01%+1513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.394$60.4K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC385$59.1K0.02%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P384$59K<0.01%-20713F-HRTimelineGroup
Versant Capital Management, Inc381$58.4K0.01%+8113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC379$58.1K<0.01%+6613F-HRTimelineGroup
Sachetta, LLC379$58.1K0.02%-113F-HRTimeline
Rise Advisors, LLC365$55.9K0.02%+6913F-HRTimeline
Financial Perspectives, Inc359$55K0.02%-21613F-HRTimeline
Silvant Capital Management LLC348$53.3K<0.01%013F-HRTimeline
Piscataqua Savings Bank338$51.8K0.05%013F-HRTimeline
Independence Bank of Kentucky333$51K0.01%013F-HRTimeline
Financial Management Professionals, Inc.328$50.3K0.01%+1213F-HRTimeline
GW&K Investment Management, LLC326$50K<0.01%+5613F-HRTimeline
West Financial Advisors, LLC320$49K0.01%013F-HRTimeline
AFFINITY WEALTH LLC307$47K0.05%+713F-HRTimeline
JNBA Financial Advisors300$46K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC300$46K0.02%013F-HRTimeline
Anchor Investment Management, LLC300$46K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC300$46K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC300$46K0.01%13F-HRTimeline
Fortitude Family Office, LLC297$45.5K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC294$45K0.01%+10713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.292$45K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc289$44.3K0.01%-313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT283$43.4K<0.01%+6813F-HRTimeline
Covestor Ltd277$43K0.03%-26713F-HRTimeline
NewSquare Capital LLC278$42.6K<0.01%+17213F-HRTimeline
Truvestments Capital LLC271$41.5K0.01%new13F-HRTimeline
Manitou Investment Management Ltd.270$41.4K0.01%013F-HRTimeline
TruNorth Capital Management, LLC261$40K0.01%013F-HRTimeline
Sound Income Strategies, LLC258$39.5K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC255$39.1K<0.01%+2413F-HRTimeline
Cherry Tree Wealth Management, LLC250$38.3K0.01%013F-HRTimeline
SIERRA OCEAN, LLC245$37.7K0.03%+2513F-HRTimeline
Saudi Central Bank245$37.5K0.2%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH228$34.9K0.01%013F-HRTimeline
WPG Advisers, LLC221$33.9K0.03%+4913F-HRTimeline
NFSG Corp220$33.7K0.01%-10313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS212$32.5K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC212$32.5K<0.01%new13F-HRTimeline
Franchise Capital Ltd209$32K0.02%new13F-HRTimeline
First Command Advisory Services, Inc.205$31.4K<0.01%-19513F-HRTimeline
Hughes Financial Services, LLC203$31.3K0.01%new13F-HRTimeline
PSI Advisors, LLC203$31.1K0.01%013F-HRTimeline
Global Trust Asset Management, LLC200$30.6K0.02%013F-HRTimeline
Trivant Custom Portfolio Group, LLC200$30.6K0.02%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$30.6K0.02%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.195$29.9K<0.01%+113F-HRTimelineGroup
Roxbury Financial LLC189$29K0.03%+113F-HRTimeline
TRUST CO OF VERMONT188$28.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.186$28.4K0.03%+413F-HRTimeline
Smallwood Wealth Investment Management,…185$28.3K0.02%new13F-HRTimeline
McIlrath & Eck, LLC184$28.2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.183$28K0.01%+813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.184$28K<0.01%new13F-HRTimeline
Bank of New Hampshire182$27.9K0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC216$27.2K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC177$27.1K<0.01%+113F-HRTimeline
Wealth Preservation Advisors, LLC173$26.5K0.02%13F-HRTimeline
SITTNER & NELSON, LLC171$26.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC170$26.1K0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp169$25.9K<0.01%+14813F-HRTimelineGroup
Atlantic Edge Private Wealth Management…166$25.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC191$24.1K<0.01%013F-HRTimeline
Park Place Capital Corp152$23.3K0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT148$22.7K<0.01%013F-HRTimeline
Grove Bank & Trust147$22.5K<0.01%-55213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC145$22.2K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.142$22K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC142$21.8K0.03%new13F-HRTimeline
Provenance Wealth Advisors, LLC139$21.3K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO136$20.8K<0.01%-513F-HRTimelineGroup
Activest Wealth Management134$20.5K0.01%+12913F-HRTimeline
Center for Financial Planning, Inc.133$20.4K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC131$20.1K<0.01%013F-HRTimelineGroup
MorganRosel Wealth Management, LLC130$19.9K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.126$19.3K<0.01%-10013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC125$19.2K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV128$19K0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd124$18.8K<0.01%+1213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC119$18.2K0.01%+1913F-HRTimeline
WEST PACES ADVISORS INC.117$17.9K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC111$17K0.01%013F-HRTimeline
Coston, McIsaac & Partners115$17K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC109$16.7K0.02%013F-HRTimeline
Dunhill Financial, LLC105$16.1K0.01%-2313F-HRTimeline
WOLFF WIESE MAGANA LLC105$16.1K0.01%-2313F-HRTimeline
IMA Advisory Services, Inc.103$15.8K<0.01%new13F-HRTimeline
Abound Wealth Management102$15.6K0.01%-2413F-HRTimeline
Robinswood Financial LLC101$15.5K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$15.3K0.01%013F-HRTimeline
Perkins Coie Trust Co100$15.3K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$15.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$15.3K<0.01%013F-HRTimeline
iA Global Asset Management Inc.99$15K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …94$14.4K0.03%013F-HRTimeline
Winch Advisory Services, LLC93$14.3K<0.01%013F-HRTimeline
Wayfinding Financial, LLC96$14K0.01%new13F-HRTimeline
New Millennium Group LLC91$13.9K0.01%013F-HRTimeline
High Note Wealth, LLC86$13.2K<0.01%+713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.85$13K0.01%new13F-HRTimeline
Citizens National Bank Trust Department83$12.7K<0.01%013F-HRTimeline
Red Tortoise LLC81$12.4K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.78$11.9K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…77$11.8K0.01%+7213F-HRTimeline
Binnacle Investments Inc77$11.8K0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC73$11.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC75$11.1K<0.01%+3913F-HRTimeline
Avion Wealth88$11K<0.01%013F-HRTimeline
Hemington Wealth Management78$11K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.9,393$9.39K<0.01%new13F-HRTimeline
Navigoe, LLC60$9K0.01%013F-HRTimeline
BIRCHBROOK, INC.58$8.94K0.01%-15013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST55$8.43K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.55$8.43K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.55$8.21K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$7.81K<0.01%-15413F-HRTimeline
VSM Wealth Advisory, LLC50$7.66K<0.01%013F-HRTimeline
Peoples Bank/KS50$7.66K0.01%013F-HRTimeline
First Pacific Financial49$7.51K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC47$7.2K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.46$7.05K<0.01%+813F-HRTimeline
Capital A Wealth Management, LLC46$7.05K0.01%+213F-HRTimeline
Compass Financial Services Inc46$7K<0.01%-4613F-HRTimeline
Aspect Partners, LLC45$6.89K<0.01%+313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…37$5.76K<0.01%-2113F-HRTimeline
MJT & Associates Financial Advisory Gro…37$5.67K0.01%13F-HRTimeline
New England Capital Financial Advisors …34$5.21K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC34$5.21K<0.01%-713F-HRTimeline
WealthTrak Capital Management LLC33$5.06K<0.01%+2213F-HRTimeline
DT Investment Partners, LLC32$4.9K<0.01%013F-HRTimeline
TD Capital Management LLC31$4.77K<0.01%+2613F-HRTimeline
CITY HOLDING CO31$4.75K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.30$4.61K<0.01%013F-HRTimeline
Clark Wealth Partners29$4.44K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC31$4.39K<0.01%+1613F-HRTimeline
Millstone Evans Group, LLC23$3.52K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$3.37K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$3.37K<0.01%013F-HRTimeline
NVWM, LLC19$2.91K<0.01%+313F-HRTimeline
DUNCKER STREETT & CO INC17$2.6K<0.01%013F-HRTimeline
True Wealth Design, LLC16$2.48K<0.01%+1013F-HRTimeline
Trifecta Capital Advisors, LLC15$2.3K<0.01%013F-HRTimeline
Redwood Park Advisors LLC15$2.3K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14$2.15K<0.01%-1413F-HRTimelineGroup
Core Alternative Capital14$2.15K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC12$1.84K<0.01%new13F-HR/ATimeline
BFSG, LLC11$1.69K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC11$1.69K<0.01%-3513F-HRTimeline
Clean Yield Group11$1.69K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC11$1.56K<0.01%+413F-HRTimeline
American Capital Advisory, LLC10$1.53K<0.01%new13F-HRTimeline
S&T Bank/PA10$1.53K<0.01%new13F-HRTimeline
GoalVest Advisory LLC10$1.53K<0.01%new13F-HRTimeline
JDM Financial Group LLC10$1.53K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.46K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.7$1.08K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…7$1.07K<0.01%+113F-HRTimeline
Ruedi Wealth Management, Inc.7$1.07K<0.01%013F-HRTimeline
Blume Capital Management, Inc.5$767<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …5$766<0.01%new13F-HR/ATimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC5$766<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$766<0.01%13F-HRTimelineGroup