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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,241 managers (1,268 13F filers) reported a position in WELL shares at 2025-06-30, 647,491,358 shares in all. 112 filers opened a position and 81 filers sold out during the quarter.

Managers
1,241
13F filers
1,268
New
112
Added
590
Reduced
364
Sold out
81
Shares held by filers
647,491,358

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Phocas Financial Corp.1,334$205K0.03%-2013F-HRTimeline
XML Financial, LLC1,334$205K0.02%013F-HRTimeline
Crestwood Advisors Group, LLC1,320$203K<0.01%new13F-HRTimeline
Pinnacle Financial Partners Inc1,302$200K<0.01%-19413F-HRTimeline
Wharton Business Group, LLC1,300$200K0.01%-1,25513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,256$193K0.07%+22913F-HRTimeline
Key Financial Inc1,231$189K0.04%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,174$180K<0.01%013F-HR/ATimeline
Greykasell Wealth Strategies, Inc.1,151$177K0.08%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,109$170K<0.01%+97313F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,101$169K0.03%013F-HRTimeline
City State Bank1,058$163K0.05%013F-HRTimeline
SJS Investment Consulting Inc.1,009$155K0.02%+7313F-HRTimeline
Princeton Global Asset Management LLC1,007$155K0.03%+31613F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…986$152K<0.01%new13F-HRTimeline
Bollard Group LLC979$151K<0.01%+5013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC965$148K0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC951$146K0.02%-8213F-HRTimeline
North Star Investment Management Corp.949$146K0.01%+213F-HRTimeline
PRIVATE TRUST CO NA929$143K0.01%+53513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC885$136K<0.01%-10513F-HRTimelineGroup
Clearstead Trust, LLC871$134K0.03%+17613F-HRTimeline
FIRST UNITED BANK & TRUST800$123K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.775$119K0.01%013F-HRTimeline
Franchise Capital Ltd769$118K0.06%+56013F-HRTimeline
AdvisorNet Financial, Inc751$115K0.01%-6313F-HRTimeline
CVA Family Office, LLC743$114K0.02%+1013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/740$114K0.05%013F-HR/ATimelineGroup
Bruce G. Allen Investments, LLC724$111K0.08%-1213F-HRTimeline
Inlight Wealth Management, LLC720$111K0.06%013F-HRTimeline
HHM Wealth Advisors, LLC716$110K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC715$110K0.04%013F-HRTimeline
WEBSTER BANK, N. A.700$108K0.01%013F-HRTimeline
Golden State Wealth Management, LLC663$102K0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.659$101K0.01%-20113F-HRTimeline
Rosenberg Matthew Hamilton633$97.3K0.02%-25013F-HRTimeline
Physician Wealth Advisors, Inc.631$96.9K0.02%+1613F-HRTimeline
Glen Eagle Advisors, LLC625$96.1K0.01%013F-HRTimeline
First Horizon Advisors, Inc.616$94.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV599$92K0.01%+1613F-HRTimeline
HM PAYSON & CO575$88.4K<0.01%+4213F-HRTimeline
MeadowBrook Investment Advisors LLC574$88.2K0.08%013F-HRTimeline
ORG Partners LLC581$88.1K0.02%+10413F-HRTimeline
Manchester Capital Management LLC571$87.8K0.01%013F-HRTimeline
Caitong International Asset Management …566$87K0.06%new13F-HRTimeline
Bank & Trust Co550$84.6K0.07%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC510$84K0.03%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC508$78K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.506$77.7K0.04%-11013F-HRTimeline
MCF Advisors LLC500$76.9K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators470$72.3K0.03%013F-HRTimeline
FSA Wealth Management LLC467$71.9K0.03%+213F-HRTimeline
Pinnacle Bancorp, Inc.450$69.2K0.02%013F-HRTimeline
Iron Horse Wealth Management, LLC440$67.6K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.438$67.4K<0.01%+3913F-HRTimelineGroup
Wood Tarver Financial Group, LLC435$66K0.02%+213F-HRTimeline
SUMMIT SECURITIES GROUP LLC423$65K0.02%new13F-HRTimeline
TRUST CO OF VERMONT422$64.9K<0.01%+23413F-HRTimeline
Cape Investment Advisory, Inc.422$64.9K0.02%013F-HRTimeline
Caldwell Trust Co410$63K0.01%013F-HRTimeline
Asset Dedication, LLC405$62.3K<0.01%-613F-HRTimeline
Riverview Trust Co400$61.5K0.08%-1,09413F-HRTimeline
Mechanics Financial Corp400$61.5K0.03%013F-HRTimeline
EASTERN BANK397$61K<0.01%-75513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.394$60.6K0.01%013F-HRTimeline
Sachetta, LLC390$60K0.02%+1113F-HRTimeline
Opal Wealth Advisors, LLC387$59.5K0.02%+213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC379$58.3K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC373$57.3K0.02%+813F-HRTimeline
NewSquare Capital LLC362$55.6K<0.01%+8413F-HRTimeline
Versant Capital Management, Inc361$55.5K0.01%-2013F-HRTimeline
GW&K Investment Management, LLC359$55K<0.01%+3313F-HRTimeline
Anchor Investment Management, LLC350$53.8K<0.01%+5013F-HRTimeline
Silvant Capital Management LLC348$53.5K<0.01%013F-HRTimeline
Independence Bank of Kentucky341$52.4K0.01%+813F-HRTimeline
Piscataqua Savings Bank338$52K0.04%013F-HRTimeline
Copia Wealth Management333$51.2K0.04%new13F-HRTimeline
Financial Management Professionals, Inc.328$50.4K0.01%013F-HRTimeline
West Financial Advisors, LLC320$49.2K0.01%013F-HRTimeline
Bell Investment Advisors, Inc315$48.4K0.01%+2613F-HRTimeline
NFSG Corp307$47.2K0.01%+8713F-HRTimeline
AFFINITY WEALTH LLC307$47.2K0.04%013F-HRTimeline
JNBA Financial Advisors300$46.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC300$46.1K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC294$45K0.01%013F-HRTimeline
Fortitude Family Office, LLC292$44.9K0.01%-513F-HRTimeline
Private Wealth Asset Management, LLC290$44.6K0.01%-1013F-HRTimeline
Financial Perspectives, Inc284$43.7K0.01%-7513F-HRTimeline
Manitou Investment Management Ltd.270$41.5K0.01%013F-HRTimeline
Covestor Ltd265$41K0.02%-1213F-HRTimeline
Scarborough Advisors, LLC267$41K0.01%new13F-HRTimeline
TruNorth Capital Management, LLC261$40.1K0.01%013F-HRTimeline
SIERRA OCEAN, LLC258$39.8K0.03%+1313F-HRTimeline
Creekmur Asset Management LLC255$39.2K0.01%-25013F-HRTimeline
Truvestments Capital LLC245$37.7K0.01%-2613F-HRTimeline
First Command Advisory Services, Inc.232$35.7K<0.01%+2713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC231$35.5K<0.01%-2413F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH228$35K0.01%013F-HRTimeline
Hughes Financial Services, LLC200$33.8K0.01%-313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT215$33.1K<0.01%-6813F-HRTimeline
CBIZ Investment Advisory Services, LLC213$32.7K<0.01%+20113F-HRTimeline
Grove Bank & Trust212$32.6K<0.01%+6513F-HRTimeline
N.E.W. Advisory Services LLC212$32.6K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC30,746$30.7K0.04%+30,54613F-HR/ATimeline
Global Trust Asset Management, LLC200$30.7K0.02%013F-HRTimeline
Roxbury Financial LLC196$30.1K0.03%+713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.196$30.1K<0.01%+113F-HRTimelineGroup
Essential Partners LLC188$28.9K0.01%13F-HRTimeline
Dunhill Financial, LLC187$28.8K0.01%+8213F-HRTimeline
Quest 10 Wealth Builders, Inc.186$28.5K0.03%013F-HRTimeline
Sunbelt Securities, Inc.226$28.5K<0.01%+10013F-HRTimeline
Smallwood Wealth Investment Management,…185$28.4K0.02%013F-HRTimeline
Sound Income Strategies, LLC185$28.4K<0.01%-7313F-HRTimeline
McIlrath & Eck, LLC184$28.3K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.183$28.1K0.01%013F-HRTimeline
Bank of New Hampshire182$28K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC181$27.8K<0.01%+17013F-HRTimeline
WPG Advisers, LLC181$27.8K0.02%-4013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.175$27K<0.01%-913F-HRTimeline
Wealth Preservation Advisors, LLC173$26.6K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC171$26.4K0.01%+113F-HRTimeline
SITTNER & NELSON, LLC171$26.3K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…166$25.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC165$25.3K<0.01%-1213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management160$24.6K<0.01%-31413F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP156$23.9K0.01%13F-HRTimeline
Park Place Capital Corp152$23K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT148$22.8K<0.01%013F-HRTimeline
Solstein Capital, LLC148$22.8K0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC145$22.4K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.142$22K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143$22K<0.01%-4813F-HRTimeline
Financial Network Wealth Advisors LLC142$21.8K0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC139$21.4K<0.01%013F-HRTimeline
New England Capital Financial Advisors …136$20.9K0.01%+10213F-HRTimeline
Activest Wealth Management136$20.9K0.01%+213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC135$20.8K<0.01%+413F-HRTimelineGroup
Center for Financial Planning, Inc.133$20.4K<0.01%013F-HRTimeline
Howard Hughes Medical Institute131$20.1K0.01%new13F-HRTimeline
Avion Wealth133$20K<0.01%+4513F-HR/ATimeline
MorganRosel Wealth Management, LLC130$20K0.01%013F-HRTimeline
Morse Asset Management, Inc125$19.2K<0.01%-5,40013F-HRTimeline
Central Pacific Bank - Trust Division125$19.2K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV128$19K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp122$18.8K<0.01%-4713F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC119$18.3K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…114$17.5K0.02%+7713F-HR/ATimeline
Coston, McIsaac & Partners115$17K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC110$16.8K0.02%+113F-HRTimeline
IMA Advisory Services, Inc.107$16.4K<0.01%+413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC105$16.1K<0.01%-2013F-HRTimeline
WOLFF WIESE MAGANA LLC105$16.1K0.01%013F-HRTimeline
Abound Wealth Management102$15.6K<0.01%013F-HRTimeline
Robinswood Financial LLC101$15.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$15.4K0.01%013F-HRTimeline
Perkins Coie Trust Co100$15.4K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$15.4K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC100$15.4K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.100$15.4K<0.01%013F-HRTimeline
Nemes Rush Group LLC100$15.4K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …94$14.5K0.02%013F-HRTimeline
Winch Advisory Services, LLC94$14.4K<0.01%+113F-HRTimeline
New Millennium Group LLC91$14K0.01%013F-HRTimeline
High Note Wealth, LLC87$13.4K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC77$13.1K<0.01%+213F-HRTimeline
Citizens National Bank Trust Department83$12.8K<0.01%013F-HRTimeline
Red Tortoise LLC81$12.5K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.78$12K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…77$11.8K0.01%013F-HRTimeline
Binnacle Investments Inc77$11.8K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC73$11.2K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.10,376$10.4K<0.01%+98313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.65$9.99K0.01%-2013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P61$9.38K<0.01%-32313F-HRTimelineGroup
Semmax Financial Advisors Inc.55$9.24K<0.01%013F-HRTimeline
BIRCHBROOK, INC.59$9.01K<0.01%+113F-HRTimeline
Navigoe, LLC60$9K0.01%013F-HRTimeline
Kilter Group LLC55$8.46K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST55$8.46K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.55$8.46K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$8.24K<0.01%+1613F-HRTimeline
Heritage Wealth Advisors52$7.99K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC50$7.69K<0.01%013F-HRTimeline
PFS Partners, LLC48$7.38K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.46$7.07K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC46$7.07K0.01%new13F-HRTimeline
Compass Financial Services Inc46$7.05K<0.01%013F-HRTimeline
Hemington Wealth Management46$7K<0.01%-3213F-HRTimeline
Aspect Partners, LLC45$6.92K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd42$6.39K<0.01%-8213F-HRTimelineGroup
WealthTrak Capital Management LLC41$6.3K0.01%+813F-HRTimeline
Bare Financial Services, Inc33$5.07K<0.01%+2913F-HRTimeline
DT Investment Partners, LLC32$4.92K<0.01%013F-HRTimeline
TD Capital Management LLC31$4.79K<0.01%013F-HRTimeline
TFC Financial Management, Inc.30$4.62K<0.01%013F-HRTimeline
S&T Bank/PA29$4.46K<0.01%+1913F-HRTimeline
HighMark Wealth Management LLC29$4.46K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC29$4.46K<0.01%-213F-HRTimeline
Clark Wealth Partners29$4.46K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC26$4.01K<0.01%new13F-HRTimeline