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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,304 managers (1,337 13F filers) reported a position in WELL shares at 2025-09-30, 624,915,929 shares in all. 158 filers opened a position and 84 filers sold out during the quarter.

Managers
1,304
13F filers
1,337
New
158
Added
588
Reduced
357
Sold out
84
Shares held by filers
624,915,929

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Pinnacle Financial Partners Inc1,327$236K0.01%+2513F-HRTimeline
Cinctive Capital Management LP1,317$235K0.01%-29,94013F-HRTimeline
TABR Capital Management, LLC1,327$234K0.16%new13F-HRTimeline
Quent Capital, LLC1,312$234K0.02%new13F-HRTimeline
Wharton Business Group, LLC1,300$232K0.01%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,294$230K0.04%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,275$227K0.01%-9113F-HRTimeline
Alpha Zero LLC1,271$226K0.13%new13F-HRTimeline
Cyndeo Wealth Partners, LLC1,261$225K0.01%new13F-HRTimeline
Centurion Wealth Management LLC1,260$224K0.05%new13F-HRTimeline
True North Advisors, LLC1,260$224K0.04%-25213F-HRTimeline
Sowell Financial Services LLC1,254$223K0.01%-9113F-HRTimeline
Cooper Financial Group1,254$223K0.02%new13F-HRTimeline
Essential Partners LLC1,250$223K0.07%+1,06213F-HRTimeline
BEACON FINANCIAL GROUP1,250$223K0.02%new13F-HRTimeline
Compass Wealth Management, LLC/GA1,250$223K0.1%new13F-HRTimeline
Samalin Investment Counsel, LLC1,240$221K0.08%new13F-HRTimeline
Key Financial Inc1,231$221K0.04%013F-HRTimeline
Old Port Advisors1,238$221K0.06%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,235$220K0.04%new13F-HRTimeline
SCOTIA CAPITAL INC.1,232$219K<0.01%new13F-HRTimeline
Douglas Lane & Associates, LLC1,232$219K<0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,226$218K0.01%new13F-HRTimelineGroup
111 Capital1,223$218K0.04%new13F-HRTimeline
Court Place Advisors, LLC1,220$217K0.07%new13F-HRTimeline
FLC Capital Advisors1,215$216K0.04%new13F-HRTimeline
Argent Advisors, Inc.1,214$216K0.06%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,201$214K0.05%new13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,200$214K0.02%new13F-HRTimeline
Sterling Investment Advisors, Ltd.1,200$214K0.04%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,200$214K0.02%new13F-HRTimelineGroup
Allen Capital Group, LLC1,186$211K0.02%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,179$210K<0.01%new13F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO1,177$210K0.04%-40013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,174$209K0.09%+2313F-HRTimeline
Van Cleef Asset Management,Inc1,172$209K0.02%new13F-HRTimeline
PARK NATIONAL CORP /OH/1,172$209K0.01%new13F-HRTimeline
Abacus Planning Group, Inc.1,165$208K0.03%new13F-HRTimeline
Keebeck Wealth Management1,163$207K0.02%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,161$207K0.05%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,155$206K0.07%+73213F-HRTimeline
Bedel Financial Consulting, Inc.1,153$205K0.03%new13F-HRTimeline
Birch Hill Investment Advisors LLC1,152$205K0.01%-32013F-HRTimeline
Whalen Wealth Management Inc.1,149$205K0.12%new13F-HRTimeline
Core Wealth Partners LLC1,129$201K0.09%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,128$201K0.12%new13F-HRTimeline
Baker Avenue Asset Management, LP1,128$201K<0.01%new13F-HRTimeline
Successful Portfolios LLC1,125$200K0.12%new13F-HRTimeline
Pines Wealth Management, LLC1,124$200K0.07%new13F-HRTimeline
Tradition Wealth Management, LLC1,123$200K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,101$196K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,088$194K0.04%-16813F-HRTimeline
Westfuller Advisors, LLC1,064$190K0.09%new13F-HRTimeline
City State Bank1,058$188K0.05%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,046$186K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC1,001$178K0.03%-613F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…986$176K<0.01%13F-HRTimeline
Bollard Group LLC979$174K<0.01%013F-HRTimeline
North Star Investment Management Corp.956$170K0.01%+713F-HRTimeline
PRIVATE TRUST CO NA948$169K0.01%+1913F-HRTimeline
Family Capital Trust Co920$164K0.05%new13F-HRTimeline
Bayforest Capital Ltd915$163K0.08%new13F-HRTimeline
Point72 (DIFC) Ltd906$161K0.01%-39,15813F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC885$158K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC871$155K0.03%013F-HRTimeline
Catalyst Capital Advisors LLC869$155K<0.01%-49113F-HRTimeline
HM PAYSON & CO830$148K<0.01%+25513F-HRTimeline
Pathway Financial Advisers, LLC830$148K0.04%new13F-HRTimeline
Physician Wealth Advisors, Inc.801$143K0.02%+17013F-HRTimeline
FIRST UNITED BANK & TRUST800$143K0.05%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…800$142K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC776$138K0.02%+3313F-HRTimeline
GHP Investment Advisors, Inc.775$138K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC765$136K0.02%+14013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/740$132K0.05%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC722$129K0.09%-213F-HRTimeline
Inlight Wealth Management, LLC720$128K0.06%013F-HRTimeline
Turning Point Benefit Group, Inc.711$128K0.08%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC715$127K0.04%013F-HRTimeline
WEBSTER BANK, N. A.700$125K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC700$125K0.01%-1613F-HRTimeline
Orion Capital Management LLC672$120K0.04%-69013F-HRTimeline
LANARK FINANCIAL, INC.666$119K0.01%+713F-HRTimeline
Golden State Wealth Management, LLC663$118K0.01%013F-HRTimeline
ORG Partners LLC662$118K0.02%+8113F-HRTimeline
Wiser Advisor Group LLC656$117K0.15%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV583$104K0.01%-1613F-HRTimeline
MeadowBrook Investment Advisors LLC574$102K0.09%013F-HRTimeline
Franchise Capital Ltd569$101K0.04%-20013F-HRTimeline
Bank & Trust Co550$98K0.07%013F-HRTimeline
Manchester Capital Management LLC523$93.2K0.01%-4813F-HRTimeline
MCF Advisors LLC523$93.2K0.01%+2313F-HRTimeline
TRUST CO OF VERMONT522$93K<0.01%+10013F-HRTimeline
VALLEY NATIONAL ADVISERS INC510$90K0.01%+213F-HRTimeline
EASTERN BANK500$89.1K<0.01%+10313F-HRTimeline
Rosenberg Matthew Hamilton491$87.5K0.02%-14213F-HRTimeline
FSA Wealth Management LLC470$83.6K0.03%+313F-HRTimeline
Independence Bank of Kentucky451$80.3K0.01%+11013F-HRTimeline
Pinnacle Bancorp, Inc.450$80.2K0.02%013F-HRTimeline
Sachetta, LLC448$79.8K0.03%+5813F-HRTimeline
Deseret Mutual Benefit Administrators429$76.4K0.03%-4113F-HRTimeline
Cape Investment Advisory, Inc.429$76.4K0.08%+713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.424$75.6K<0.01%-1413F-HRTimelineGroup
Avalon Trust Co420$74.8K<0.01%new13F-HRTimeline
Caldwell Trust Co410$73K0.01%013F-HRTimeline
Asset Dedication, LLC405$72.1K<0.01%013F-HRTimeline
Riverview Trust Co400$71.3K0.09%013F-HRTimeline
Mechanics Financial Corp400$71.3K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC395$70.4K0.01%+10513F-HRTimeline
Rise Advisors, LLC389$69.4K0.02%+1613F-HRTimeline
Versant Capital Management, Inc386$68.8K0.01%+2513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC379$67.5K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC373$66.5K0.02%+35713F-HRTimeline
GW&K Investment Management, LLC360$64K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC350$62.4K0.01%013F-HRTimeline
Silvant Capital Management LLC348$62K<0.01%013F-HR/ATimeline
Piscataqua Savings Bank338$60.2K0.05%013F-HRTimeline
JPL Wealth Management, LLC335$59.8K0.01%new13F-HRTimeline
CITY HOLDING CO334$59.5K0.01%new13F-HRTimeline
Copia Wealth Management333$59.3K0.04%013F-HRTimeline
Salomon & Ludwin, LLC336$58.8K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.325$57.9K0.01%-313F-HRTimeline
West Financial Advisors, LLC320$57K0.01%013F-HRTimeline
NFSG Corp307$54.7K0.01%013F-HRTimeline
AFFINITY WEALTH LLC307$54.7K0.04%013F-HRTimeline
Collier Financial301$53.7K0.04%13F-HRTimeline
JNBA Financial Advisors300$53.5K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC300$53.4K0.01%013F-HRTimeline
Bell Investment Advisors, Inc293$52.2K0.01%-2213F-HRTimeline
Fortitude Family Office, LLC292$52K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC294$52K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd288$51.2K<0.01%+24613F-HRTimelineGroup
Truvestments Capital LLC278$49.5K0.01%+3313F-HRTimeline
Manitou Investment Management Ltd.270$48.1K0.01%013F-HRTimeline
TruNorth Capital Management, LLC261$46.5K0.01%013F-HRTimeline
Creekmur Asset Management LLC255$45.4K0.01%013F-HRTimeline
Financial Perspectives, Inc252$44.9K0.01%-3213F-HRTimeline
Covestor Ltd245$44K0.02%-2013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC231$41.2K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH228$40.6K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC226$40.3K<0.01%+1313F-HRTimeline
Hughes Financial Services, LLC203$38.8K0.01%+313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT215$38.3K<0.01%013F-HRTimeline
Grove Bank & Trust212$37.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC212$37.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.206$36.8K<0.01%-2013F-HRTimeline
First Command Advisory Services, Inc.205$36.5K<0.01%-2713F-HRTimeline
Global Trust Asset Management, LLC200$35.6K0.02%013F-HRTimeline
Global Wealth Strategies & Associates200$35.6K0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$35.6K0.03%-30,54613F-HR/ATimeline
MMA ASSET MANAGEMENT LLC199$35.5K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.230$35K<0.01%+3413F-HRTimelineGroup
Roxbury Financial LLC196$34.9K0.03%013F-HRTimeline
Smallwood Wealth Investment Management,…195$34.7K0.02%+1013F-HRTimeline
Sound Income Strategies, LLC206$34.5K<0.01%+2113F-HRTimeline
WPG Advisers, LLC191$34K0.03%+1013F-HRTimeline
Dunhill Financial, LLC187$33.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.186$33.1K0.03%013F-HRTimeline
Quarry LP185$33K0.01%new13F-HRTimeline
McIlrath & Eck, LLC184$32.8K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.183$32.6K0.01%013F-HRTimeline
Bank of New Hampshire182$32.4K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…176$31.4K0.01%+1013F-HRTimeline
Scarborough Advisors, LLC175$31.1K0.01%-9213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC172$30.7K0.01%+113F-HRTimeline
Wealth Preservation Advisors, LLC172$30.6K0.02%-113F-HRTimeline
SITTNER & NELSON, LLC171$30.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC165$29.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT163$29K<0.01%+1513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.158$28K<0.01%-1713F-HRTimeline
Park Place Capital Corp152$27.1K0.01%013F-HRTimeline
Nemes Rush Group LLC149$26.5K<0.01%+4913F-HRTimeline
Solstein Capital, LLC148$26.4K0.01%013F-HRTimeline
Activest Wealth Management147$26.2K0.01%+1113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC146$26K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.142$26K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC143$25.5K0.01%+2413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143$25.5K<0.01%013F-HRTimeline
Howard Hughes Medical Institute143$25.5K0.01%+1213F-HRTimeline
Financial Network Wealth Advisors LLC142$25.3K0.03%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…142$25.3K0.01%+6513F-HRTimeline
Provenance Wealth Advisors, LLC139$24.8K<0.01%013F-HRTimeline
New England Capital Financial Advisors …136$24.2K0.01%013F-HRTimeline
Morse Asset Management, Inc135$24K<0.01%+1013F-HRTimeline
Avion Wealth135$24K0.01%+213F-HRTimeline
Center for Financial Planning, Inc.133$23.7K<0.01%013F-HRTimeline
Palisade Asset Management, LLC131$23.3K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC131$23.3K<0.01%-413F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV131$23K0.01%+313F-HRTimeline
Central Pacific Bank - Trust Division125$22.3K<0.01%013F-HRTimeline
Root Financial Partners, LLC118$21K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…114$20.3K0.02%013F-HRTimeline
Coston, McIsaac & Partners115$20K<0.01%013F-HRTimeline
J.Safra Asset Management Corp110$19.6K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC110$19.6K0.02%013F-HRTimeline
IMA Advisory Services, Inc.107$19.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC105$18.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC105$18.7K0.01%013F-HRTimeline
Abound Wealth Management102$18.2K<0.01%013F-HRTimeline
Robinswood Financial LLC101$18.1K0.01%013F-HRTimeline