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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,400 managers (1,437 13F filers) reported a position in WELL shares at 2025-12-31, 676,486,421 shares in all. 128 filers opened a position and 85 filers sold out during the quarter.

Managers
1,400
13F filers
1,437
New
128
Added
611
Reduced
408
Sold out
85
Shares held by filers
676,486,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Forum Financial Management, LPin group Forum Financial Management, LP1,556$289K<0.01%new13F-HRTimelineGroup
Delta Investment Management, LLC1,555$289K0.05%new13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC1,555$289K0.08%-34113F-HRTimeline
Quent Capital, LLC1,554$288K0.02%+24213F-HRTimeline
Westside Investment Management, Inc.1,538$287K0.05%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,544$287K0.12%-5013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,519$282K0.03%013F-HRTimeline
Onyx Bridge Wealth Group LLC1,513$281K0.03%-213F-HRTimeline
Avestar Capital, LLC1,510$280K0.02%-8613F-HRTimeline
CERTUITY, LLC1,506$280K0.02%+813F-HRTimeline
Challenger Wealth Management1,502$279K0.21%+613F-HRTimeline
Hanson & Doremus Investment Management1,500$278K0.03%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,496$278K0.13%new13F-HRTimeline
Procyon Advisors, LLC1,492$277K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC1,489$276K0.06%new13F-HRTimeline
Schneider Downs Wealth Management Advis…1,487$276K0.03%013F-HRTimeline
COURIER CAPITAL LLC1,487$276K0.02%013F-HRTimeline
FineMark National Bank & Trust1,486$276K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,477$274K0.01%-2,48413F-HRTimeline
AdvisorNet Financial, Inc1,460$271K0.01%+3713F-HRTimeline
Werba Rubin Papier Wealth Management1,450$269K0.07%+5813F-HRTimeline
Fairscale Capital, LLC1,448$269K0.18%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,445$268K0.11%+613F-HRTimeline
Concorde Asset Management, LLC1,444$268K0.11%-4013F-HRTimeline
One Degree Advisors Inc1,438$266K0.07%-44513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,432$266K0.01%+3713F-HRTimeline
Revolve Wealth Partners, LLC1,430$265K0.03%+413F-HRTimeline
Sovran Advisors, LLC1,404$264K0.02%+7813F-HRTimeline
Vectors Research Management, LLC1,422$264K0.08%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,418$263K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,416$263K0.02%new13F-HRTimeline
Abel Hall, LLC1,395$259K0.06%new13F-HRTimeline
Cyndeo Wealth Partners, LLC1,392$258K0.01%+13113F-HRTimeline
Stonebridge Capital Advisors LLC1,390$258K0.02%+213F-HRTimeline
Verdence Capital Advisors LLC1,385$257K0.02%+5613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,384$257K0.02%013F-HRTimeline
Argent Advisors, Inc.1,384$257K0.07%+17013F-HRTimeline
FourThought Financial Partners, LLC1,383$257K0.02%-7013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,382$257K0.02%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,380$256K0.08%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,368$254K0.09%+1713F-HRTimeline
Focused Wealth Management, Inc1,361$253K0.03%+113F-HRTimeline
Cooper Financial Group1,361$253K0.03%+10713F-HRTimeline
Carr Financial Group Corp1,358$252K0.07%-39013F-HRTimeline
Aspire Private Capital, LLC1,356$252K0.06%+213F-HRTimeline
Diversified Enterprises, LLC1,352$251K0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC1,350$251K0.12%013F-HRTimeline
DRW Securities, LLC1,350$251K0.02%-22,61013F-HRTimeline
Drucker Wealth 3.0, LLC1,335$248K0.04%+513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,330$247K0.01%013F-HRTimeline
RFG Advisory, LLC1,326$246K<0.01%-3913F-HRTimeline
111 Capital1,317$244K0.05%+9413F-HRTimeline
Focus Financial Network, Inc.1,301$242K0.01%-41513F-HRTimeline
Wharton Business Group, LLC1,300$241K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC1,297$241K0.01%-63713F-HRTimeline
PARK NATIONAL CORP /OH/1,290$239K0.01%+11813F-HRTimeline
Perennial Investment Advisors, LLC1,288$239K0.02%new13F-HRTimeline
Core Wealth Partners LLC1,284$238K0.11%+15513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,283$238K0.04%-1113F-HRTimeline
Asset One Wealth Management LLC1,262$237K0.03%13F-HRTimeline
Cornerstone Financial Management LLC1,274$236K0.22%13F-HR/ATimeline
Wright Wealth LLC1,273$236K0.15%13F-HRTimeline
Engineers Gate Manager LP1,272$236K<0.01%new13F-HRTimeline
TrustBankin group TrustBank1,263$234K0.1%13F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC1,262$234K0.02%-38313F-HRTimeline
Centurion Wealth Management LLC1,260$234K0.05%013F-HRTimeline
BEACON FINANCIAL GROUP1,255$233K0.02%+513F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…1,238$233K0.01%+25213F-HRTimeline
Compass Wealth Management, LLC/GA1,250$232K0.1%013F-HRTimeline
Old Port Advisors1,247$231K0.06%+913F-HRTimeline
SCOTIA CAPITAL INC.1,245$231K<0.01%+1313F-HRTimeline
TABR Capital Management, LLC1,239$230K0.15%-8813F-HR/ATimeline
HOLDERNESS INVESTMENTS CO1,237$230K0.05%+6013F-HRTimeline
W1M Asset Management Ltd1,237$229K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,235$229K0.04%013F-HRTimeline
PUREfi Wealth, LLC1,235$229K0.18%-27913F-HRTimeline
Key Financial Inc1,231$228K0.04%013F-HRTimeline
Allen Capital Group, LLC1,220$226K0.02%+3413F-HRTimeline
Kovack Advisors, Inc.1,217$226K0.01%new13F-HR/ATimeline
FLC Capital Advisors1,215$226K0.04%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,214$225K0.01%-1213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC1,219$225K0.01%-47513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,203$223K0.04%+11513F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,200$223K0.02%013F-HRTimeline
Sterling Investment Advisors, Ltd.1,200$223K0.04%013F-HRTimeline
Mattern Wealth Management LLC1,200$223K0.04%-20013F-HRTimeline
Samalin Investment Counsel, LLC1,200$223K0.08%-4013F-HRTimeline
Elite Life Management LLC1,128$221K0.36%new13F-HRTimeline
PRIVATE TRUST CO NA1,190$221K0.02%+24213F-HRTimeline
True North Advisors, LLC1,187$220K0.03%-7313F-HRTimeline
Keebeck Wealth Management1,187$220K0.03%+2413F-HRTimeline
StoryOne LLC0$220K0.13%13F-HRTimelineAmount filed as zero, left out of ratios.
BINGHAM PRIVATE WEALTH, LLC1,185$220K0.19%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,176$218K0.05%-2513F-HRTimeline
Greykasell Wealth Strategies, Inc.1,174$218K0.09%013F-HRTimeline
Van Cleef Asset Management,Inc1,172$218K0.02%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,169$217K0.02%-10613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,162$216K0.05%+113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,158$215K0.03%13F-HRTimeline
Bedel Financial Consulting, Inc.1,153$214K0.02%013F-HRTimeline
Birch Hill Investment Advisors LLC1,152$214K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,147$213K0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,146$213K0.02%new13F-HR/ATimeline
Kathmere Capital Management, LLC1,144$212K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC1,144$212K0.02%+2113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,137$211K<0.01%new13F-HR/ATimeline
Havemeyer Place LP1,136$211K0.04%13F-HRTimeline
Clark Capital Management Group, Inc.1,135$211K<0.01%new13F-HRTimeline
NorthRock Partners, LLC1,129$210K<0.01%-6,95613F-HRTimeline
ANCHYRA PARTNERS LLC1,128$209K0.06%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,120$208K0.02%new13F-HRTimeline
Parkway Wealth Management Group, LLC1,119$208K0.03%13F-HRTimeline
Successful Portfolios LLC1,113$207K0.11%-1213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,114$207K0.1%new13F-HRTimeline
Intellus Advisors LLC1,113$207K0.03%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,113$207K0.12%-1513F-HRTimeline
Longboard Asset Management, LP1,106$205K1.31%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,103$205K0.03%+213F-HRTimeline
Certified Advisory Corp1,102$204K0.02%new13F-HRTimeline
OPTIMIZE FINANCIAL INC.1,098$204K0.1%new13F-HRTimeline
Abacus Planning Group, Inc.1,097$204K0.03%-6813F-HRTimeline
Alpha Zero LLC1,097$204K0.11%-17413F-HRTimeline
First National Trust Co1,091$202K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC1,088$202K<0.01%-46,66113F-HRTimeline
Greenwich Wealth Management LLC1,081$201K0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,083$201K0.02%-11713F-HRTimelineGroup
Princeton Global Asset Management LLC1,064$197K0.03%+6313F-HRTimeline
City State Bank1,058$196K0.05%013F-HRTimeline
Westfuller Advisors, LLC1,052$195K0.08%-1213F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,046$194K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,030$191K0.07%+99613F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,018$189K0.03%-13713F-HRTimeline
LANARK FINANCIAL, INC.1,003$186K0.01%+33713F-HRTimeline
Bollard Group LLC979$182K<0.01%013F-HRTimeline
DV EQUITIES, LLC967$179K0.03%13F-HRTimeline
North Star Investment Management Corp.961$178K0.01%+513F-HRTimeline
SageView Advisory Group, LLC940$175K0.01%new13F-HRTimeline
Family Capital Trust Co931$173K0.06%+1113F-HRTimeline
AMERIFLEX GROUP, INC.925$172K0.09%-69813F-HRTimeline
Camelot Portfolios, LLC900$167K0.1%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC885$164K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC871$162K0.03%013F-HRTimeline
Reflection Asset Management834$155K0.11%13F-HRTimeline
HM PAYSON & CO830$154K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.818$152K0.02%+1713F-HRTimeline
Turning Point Benefit Group, Inc.817$152K0.08%+10613F-HRTimeline
FIRST UNITED BANK & TRUST800$148K0.05%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…800$148K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC793$147K0.02%+1713F-HRTimeline
Barnes Dennig Private Wealth Management…789$146K0.15%+76313F-HRTimeline
GHP Investment Advisors, Inc.775$144K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.757$141K0.01%+59913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/740$137K0.05%013F-HRTimelineGroup
Inlight Wealth Management, LLC720$134K0.05%013F-HRTimeline
Covestor Ltd711$132K0.07%+46613F-HRTimeline
WEBSTER BANK, N. A.700$130K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC700$130K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC700$130K0.04%-1513F-HRTimeline
TRUST CO OF VERMONT699$130K0.01%+17713F-HRTimeline
Glen Eagle Advisors, LLC698$130K0.02%-6713F-HRTimeline
Global X Japan Co., Ltd.682$127K0.01%-72813F-HRTimeline
Essential Partners LLC681$126K0.04%-56913F-HRTimeline
ORG Partners LLC680$126K0.02%+1813F-HRTimeline
Quarry LP671$125K0.02%+48613F-HRTimeline
Golden State Wealth Management, LLC663$123K0.01%013F-HRTimeline
Wiser Advisor Group LLC657$122K0.14%+113F-HRTimeline
WPG Advisers, LLC643$119K0.09%+45213F-HRTimeline
EASTERN BANK631$117K<0.01%+13113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.592$110K<0.01%+16813F-HRTimelineGroup
Cape Investment Advisory, Inc.591$110K0.03%+16213F-HRTimeline
Orion Capital Management LLC588$109K0.04%-8413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV583$108K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC574$107K0.09%013F-HRTimeline
Manchester Capital Management LLC563$104K0.01%+4013F-HRTimeline
MCF Advisors LLC562$104K0.01%+3913F-HRTimeline
Bank & Trust Co550$102K0.07%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC512$95K0.01%+213F-HRTimeline
Catalyst Capital Advisors LLC505$93.7K<0.01%-36413F-HRTimeline
MidAtlantic Capital Management, Inc.500$92.8K0.06%new13F-HRTimeline
Independence Bank of Kentucky496$92.1K0.01%+4513F-HRTimeline
Rosenberg Matthew Hamilton491$91.1K0.02%013F-HRTimeline
Elequin Capital, LP486$90.2K0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC461$85.6K0.06%-26113F-HRTimeline
Pinnacle Bancorp, Inc.450$83.5K0.02%013F-HRTimeline
Franchise GP Ltd449$83.3K0.09%13F-HRTimeline
Garton & Associates Financial Advisors …419$77.7K0.04%13F-HRTimeline
Salomon & Ludwin, LLC419$77.4K0.01%+8313F-HRTimeline
Avalon Trust Co412$76.5K<0.01%-813F-HRTimeline
Asset Dedication, LLC405$75.2K<0.01%013F-HRTimeline
Riverview Trust Co400$74.2K0.09%013F-HRTimeline
Mechanics Financial Corp400$74.2K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC395$73.3K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators394$73.1K0.03%-3513F-HRTimeline
GW&K Investment Management, LLC392$73K<0.01%+3213F-HRTimeline
Bell Investment Advisors, Inc386$71.6K0.01%+9313F-HRTimeline
Versant Capital Management, Inc386$71.6K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC379$70.3K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.366$67.9K0.01%13F-HRTimeline
Caldwell Trust Co361$67K0.01%-4913F-HRTimeline
Anchor Investment Management, LLC350$65K0.01%013F-HRTimeline