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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,453 managers (1,496 13F filers) reported a position in WELL shares at 2026-03-31, 674,693,594 shares in all. 149 filers opened a position and 104 filers sold out during the quarter.

Managers
1,453
13F filers
1,496
New
149
Added
669
Reduced
442
Sold out
104
Shares held by filers
674,693,594

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TRUST POINT INC.1,624$321K0.03%-8213F-HRTimeline
NATURAL INVESTMENTS, LLC1,625$321K0.08%-2113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,616$320K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…1,611$319K0.02%-3013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,602$317K0.02%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC1,599$316K0.03%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,597$316K0.02%+45013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,589$314K0.04%+43113F-HRTimeline
Cooper Financial Group1,584$313K0.03%+22313F-HRTimeline
Westside Investment Management, Inc.1,538$310K0.05%013F-HRTimeline
Avestar Capital, LLC1,563$309K0.02%+5313F-HRTimeline
Strategic Wealth Partners, Ltd.1,550$306K0.02%-713F-HRTimeline
TFR Capital, LLC.1,550$306K0.09%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,547$306K0.03%+3413F-HRTimeline
Fortitude Advisory Group L.L.C.1,534$303K0.14%-1013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,462$302K0.02%-10213F-HR/ATimeline
Focused Wealth Management, Inc1,525$301K0.03%+16413F-HRTimeline
Challenger Wealth Management1,521$301K0.24%+1913F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,519$300K0.03%013F-HR/ATimeline
UPTICK PARTNERS, LLC1,510$299K0.06%+2113F-HRTimeline
Perennial Investment Advisors, LLC1,502$297K0.02%+21413F-HRTimeline
MIDDLETON & CO INC/MA1,500$297K0.03%-20013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,498$296K<0.01%-5813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…1,487$294K0.03%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC1,487$294K0.08%-6813F-HRTimeline
Pure Financial Advisors, LLC1,485$294K<0.01%new13F-HRTimeline
COURIER CAPITAL LLC1,481$293K0.02%-613F-HR/ATimeline
Ninepoint Partners LP1,466$290K0.03%-2,01313F-HRTimeline
Dynamic Advisor Solutions LLC1,463$289K0.01%+16613F-HRTimeline
RFG Advisory, LLC1,453$287K0.01%+12713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,450$287K0.12%+513F-HRTimeline
Fairscale Capital, LLC1,448$286K0.2%013F-HRTimeline
PARK NATIONAL CORP /OH/1,440$285K0.01%+15013F-HRTimeline
One Degree Advisors Inc1,438$284K0.07%013F-HRTimeline
FourThought Financial Partners, LLC1,435$284K0.02%+5213F-HRTimeline
Range Advisory, LLC1,432$283K0.05%new13F-HRTimeline
Argent Advisors, Inc.1,429$283K0.08%+4513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,424$282K0.09%+5613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,413$281K0.02%-313F-HRTimeline
XML Financial, LLC1,417$280K0.02%-23513F-HRTimeline
Vectors Research Management, LLC1,416$280K0.08%-613F-HRTimeline
Verdence Capital Advisors LLC1,413$279K0.02%+2813F-HRTimeline
Hanson & Doremus Investment Management1,404$278K0.03%-9613F-HRTimeline
Fisher Asset Management, LLC1,400$277K<0.01%-31013F-HRTimeline
Lafayette Investments, Inc.1,399$277K0.06%-30013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,399$277K0.03%+1513F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,392$275K0.03%+19213F-HRTimeline
Cyndeo Wealth Partners, LLC1,383$273K0.01%-913F-HRTimeline
Concorde Asset Management, LLC1,366$270K0.13%-7813F-HRTimeline
Drucker Wealth 3.0, LLC1,359$269K0.05%+2413F-HRTimeline
Aspire Private Capital, LLC1,358$269K0.06%+213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,352$267K0.01%-8013F-HRTimeline
Aberdeen Wealth Management LLC1,350$267K0.12%013F-HRTimeline
Kathmere Capital Management, LLC1,349$267K0.02%+20513F-HRTimeline
Revolve Wealth Partners, LLC1,347$266K0.03%-8313F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,336$264K0.01%+16713F-HRTimeline
Quadrant Private Wealth Management, LLC1,336$264K0.04%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,330$263K0.01%013F-HRTimeline
Capital CS Group, LLC1,330$263K0.54%new13F-HRTimeline
Bogart Wealth, LLC1,328$263K0.01%-23913F-HRTimeline
LANARK FINANCIAL, INC.1,318$261K0.02%+31513F-HRTimeline
Allen Capital Group, LLC1,317$260K0.02%+9713F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…1,308$259K0.01%+7013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,302$257K0.02%+15613F-HRTimeline
Wharton Business Group, LLC1,300$257K0.01%013F-HRTimeline
Core Wealth Partners LLC1,288$255K0.12%+413F-HRTimeline
Stonebridge Capital Advisors LLC1,288$255K0.02%-10213F-HRTimeline
Trivium Point Advisory, LLC1,283$254K0.05%new13F-HRTimeline
BEACON FINANCIAL GROUP1,274$252K0.03%+1913F-HRTimeline
Wright Wealth LLC1,273$252K0.17%013F-HRTimeline
Cornerstone Financial Management LLC1,273$252K0.23%-113F-HR/ATimeline
Ashton Thomas Private Wealth, LLC1,273$252K0.01%new13F-HRTimeline
Financial Advisors Network, Inc.1,269$251K0.03%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,268$251K0.04%-1513F-HRTimeline
HOLDERNESS INVESTMENTS CO1,267$250K0.05%+3013F-HRTimeline
TrustBankin group TrustBank1,263$250K0.1%013F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC1,261$249K0.02%-113F-HRTimeline
Elite Life Management LLC1,161$249K0.31%+3313F-HRTimeline
Centurion Wealth Management LLC1,260$249K0.06%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,257$249K0.1%+8313F-HRTimeline
Asset One Wealth Management LLC1,204$248K0.03%-5813F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,252$248K0.13%-24413F-HRTimeline
Clark Capital Management Group, Inc.1,250$247K<0.01%+11513F-HRTimeline
Compass Wealth Management, LLC/GA1,250$247K0.11%013F-HRTimeline
ANCHYRA PARTNERS LLC1,249$247K0.07%+12113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,164$247K<0.01%new13F-HRTimelineGroup
Campbell & CO Investment Adviser LLC1,248$247K0.01%new13F-HRTimeline
Old Port Advisors1,246$246K0.06%-113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,242$246K0.19%+5713F-HRTimeline
Jackson Hole Capital Partners, LLC1,235$244K0.04%013F-HRTimeline
Key Financial Inc1,231$243K0.04%013F-HRTimeline
Financial Designs Corp1,224$242K0.13%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,223$242K0.02%+17713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,220$241K<0.01%-1,05613F-HRTimelineGroup
FLC Capital Advisors1,215$240K0.04%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,214$240K0.01%013F-HRTimelineGroup
WEDGEWOOD INVESTORS INC /PA/1,211$239K0.27%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…1,210$239K0.08%-17013F-HRTimeline
DV Trading LLC1,200$237K0.02%+1,19413F-HRTimeline
Mattern Wealth Management LLC1,200$237K0.05%013F-HRTimeline
Certified Advisory Corp1,199$237K0.02%+9713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,194$236K<0.01%new13F-HRTimelineGroup
Parkway Wealth Management Group, LLC1,139$235K0.03%+2013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,177$233K0.01%-3,96213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,177$233K0.05%+113F-HRTimeline
Van Cleef Asset Management,Inc1,172$232K0.02%013F-HRTimeline
Convergence Financial, LLC1,170$231K0.02%new13F-HRTimeline
RENAISSANCE GROUP LLC1,169$231K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,162$230K0.02%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,172$229K0.04%-6,34813F-HRTimeline
AdvisorNet Financial, Inc1,156$229K0.01%-30413F-HRTimeline
Tradition Wealth Management, LLC1,155$228K0.02%+1113F-HRTimeline
Bedel Financial Consulting, Inc.1,153$228K0.03%013F-HRTimeline
Birch Hill Investment Advisors LLC1,152$228K0.01%013F-HRTimeline
Sterling Investment Advisors, Ltd.1,150$227K0.04%-5013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,146$227K0.14%+3213F-HRTimeline
Intellus Advisors LLC1,145$226K0.03%+3213F-HRTimeline
StoryOne LLC0$226K0.13%013F-HRTimelineAmount filed as zero, left out of ratios.
Hexagon Capital Partners LLC1,144$226K0.03%new13F-HRTimeline
EWA, LLC1,141$225K0.05%new13F-HRTimeline
AVISO WEALTH MANAGEMENT1,139$225K0.1%new13F-HRTimeline
Warwick Investment Management, Inc.1,138$225K0.03%-2,01713F-HRTimeline
Owl Creek Wealth Partners LLC1,131$224K0.08%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,131$224K0.01%-613F-HRTimeline
Relyea Zuckerberg Hanson LLC1,128$223K0.02%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,127$223K0.02%+4413F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.1,120$221K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP1,063$221K<0.01%new13F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,108$219K0.01%new13F-HRTimeline
NorthRock Partners, LLC1,106$219K<0.01%-2313F-HRTimeline
Commerce Advisors, LLC1,105$219K0.18%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,103$218K0.04%013F-HRTimeline
Successful Portfolios LLC1,113$218K0.12%013F-HRTimeline
WASHINGTON TRUST Co1,100$217K0.01%-54513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,099$217K<0.01%new13F-HRTimeline
Sivia Capital Partners, LLC1,099$217K0.04%-1,16813F-HRTimeline
Samalin Investment Counsel, LLC1,098$217K0.08%-10213F-HRTimeline
SCOTIA CAPITAL INC.1,097$217K<0.01%-14813F-HRTimeline
Choate Investment Advisors1,094$216K<0.01%new13F-HRTimeline
Carter Financial Group, INC.1,089$215K0.13%new13F-HRTimeline
First National Trust Co1,086$215K0.01%-513F-HRTimeline
Abacus Planning Group, Inc.1,086$215K0.03%-1113F-HRTimeline
Curi Capital, LLC1,085$214K<0.01%new13F-HRTimeline
Greenwich Wealth Management LLC1,081$214K0.01%013F-HRTimeline
MONECO ADVISORS, LLC1,082$214K0.02%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,079$213K0.05%-8313F-HRTimeline
Westfuller Advisors, LLC1,071$212K0.09%+1913F-HRTimeline
City State Bank1,061$210K0.05%+313F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,060$210K0.12%-5313F-HRTimeline
111 Capital1,055$209K0.05%-26213F-HRTimeline
VestGen Investment Management1,051$208K0.11%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,050$208K0.03%new13F-HRTimeline
GSG Advisors LLC1,046$207K0.05%new13F-HRTimeline
Intrua Financial, LLC1,041$206K0.02%new13F-HRTimeline
Phocas Financial Corp.1,039$205K0.03%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,038$205K<0.01%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,035$205K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,033$204K0.03%-3113F-HRTimeline
Carmel Capital Partners, LLC1,031$204K0.07%new13F-HRTimeline
CacheTech Inc.1,031$204K0.04%new13F-HRTimeline
Emprise Bank1,030$204K0.08%new13F-HRTimeline
Widmann Financial Services, Inc.1,029$203K0.12%new13F-HRTimeline
Douglas Lane & Associates, LLC1,026$203K<0.01%new13F-HRTimeline
Diversified Portfolios, Inc.1,026$203K0.02%new13F-HRTimeline
Seven Springs Wealth Group, LLC1,024$202K0.05%new13F-HRTimeline
North Star Investment Management Corp.1,021$202K0.01%+6013F-HRTimeline
Winthrop Advisory Group LLC1,020$202K0.02%new13F-HRTimeline
Fielder Capital Group LLC1,018$201K0.04%new13F-HRTimeline
Virtue Capital Management, LLC1,030$201K0.03%new13F-HRTimeline
Blueshift Asset Management, LLC1,017$201K0.06%new13F-HRTimeline
Crusonia Wealth Advisors LLC1,017$201K0.04%new13F-HRTimeline
3Chopt Investment Partners, LLC1,016$201K0.05%new13F-HRTimeline
Armor Investment Advisors, LLC1,013$200K0.07%new13F-HRTimeline
BCS Private Wealth Management, Inc.1,013$200K0.06%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,012$200K0.01%-62813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…988$195K0.03%-21513F-HRTimeline
Bollard Group LLC982$194K0.01%+313F-HRTimeline
MOTCO964$191K0.02%-75013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…960$190K0.08%-7013F-HRTimeline
Guinness Asset Management LTD957$189K<0.01%new13F-HRTimeline
Manchester Capital Management LLC925$183K0.03%+36213F-HRTimeline
AMERIFLEX GROUP, INC.924$183K0.09%-113F-HRTimeline
Central Pacific Bank - Trust Division906$179K0.02%+74613F-HRTimeline
Versant Capital Management, Inc900$178K0.02%+51413F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC885$175K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC871$172K0.03%013F-HRTimeline
Global X Japan Co., Ltd.864$171K0.01%+18213F-HRTimeline
Rosenberg Matthew Hamilton848$168K0.03%+35713F-HRTimeline
Physician Wealth Advisors, Inc.839$166K0.02%+2113F-HRTimeline
WPG Advisers, LLC834$165K0.12%+19113F-HRTimeline
Oslo Pensjonsforsikring AS833$165K0.03%new13F-HRTimeline
HM PAYSON & CO811$160K<0.01%-1913F-HRTimeline
FIRST UNITED BANK & TRUST800$158K0.05%013F-HRTimeline
CVA Family Office, LLC795$157K0.02%+213F-HRTimeline
Barnes Dennig Private Wealth Management…791$156K0.15%+213F-HRTimeline
GHP Investment Advisors, Inc.776$153K0.01%+113F-HRTimeline
WestEnd Advisors, LLC767$152K<0.01%-129,86413F-HRTimeline
MEANS INVESTMENT CO., INC.741$147K0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/740$146K0.05%013F-HRTimelineGroup
HHM Wealth Advisors, LLC722$143K0.02%+2213F-HRTimeline