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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,554 managers (1,601 13F filers) reported a position in WELL shares at 2026-06-30, 708,661,182 shares in all. 186 filers opened a position and 82 filers sold out during the quarter.

Managers
1,554
13F filers
1,601
New
186
Added
671
Reduced
486
Sold out
82
Shares held by filers
708,661,182

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Franchise GP Ltd988$224K0.1%+53913F-HRTimeline
Bollard Group LLC985$224K0.01%+313F-HRTimeline
S-Bank Fund Management Ltd984$223K0.03%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC981$223K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC980$223K0.01%-3213F-HRTimeline
AVALON CAPITAL MANAGEMENT980$222K0.05%new13F-HRTimeline
Paragon Private Wealth Management, LLC979$222K0.06%new13F-HRTimeline
Trilogy Capital Inc.977$222K0.01%new13F-HRTimeline
Werba Rubin Papier Wealth Management976$221K0.03%new13F-HRTimeline
Commerce Advisors, LLC975$221K0.12%-13013F-HRTimeline
Family Capital Trust Co974$221K0.07%-1,36813F-HR/ATimeline
Ponta Wealth Partners, LLC972$221K0.12%new13F-HRTimeline
RIA Advisory Group LLC971$220K0.05%new13F-HRTimeline
Turning Point Benefit Group, Inc.970$220K0.09%new13F-HRTimeline
Western Reserve Capital Management, LLC968$220K0.16%new13F-HRTimeline
Axis Wealth Partners, LLC967$220K0.11%new13F-HRTimeline
Jacobsen Capital Management966$219K0.06%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC964$219K0.06%new13F-HRTimeline
Baring Financial LLC963$219K0.12%new13F-HRTimeline
Beacon Capital Management, LLC958$217K0.03%new13F-HRTimeline
Tanglewood Wealth Management, Inc.957$217K0.02%new13F-HRTimeline
Ethos Financial Group, LLC900$217K0.01%new13F-HRTimeline
Hixon Zuercher, LLC954$217K0.06%new13F-HRTimeline
SageView Advisory Group, LLC953$217K0.01%new13F-HRTimeline
McElhenny Sheffield Capital Management,…952$216K0.05%new13F-HRTimeline
Curated Wealth Partners LLC951$216K0.03%new13F-HR/ATimeline
Heritage Family Offices, LLP950$216K0.08%new13F-HRTimeline
Confluence Wealth Services, Inc.950$216K0.01%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.950$216K0.08%new13F-HRTimeline
Chicago Capital, LLC949$215K0.01%new13F-HRTimeline
Kovack Advisors, Inc.935$215K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.945$214K0.09%+2113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.945$214K0.02%new13F-HRTimelineGroup
Phocas Financial Corp.943$214K0.03%-9613F-HRTimeline
Thomasville National Bank941$214K0.01%13F-HRTimeline
Pallas Capital Advisors LLC939$213K0.01%new13F-HRTimeline
Sunpointe, LLC939$213K0.06%new13F-HRTimeline
MOTCO936$212K0.02%-2813F-HRTimeline
FDx Advisors, Inc.936$212K0.06%new13F-HRTimeline
Petix & Botte Co932$212K0.04%new13F-HRTimeline
Americana Partners, LLC931$211K<0.01%new13F-HRTimeline
SCHOLTZ & COMPANY, LLC930$211K0.11%new13F-HRTimeline
Intergy Private Wealth, LLC930$211K0.05%new13F-HRTimeline
GRANVILLE CAPITAL, INC.927$210K0.09%new13F-HRTimeline
CM WEALTH ADVISORS LLC927$210K0.04%new13F-HRTimeline
TriaGen Wealth Management LLC925$210K0.05%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…925$210K0.08%-3513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co924$210K<0.01%new13F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC924$210K0.07%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO923$210K0.02%new13F-HRTimeline
SCOTIA CAPITAL INC.922$209K<0.01%-17513F-HRTimeline
Princeton Global Asset Management LLC920$209K0.03%-11313F-HRTimeline
Quad-Cities Investment Group, LLC913$207K0.07%new13F-HRTimeline
Sanchez Gaunt Capital Management, LLC913$207K0.12%new13F-HRTimeline
Kera Capital Partners, Inc.906$206K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC905$205K0.01%new13F-HRTimeline
Traveka Wealth, LLC904$205K0.07%new13F-HRTimeline
LM Advisors LLC902$205K0.02%new13F-HRTimeline
FIRST MERCHANTS CORP900$204K0.01%new13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC900$204K0.12%new13F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…900$204K0.01%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC898$204K0.05%-52613F-HRTimeline
TOWNSQUARE CAPITAL LLC895$203K0.04%new13F-HRTimeline
Elyxium Wealth, LLC886$201K0.02%new13F-HRTimeline
VICUS CAPITAL885$201K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC883$200K0.03%new13F-HRTimeline
Clearstead Trust, LLC871$198K0.03%013F-HRTimeline
WPG Advisers, LLC871$198K0.12%+3713F-HRTimeline
Physician Wealth Advisors, Inc.865$196K0.02%+2613F-HRTimeline
Global X Japan Co., Ltd.859$195K0.01%-513F-HRTimeline
Rosenberg Matthew Hamilton848$192K0.04%013F-HRTimeline
Manchester Capital Management LLC846$192K0.02%-7913F-HRTimeline
FIRST UNITED BANK & TRUST839$190K0.05%+3913F-HRTimeline
Glen Eagle Advisors, LLC838$190K0.02%+14013F-HRTimeline
Oslo Pensjonsforsikring AS833$189K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division831$189K0.02%-7513F-HRTimeline
HM PAYSON & CO811$184K<0.01%013F-HRTimeline
CVA Family Office, LLC793$180K0.02%-213F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…787$179K<0.01%-52113F-HRTimeline
GHP Investment Advisors, Inc.776$176K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…769$175K0.14%-2213F-HRTimeline
HHM Wealth Advisors, LLC760$172K0.02%+3813F-HRTimeline
MEANS INVESTMENT CO., INC.742$168K0.01%+113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/740$168K0.05%013F-HRTimelineGroup
MCF Advisors LLC735$167K0.01%+15413F-HRTimeline
CDKV HOLDINGS LLC708$161K0.13%013F-HRTimeline
Essential Partners LLC707$160K0.07%013F-HRTimeline
Cape Investment Advisory, Inc.696$158K0.04%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC675$153K0.03%-4013F-HRTimeline
Institute for Wealth Management, LLC.671$152K0.01%new13F-HRTimeline
Wiser Advisor Group LLC661$150K0.16%+213F-HRTimeline
Stelac Advisory Services LLC657$149K0.03%+14013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…650$148K<0.01%013F-HRTimelineGroup
EASTERN BANK630$143K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.622$141K0.08%new13F-HRTimeline
Dauntless Investment Group, LLC619$140K0.24%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Deseret Mutual Benefit Administrators611$139K0.05%-9313F-HRTimeline
Orion Capital Management LLC606$138K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.603$137K<0.01%+4713F-HRTimelineGroup
WEBSTER BANK, N. A.600$136K0.01%-10013F-HRTimeline
CERTUITY, LLC597$136K0.01%-913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV589$134K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC578$131K0.04%-1,08013F-HRTimeline
MeadowBrook Investment Advisors LLC574$130K0.1%013F-HRTimeline
Pinnacle Bancorp, Inc.550$125K0.03%+10013F-HRTimeline
Bank & Trust Co550$125K0.08%013F-HRTimeline
Ares Financial Consulting, LLC545$124K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC531$121K0.01%+313F-HRTimeline
Bayforest Capital Ltd524$119K0.11%new13F-HRTimeline
Versant Capital Management, Inc516$117K0.01%-38413F-HRTimeline
Catalyst Capital Advisors LLC468$106K<0.01%-713F-HRTimeline
JNBA Financial Advisors458$104K0.01%+25813F-HRTimeline
Acropolis Investment Management, LLC450$102K<0.01%new13F-HR/ATimeline
Indiana Trust & Investment Management Co450$102K0.03%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC450$102K<0.01%-43513F-HRTimelineGroup
TRUST CO OF VERMONT447$101K<0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.447$101K0.06%+19313F-HRTimeline
GW&K Investment Management, LLC440$100K<0.01%-513F-HRTimeline
Burk Holdings LLC437$99.2K0.04%-213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.432$98.1K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC419$96.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.416$94.4K0.05%+1513F-HRTimeline
Keating Financial Advisory Services, In…416$94.4K0.01%+10713F-HRTimeline
SHP Wealth Management412$93.6K0.01%+29713F-HRTimeline
Avalon Trust Co412$93.5K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC411$93.3K0.03%+30013F-HRTimeline
WELLINGTON-ALTUS USA INC.465$91.9K0.07%013F-HRTimeline
Riverview Trust Co400$90.8K0.11%013F-HRTimeline
Mechanics Financial Corp400$90.8K0.03%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC390$89.8K0.01%13F-HRTimeline
Phillip James Consulting Co.374$84.9K0.06%new13F-HRTimeline
Capital Advisors, Ltd. LLC368$84K0.01%+1113F-HRTimeline
Copia Wealth Management369$83.8K0.05%013F-HRTimeline
Bell Investment Advisors, Inc368$83.5K0.01%-1513F-HRTimeline
Bruce G. Allen Investments, LLC368$83.5K0.05%-313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.366$83.1K0.01%013F-HR/ATimeline
Anchor Investment Management, LLC366$83K0.01%+1513F-HRTimeline
Caldwell Trust Co361$81.9K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS362$80.8K0.01%new13F-HRTimeline
DNCA FINANCE350$79.4K<0.01%new13F-HRTimeline
Silvant Capital Management LLC348$79K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P346$78.5K<0.01%+1613F-HRTimelineGroup
N.E.W. Advisory Services LLC341$77.4K0.01%+12913F-HRTimeline
Cornerstone Planning Group LLC314$77K0.01%-313F-HRTimeline
Piscataqua Savings Bank338$76.7K0.05%013F-HRTimeline
Golden State Wealth Management, LLC329$74.9K0.01%-33513F-HRTimeline
JPL Wealth Management, LLC328$74.4K0.01%+1513F-HRTimeline
Cassaday & Co Wealth Management LLC327$74.2K<0.01%-1313F-HRTimeline
Rossby Financial, LCC325$73.8K0.01%-9013F-HRTimeline
Private Wealth Asset Management, LLC322$73.1K0.01%-7013F-HRTimeline
West Financial Advisors, LLC320$72.6K0.01%013F-HRTimeline
Prosperity Bancshares Inc315$71.5K0.05%-2813F-HRTimeline
Asset Dedication, LLC315$71.5K<0.01%+513F-HRTimeline
Aventura Private Wealth, LLC315$71.5K0.02%+31013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.301$68.3K0.02%-913F-HRTimeline
IAG Wealth Partners, LLC300$68.1K0.01%013F-HRTimeline
Fortitude Family Office, LLC300$68.1K0.01%+813F-HRTimeline
WestEnd Advisors, LLC295$66.9K<0.01%-47213F-HRTimeline
Kemnay Advisory Services Inc.284$64.5K0.01%+313F-HRTimeline
ENTRUST FINANCIAL LLC280$63.6K0.04%013F-HRTimeline
True Wealth Design, LLC276$62.6K0.01%-1513F-HRTimeline
Dunhill Financial, LLC271$61.7K0.01%+4113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…270$61.4K<0.01%+1513F-HRTimeline
Manitou Investment Management Ltd.270$61.3K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST265$60.1K0.02%013F-HRTimeline
StrongBox Wealth, LLC250$56.7K0.02%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.248$56.3K0.02%+17113F-HRTimeline
Signature Equity Partners, LLC241$54.8K0.03%-2213F-HRTimeline
Hughes Financial Services, LLC241$54.7K0.01%+3413F-HRTimeline
Planning Strategies Inc.241$54.7K0.03%13F-HRTimeline
Grove Bank & Trust240$54.5K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC231$52.4K<0.01%013F-HRTimeline
Truvestments Capital LLC227$51.4K0.01%+113F-HRTimeline
GILL CAPITAL PARTNERS, LLC220$49.9K0.01%013F-HRTimeline
First Command Advisory Services, Inc.218$49.5K<0.01%-15313F-HRTimeline
Dynamic Wealth Strategies, LLC217$49.3K0.03%-8613F-HRTimeline
Kingdom Financial Group LLC.215$48.8K0.01%-3313F-HRTimeline
Joseph Group Capital Management214$48.6K0.01%+9813F-HRTimeline
Morse Asset Management, Inc211$47.9K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC207$47K0.01%+4613F-HRTimeline
Global Trust Asset Management, LLC200$45.4K0.01%013F-HRTimeline
Nemes Rush Group LLC200$45.4K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$45.4K0.03%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…200$45.4K0.03%013F-HRTimeline
Financial Perspectives, Inc197$44.7K0.01%-2613F-HRTimeline
Roxbury Financial LLC196$44.5K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…195$44.3K0.02%-1213F-HRTimeline
Frazier Financial Advisors, LLC189$42.9K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC188$42.7K<0.01%+213F-HRTimeline
S&T Bank/PA188$42.7K0.01%+5813F-HRTimeline
Quest 10 Wealth Builders, Inc.184$41.8K0.03%013F-HRTimeline
Allied Private Wealth LLC177$41.4K0.03%13F-HRTimeline
Bank of New Hampshire182$41.3K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.181$41.1K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.182$41K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC177$40.2K0.02%-12513F-HRTimeline
Atlantic Edge Private Wealth Management…176$39.9K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC174$39.5K0.02%+113F-HRTimeline
Marquette Asset Management, LLC173$39.3K0.01%-313F-HRTimeline
SITTNER & NELSON, LLC171$38.8K0.01%013F-HRTimeline