WELL WELLTOWER INC
FollowREIT (common), issuer CIK 766704
1,208 managers (1,238 13F filers) reported a position in WELL shares at 2025-03-31, 635,735,238 shares in all. 173 filers opened a position and 64 filers sold out during the quarter.
- Managers
- 1,208
- 13F filers
- 1,238
- New
- 173
- Added
- 531
- Reduced
- 340
- Sold out
- 64
- Shares held by filers
- 635,735,238
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 4 | $613 | <0.01% | new | 13F-HRTimeline |
| Transce3nd, LLC | 4 | $613 | <0.01% | -156 | 13F-HRTimeline |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | $460 | <0.01% | new | 13F-HRTimeline |
| Greenline Partners, LLC | 3 | $460 | <0.01% | new | 13F-HRTimeline |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3 | $460 | <0.01% | new | 13F-HRTimeline |
| Rialto Wealth Management, LLC | 3 | $460 | <0.01% | new | 13F-HRTimeline |
| Retirement Wealth Solutions LLC | 1 | $85 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | -5,947 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |