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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,241 managers (1,268 13F filers) reported a position in WELL shares at 2025-06-30, 647,491,358 shares in all. 112 filers opened a position and 81 filers sold out during the quarter.

Managers
1,241
13F filers
1,268
New
112
Added
590
Reduced
364
Sold out
81
Shares held by filers
647,491,358

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tortoise Investment Management, LLC26$4K<0.01%new13F-HRTimeline
Crews Bank & Trust26$4K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.25$3.84K<0.01%new13F-HRTimeline
Traub Capital Management LLC25$3.84K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.25$3.82K<0.01%new13F-HRTimeline
Evergreen Private Wealth LLC23$3.54K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC23$3.54K<0.01%013F-HRTimeline
MASECO LLP22$3.43K<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$3.38K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$3.38K<0.01%013F-HRTimeline
GFG Capital, LLC19$2.92K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC17$2.61K<0.01%013F-HRTimeline
True Wealth Design, LLC16$2.49K<0.01%013F-HRTimeline
NVWM, LLC16$2.46K<0.01%-313F-HRTimeline
Stephens Consulting, LLC16$2.46K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC15$2.31K<0.01%013F-HRTimeline
Redwood Park Advisors LLC15$2.31K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC14$2.15K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14$2.15K<0.01%013F-HRTimelineGroup
Core Alternative Capital14$2.15K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC13$2K<0.01%new13F-HRTimeline
WealthCollab, LLC13$2K<0.01%new13F-HRTimeline
American Capital Advisory, LLC13$2K<0.01%+313F-HRTimeline
Rialto Wealth Management, LLC13$2K<0.01%+1013F-HRTimeline
Strengthening Families & Communities, L…12$1.85K<0.01%+513F-HRTimeline
Signature Resources Capital Management,…12$1.84K<0.01%new13F-HRTimeline
Clean Yield Group11$1.69K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.11$1.69K<0.01%new13F-HRTimeline
JDM Financial Group LLC10$1.54K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.46K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC8$1.21K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.7$1.08K<0.01%+213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7$1.08K<0.01%new13F-HRTimeline
Tidemark, LLC6$922<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$769<0.01%13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4$615<0.01%+113F-HRTimeline
Transce3nd, LLC4$615<0.01%013F-HRTimeline
Crewe Advisors LLC3$462<0.01%new13F-HRTimeline
LGT Financial Advisors LLC2$307<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$86<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.