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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,304 managers (1,337 13F filers) reported a position in WELL shares at 2025-09-30, 624,915,929 shares in all. 158 filers opened a position and 84 filers sold out during the quarter.

Managers
1,304
13F filers
1,337
New
158
Added
588
Reduced
357
Sold out
84
Shares held by filers
624,915,929

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BARRETT & COMPANY, INC.100$17.8K0.01%013F-HRTimeline
Perkins Coie Trust Co100$17.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$17.8K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$17.8K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.95$16.9K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC94$16.8K<0.01%013F-HRTimeline
Marquette Asset Management, LLC94$16.7K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC91$16.2K<0.01%+1813F-HRTimeline
High Note Wealth, LLC91$16.2K<0.01%+413F-HRTimeline
New Millennium Group LLC91$16.2K0.01%013F-HRTimeline
Citizens National Bank Trust Department83$14.8K<0.01%013F-HRTimeline
Binnacle Investments Inc83$14.8K0.01%+613F-HRTimeline
Red Tortoise LLC81$14.4K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.78$13.9K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…75$13.4K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …73$13K0.02%-2113F-HRTimeline
Smithfield Trust Co66$12K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.65$11.6K0.01%013F-HRTimeline
Bare Financial Services, Inc63$11.2K<0.01%+3013F-HRTimeline
Kilter Group LLC59$10.5K<0.01%+413F-HRTimeline
BIRCHBROOK, INC.59$10.5K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.10,376$10.4K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P58$10.3K<0.01%-313F-HRTimelineGroup
Navigoe, LLC60$10K0.01%013F-HRTimeline
Hemington Wealth Management57$10K<0.01%+1113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp56$9.98K<0.01%-6613F-HRTimelineGroup
Aspect Partners, LLC56$9.97K<0.01%+1113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.55$9.8K0.01%013F-HRTimeline
Pacifica Partners Inc.54$9.69K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC54$9.67K<0.01%+5013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53$9.55K<0.01%013F-HRTimeline
Heritage Wealth Advisors52$9.26K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC50$8.91K<0.01%013F-HRTimeline
PFS Partners, LLC48$8.59K<0.01%013F-HRTimeline
Compass Financial Services Inc46$8.21K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC46$8.19K0.01%013F-HRTimeline
Leonteq Securities AG44$7.84K<0.01%new13F-HRTimeline
Strategic Advocates LLC41$7.3K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC42$7K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC37$6.59K<0.01%+1113F-HRTimeline
Clark Wealth Partners34$6.31K<0.01%+513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$6.06K0.01%-2,57813F-HRTimeline
Wilmington Savings Fund Society, FSB33$5.88K<0.01%-2,85713F-HR/ATimeline
DT Investment Partners, LLC32$5.7K<0.01%013F-HRTimeline
Addison Advisors LLC32$5.7K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC32$5.7K<0.01%+313F-HRTimeline
TD Capital Management LLC31$5.55K<0.01%013F-HRTimeline
Rossby Financial, LCC30$5.38K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.30$5.36K<0.01%013F-HRTimeline
S&T Bank/PA29$5.17K<0.01%013F-HRTimeline
WealthCollab, LLC29$5.17K<0.01%+1613F-HRTimeline
MANNING & NAPIER ADVISORS LLC29$5.17K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC29$5.17K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.27$4.81K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC26$4.65K<0.01%new13F-HRTimeline
Crews Bank & Trust26$4.63K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…26$4.63K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC25$4.45K<0.01%new13F-HRTimeline
Creative Capital Management Investments…25$4.45K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.25$4.45K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.25$4.42K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC24$4.28K<0.01%new13F-HR/ATimeline
Evergreen Private Wealth LLC23$4.1K<0.01%013F-HRTimeline
Millstone Evans Group, LLC23$4.1K<0.01%013F-HRTimeline
Guerra Advisors Inc23$4.1K<0.01%new13F-HRTimeline
Cloud Capital Management, LLC27$4K<0.01%new13F-HRTimeline
MASECO LLP22$3.99K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$3.92K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$3.92K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC18$3.21K<0.01%+513F-HRTimeline
MONTAG A & ASSOCIATES INC17$3.03K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC17$3.03K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC16$2.85K<0.01%new13F-HRTimeline
NVWM, LLC16$2.85K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC15$2.67K<0.01%013F-HRTimeline
Redwood Park Advisors LLC15$2.67K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC15$2.67K<0.01%new13F-HRTimeline
Texas Capital Bancshares Inc/TX14$2.49K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14$2.49K<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC14$2.49K<0.01%013F-HRTimeline
Core Alternative Capital14$2.49K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC94$2.39K<0.01%+1713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC13$2.32K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC13$2.32K<0.01%013F-HRTimeline
Signature Resources Capital Management,…12$2.14K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…11$1.97K<0.01%-113F-HRTimeline
Clean Yield Group11$1.96K<0.01%013F-HRTimeline
American Capital Advisory, LLC11$1.96K<0.01%-213F-HRTimeline
HOEY INVESTMENTS, INC10$1.78K<0.01%new13F-HRTimeline
JDM Financial Group LLC10$1.78K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.69K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank9$1.6K<0.01%new13F-HRTimelineGroup
DecisionPoint Financial, LLC8$1.44K<0.01%013F-HRTimeline
Tidemark, LLC6$1.07K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …6$1.07K<0.01%13F-HRTimelineGroup
Cedar Mountain Advisors, LLC6$1.07K<0.01%new13F-HRTimeline
Davis Capital Management6$1.07K<0.01%13F-HRTimeline
Hurley Capital, LLC5$891<0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC5$891<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.4$713<0.01%new13F-HRTimeline
Breakwater Investment Management3$535<0.01%new13F-HRTimeline
Stone House Investment Management, LLC3$534<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$100<0.01%013F-HRTimeline
Financial Life Planners0$76<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.