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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,400 managers (1,437 13F filers) reported a position in WELL shares at 2025-12-31, 676,486,421 shares in all. 128 filers opened a position and 85 filers sold out during the quarter.

Managers
1,400
13F filers
1,437
New
128
Added
611
Reduced
408
Sold out
85
Shares held by filers
676,486,421

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Greenline Wealth Management LLC348$64.6K0.07%13F-HRTimeline
Silvant Capital Management LLC348$64.6K<0.01%013F-HRTimeline
Prosperity Bancshares Inc343$63.7K0.06%13F-HRTimeline
Piscataqua Savings Bank338$62.7K0.04%013F-HRTimeline
Hilton Head Capital Partners, LLC335$62.2K0.04%13F-HRTimeline
Copia Wealth Management333$61.8K0.04%013F-HRTimeline
Capital Advisors, Ltd. LLC328$61K0.01%+3413F-HRTimeline
Financial Management Professionals, Inc.325$60.3K0.01%013F-HRTimeline
West Financial Advisors, LLC320$59.4K0.01%013F-HRTimeline
Collier Financial302$56.1K0.04%+113F-HRTimeline
IAG Wealth Partners, LLC300$55.7K0.01%013F-HRTimeline
Fortitude Family Office, LLC292$54.2K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC280$52K0.04%13F-HRTimeline
Elyxium Wealth, LLC274$50.9K0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.274$50.9K0.01%new13F-HRTimeline
Manitou Investment Management Ltd.270$50.1K0.01%013F-HRTimeline
True Wealth Design, LLC263$48.8K0.01%-11013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.257$47.7K0.02%+23013F-HRTimeline
Truvestments Capital LLC250$46.4K0.01%-2813F-HRTimeline
Sunbelt Securities, Inc.244$45.2K<0.01%+3813F-HRTimeline
Cornerstone Planning Group LLC243$44.7K0.01%+14913F-HRTimeline
Keating Financial Advisory Services, In…239$44.4K0.01%13F-HRTimeline
Financial Perspectives, Inc231$42.9K0.01%-2113F-HRTimeline
OPTIMA CAPITAL LLC224$41.6K0.02%new13F-HRTimeline
First Command Advisory Services, Inc.223$41.4K<0.01%+1813F-HRTimeline
Dunhill Financial, LLC223$41.4K0.01%+3613F-HRTimeline
CBIZ Investment Advisory Services, LLC216$40.1K<0.01%-1013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT215$39.9K<0.01%013F-HRTimeline
Grove Bank & Trust215$39.9K<0.01%+313F-HRTimeline
N.E.W. Advisory Services LLC212$39.3K<0.01%013F-HRTimeline
Morse Asset Management, Inc211$39.2K0.01%+7613F-HRTimeline
NFSG Corp210$39K0.01%-9713F-HRTimeline
Smallwood Wealth Investment Management,…207$38.4K0.02%+1213F-HRTimeline
JNBA Financial Advisors205$38.1K<0.01%-9513F-HRTimeline
Hughes Financial Services, LLC203$37.7K0.01%013F-HRTimeline
Global Trust Asset Management, LLC200$37.1K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$37.1K0.03%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…200$37.1K0.03%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.238$36.5K<0.01%+813F-HRTimelineGroup
Roxbury Financial LLC196$36.4K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…186$34.5K0.01%+1013F-HRTimeline
Quest 10 Wealth Builders, Inc.184$34.2K0.03%-213F-HRTimeline
McIlrath & Eck, LLC184$34.2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.183$34K0.01%013F-HRTimeline
Bank of New Hampshire182$33.8K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC181$33.7K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC181$33.6K0.02%+913F-HRTimeline
SITTNER & NELSON, LLC171$33.5K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC172$32.1K0.01%013F-HRTimeline
Nemes Rush Group LLC168$31.2K<0.01%+1913F-HRTimeline
Central Pacific Bank - Trust Division160$29.7K<0.01%+3513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC155$28.8K0.01%+1213F-HRTimeline
SWISS RE LTDin group SWISS RE LTD155$28.8K<0.01%13F-HRTimelineGroup
Marquette Asset Management, LLC153$28.4K<0.01%+5913F-HRTimeline
Signature Equity Partners, LLC153$28.4K0.02%13F-HRTimeline
Park Place Capital Corp152$28.2K0.01%013F-HRTimeline
Root Financial Partners, LLC151$28K<0.01%+3313F-HRTimeline
ALBION FINANCIAL GROUP /UT148$27.5K<0.01%-1513F-HRTimeline
Solstein Capital, LLC148$27.5K0.01%013F-HRTimeline
Scarborough Advisors, LLC148$27.4K<0.01%-2713F-HRTimeline
Howard Hughes Medical Institute147$27.3K0.02%+413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC146$27.2K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143$26.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC142$26.4K0.03%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…142$26.4K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.142$26K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC139$25.8K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC137$25.4K<0.01%+3213F-HRTimeline
New England Capital Financial Advisors …136$25.3K0.01%013F-HRTimeline
IMA Advisory Services, Inc.135$25.1K<0.01%+2813F-HRTimeline
High Note Wealth, LLC134$24.9K<0.01%+4313F-HRTimeline
Avion Wealth134$24K0.01%-113F-HRTimeline
SFAM, LLC125$23.2K0.02%13F-HRTimeline
Ares Financial Consulting, LLC124$23K0.02%13F-HRTimeline
Smithfield Trust Co121$22K<0.01%+5513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV119$22K0.01%-1213F-HRTimeline
Prestige Wealth Management Group LLC114$21.2K<0.01%-8,61213F-HRTimeline
MJT & Associates Financial Advisory Gro…114$21.2K0.02%013F-HR/ATimeline
Coston, McIsaac & Partners115$21K<0.01%013F-HRTimeline
Rossby Financial, LCC112$20.8K0.01%+8213F-HRTimeline
VISION FINANCIAL MARKETS LLC111$20.5K0.02%+113F-HRTimeline
J.Safra Asset Management Corp110$20.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC106$19.7K<0.01%+1513F-HRTimeline
WOLFF WIESE MAGANA LLC105$19.5K0.01%013F-HRTimeline
Sachetta, LLC103$19.1K0.01%-34513F-HRTimeline
Abound Wealth Management102$19K<0.01%013F-HRTimeline
Robinswood Financial LLC101$18.9K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.101$18.7K0.01%+2313F-HRTimeline
BARRETT & COMPANY, INC.100$18.6K0.01%013F-HRTimeline
Perkins Coie Trust Co100$18.6K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$18.6K0.01%013F-HRTimeline
Global Wealth Strategies & Associates100$18.6K<0.01%-10013F-HRTimeline
Sunrise Financial Services, LLC100$18.6K0.01%13F-HRTimeline
Kentucky Trust Co97$18K0.01%new13F-HRTimeline
Winch Advisory Services, LLC95$17.5K<0.01%+113F-HRTimeline
Kilter Group LLC92$17.1K0.01%+3313F-HRTimeline
WELLINGTON-ALTUS USA INC.92$17.1K0.01%13F-HRTimeline
New Millennium Group LLC91$16.9K0.01%013F-HRTimeline
Joseph Group Capital Management91$16.9K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp85$15.8K<0.01%+2913F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…85$15.8K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department83$15.4K<0.01%013F-HRTimeline
Red Tortoise LLC81$15K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC81$15K0.01%13F-HRTimeline
BIRCHBROOK, INC.80$14.9K0.01%+2113F-HRTimeline
Strive Financial Group ,LLC79$14.7K0.01%13F-HR/ATimeline
Measured Wealth Private Client Group, L…75$13.9K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC75$13.9K0.01%new13F-HRTimeline
Jessup Wealth Management, Inc74$13.8K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd73$13.6K<0.01%-21513F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …73$13.6K0.02%013F-HRTimeline
SHP Wealth Management69$12.9K<0.01%13F-HRTimeline
Bangor Savings Bank67$12.4K<0.01%new13F-HRTimeline
Leonteq Securities AG65$12.1K<0.01%+2113F-HRTimeline
Aspect Partners, LLC64$11.9K0.01%+813F-HRTimeline
Sound Income Strategies, LLC61$11.7K<0.01%-14513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…62$11.6K<0.01%+913F-HRTimeline
Legacy Bridge, LLC58$10.8K<0.01%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P58$10.8K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc57$10.6K<0.01%-613F-HRTimeline
SOA Wealth Advisors, LLC.10,376$10.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.54$10.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC54$10.1K<0.01%013F-HRTimeline
HighMark Wealth Management LLC53$9.84K<0.01%+2413F-HRTimeline
Heritage Wealth Advisors52$9.65K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC51$9.47K<0.01%+2713F-HRTimeline
VSM Wealth Advisory, LLC50$9.28K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC49$9.1K<0.01%-8213F-HRTimelineGroup
PFS Partners, LLC48$8.98K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.47$8.72K<0.01%-4813F-HRTimelineGroup
Compass Financial Services Inc46$8.59K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC46$8.54K0.01%013F-HRTimeline
MASECO LLP46$8.53K<0.01%+2413F-HRTimeline
EQ WEALTH ADVISORS, LLC45$8.35K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC42$8K<0.01%013F-HRTimeline
RHL GROUP, LLC42$7.8K0.01%13F-HRTimeline
Strategic Advocates LLC41$7.71K<0.01%013F-HRTimeline
Planning Project LLC37$6.9K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC36$6.68K<0.01%+413F-HRTimeline
Clayton Financial Group LLC35$6.5K<0.01%new13F-HRTimeline
Clark Wealth Partners34$6.31K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC33$6.19K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB33$6.12K<0.01%013F-HRTimeline
DT Investment Partners, LLC32$5.94K<0.01%013F-HRTimeline
Addison Advisors LLC32$5.94K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC32$5.94K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.32$5.94K<0.01%+713F-HRTimeline
TD Capital Management LLC31$5.79K<0.01%013F-HRTimeline
TFC Financial Management, Inc.30$5.58K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC29$5.4K<0.01%+413F-HRTimeline
WealthCollab, LLC29$5.38K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC26$4.84K<0.01%013F-HRTimeline
Crews Bank & Trust26$4.83K<0.01%013F-HRTimeline
Creative Capital Management Investments…25$4.64K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.25$4.61K<0.01%013F-HRTimeline
Millstone Evans Group, LLC23$4.27K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$4.08K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC22$4.08K<0.01%+713F-HRTimeline
Triumph Capital Management20$3.71K<0.01%new13F-HRTimeline
S&T Bank/PA18$3.34K<0.01%-1113F-HRTimeline
Beaird Harris Wealth Management, LLC18$3.34K<0.01%013F-HRTimeline
American Capital Advisory, LLC18$3.34K<0.01%+713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$3.16K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC17$3.15K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC17$3.15K<0.01%+413F-HRTimeline
Quattro Advisors LLC16$2.98K<0.01%13F-HRTimeline
NVWM, LLC16$2.97K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC15$2.79K<0.01%+113F-HRTimeline
Redwood Park Advisors LLC15$2.79K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH15$2.78K<0.01%-21313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14$2.6K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC14$2.6K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC13$2.41K<0.01%013F-HRTimeline
RMG Wealth Management LLC13$2.38K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…12$2.23K<0.01%013F-HRTimeline
Clean Yield Group11$2.04K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC11$2.04K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.10$1.88K<0.01%13F-HRTimeline
HFM Investment Advisors, LLC10$1.86K<0.01%new13F-HRTimeline
JDM Financial Group LLC10$1.86K<0.01%013F-HRTimeline
Fairway Wealth LLC10$1.86K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.76K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank9$1.67K<0.01%013F-HRTimelineGroup
1015 Capital Partners, LLC9$1.67K<0.01%13F-HRTimeline
Basepoint Wealth LLC8$1.51K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC8$1.49K<0.01%013F-HRTimeline
DV Trading LLC6$1.11K<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC6$1.11K<0.01%013F-HRTimeline
Davis Capital Management6$1.11K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…6$1.11K<0.01%-513F-HRTimeline
Godfrey Financial Associates, Inc.6$1.11K<0.01%13F-HRTimeline
Stone House Investment Management, LLC5$928<0.01%+213F-HRTimeline
Luken Investment Analytics, LLC5$928<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$928<0.01%-113F-HRTimelineGroup
E Fund Management (Hong Kong) Co., Ltd.4$750<0.01%013F-HRTimeline
Trust Co4$742<0.01%new13F-HRTimeline
Breakwater Investment Management3$557<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1$186<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp1$186<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC1$186<0.01%new13F-HRTimeline