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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,453 managers (1,496 13F filers) reported a position in WELL shares at 2026-03-31, 674,693,594 shares in all. 149 filers opened a position and 104 filers sold out during the quarter.

Managers
1,453
13F filers
1,496
New
149
Added
669
Reduced
442
Sold out
104
Shares held by filers
674,693,594

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
CDKV HOLDINGS LLC708$140K0.12%013F-HRTimeline
Essential Partners LLC707$140K0.05%+2613F-HRTimeline
Deseret Mutual Benefit Administrators704$139K0.05%+31013F-HRTimeline
Opal Wealth Advisors, LLC704$139K0.03%new13F-HRTimeline
Elequin Capital, LP702$139K0.01%+21613F-HRTimeline
WEBSTER BANK, N. A.700$138K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC698$138K0.02%013F-HRTimeline
Golden State Wealth Management, LLC664$131K0.01%+113F-HRTimeline
Wiser Advisor Group LLC659$130K0.16%+213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC658$130K0.03%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…650$129K<0.01%-15013F-HRTimelineGroup
EASTERN BANK630$125K<0.01%-113F-HRTimeline
CERTUITY, LLC606$120K0.01%-90013F-HRTimeline
Orion Capital Management LLC606$120K0.04%+1813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV589$116K0.01%+613F-HRTimeline
MCF Advisors LLC581$115K0.01%+1913F-HRTimeline
MeadowBrook Investment Advisors LLC574$113K0.1%013F-HRTimeline
Wall Street Financial Group, Inc.564$112K0.07%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.556$110K<0.01%-3613F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC715$110K0.05%+1513F-HRTimeline
Bank & Trust Co550$109K0.07%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd549$109K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Ares Financial Consulting, LLC545$108K0.09%+42113F-HRTimeline
WELLINGTON-ALTUS USA INC.465$106K0.06%+37313F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$104K0.01%+1613F-HRTimeline
Stelac Advisory Services LLC517$102K0.02%new13F-HRTimeline
Catalyst Capital Advisors LLC475$93.9K<0.01%-3013F-HRTimeline
Independence Bank of Kentucky471$93.1K0.01%-2513F-HRTimeline
Indiana Trust & Investment Management Co450$89K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.450$89K0.03%013F-HRTimeline
Franchise GP Ltd449$88.8K0.03%013F-HRTimeline
GW&K Investment Management, LLC445$88K<0.01%+5313F-HRTimeline
Burk Holdings LLC439$86.8K0.04%new13F-HRTimeline
Salomon & Ludwin, LLC419$84.8K0.01%013F-HRTimeline
Rossby Financial, LCC415$82.5K0.02%+30313F-HRTimeline
Avalon Trust Co412$81.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.401$79.3K0.05%+14413F-HRTimeline
Riverview Trust Co400$79.1K0.1%013F-HRTimeline
Mechanics Financial Corp400$79.1K0.03%013F-HRTimeline
Intentional Wealth Strategies, LLC395$78.1K0.07%13F-HRTimeline
Private Wealth Asset Management, LLC392$77.5K0.01%-313F-HRTimeline
Bell Investment Advisors, Inc383$75.7K0.01%-313F-HRTimeline
Covestor Ltd372$74K0.05%-33913F-HRTimeline
First Command Advisory Services, Inc.371$73.3K<0.01%+14813F-HRTimeline
Bruce G. Allen Investments, LLC371$73.3K0.05%-9013F-HRTimeline
Copia Wealth Management369$73K0.05%+3613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.366$72.4K0.01%013F-HRTimeline
Caldwell Trust Co361$71.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC357$71K0.01%+2913F-HRTimeline
Anchor Investment Management, LLC351$69.3K0.01%+113F-HRTimeline
Silvant Capital Management LLC348$68.8K<0.01%013F-HRTimeline
Prosperity Bancshares Inc343$67.8K0.05%013F-HRTimeline
Cornerstone Planning Group LLC317$67.7K0.01%+7413F-HRTimeline
Cassaday & Co Wealth Management LLC340$67.2K<0.01%new13F-HRTimeline
Piscataqua Savings Bank338$66.8K0.05%013F-HRTimeline
Destiny Wealth Partners, LLC335$66.2K0.01%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P330$65.2K<0.01%+27213F-HRTimelineGroup
West Financial Advisors, LLC320$63.3K0.01%013F-HRTimeline
JPL Wealth Management, LLC313$61.9K0.01%new13F-HR/ATimeline
Asset Dedication, LLC310$61.3K<0.01%-9513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.310$61.3K0.02%+12713F-HRTimeline
Keating Financial Advisory Services, In…309$61.1K0.01%+7013F-HRTimeline
Collier Financial304$60K0.05%+213F-HRTimeline
Dynamic Wealth Strategies, LLC303$59.9K0.03%new13F-HRTimeline
Hilton Head Capital Partners, LLC302$59.7K0.03%-3313F-HRTimeline
IAG Wealth Partners, LLC300$59.3K0.01%013F-HRTimeline
Fortitude Family Office, LLC292$57.7K0.01%013F-HRTimeline
True Wealth Design, LLC291$57.5K0.02%+2813F-HRTimeline
Kemnay Advisory Services Inc.281$55.6K0.01%+713F-HRTimeline
ENTRUST FINANCIAL LLC280$55.4K0.04%013F-HRTimeline
Manitou Investment Management Ltd.270$53.4K0.01%013F-HRTimeline
Global Assets Advisory, LLC270$53.4K0.02%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST265$52.4K0.02%13F-HRTimeline
Signature Equity Partners, LLC263$52.1K0.03%+11013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…255$50.5K<0.01%+19313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.254$50.2K0.04%new13F-HRTimeline
Lloyd Advisory Services, LLC.248$49K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.248$49K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.244$48.3K<0.01%013F-HRTimeline
Grove Bank & Trust240$47.5K0.01%+2513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC231$45.7K<0.01%new13F-HR/ATimeline
Dunhill Financial, LLC230$45.6K0.01%+713F-HRTimeline
Truvestments Capital LLC226$44.6K0.01%-2413F-HRTimeline
Financial Perspectives, Inc223$44.1K0.01%-813F-HRTimeline
GILL CAPITAL PARTNERS, LLC220$43.5K0.01%new13F-HRTimeline
Root Financial Partners, LLC217$42.9K<0.01%+6613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT215$42.5K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC212$42K<0.01%013F-HRTimeline
Morse Asset Management, Inc211$41.7K0.01%013F-HRTimeline
NFSG Corp210$41.6K0.01%013F-HRTimeline
Hughes Financial Services, LLC207$40.9K0.01%+413F-HRTimeline
Smallwood Wealth Investment Management,…207$40.9K0.02%013F-HRTimeline
JNBA Financial Advisors200$39.6K<0.01%-513F-HRTimeline
Global Trust Asset Management, LLC200$39.5K0.02%013F-HRTimeline
Nemes Rush Group LLC200$39.5K<0.01%+3213F-HRTimeline
Gunpowder Capital Management, LLC dba O…200$39.5K0.03%013F-HRTimeline
Roxbury Financial LLC196$38.7K0.03%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…182$37.8K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC189$37.4K0.02%+15613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$37.1K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT186$36.8K<0.01%+3813F-HRTimeline
FINANCIAL CONSULATE, INC186$36.7K<0.01%+513F-HRTimeline
Quest 10 Wealth Builders, Inc.184$36.5K0.03%013F-HRTimeline
McIlrath & Eck, LLC184$36.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.182$36K0.01%+4013F-HRTimeline
Bank of New Hampshire182$36K0.01%013F-HRTimeline
Marquette Asset Management, LLC176$34.8K0.01%+2313F-HRTimeline
Atlantic Edge Private Wealth Management…176$34.8K0.01%-1013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC173$34.3K0.02%+113F-HRTimeline
SITTNER & NELSON, LLC171$33.8K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.162$32.1K<0.01%-7613F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC161$31.8K<0.01%+5513F-HRTimeline
SWISS RE LTDin group SWISS RE LTD155$30.6K0.19%013F-HRTimelineGroup
Park Place Capital Corp152$30.1K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC150$29.7K0.02%-3113F-HRTimeline
Scarborough Advisors, LLC148$29.3K<0.01%013F-HRTimeline
Solstein Capital, LLC148$29.3K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC147$29.1K0.01%-813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC147$29.1K0.01%+113F-HRTimeline
Avion Wealth148$29K0.01%+1413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143$28.3K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…142$28.1K0.02%013F-HRTimeline
High Note Wealth, LLC141$27.9K0.01%+713F-HRTimeline
MJT & Associates Financial Advisory Gro…139$27.5K0.02%+2513F-HRTimeline
Sound Income Strategies, LLC137$27.3K<0.01%+7613F-HRTimeline
IMA Advisory Services, Inc.138$27.3K<0.01%+313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC137$27.1K<0.01%013F-HRTimeline
New England Capital Financial Advisors …136$26.9K0.01%013F-HRTimeline
Sachetta, LLC133$26.3K0.01%+3013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV135$26K0.01%+1613F-HR/ATimeline
S&T Bank/PA130$25.7K0.01%+11213F-HRTimeline
Financial Network Wealth Advisors LLC127$25.1K0.03%-1513F-HRTimeline
Leonteq Securities AG125$24.7K<0.01%+6013F-HRTimeline
SFAM, LLC125$24.7K0.02%013F-HRTimeline
Kilter Group LLC119$23.5K0.01%+2713F-HRTimeline
Smithfield Trust Co121$23K<0.01%013F-HRTimeline
Joseph Group Capital Management116$22.9K0.01%+2513F-HRTimeline
SHP Wealth Management115$22.8K<0.01%+4613F-HRTimeline
SUMMIT SECURITIES GROUP LLC115$22.7K0.01%-90313F-HRTimeline
Coston, McIsaac & Partners115$22K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC111$21.9K0.01%-1,66013F-HRTimeline
VISION FINANCIAL MARKETS LLC111$21.9K0.02%013F-HRTimeline
J.Safra Asset Management Corp110$21.7K<0.01%013F-HRTimeline
Abound Wealth Management109$21.6K<0.01%+713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$21.4K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC105$20.8K0.01%013F-HRTimeline
Robinswood Financial LLC102$20.2K0.01%+113F-HR/ATimeline
BARRETT & COMPANY, INC.100$19.8K0.01%013F-HRTimeline
Perkins Coie Trust Co100$19.8K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC100$19.8K0.01%013F-HRTimeline
Global Wealth Strategies & Associates97$19.2K<0.01%-313F-HRTimeline
Kentucky Trust Co97$19.2K0.01%013F-HRTimeline
Winch Advisory Services, LLC95$18.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$18.1K<0.01%+2913F-HRTimeline
Wilmington Savings Fund Society, FSB87$17.2K<0.01%+5413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…85$16.8K<0.01%013F-HRTimeline
Citizens National Bank Trust Department83$16.4K<0.01%013F-HRTimeline
Red Tortoise LLC81$16K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.78$15.4K0.01%-2313F-HRTimeline
Heritage Wealth Advisors77$15.2K<0.01%+2513F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.77$15.2K0.01%+7313F-HRTimeline
Measured Wealth Private Client Group, L…75$14.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC75$14.8K<0.01%+2613F-HRTimelineGroup
REAP Financial Group, LLC75$14.8K<0.01%new13F-HRTimeline
Bare Financial Services, Inc74$14.6K<0.01%+1713F-HRTimeline
Mowery & Schoenfeld Wealth Management, …73$14.4K0.02%013F-HRTimeline
EFG International AGin group EFG International AG66$13K<0.01%new13F-HRTimelineGroup
Aspect Partners, LLC65$12.9K0.01%+113F-HRTimeline
Guinness Atkinson Asset Management Inc60$11.9K0.01%new13F-HRTimeline
BIRCHBROOK, INC.59$11.7K0.01%-2113F-HRTimeline
Crewe Advisors LLC55$10.9K<0.01%+4113F-HRTimeline
Addison Advisors LLC54$10.7K<0.01%+2213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp54$10.7K<0.01%-3113F-HRTimelineGroup
Pacifica Partners Inc.54$10.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.10,376$10.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC51$10.1K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC50$9.89K<0.01%013F-HRTimeline
PFS Partners, LLC49$9.6K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.47$9.29K<0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC45$8.9K0.01%+913F-HRTimeline
Operose Advisors LLC44$8.7K<0.01%new13F-HRTimeline
Clark Wealth Partners43$8.5K0.01%+913F-HRTimeline
RHL GROUP, LLC42$8.33K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC41$8.11K<0.01%+2413F-HRTimeline
Triumph Capital Management41$8.11K<0.01%+2113F-HRTimeline
HighMark Wealth Management LLC41$8.11K<0.01%-1213F-HRTimeline
Activest Wealth Management41$8.11K<0.01%new13F-HRTimeline
Strategic Advocates LLC41$8.11K0.04%013F-HRTimeline
Centerpoint Advisors, LLC42$8K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC39$7.71K<0.01%new13F-HRTimeline
Clayton Financial Group LLC35$6.92K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC34$6.72K<0.01%+1213F-HRTimeline
STANCE CAPITAL LLC33$6.52K<0.01%new13F-HRTimeline
DT Investment Partners, LLC32$6.33K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC32$6.33K<0.01%013F-HR/ATimeline
TD Capital Management LLC31$6.17K<0.01%013F-HRTimeline
TFC Financial Management, Inc.30$5.95K<0.01%013F-HRTimeline
WealthCollab, LLC29$5.73K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.28$5.54K<0.01%-413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28$5.54K<0.01%+1113F-HRTimelineGroup