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Disclosery

WELL WELLTOWER INC

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REIT (common), issuer CIK 766704

1,554 managers (1,601 13F filers) reported a position in WELL shares at 2026-06-30, 708,661,182 shares in all. 186 filers opened a position and 82 filers sold out during the quarter.

Managers
1,554
13F filers
1,601
New
186
Added
671
Reduced
486
Sold out
82
Shares held by filers
708,661,182

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC169$38K<0.01%-22,49613F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC167$38K0.01%+2013F-HRTimeline
SUMMIT SECURITIES GROUP LLC164$37.2K0.01%+4913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.163$36.9K<0.01%+113F-HRTimelineGroup
High Note Wealth, LLC162$36.8K0.01%+2113F-HRTimeline
IMA Advisory Services, Inc.153$34.7K<0.01%+1513F-HRTimeline
Park Place Capital Corp152$34.5K0.01%013F-HRTimeline
Avion Wealth150$34K0.01%+213F-HRTimeline
ALBION FINANCIAL GROUP /UT148$33.6K<0.01%-3813F-HRTimeline
Solstein Capital, LLC148$33.6K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC144$32.7K<0.01%+713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143$32.5K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…141$32K0.01%-113F-HRTimeline
Covestor Ltd142$32K0.02%-23013F-HRTimeline
MJT & Associates Financial Advisory Gro…139$31.5K0.02%013F-HRTimeline
New England Capital Financial Advisors …136$30.9K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC133$30.2K0.03%+613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV135$30K0.01%013F-HRTimeline
Kilter Group LLC127$28.8K0.01%+813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding126$28.6K-4,443Timeline
SFAM, LLC125$28.4K0.02%013F-HRTimeline
Smithfield Trust Co121$28K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC120$27.3K<0.01%new13F-HRTimeline
Bare Financial Services, Inc117$26.6K0.01%+4313F-HRTimeline
Independence Bank of Kentucky116$26.3K<0.01%-35513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC116$26.2K<0.01%+3313F-HRTimeline
Coston, McIsaac & Partners115$26K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC113$25.6K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC112$25.6K0.02%+113F-HRTimeline
NFSG Corp111$25.2K<0.01%-9913F-HRTimeline
WOLFF WIESE MAGANA LLC105$23.8K0.01%013F-HRTimeline
Robinswood Financial LLC102$23.3K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$22.7K0.01%013F-HRTimeline
Towne Trust Company, N.A100$22.7K0.01%new13F-HRTimeline
Perkins Coie Trust Co100$22.7K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$22.7K0.01%013F-HRTimeline
West Branch Capital LLC100$22.7K0.01%new13F-HRTimeline
Sunrise Financial Services, LLC100$22.7K0.01%013F-HRTimeline
Downshift Financial, LLC98$22.2K0.01%new13F-HRTimeline
Kentucky Trust Co97$22K0.01%013F-HRTimeline
Quarry LP96$21.8K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC95$21.6K<0.01%013F-HRTimeline
Crewe Advisors LLC90$20.4K<0.01%+3513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…85$19.3K<0.01%013F-HRTimeline
Citizens National Bank Trust Department83$18.8K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT81$18.4K<0.01%-13413F-HRTimeline
Premier Financial Group80$18.2K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC79$17.9K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.78$17.7K0.01%013F-HRTimeline
Heritage Wealth Advisors77$17.5K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…75$17K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC75$17K<0.01%013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …73$16.6K0.02%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC68$15.4K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG68$15.4K<0.01%+213F-HRTimelineGroup
SIMPLEX TRADING, LLC67$15.2K<0.01%new13F-HRTimeline
Collier Financial64$14.4K0.01%-24013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp62$14.1K<0.01%+813F-HRTimelineGroup
Synergy Investment Management, LLC57$13.7K<0.01%+4313F-HRTimeline
Guinness Atkinson Asset Management Inc60$13.6K0.01%013F-HRTimeline
BIRCHBROOK, INC.60$13.5K0.01%+113F-HRTimeline
Strengthening Families & Communities, L…58$13.2K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC57$12.9K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC57$12.9K0.01%+1213F-HRTimeline
Pacifica Partners Inc.54$12.7K<0.01%013F-HRTimeline
Aspect Partners, LLC55$12.5K<0.01%-1013F-HRTimeline
Abound Wealth Management53$12K<0.01%-5613F-HRTimeline
IMG Wealth Management, Inc.52$11.8K0.01%+2413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC51$11.6K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC50$11.3K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC49$11.1K<0.01%+813F-HRTimeline
PFS Partners, LLC49$11.1K<0.01%013F-HRTimeline
RHL GROUP, LLC45$10.2K0.01%+313F-HRTimeline
Leonteq Securities AG45$10.2K<0.01%-8013F-HRTimeline
Triumph Capital Management45$10.2K<0.01%+413F-HRTimeline
Clark Wealth Partners45$10.2K0.01%+213F-HRTimeline
Centerpoint Advisors, LLC42$10K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB43$9.76K<0.01%-4413F-HRTimeline
Strategic Advocates LLC41$9.31K0.04%013F-HRTimeline
Carolina Wealth Advisors, LLC39$8.85K<0.01%013F-HRTimeline
HighMark Wealth Management LLC39$8.85K<0.01%-213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA37$8.4K0.02%new13F-HRTimeline
Activest Wealth Management36$8.17K<0.01%-513F-HRTimeline
TFC Financial Management, Inc.34$7.74K<0.01%+413F-HRTimeline
Private Wealth Management Group, LLC34$7.72K<0.01%013F-HRTimeline
American Capital Advisory, LLC34$7.72K<0.01%+813F-HRTimeline
Millstone Evans Group, LLC34$7.72K<0.01%+1113F-HRTimeline
STANCE CAPITAL LLC33$7.49K<0.01%013F-HRTimeline
Addison Advisors LLC32$7.31K<0.01%-2213F-HRTimeline
DT Investment Partners, LLC32$7.26K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC32$7.26K<0.01%013F-HRTimeline
TD Capital Management LLC31$7.08K<0.01%013F-HRTimeline
NBH Bank30$6.81K<0.01%13F-HRTimeline
WealthCollab, LLC29$6.58K<0.01%013F-HRTimeline
NVWM, LLC26$5.9K<0.01%+313F-HRTimeline
Crews Bank & Trust26$5.9K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp25$5.67K<0.01%+2413F-HRTimeline
Nova Wealth Management, Inc.25$5.64K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.23$5.22K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC23$5.22K<0.01%+513F-HRTimeline
1 NORTH WEALTH SERVICES LLC23$5.22K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC20$4.46K<0.01%new13F-HRTimeline
Davis Capital Management19$4.31K<0.01%+1313F-HRTimeline
Quaker Wealth Management, LLC18$4.09K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC18$4.09K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC17$3.86K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17$3.86K<0.01%-513F-HRTimelineGroup
Point Nemo Capital, LLC17$3.86K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC19$3.76K<0.01%013F-HRTimeline
MidFirst Bank16$3.63K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH15$3.4K<0.01%013F-HRTimeline
Redwood Park Advisors LLC15$3.4K<0.01%013F-HRTimeline
RMG Wealth Management LLC13$2.99K<0.01%013F-HRTimeline
Signature Resources Capital Management,…12$2.72K<0.01%013F-HRTimeline
Clean Yield Group11$2.5K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.10$2.28K<0.01%013F-HRTimeline
JDM Financial Group LLC10$2.27K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.10$2.27K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC9$2.04K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.9$2.04K<0.01%-23913F-HRTimeline
United Community Bankin group United Community Bank9$2.04K<0.01%013F-HRTimelineGroup
1015 Capital Partners, LLC9$2.04K<0.01%013F-HRTimeline
Basepoint Wealth LLC8$1.86K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC8$1.84K<0.01%013F-HRTimeline
Silicon Valley Capital Partners8$1.83K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC8$1.82K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC8$1.82K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC7$1.59K<0.01%+213F-HRTimeline
Godfrey Financial Associates, Inc.7$1.59K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC6$1.36K<0.01%new13F-HRTimeline
GoalVest Advisory LLC6$1.36K<0.01%new13F-HRTimeline
Tidemark, LLC6$1.36K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC5$1.14K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$1.14K<0.01%13F-HRTimelineGroup
Morton Brown Family Wealth, LLC5$1.14K<0.01%new13F-HRTimeline
Mosley Wealth Management5$1.14K<0.01%new13F-HRTimeline
Trust Co4$908<0.01%013F-HRTimeline
Costello Asset Management, INC4$908<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC4$908<0.01%new13F-HRTimeline
Noble Wealth Management PBC4$908<0.01%new13F-HRTimeline
Cordant, Inc.3$786<0.01%new13F-HRTimeline
Hurley Capital, LLC3$683<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC3$681<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC3$681<0.01%new13F-HRTimeline
Caitong International Asset Management …3$681<0.01%new13F-HRTimeline
Breakwater Investment Management3$681<0.01%013F-HRTimeline
Freestone Grove Partners LP2$454<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC2$454<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1$227<0.01%new13F-HRTimeline
Highland Investment Advisors LLC1$227<0.01%13F-HRTimeline
Darwin Wealth Management, LLC0$173<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Financial Life Planners0$98<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
PeakShares LLC6,007$1.36Bnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
SOA Wealth Advisors, LLC.4,517$4.52K-5,85913F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.