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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
American Capital Advisory, LLC26$5.14K<0.01%+813F-HRTimeline
Crews Bank & Trust26$5.14K<0.01%013F-HRTimeline
Creative Capital Management Investments…25$4.94K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC25$4.94K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.25$4.91K<0.01%013F-HRTimeline
NVWM, LLC23$4.55K<0.01%+713F-HRTimeline
Millstone Evans Group, LLC23$4.55K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd22$4.35K<0.01%-5113F-HRTimelineGroup
Richardson Capital Management LLC21$4.15K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC19$3.76K<0.01%-19713F-HRTimeline
Quaker Wealth Management, LLC18$3.56K<0.01%+313F-HRTimeline
Beaird Harris Wealth Management, LLC18$3.56K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC18$3.56K<0.01%+513F-HRTimeline
DUNCKER STREETT & CO INC17$3.36K<0.01%013F-HRTimeline
MidFirst Bank16$3.16K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH15$2.97K<0.01%013F-HRTimeline
Redwood Park Advisors LLC15$2.97K<0.01%013F-HRTimeline
RMG Wealth Management LLC13$2.79K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14$2.77K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.14$2.77K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC14$2.77K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…12$2.37K<0.01%013F-HRTimeline
Clean Yield Group11$2.17K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.10$1.98K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.10$1.98K<0.01%new13F-HRTimeline
JDM Financial Group LLC10$1.98K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$1.88K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC9$1.78K<0.01%+313F-HRTimeline
United Community Bankin group United Community Bank9$1.78K<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC9$1.78K<0.01%new13F-HRTimeline
1015 Capital Partners, LLC9$1.78K<0.01%013F-HRTimeline
Basepoint Wealth LLC8$1.61K<0.01%013F-HRTimeline
Silicon Valley Capital Partners8$1.59K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC8$1.58K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC7$1.38K<0.01%-413F-HRTimeline
Godfrey Financial Associates, Inc.7$1.38K<0.01%+113F-HRTimeline
Davis Capital Management6$1.19K<0.01%013F-HRTimeline
Tidemark, LLC6$1.19K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC5$989<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$989<0.01%013F-HRTimelineGroup
Vision Retirement, LLC5$989<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC5$989<0.01%-7013F-HRTimeline
Trust Co4$791<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS4$791<0.01%-3,36213F-HRTimeline
PITTENGER & ANDERSON INC3$594<0.01%new13F-HRTimeline
Breakwater Investment Management3$594<0.01%013F-HRTimeline
My Portfolio Guide, LLC3$593<0.01%13F-HRTimeline
3 FACTOR INDEXING, LLC2$396<0.01%13F-HRTimeline
Napier Financial, LLC2$395<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1$198<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp1$198<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC1$198<0.01%13F-HRTimeline
Financial Life Planners0$85<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.