WELL WELLTOWER INC

REIT (common), issuer CIK 766704

Filings received so far for Q3 2026: 72 13F filers report a position in WELL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CONGRESS ASSET MANAGEMENT CO	696,783	$160M	1.04%	-24,818	13F-HR Timeline
Pensionfund PDNgroup of 2 filers holding	91,312	$21M		0	Timeline Pensionfund PDN: 60,253 (8.16%) 13F-HR Pensionfund Sabic: 31,059 (8.63%) 13F-HR
Venture Visionary Partners LLC	85,760	$19.7M	0.52%	+9,344	13F-HR Timeline
Border to Coast Pensions Partnership Ltd	75,000	$17.2M	0.24%	-135,000	13F-HR Timeline
GAMMA Investing LLC	20,126	$4.63M	0.16%	+1,630	13F-HR Timeline
YHB Investment Advisors, Inc.	18,936	$4.36M	0.27%	+117	13F-HR Timeline
Farther Finance Advisors, LLC	14,190	$3.27M	0.02%	+782	13F-HR Timeline
Everhart Financial Group, Inc.	10,657	$2.45M	0.15%	+519	13F-HR Timeline
Gerald Baker Financial Group LLC	10,521	$2.42M	0.68%	+28	13F-HR Timeline
Wedmont Private Capital	10,724	$2.39M	0.06%	+793	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	9,213	$2.12M	0.19%	+1,221	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	9,070	$2.09M	0.22%	+108	13F-HR Timeline
Emergent Wealth Advisors, LLC	8,033	$1.85M	0.97%	-36	13F-HR Timeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV	6,618	$1.52M	0.92%	-3,747	13F-HR Timeline
Apella Capital, LLC	6,341	$1.4M	0.02%	+308	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	5,632	$1.3M	0.31%	-187	13F-HR Timeline
CX Institutional	5,559	$1.28M	0.03%	+340	13F-HR Timeline
STABLEFORD CAPITAL II LLC	5,126	$1.18M	0.41%	-146	13F-HR Timeline
Legacy Wealth Asset Management, LLC	4,845	$1.12M	0.24%	+33	13F-HR Timeline
SAPIENT CAPITAL LLC	4,775	$1.1M	0.01%	-147	13F-HR Timeline
Stonebridge Financial Group, LLC	3,542	$816K	0.06%	+15	13F-HR Timeline
CoreCap Advisors, LLC	3,427	$789K	0.02%	+90	13F-HR Timeline
Avidian Wealth Enterprises, LLC	3,360	$774K	0.02%	+401	13F-HR Timeline
Valeo Financial Advisors, LLC	3,115	$717K	0.02%	+404	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	2,868	$660K	0.02%	-105	13F-HR Timeline
HF Advisory Group, LLC	2,772	$638K	0.19%	-314	13F-HR Timeline
Wealth Science Advisors LLC	2,259	$520K	0.22%	-57	13F-HR Timeline
Capital Advisors Wealth Management, LLC	2,151	$495K	0.06%	+7	13F-HR Timeline
Monument Capital Management	2,044	$471K	0.1%	-33	13F-HR Timeline
Retireful, LLC	1,989	$458K	0.39%	new	13F-HR Timeline
Dickmeyer Boyce Financial Management, I…	1,985	$457K	0.23%	-77	13F-HR Timeline
New Covenant Trust Company, N.A.	1,971	$454K	0.31%	+431	13F-HR Timeline
Bullock Wealth Management Group	1,874	$425K	0.18%	+30	13F-HR Timeline
FELL CAPITAL MANAGEMENT /ADV	1,700	$391K	0.34%	0	13F-HR Timeline
Cooper Financial Group	1,633	$376K	0.03%	-70	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	1,614	$372K	0.03%	0	13F-HR Timeline Group
PARK NATIONAL CORP /OH/	1,523	$351K	0.01%	+51	13F-HR Timeline
Balefire, LLC	1,482	$341K	0.05%	+262	13F-HR Timeline
Vann Equity Management LLC	1,331	$307K	0.18%	new	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,256	$289K	0.04%	+12	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	1,120	$258K	0.02%	0	13F-HR Timeline
Intelligence Driven Advisers, LLC	1,104	$254K	0.04%	+49	13F-HR Timeline
Successful Portfolios LLC	1,113	$250K	0.12%	0	13F-HR Timeline
Douglas Lane & Associates, LLC	1,070	$246K	<0.01%	+3	13F-HR Timeline
Emprise Bank	1,030	$237K	0.09%	0	13F-HR Timeline
Financial Designs Corp	1,005	$231K	0.12%	0	13F-HR Timeline
Baring Financial LLC	969	$223K	0.12%	+6	13F-HR Timeline
Veracity Capital LLC	892	$205K	0.06%	new	13F-HR Timeline
Rosenberg Matthew Hamilton	848	$195K	0.03%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	831	$191K	0.02%	0	13F-HR Timeline
Versant Capital Management, Inc	751	$173K	0.01%	+235	13F-HR Timeline
EASTERN BANK	730	$168K	<0.01%	+100	13F-HR Timeline
Bank & Trust Co	550	$127K	0.08%	0	13F-HR Timeline
Acropolis Investment Management, LLC	489	$113K	<0.01%	+39	13F-HR Timeline
Planning Strategies Inc.	245	$56.4K	0.03%	+4	13F-HR Timeline
Grove Bank & Trust	240	$55.3K	0.01%	0	13F-HR Timeline
Roxbury Financial LLC	196	$45.1K	0.03%	0	13F-HR Timeline
Bank of New Hampshire	182	$41.9K	0.01%	0	13F-HR Timeline
Marquette Asset Management, LLC	173	$39.8K	0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	143	$32.9K	<0.01%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	133	$30.6K	0.02%	-6	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	81	$18.6K	0.01%	new	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	80	$18.4K	0.01%	+29	13F-HR Timeline
Pacifica Partners Inc.	54	$12.3K	<0.01%	0	13F-HR Timeline
Retirement Wealth Solutions LLC	27	$6.22K	<0.01%	new	13F-HR Timeline
Davis Capital Management	21	$4.83K	<0.01%	+2	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	19	$4.38K	<0.01%	new	13F-HR Timeline
GoalVest Advisory LLC	6	$1.38K	<0.01%	0	13F-HR Timeline
GK Wealth Management LLC	5	$1.21K	<0.01%	new	13F-HR Timeline
Trust Co	4	$921	<0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	4	$921	<0.01%	0	13F-HR Timeline