Public record / Tickers / WELL

WELL — WELLTOWER INC.

Both disclosure regimes on one name: who in Congress filed about WELL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming WELL
Members · 12m
2
3 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every WELL row by the provable lower bound, never a point estimate.

2 members · 3 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WELL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WELL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-12Jonathan L. Jackson D–IL-1Purchase · SP (spouse-owned)Traded 02-11 +29d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in WELL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WELL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK2$2.0K to $30.0K2
Jonathan L. Jackson D–IL-11$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WELL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $44.0M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WELLTOWER INC

Merged timeline of congressional filings and notable-manager moves on WELL
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+52,232 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WELL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$14.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$9.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$8.3B1
4STATE STREET CORP$8.2B1
5Capital International Investors$7.1B1
6FMR LLC$4.4B1
7BANK OF AMERICA CORP /DE/$4.3B1
8GEODE CAPITAL MANAGEMENT, LLC$3.5B1
9WELLINGTON MANAGEMENT GROUP LLP$3.4B1
10Capital World Investors$2.5B1
11PRINCIPAL FINANCIAL GROUP INC$1.9B1
12MORGAN STANLEY$1.8B1
13NORTHERN TRUST CORP$1.8B1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.7B1
15DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.7B1
16DIMENSIONAL FUND ADVISORS LP$1.6B1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6B1
18Legal & General Group Plc$1.4B1
19Invesco Ltd.$1.3B1
20Capital Research Global Investors$1.3B1
21Nuveen, LLC$1.1B1
22CENTERSQUARE INVESTMENT MANAGEMENT LLC$1.0B1
23DEUTSCHE BANK AG\$1.0B1
24Daiwa Securities Group Inc.$847M1
25Bank of New York Mellon Corp$785M1
26VANGUARD FIDUCIARY TRUST CO$776M1
27Resolution Capital Ltd$713M1
28AMERIPRISE FINANCIAL INC$695M1
29Amundi$659M1
30HSBC HOLDINGS PLC$639M1
31WCM INVESTMENT MANAGEMENT, LLC$636M1
32Sumitomo Mitsui Trust Group, Inc.$628M1
33PRUDENTIAL FINANCIAL INC$600M1
34CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$594M1
35SEI INVESTMENTS CO$526M1
36DUFF & PHELPS INVESTMENT MANAGEMENT CO$520M1
37UBS Group AG$487M1
38Mitsubishi UFJ Asset Management Co., Ltd.$423M1
39D. E. Shaw & Co., Inc.$411M1
40CANADA PENSION PLAN INVESTMENT BOARD$401M1
41NORDEA INVESTMENT MANAGEMENT AB$399M1
42Swiss National Bank$398M1
43National Pension Service$386M1
44ALLIANCEBERNSTEIN L.P.$378M1
45APG Asset Management US Inc.$337M1
46Aberdeen Group plc$333M1
47CITADEL ADVISORS LLC$326M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$302M1
49Vanguard Global Advisers, LLC$302M1
50WELLS FARGO & COMPANY/MN$289M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$281M1
52CITIGROUP INC$270M1
53NOMURA ASSET MANAGEMENT CO LTD$270M1
54BAMCO INC /NY/$266M1
55VOYA INVESTMENT MANAGEMENT LLC$266M1
56AMERICAN CENTURY COMPANIES INC$263M1
57Asset Management One Co., Ltd.$257M1
58VANGUARD ASSET MANAGEMENT, Ltd$237M1
59Castle Hook Partners LP$236M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$232M1
61Zurcher Kantonalbank (Zurich Cantonalbank)$222M1
62Alphinity Investment Management Pty Ltd$222M1
63Zimmer Partners, LP$221M1
64BNP Paribas Asset Management Holding S.A.$221M1
65PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$211M1
66AEW CAPITAL MANAGEMENT L P$210M1
67Adelante Capital Management LLC$203M1
68TD ASSET MANAGEMENT INC$188M1
69HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$183M1
70Janus Henderson Group Ltd.$178M1
71RAYMOND JAMES FINANCIAL INC$177M1
72ROYAL BANK OF CANADA$174M1
73Pictet Asset Management Holding SA$172M1
74WORLDQUANT MILLENNIUM ADVISORS LLC$171M1
75ENVESTNET ASSET MANAGEMENT INC$166M1
76Capital International, Inc./CA/$163M1
77HEITMAN REAL ESTATE SECURITIES LLC$161M1
78NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$160M1
79Korea Investment CORP$160M1
80Vanguard Investments Australia, Ltd.$158M1
81NEW YORK STATE COMMON RETIREMENT FUND$156M1
82STOREBRAND ASSET MANAGEMENT AS$156M1
83CONGRESS ASSET MANAGEMENT CO$148M1
84Allianz Asset Management GmbH$148M1
85FIL Ltd$134M1
86MACQUARIE GROUP LTD$134M1
871832 Asset Management L.P.$130M1
88Swedbank AB$125M1
89ADAGE CAPITAL PARTNERS GP, L.L.C.$124M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$118M1
91BANK OF MONTREAL /CAN/$117M1
92AVIVA PLC$112M1
93Retirement Systems of Alabama$106M1
94State of New Jersey Common Pension Fund D$104M1
95Mitsubishi UFJ Trust & Banking Corp$102M1
96FRANKLIN RESOURCES INC$95.0M1
97BALYASNY ASSET MANAGEMENT L.P.$94.1M1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$94.0M1
99LPL Financial LLC$89.2M1
100Holocene Advisors, LP$87.7M1
101FIRST TRUST ADVISORS LP$85.4M1
102Resona Asset Management Co.,Ltd.$85.3M1
103AQR CAPITAL MANAGEMENT LLC$83.7M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$83.4M1
105Squarepoint Ops LLC$82.9M1
106MILLENNIUM MANAGEMENT LLC$81.8M1
107DANSKE BANK A/S$81.7M1
108PRIMECAP MANAGEMENT CO/CA/$76.0M1
109STATE OF WISCONSIN INVESTMENT BOARD$73.0M1
110Connor, Clark & Lunn Investment Management Ltd.$71.4M1
111CREDIT AGRICOLE S A$69.8M1
112Chevy Chase Trust Holdings, LLC$68.4M1
113BOWEN HANES & CO INC$68.4M1
114APG Asset Management N.V.$68.1M1
115VICTORY CAPITAL MANAGEMENT INC$68.0M1
116ROYAL LONDON ASSET MANAGEMENT LTD$67.1M1
117UniSuper Management Pty Ltd$66.9M1
118NATIXIS$62.9M1
119Hazelview Securities Inc.$61.9M1
120Ensign Peak Advisors, Inc$61.1M1
121BROOKFIELD Corp /ON/$60.7M1
122TORONTO DOMINION BANK$60.3M1
123Candriam S.C.A.$60.1M1
124KLP KAPITALFORVALTNING AS$60.0M1
125LBP AM SA$58.7M1
126STIFEL FINANCIAL CORP$58.5M1
127Robeco Institutional Asset Management B.V.$58.0M1
128Mirae Asset Global Investments Co., Ltd.$55.2M1
129WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$55.2M1
130Sumitomo Mitsui DS Asset Management Company, Ltd$54.5M1
131OSAIC HOLDINGS, INC.$54.4M1
132Uniplan Investment Counsel, Inc.$54.4M1
133CORDA Investment Management, LLC.$52.5M1
134Tidal Investments LLC$51.2M1
135CIBC Bancorp USA Inc.$51.1M1
136MACKENZIE FINANCIAL CORP$50.7M1
137M.D. Sass, LLC$50.5M1
138IFM Investors Pty Ltd$49.9M1
139Cerity Partners LLC$48.9M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$48.5M1
141EP Wealth Advisors, LLC$48.5M1
142Capital International Sarl$47.3M1
143Hudson Bay Capital Management LP$46.5M1
144FEDERATED HERMES, INC.$44.9M1
145Gotham Asset Management, LLC$44.0M1
146BRAUN STACEY ASSOCIATES INC$43.9M1
147NEOS Investment Management LLC$43.6M1
148Creative Planning$43.5M1
149Lansforsakringar Fondforvaltning AB (publ)$42.4M1
150Tredje AP-fonden$41.7M1
151CI INVESTMENTS INC.$41.7M1
152NewEdge Advisors, LLC$41.7M1
153CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$41.6M1
154Metis Global Partners, LLC$41.5M1
155NewEdge Wealth, LLC$41.3M1
156Cetera Investment Advisers$40.2M1
157NISA INVESTMENT ADVISORS, LLC$39.9M1
158Mediolanum International Funds Ltd$39.8M1
159FARALLON CAPITAL MANAGEMENT, L.L.C.$39.5M1
160DnB Asset Management AS$39.5M1
161NISSAY ASSET MANAGEMENT CORP /JAPAN$39.3M1
162PUBLIC SECTOR PENSION INVESTMENT BOARD$39.2M1
163FACTORY MUTUAL INSURANCE CO$37.9M1
164Czech National Bank$37.6M1
165Arizona State Retirement System$37.2M1
166Quantinno Capital Management LP$36.6M1
167Sanctuary Advisors, LLC$36.3M1
168MetLife Investment Management, LLC$36.1M1
169STATE OF MICHIGAN RETIREMENT SYSTEM$36.0M1
170Eversept Partners, LP$35.8M1
171GUGGENHEIM CAPITAL LLC$35.8M1
172GROUPAMA ASSET MANAGMENT$34.9M1
173B&I Capital AG$34.9M1
174TWO SIGMA INVESTMENTS, LP$34.6M1
175Banco Santander, S.A.$34.4M1
176UMB Bank, n.a.$34.0M1
177Eurizon Capital SGR S.p.A.$33.1M1
178CIBC Asset Management Inc$32.8M1
179BANK OF NOVA SCOTIA$31.4M1
180Waratah Capital Advisors Ltd.$30.2M1
181Andra AP-fonden$29.8M1
182Swiss Life Asset Management Ltd$29.8M1
183PRUDENTIAL PLC$29.4M1
184GRS Advisors, LLC$28.8M1
185ASSETMARK, INC$28.6M1
186SEB Asset Management AB$28.3M1
187SUSQUEHANNA INTERNATIONAL GROUP, LLP$27.8M1
188Alyeska Investment Group, L.P.$27.6M1
189Focus Partners Wealth$27.4M1
190MERCER GLOBAL ADVISORS INC /ADV$27.3M1
191Varma Mutual Pension Insurance Co$27.2M1
192Woodline Partners LP$26.9M1
193INTECH INVESTMENT MANAGEMENT LLC$26.9M1
194NATIONAL BANK OF CANADA /FI/$26.8M1
195Zurich Insurance Group Ltd/FI$26.5M1
196XPONANCE LLC$25.8M1
197Federation des caisses Desjardins du Quebec$25.7M1
198Cander Asset Management LP$25.6M1
199Danica Pension, Livsforsikringsaktieselskab$25.0M1
200USS Investment Management Ltd$24.7M1
201TEACHER RETIREMENT SYSTEM OF TEXAS$24.2M1
202Cornerstone Advisors, LLC$23.7M1
203Rockefeller Capital Management L.P.$23.5M1
204OP Asset Management Ltd$23.4M1
205ProShare Advisors LLC$23.3M1
206O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.9M1
207Vert Asset Management LLC$22.7M1
208MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$22.6M1
209Calamos Advisors LLC$22.5M1
210VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.3M1
211CAPITOLIS LIQUID GLOBAL MARKETS LLC$22.3M1
212OFI INVEST ASSET MANAGEMENT$22.1M1
213Utah Retirement Systems$22.1M1
214Ethic Inc.$21.8M1
215ABN AMRO Bank N.V.$21.6M1
216Corient Private Wealth LLC$21.5M1
217NEW YORK LIFE INVESTMENT MANAGEMENT LLC$20.5M1
218Rakuten Investment Management, Inc.$20.1M1
219HighTower Advisors, LLC$19.9M1
220Man Group plc$19.9M1
221Inspire Investing, LLC$19.8M1
222GSI Capital Advisors LLC$19.6M1
223ASR Vermogensbeheer N.V.$19.1M1
224Capital Group Private Client Services, Inc.$19.0M1
225Mariner, LLC$18.9M1
226M&T BANK CORP$18.8M1
227BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$18.7M1
228FIFTH THIRD BANCORP$18.4M1
229New Age Alpha Advisors, LLC$18.1M1
230Vanguard Personalized Indexing Management, LLC$18.1M1
231ING GROEP NV$17.9M1
232KEYBANK NATIONAL ASSOCIATION/OH$17.8M1
233CONNORS INVESTOR SERVICES INC$17.2M1
234Wealthfront Advisers LLC$17.2M1
235COMMONWEALTH EQUITY SERVICES, LLC$17.2M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.0M1
237ABN AMRO INVESTMENT SOLUTIONS$16.8M1
238QRG CAPITAL MANAGEMENT, INC.$16.0M1
239OREGON PUBLIC EMPLOYEES RETIREMENT FUND$15.8M1
240MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.3M1
241Venture Visionary Partners LLC$15.1M1
242CHILTON CAPITAL MANAGEMENT LLC$15.0M1
243OPPENHEIMER ASSET MANAGEMENT INC.$15.0M1
244GDS Wealth Management$14.6M1
245Avanza Fonder AB$14.3M1
246CIBC WORLD MARKET INC.$14.2M1
247TRUST CO OF TOLEDO NA /OH/$14.2M1
248MML INVESTORS SERVICES, LLC$14.0M1
249Norinchukin Bank, The$13.8M1
250WESTPAC BANKING CORP$13.7M1
251Blue Chip Partners, LLC$13.5M1
252Brookstone Capital Management$13.4M1
253Mizuho Markets Cayman LP$13.3M1
254CENTRAL TRUST Co$13.2M1
255Groupe la Francaise$13.1M1
256ExodusPoint Capital Management, LP$13.1M1
257Osmosis Investment Management UK Ltd$12.9M1
258TRUIST FINANCIAL CORP$12.9M1
259US BANCORP \DE\$12.4M1
260HBK INVESTMENTS L P$12.4M1
261SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$12.3M1
262Vestmark Advisory Solutions, Inc.$12.2M1
263Allspring Global Investments Holdings, LLC$12.0M1
264Rafferty Asset Management, LLC$11.7M1
265TD Waterhouse Canada Inc.$11.6M1
266CWM, LLC$11.0M1
267Harbour Trust & Investment Management Co$10.9M1
268Advisors Asset Management, Inc.$10.9M1
269Investment Management Corp of Ontario$10.8M1
270Windle Wealth, LLC$10.7M1
271Bayhunt Capital LLC$10.7M1
272WESPAC Advisors SoCal, LLC$10.7M1
273U.S. Capital Wealth Advisors, LLC$10.6M1
274Pathstone Holdings, LLC$10.6M1
275Aptus Capital Advisors, LLC$10.4M1
276Fideuram Asset Management (Ireland) dac$10.1M1
277Atria Investments, Inc$10.1M1
278PINNACLE ASSOCIATES LTD$10.1M1
279Elo Mutual Pension Insurance Co$9.9M1
280KINGDON CAPITAL MANAGEMENT, L.L.C.$9.9M1
281Lido Advisors, LLC$9.9M1
282Naviter Wealth, LLC$9.7M1
283Quadrature Capital Ltd$9.7M1
284EASTERLY INVESTMENT PARTNERS LLC$9.3M1
285Vanderbilt University$9.1M1
286Triasima Portfolio Management inc.$8.9M1
287Dai-ichi Life Insurance Company, Ltd$8.7M1
288Vident Advisory, LLC$8.7M1
289Azimuth Capital Investment Management LLC$8.6M1
290Indivisible Partners$8.5M1
291Bank Julius Baer & Co. Ltd, Zurich$8.5M1
292WINDWARD CAPITAL MANAGEMENT CO /CA$8.5M1
293BEACON FINANCIAL PLANNING, INC$8.4M1
294Empowered Funds, LLC$8.4M1
295Callahan Advisors, LLC$8.4M1
296MIZUHO SECURITIES USA LLC$8.3M1
297Tower Research Capital LLC (TRC)$8.3M1
298KESTRA PRIVATE WEALTH SERVICES, LLC$8.2M1
299CARRET ASSET MANAGEMENT, LLC$8.0M1
300Vise Technologies, Inc.$8.0M1
301Meiji Yasuda Asset Management Co Ltd.$8.0M1
302AZZAD ASSET MANAGEMENT INC /ADV$7.9M1
303HARTFORD INVESTMENT MANAGEMENT CO$7.9M1
304Orion Porfolio Solutions, LLC$7.8M1
305DRW Securities, LLC$7.8M1
306Crossmark Global Holdings, Inc.$7.8M1
307Generali Asset Management SPA SGR$7.8M1
308Walleye Capital LLC$7.8M1
309PFA Pension, Forsikringsaktieselskab$7.8M1
310B. Metzler seel. Sohn & Co. AG$7.6M1
311GeoWealth Management, LLC$7.5M1
312AMF Tjanstepension AB$7.3M1
313&PARTNERS$7.2M1
314BRASADA CAPITAL MANAGEMENT, LP$7.1M1
315COHEN & STEERS, INC.$7.1M1
316LGT Group Foundation$7.1M1
317KMG FIDUCIARY PARTNERS, LLC$7.0M1
318OpenArc Corporate Advisory, LLC$6.9M1
319Maryland State Retirement & Pension System$6.9M1
320WESTWOOD HOLDINGS GROUP INC$6.7M1
321Waverly Advisors, LLC$6.7M1
322BECK CAPITAL MANAGEMENT, LLC$6.7M1
323Meiji Yasuda America Inc$6.7M1
324Merit Financial Group, LLC$6.7M1
325First National Bank of Mount Dora, Trust Investment Services$6.5M1
326BOOTHBAY FUND MANAGEMENT, LLC$6.5M1
327Atlantic Union Bankshares Corp$6.5M1
328Legacy CG, LLC$6.5M1
329DoubleLine ETF Adviser LP$6.4M1
330Vontobel Holding Ltd.$6.4M1
331LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.3M1
332AIA Group Ltd$6.2M1
333Verition Fund Management LLC$6.2M1
334BLAIR WILLIAM & CO/IL$6.0M1
335D L CARLSON INVESTMENT GROUP INC$6.0M1
336Callan Family Office, LLC$5.8M1
337Bleakley Financial Group, LLC$5.8M1
338E. Ohman J:or Asset Management AB$5.8M1
339CAPITAL INTERNATIONAL LTD /CA/$5.7M1
340MUFG Securities EMEA plc$5.7M1
341Banque Cantonale Vaudoise$5.6M1
342AG2R LA MONDIALE GESTION D'ACTIFS$5.6M1
343ELEVATION POINT WEALTH PARTNERS, LLC$5.6M1
344XTX Topco Ltd$5.6M1
345MAI Capital Management$5.5M1
346OMERS ADMINISTRATION Corp$5.4M1
347COMMERCE BANK$5.4M1
348RED CEDAR INVESTMENT MANAGEMENT, LLC$5.3M1
349RAINEY & RANDALL WEALTH ADVISORS INC.$5.3M1
350First Pacific Financial$5.2M1
351Pinnacle Wealth Management Advisory Group, LLC$5.2M1
352Taproot Management LP$5.1M1
353Gladstone Institutional Advisory LLC$5.1M1
354TOKIO MARINE ASSET MANAGEMENT CO LTD$5.1M1
355Transamerica Financial Advisors, LLC$5.1M1
356Saudi Central Bank$5.0M1
357Illinois Municipal Retirement Fund$5.0M1
358NOMURA HOLDINGS INC$4.9M1
359Jain Global LLC$4.9M1
360Spire Wealth Management$4.9M1
361BRANT POINT INVESTMENT MANAGEMENT LLC$4.8M1
362Kestra Advisory Services, LLC$4.7M1
363Assenagon Asset Management S.A.$4.7M1
364Siemens Fonds Invest GmbH$4.7M1
365Westover Capital Advisors, LLC$4.6M1
366BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.6M1
367PIER 88 INVESTMENT PARTNERS LLC$4.6M1
368Private Advisor Group, LLC$4.6M1
369Ascent Group, LLC$4.6M1
370ROMANO BROTHERS AND COMPANY$4.5M1
371Capital Group Investment Management Pte. Ltd.$4.5M1
372BROWN ADVISORY INC$4.5M1
373Concurrent Investment Advisors, LLC$4.5M1
374Steward Partners Investment Advisory, LLC$4.5M1
375Perpetual Ltd$4.4M1
376UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.4M1
377NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.4M1
378L & S Advisors Inc$4.3M1
379Argentarii, LLC$4.2M1
380Union Bancaire Privee, UBP SA$4.1M1
381Portfolio Design Labs, LLC$4.1M1
382Allworth Financial LP$4.0M1
383Bleichroeder LP$4.0M1
384North Dakota State Investment Board$3.9M1
385Great Diamond Partners, LLC$3.9M1
386Sequoia Financial Advisors, LLC$3.9M1
387Chesley Taft & Associates LLC$3.8M1
388MUFG SECURITIES AMERICAS INC.$3.8M1
389Laird Norton Wetherby Trust Company, LLC$3.8M1
390BENJAMIN EDWARDS INC$3.8M1
391Harvest Investment Services, LLC$3.8M1
392Summit Place Financial Advisors, LLC$3.8M1
393Fifth Third Wealth Advisors LLC$3.8M1
394SECURIAN ASSET MANAGEMENT, INC$3.7M1
395EXCHANGE TRADED CONCEPTS, LLC$3.7M1
396QUADRANT CAPITAL GROUP LLC$3.7M1
397Kintegral Advisory, LLC$3.6M1
398Hilton Capital Management, LLC$3.6M1
399Envestnet Portfolio Solutions, Inc.$3.6M1
400Retirement Management Systems Inc.$3.6M1
401YHB Investment Advisors, Inc.$3.6M1
402Meeder Advisory Services, Inc.$3.6M1
403World Investment Advisors$3.6M1
404Rice Partnership, LLC$3.6M1
405Edgestream Partners, L.P.$3.6M1
406HB Wealth Management, LLC$3.5M1
407OPPENHEIMER & CO INC$3.5M1
408GROUP ONE TRADING LLC$3.5M1
409Sarasin & Partners LLP$3.4M1
410Morangie Management LLC$3.4M1
411Capital Investment Advisors, LLC$3.4M1
412Summit Trail Advisors, LLC$3.3M1
413PRINCIPAL SECURITIES, INC.$3.3M1
414Beacon Pointe Advisors, LLC$3.2M1
415Brooklyn Investment Group$3.2M1
416Sound View Wealth Advisors Group, LLC$3.2M1
417COLDSTREAM CAPITAL MANAGEMENT INC$3.1M1
418MASTERINVEST Kapitalanlage GmbH$3.0M1
419Meiji Yasuda Life Insurance Co$2.9M1
420Edgemoor Investment Advisors, Inc.$2.8M1
421BDF-GESTION$2.8M1
422Verde Capital Management$2.8M1
423SIMON QUICK ADVISORS, LLC$2.7M1
424SIGNATUREFD, LLC$2.7M1
425Advance Capital Management, Inc.$2.7M1
426OLD SECOND NATIONAL BANK OF AURORA$2.7M1
427GLENMEDE TRUST CO NA$2.6M1
428GARRISON BRADFORD & ASSOCIATES INC$2.6M1
429GLOBALT Investments LLC / GA$2.6M1
430CHOREO, LLC$2.5M1
431INDEPENDENT FINANCIAL GROUP, LLC$2.5M1
432GRIMES & Co WEALTH MANAGEMENT, LLC$2.5M1
433NTV ASSET MANAGEMENT LLC$2.5M1
434PATTON FUND MANAGEMENT, INC.$2.5M1
435LDR Capital Management LLC$2.5M1
436J.W. COLE ADVISORS, INC.$2.4M1
437Patriot Financial Group Insurance Agency, LLC$2.4M1
438Prospera Financial Services Inc$2.4M1
439TWIN CAPITAL MANAGEMENT INC$2.3M1
440Savvy Advisors, Inc.$2.3M1
441AustralianSuper Pty Ltd$2.3M1
442Caprock Group, LLC$2.2M1
443Snowden Capital Advisors LLC$2.2M1
444GTS SECURITIES LLC$2.2M1
445OneDigital Investment Advisors LLC$2.2M1
446CONTRAVISORY INVESTMENT MANAGEMENT, INC.$2.2M1
447RDA Financial Network$2.2M1
448DAVENPORT & Co LLC$2.2M1
449BANQUE PICTET & CIE SA$2.1M1
450Hartford Funds Management Co LLC$2.1M1
451RITHOLTZ WEALTH MANAGEMENT$2.1M1
452Ballentine Partners, LLC$2.1M1
453Gerald Baker Financial Group LLC$2.1M1
454Everhart Financial Group, Inc.$2.1M1
455Virtus Investment Advisers, LLC$2.0M1
456Phoenix Financial Ltd.$2.0M1
457TEMA ETFS LLC$2.0M1
458Frank, Rimerman Advisors LLC$2.0M1
459Walleye Trading LLC$2.0M1
460JAMES INVESTMENT RESEARCH, INC.$2.0M1
461Parallax Volatility Advisers, L.P.$2.0M1
462Compound Planning, Inc.$2.0M1
463Wealthspire Retirement, LLC$2.0M1
464American Assets Investment Management, LLC$2.0M1
465Western Financial Corp/CA$2.0M1
466PARADIGM ASSET MANAGEMENT CO LLC$2.0M1
467Wedmont Private Capital$1.9M1
468American Financial Advisors, LLC$1.9M1
469BAILARD, INC.$1.9M1
470Baird Financial Group, Inc.$1.9M1
471Schonfeld Strategic Advisors LLC$1.9M1
472IEQ CAPITAL, LLC$1.9M1
473OSSIAM$1.9M1
474Wealth Enhancement Trust Services, Inc.$1.9M1
475J. Safra Sarasin Holding AG$1.9M1
476Equitable Holdings, Inc.$1.9M1
477DENALI ADVISORS LLC$1.8M1
478D.A. DAVIDSON & CO.$1.8M1
479Mutual Advisors, LLC$1.8M1
480Banco BTG Pactual S.A.$1.8M1
481Prestige Wealth Management Group LLC$1.8M1
482ARBOR CAPITAL MANAGEMENT INC /ADV$1.8M1
483Cornell Pochily Investment Advisors, Inc.$1.8M1
484Carnegie Investment Counsel$1.8M1
485MGO ONE SEVEN LLC$1.8M1
486Plato Investment Management Ltd$1.8M1
487Purkiss Capital Advisors LLC$1.8M1
488VestGen Advisors, LLC$1.7M1
489Agate Pass Investment Management, LLC$1.7M1
490Independent Advisor Alliance$1.7M1
491Sigma Planning Corp$1.7M1
492ALLIANZ SE$1.6M1
493Trueblood Wealth Management, LLC$1.6M1
494Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.6M1
495EVERGREEN CAPITAL MANAGEMENT LLC$1.6M1
496RFG - Bristol Wealth Advisors, LLC$1.6M1
497PICTON MAHONEY ASSET MANAGEMENT$1.6M1
498Smartleaf Asset Management LLC$1.6M1
499Pinnacle Financial Partners, Inc.$1.6M1
500Savant Capital, LLC$1.6M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WELL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WELL
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for WELL · financials and macro

Financials — as filed PLANNED

WELL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WELL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing