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Public ownership evidence

Welltower Inc. (WELL) Ownership Disclosures

Read WELL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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2026-09-302026-05-29McHugh TimothyA11Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-05-29 and its public availability date is 2026-09-30. Subtracting those calendar dates gives 124 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

Recent Form 4 activity

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2026-09-302026-05-29McHugh TimothyA11Not reported
2026-08-282026-08-26Gundlach AndrewP2,500Not reported
2026-08-282026-08-26Gundlach AndrewP2,500Not reported
2026-08-282026-08-25Gundlach AndrewP2,500Not reported
2026-08-282026-08-25Gundlach AndrewP2,500Not reported
2026-08-252026-08-20LOPEZ DENNIS GA73Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-291,318$299,146None
Cornerstone Financial Management LLC2026-03-312026-08-291,273$251,685None
Cornerstone Financial Management LLC2025-12-312026-08-291,274$236,467None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2925,982$3,980,746None
Advisors Asset Management, Inc.2021-12-312026-08-2844,076$3,780,399None
Advisors Asset Management, Inc.2022-12-312026-08-2840,596$2,661,068None
Advisors Asset Management, Inc.2020-06-302026-08-2841,014$2,122,475None
Advisors Asset Management, Inc.2022-06-302026-08-2844,720$3,683,000None
Advisors Asset Management, Inc.2021-09-302026-08-2845,294$3,732,000None
Corient Private Wealth LP2026-06-302026-08-2890,025$20,432,854None
Corient Private Wealth LP2026-06-302026-08-2811,808$2,679,966None
AFFINITY WEALTH LLC2025-09-302026-08-27307$54,689None
AFFINITY WEALTH LLC2025-06-302026-08-27307$47,195None
AFFINITY WEALTH LLC2025-03-312026-08-27307$47,035None
AFFINITY WEALTH LLC2024-12-312026-08-27300$37,809None
Principia Wealth Advisory, LLC2026-06-302026-08-2757$12,937None
Principia Wealth Advisory, LLC2026-03-312026-08-2745$8,897None
Advisors Asset Management, Inc.2024-03-312026-08-2737,717$3,524,276None
Advisors Asset Management, Inc.2025-03-312026-08-2757,810$8,857,070None
Advisors Asset Management, Inc.2022-09-302026-08-2737,584$2,417,000None
Advisors Asset Management, Inc.2020-12-312026-08-2757,182$3,695,000None
Advisors Asset Management, Inc.2022-03-312026-08-2746,877$4,506,755None
Advisors Asset Management, Inc.2023-06-302026-08-2751,452$4,161,952None
Advisors Asset Management, Inc.2023-09-302026-08-2745,600$3,735,552None
Advisors Asset Management, Inc.2023-03-312026-08-2750,084$3,590,522None
Advisors Asset Management, Inc.2021-03-312026-08-2755,607$3,983,129None
Advisors Asset Management, Inc.2021-06-302026-08-2749,024$4,074,000None
Advisors Asset Management, Inc.2020-09-302026-08-2750,641$2,789,813None
Advisors Asset Management, Inc.2025-09-302026-08-2758,292$10,384,137None
Advisors Asset Management, Inc.2023-12-312026-08-2744,021$3,969,374None
Dakota Wealth Management2025-12-312026-08-273,497$649,013None
Dakota Wealth Management2026-03-312026-08-272,876$568,619None
Advus Financial Partners, LLC2026-06-302026-08-261,165$264,420None
Advus Financial Partners, LLC2026-03-312026-08-261,198$236,857None
Advus Financial Partners, LLC2025-12-312026-08-261,101$204,357None
Groupe la Francaise2026-06-302026-08-2663,338$14,381,350None
Advisors Asset Management, Inc.2019-12-312026-08-2626,094$2,133,967None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-26413,388$81,730,941None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26277,967$63,090,170None
Advisors Asset Management, Inc.2025-06-302026-08-2563,494$9,760,933None
CYBER HORNET ETFs LLC2026-06-302026-08-251,920$435,782None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,075,391$244,081,495None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25244,081,495$1,075,391,000None
Advisors Asset Management, Inc.2024-09-302026-08-2245,925$5,879,778None
Advisors Asset Management, Inc.2024-06-302026-08-2242,465$4,426,976None
Advisors Asset Management, Inc.2024-12-312026-08-2253,386$6,728,238None
Advisors Asset Management, Inc.2025-12-312026-08-2260,213$11,176,135None
Advisors Asset Management, Inc.2020-03-312026-08-2231,704$1,451,409None
Assenagon Asset Management S.A.2026-06-302026-08-2222,863$5,189,215None
Harvest Fund Management Co., Ltd2026-06-302026-08-212,769$628,000None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.