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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Welltower Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-30
Trade date
2026-05-29
Reporting owners
McHugh Timothy
Code
A
Shares
11
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001193125-26-409228
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WELL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WELL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete 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

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.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

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Ro Khanna2026-10-082026-09-04sale$1,001 - $15,000

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.

Institutional source directory ↗Congressional source directory ↗

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.

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