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Welltower Inc.

WELL
交易所
NYSE
產業
Real Estate Investment Trusts
SEC CIK
0000766704

近 90 天，Welltower Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 1,601 家機構在 13F 申報持有，市值合計 $1,607 億；沒有大師持有。

2025 年第 1 季與 2024 年第 4 季比較

持有 Welltower Inc. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

WELL 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數1,132191,237+124
股數6.18 億554.5 萬6.36 億+2,339 萬 (+3.8%)
市值$778.6 億$6.99 億$973.9 億+$202.2 億 (+26.2%)

19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（190 家）

2025 年第 1 季季末持有 Welltower Inc.、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 190 家。

2025 年第 1 季新進 WELL 的機構
機構股數市值佔組合 %
Nuveen, LLC4,974,895$7.62 億0.24%
Castle Hook Partners LP938,174$1.44 億3.78%
Actiam N.V.658,763$1.01 億1.60%
Zurich Insurance Group Ltd622,580$9,539 萬0.77%
Virginia Retirement Systems Et Al276,660$4,239 萬0.31%
Holocene Advisors, LP205,000$3,141 萬0.09%
HRT Financial LP166,704$2,554 萬0.16%
Weiss Asset Management LP156,566$2,399 萬0.64%
Twinbeech Capital LP127,303$1,950 萬0.35%
Waterfront Capital Partners, LLC125,000$1,915 萬3.28%
Nearwater Capital Markets, Ltd120,000$1,839 萬0.52%
Walleye Trading LLC119,054$1,824 萬0.52%
Beck Bode, LLC98,523$1,509 萬2.81%
Sarasin & Partners LLP65,764$1,008 萬0.11%
OP Asset Management Ltd64,901$994.3 萬0.17%
Eisler Capital Management Ltd.58,402$894.5 萬0.27%
Rakuten Investment Management, Inc.56,057$860.0 萬0.04%
Brevan Howard Capital Management LP47,731$731.3 萬0.21%
ASR Vermogensbeheer N.V.47,012$720.3 萬0.11%
FFG Partners, LLC44,225$677.6 萬2.79%
Primecap Management Co39,500$605.2 萬0.01%
PEAK6 LLC39,160$600.0 萬0.23%
Impact Asset Management GmbH37,630$576.5 萬2.26%
XTX Topco Ltd33,784$517.6 萬0.26%
Point72 (DIFC) Ltd33,228$509.1 萬0.49%
Banque Cantonale Vaudoise28,711$439.9 萬0.19%
Portfolio Design Labs, LLC27,416$420.0 萬0.87%
Ascent Group, LLC26,186$401.2 萬0.17%
IMC-Chicago, LLC25,237$386.7 萬0.15%
Jain Global LLC25,198$386.1 萬0.08%
AG2R la Mondiale Gestion D'Actifs23,700$365.6 萬0.20%
Aster Capital Management (DIFC) Ltd23,315$357.9 萬0.66%
L & S Advisors Inc23,026$352.8 萬0.44%
Advisors Preferred, LLC21,963$338.6 萬0.45%
Man Group plc21,613$331.1 萬0.01%
Catalyst Funds Management Pty Ltd21,100$323.3 萬0.85%
FORA Capital, LLC20,802$318.7 萬0.32%
BCJ Capital Management, LLC19,590$300.1 萬0.22%
Greenland Capital Management LP18,454$282.7 萬0.48%
Siemens Fonds Invest GmbH17,323$265.4 萬0.18%
Nebula Research & Development LLC13,873$212.5 萬0.20%
Mount Lucas Management LP12,713$194.8 萬0.92%
Stance Capital LLC11,716$179.5 萬1.33%
Quantessence Capital LLC11,600$177.7 萬0.44%
GAM Holding AG11,136$170.6 萬0.13%
Jump Financial, LLC11,077$169.7 萬0.03%
Twin Capital Management Inc10,788$165.3 萬0.19%
Dorsey Wright & Associates10,455$160.2 萬0.41%
Scotia Capital Inc.8,822$135.2 萬0.01%
Sax Wealth Advisors, LLC7,719$118.3 萬0.08%
Highview Capital Management LLC7,629$116.9 萬0.49%
DRW Securities, LLC7,058$108.1 萬0.09%
Wealth Architects, LLC6,902$105.7 萬0.12%
Axxcess Wealth Management, LLC6,564$100.6 萬0.03%
RiverFront Investment Group, LLC6,345$97.2 萬0.02%
Quest Partners LLC5,901$90.4 萬0.10%
Stableford Capital II LLC5,725$84.3 萬0.36%
Integrity Alliance, LLC.5,315$81.4 萬0.03%
Hartford Funds Management Co LLC5,011$76.8 萬0.07%
Farringdon Capital, Ltd.3,852$59.0 萬0.30%
MQS Management LLC3,824$58.6 萬0.34%
Harvest Investment Services, LLC3,817$58.5 萬0.16%
Strategy Asset Managers LLC3,589$55.0 萬0.11%
Scientech Research LLC3,509$53.8 萬0.14%
Optas, LLC3,306$50.7 萬0.09%
Mission Financial Group, LLC2,381$47.1 萬0.44%
Strategic Investment Advisors2,832$43.4 萬0.05%
SMART Wealth LLC2,682$41.1 萬0.15%
Marex Group plc2,564$39.3 萬0.01%
Retireful, LLC2,498$38.3 萬0.37%
Corient IA LLC2,500$38.3 萬0.27%
Moran Wealth Management, LLC2,454$37.6 萬0.01%
Florida Financial Advisors, LLC2,224$34.0 萬0.13%
World Equity Group, Inc.2,183$33.4 萬0.10%
MBB Public Markets I LLC2,153$33.0 萬0.04%
Souders Financial Advisors2,097$32.1 萬0.04%
YHB Investment Advisors, Inc.2,079$31.9 萬0.03%
Sherbrooke Park Advisers LLC2,059$31.5 萬0.15%
Congress Wealth Management LLC2,059$31.5 萬0.00%
Focused Wealth Management, Inc2,043$31.3 萬0.04%
Warwick Investment Management, Inc.2,005$30.7 萬0.06%
Banco BTG Pactual S.A.1,869$28.6 萬0.07%
Analyst IMS Investment Management Services Ltd.1,814$27.8 萬0.01%
Foster Group, Inc.1,803$27.6 萬0.01%
Readystate Asset Management LP1,769$27.1 萬0.01%
Dynamic Advisor Solutions LLC1,759$26.9 萬0.01%
QTR Family Wealth, LLC1,705$26.1 萬0.20%
VestGen Advisors, LLC1,667$25.5 萬0.01%
Hilltop Holdings Inc.1,622$24.8 萬0.02%
Gateway Investment Advisers LLC1,608$24.6 萬0.00%
Capital Investment Advisory Services, LLC1,605$24.6 萬0.02%
Inceptionr LLC1,599$24.5 萬0.07%
CWA Asset Management Group, LLC1,592$24.4 萬0.01%
E Fund Management Co., Ltd.1,590$24.4 萬0.01%
Gsa Capital Partners LLP1,569$24.0 萬0.02%
Schneider Downs Wealth Management Advisors, LP1,562$23.9 萬0.04%
Moody National Bank Trust Division1,551$23.8 萬0.02%
SummitTX Capital, L.P.1,550$23.7 萬0.01%
Abel Hall, LLC1,549$23.7 萬0.14%
Zions Bancorporation, National Association1,539$23.6 萬0.01%

清倉機構（66 家）

2024 年第 4 季季末持有 Welltower Inc.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 WELL 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Capital Fund Management S.A.246,320$3,104 萬
Easterly Investment Partners LLC114,716$1,446 萬
Quantitative Investment Management, LLC79,202$998.1 萬
Makena Capital Management LLC71,958$906.9 萬
Connor, Clark & Lunn Investment Management Ltd.62,841$792.0 萬
Davis Selected Advisers29,550$372.4 萬
Lombard Odier Asset Management (Europe) Ltd25,000$315.1 萬
Cubist Systematic Strategies, LLC23,999$302.5 萬
CenterBook Partners LP15,809$199.2 萬
Lombard Odier Asset Management (Switzerland) SA14,898$187.8 萬
Creegan & Nassoura Financial Group, LLC14,507$182.8 萬
Landscape Capital Management, L.L.C.13,058$164.6 萬
Old North State Wealth Management, LLC12,925$163.1 萬
Canada Post Corp Registered Pension Plan11,509$145.0 萬
Wexford Capital LP10,500$132.3 萬
Wolverine Asset Management LLC8,788$110.8 萬
Axecap Investments, LLC7,599$95.8 萬
Headlands Technologies LLC7,005$88.3 萬
Graham Capital Management, L.P.6,982$88.0 萬
Oak Thistle LLC6,507$82.0 萬
Proequities, Inc.5,947$78.0 萬
Ibex Wealth Advisors5,592$70.5 萬
Stokes Family Office, LLC4,387$55.3 萬
Cypress Capital Group3,887$49.0 萬
Kapitalo Investimentos Ltda3,077$38.8 萬
Dearborn Partners LLC2,675$33.7 萬
Barnes Pettey Financial Advisors, LLC2,352$29.6 萬
Longboard Asset Management, LP2,215$27.9 萬
Kathmere Capital Management, LLC2,038$25.7 萬
Echo Wealth Management, LLC2,000$25.2 萬
Angeles Investment Advisors, LLC1,802$22.7 萬
Probity Advisors, Inc.1,785$22.5 萬
Catalina Capital Group, LLC1,777$22.4 萬
Empower Advisory Group, LLC1,599$20.2 萬
State of Wyoming1,459$18.4 萬
Quarry LP1,024$12.9 萬
Pathway Financial Advisers, LLC825$10.4 萬
Tobam821$10.3 萬
Militia Capital Partners, LP800$10.1 萬
Lee Danner & Bass Inc776$9.78 萬
Venturi Wealth Management, LLC541$6.82 萬
Harel Insurance Investments & Financial Services Ltd.541$6.80 萬
MidAtlantic Capital Management, Inc.500$6.30 萬
Elequin Capital LP408$5.14 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC288$3.64 萬
Caitong International Asset Management Co., Ltd219$2.76 萬
Laurel Wealth Advisors LLC200$2.52 萬
Raleigh Capital Management Inc.164$2.07 萬
HGK Asset Management Inc150$1.89 萬
Concord Wealth Partners117$1.48 萬
Pacific Capital Wealth Advisors, Inc115$1.45 萬
Central Pacific Bank - Trust Division104$1.31 萬
FPC Investment Advisory, Inc.75$1.02 萬
Richard W. Paul & Associates, LLC79$9,956
Coppell Advisory Solutions LLC46$5,746
Eagle Bay Advisors LLC34$4,285
Oarsman Capital, Inc.26$3,277
Human Investing LLC16$2,017
Addison Advisors LLC15$1,891
Financial Life Planners13$1,677
BOK Financial Private Wealth, Inc.13$1,639
Wingate Wealth Advisors, Inc.12$1,512
Nemes Rush Group LLC7$882
Measured Risk Portfolios, Inc.6$756
Foster Dykema Cabot & Partners, LLC6$756
Sugar Maple Asset Management, LLC5$630

尚未申報 2025 年第 1 季的機構（19 家）

2024 年第 4 季季末持有 Welltower Inc.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 WELL、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC4,790,755$6.04 億
Swedbank AB635,283$8,006 萬
Buckingham Capital Management, Inc.36,563$460.8 萬
Avitas Wealth Management LLC24,294$306.2 萬
TrinityPoint Wealth, LLC11,404$143.7 萬
Gray Wealth Management Inc.10,687$134.7 萬
Vise Technologies, Inc.10,643$134.1 萬
Wetherby Asset Management Inc6,686$84.3 萬
Global Retirement Partners, LLC4,315$54.4 萬
Lake Street Advisors Group, LLC4,240$53.4 萬
Strategic Wealth Partners, Ltd.2,593$39.3 萬
Blue Capital, Inc.2,616$33.0 萬
AlphaMark Advisors, LLC2,200$27.7 萬
Geller Advisors LLC1,911$24.1 萬
Zions Bancorporation, N.A.1,020$12.9 萬
Oliver Lagore Vanvalin Investment Group146$1.84 萬
WR Wealth Planners, LLC36$4,537
Cassady Schiller Wealth Management, LLC25$3,151
Financial Gravity Companies, Inc.5$630