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 1,602 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 13F 持有人
Welltower Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,237
- 較 2024 年第 4 季 +124 家
- 持有股數
- 6.36 億
- 較 2024 年第 4 季 +2,339 萬 (+3.8%)
- 總市值
- $973.9 億
- 較 2024 年第 4 季 +$202.2 億 (+26.2%)
- 新進機構
- 190
- 另有 531 家加碼
- 清倉機構
- 66
- 另有 339 家減碼
另有 19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WELL 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,602 | $1,607 億 |
| 2026 年第 1 季 | 1,498 | $1,333 億 |
| 2025 年第 4 季 | 1,438 | $1,255 億 |
| 2025 年第 3 季 | 1,337 | $1,113 億 |
| 2025 年第 2 季 | 1,266 | $994.6 億 |
| 2025 年第 1 季 | 1,237 | $973.9 億 |
| 2024 年第 4 季 | 1,132 | $778.6 億 |
| 2024 年第 3 季 | 1,064 | $769.4 億 |
| 2024 年第 2 季 | 1,001 | $609.7 億 |
| 2024 年第 1 季 | 963 | $526.3 億 |
| 2023 年第 4 季 | 935 | $485.5 億 |
| 2023 年第 3 季 | 828 | $420.5 億 |
| 2023 年第 2 季 | 813 | $399.0 億 |
| 2023 年第 1 季 | 776 | $344.6 億 |
| 2022 年第 4 季 | 799 | $308.8 億 |
| 2022 年第 3 季 | 786 | $298.3 億 |
| 2022 年第 2 季 | 819 | $373.9 億 |
| 2022 年第 1 季 | 847 | $422.9 億 |
| 2021 年第 4 季 | 807 | $365.4 億 |
| 2021 年第 3 季 | 763 | $336.3 億 |
| 2021 年第 2 季 | 759 | $334.3 億 |
| 2021 年第 1 季 | 735 | $274.3 億 |
2025 年第 1 季持有機構
每家機構持有 Welltower Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 38,099 | $584.5 萬 | 0.71% | +1,311+3.6% | 加碼 |
| Vanderbilt University | 38,442 | $589.0 萬 | 1.12% | +7,797+25.4% | 加碼 |
| Atria Investments LLC | 38,592 | $591.3 萬 | 0.08% | +1,869+5.1% | 加碼 |
| Generali Asset Management SPA SGR | 38,836 | $595.0 萬 | 0.15% | −9,393−19.5% | 減碼 |
| Colony Group, LLC | 39,033 | $598.0 萬 | 0.01% | +878+2.3% | 加碼 |
| PEAK6 LLC | 39,160 | $600.0 萬 | 0.23% | +39,160 | 新進 |
| Northwestern Mutual Wealth Management Co | 39,356 | $603.0 萬 | 0.00% | −1,058−2.6% | 減碼 |
| Primecap Management Co | 39,500 | $605.2 萬 | 0.01% | +39,500 | 新進 |
| Patton Fund Management, Inc. | 39,711 | $608.4 萬 | 1.47% | −11,691−22.7% | 減碼 |
| Avantax Advisory Services, Inc. | 40,469 | $620.0 萬 | 0.04% | −310−0.8% | 減碼 |
| GDS Wealth Management | 41,894 | $641.9 萬 | 0.55% | +14,991+55.7% | 加碼 |
| Verition Fund Management LLC | 42,082 | $644.7 萬 | 0.04% | +37,446+807.7% | 加碼 |
| Kentucky Retirement Systems | 42,086 | $644.8 萬 | 0.20% | +2,319+5.8% | 加碼 |
| Vident Advisory, LLC | 42,141 | $645.7 萬 | 0.09% | +11,707+38.5% | 加碼 |
| Los Angeles Capital Management LLC | 42,655 | $653.5 萬 | 0.03% | −70,037−62.1% | 減碼 |
| Callahan Advisors, LLC | 42,723 | $654.6 萬 | 0.62% | +280+0.7% | 加碼 |
| Carret Asset Management, LLC | 42,995 | $658.7 萬 | 0.74% | −1,172−2.7% | 減碼 |
| MML Investors Services, LLC | 43,260 | $662.8 萬 | 0.02% | +4,937+12.9% | 加碼 |
| FFG Partners, LLC | 44,225 | $677.6 萬 | 2.79% | +44,225 | 新進 |
| Peapack Gladstone Financial Corp | 44,563 | $682.8 萬 | 0.10% | −1,494−3.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 44,900 | $687.9 萬 | 0.20% | +960+2.2% | 加碼 |
| US Bancorp | 44,927 | $688.3 萬 | 0.01% | +824+1.9% | 加碼 |
| Aptus Capital Advisors, LLC | 44,952 | $688.7 萬 | 0.08% | +40,443+896.9% | 加碼 |
| CI Private Wealth, LLC | 45,201 | $692.5 萬 | 0.01% | +2,613+6.1% | 加碼 |
| Truist Financial Corp | 45,777 | $701.3 萬 | 0.01% | +10,336+29.2% | 加碼 |
| Pathstone Holdings, LLC | 46,318 | $709.5 萬 | 0.03% | +1,124+2.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 47,012 | $720.3 萬 | 0.11% | +47,012 | 新進 |
| Windward Capital Management Co | 47,269 | $724.2 萬 | 0.62% | −1,603−3.3% | 減碼 |
| GeoWealth Management, LLC | 47,362 | $725.6 萬 | 0.29% | +1,909+4.2% | 加碼 |
| Brevan Howard Capital Management LP | 47,731 | $731.3 萬 | 0.21% | +47,731 | 新進 |
| Pacer Advisors, Inc. | 48,480 | $742.8 萬 | 0.02% | −13,290−21.5% | 減碼 |
| Mizuho Securities USA LLC | 48,782 | $747.4 萬 | 0.16% | −7,284−13.0% | 減碼 |
| Cinctive Capital Management LP | 48,884 | $749.0 萬 | 0.60% | −37,459−43.4% | 減碼 |
| CIBC World Markets Inc. | 49,532 | $758.9 萬 | 0.02% | −123,701−71.4% | 減碼 |
| Warren Averett Asset Management, LLC | 49,628 | $760.3 萬 | 0.09% | +35,823+259.5% | 加碼 |
| Consolidated Planning Corp | 50,006 | $766.1 萬 | 1.05% | +3,450+7.4% | 加碼 |
| Woodline Partners LP | 51,324 | $786.3 萬 | 0.05% | +15,947+45.1% | 加碼 |
| NEOS Investment Management LLC | 51,906 | $795.3 萬 | 0.15% | +20,243+63.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 52,350 | $802.1 萬 | 0.15% | +1,630+3.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 52,125 | $803.5 萬 | 0.01% | +1,595+3.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 52,750 | $808.2 萬 | 0.18% | −9,014−14.6% | 減碼 |
| Pensionfund DSM Netherlands | 52,753 | $808.2 萬 | 5.35% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 52,906 | $810.6 萬 | 0.33% | −3,306−5.9% | 減碼 |
| WESPAC Advisors SoCal, LLC | 53,892 | $825.7 萬 | 2.15% | +21,667+67.2% | 加碼 |
| Advisors Management Group Inc | 53,967 | $826.8 萬 | 1.80% | −737−1.3% | 減碼 |
| Harbour Trust & Investment Management Co | 54,419 | $833.8 萬 | 1.01% | −1,266−2.3% | 減碼 |
| Pinnacle Associates Ltd | 55,477 | $850.0 萬 | 0.12% | −735−1.3% | 減碼 |
| Twin Tree Management, LP | 55,517 | $850.6 萬 | 0.19% | +18,791+51.2% | 加碼 |
| Wealthfront Advisers LLC | 55,700 | $853.4 萬 | 0.02% | +9,398+20.3% | 加碼 |
| Rakuten Investment Management, Inc. | 56,057 | $860.0 萬 | 0.04% | +56,057 | 新進 |
| Windle Wealth, LLC | 56,250 | $861.8 萬 | 4.44% | −8,898−13.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 56,254 | $861.9 萬 | 0.34% | +1,974+3.6% | 加碼 |
| Norinchukin Bank, The | 57,404 | $879.5 萬 | 0.16% | +6,184+12.1% | 加碼 |
| Advisors Asset Management, Inc. | 57,810 | $885.7 萬 | 0.17% | +4,424+8.3% | 加碼 |
| Eisler Capital Management Ltd. | 58,402 | $894.5 萬 | 0.27% | +58,402 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 58,712 | $899.5 萬 | 0.28% | −2,375−3.9% | 減碼 |
| CWM Advisors, LLC | 59,062 | $904.9 萬 | 1.08% | +2,996+5.3% | 加碼 |
| Avanza Fonder AB | 60,187 | $921.3 萬 | 0.30% | −5,909−8.9% | 減碼 |
| Agf Management Ltd | 60,444 | $926.1 萬 | 0.05% | +2,746+4.8% | 加碼 |
| Quantinno Capital Management LP | 61,172 | $937.2 萬 | 0.06% | +19,515+46.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 61,555 | $943.1 萬 | 0.06% | −159,543−72.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 63,043 | $965.9 萬 | 0.11% | −10,583−14.4% | 減碼 |
| LGT Group Foundation | 64,525 | $988.6 萬 | 0.14% | −17,793−21.6% | 減碼 |
| Advisor Group Holdings, Inc. | 64,723 | $992.7 萬 | 0.02% | −11,005−14.5% | 減碼 |
| OP Asset Management Ltd | 64,901 | $994.3 萬 | 0.17% | +64,901 | 新進 |
| JustInvest LLC | 65,619 | $1,005 萬 | 0.15% | +6,636+11.3% | 加碼 |
| Sarasin & Partners LLP | 65,764 | $1,008 萬 | 0.11% | +65,764 | 新進 |
| Fred Alger Management, LLC | 66,177 | $1,014 萬 | 0.06% | +12,136+22.5% | 加碼 |
| Rafferty Asset Management, LLC | 66,426 | $1,018 萬 | 0.04% | −11,417−14.7% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 66,860 | $1,024 萬 | 0.20% | +34,400+106.0% | 加碼 |
| Federated Hermes, Inc. | 66,932 | $1,025 萬 | 0.02% | +61,382+1,106.0% | 加碼 |
| Central Trust Co | 70,878 | $1,086 萬 | 0.27% | −1,925−2.6% | 減碼 |
| Bank of Nova Scotia | 71,430 | $1,094 萬 | 0.02% | −12,624−15.0% | 減碼 |
| Gotham Asset Management, LLC | 71,515 | $1,096 萬 | 0.09% | +5,691+8.6% | 加碼 |
| Squarepoint Ops LLC | 71,695 | $1,098 萬 | 0.03% | +40,632+130.8% | 加碼 |
| DuPont Capital Management Corp | 73,736 | $1,130 萬 | 1.25% | +16,906+29.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 74,115 | $1,136 萬 | 0.09% | +13,502+22.3% | 加碼 |
| Groupe la Francaise | 75,908 | $1,138 萬 | 0.24% | +7,426+10.8% | 加碼 |
| Janney Montgomery Scott LLC | 75,481 | $1,156 萬 | 0.03% | +9,495+14.4% | 加碼 |
| Rockefeller Capital Management L.P. | 75,975 | $1,164 萬 | 0.03% | +4,704+6.6% | 加碼 |
| Mutual of America Capital Management LLC | 76,026 | $1,165 萬 | 0.13% | −442−0.6% | 減碼 |
| Trust Co of Toledo NA | 78,306 | $1,200 萬 | 1.59% | −2,252−2.8% | 減碼 |
| M&T Bank Corp | 79,925 | $1,225 萬 | 0.04% | +1,109+1.4% | 加碼 |
| Fifth Third Bancorp | 80,460 | $1,233 萬 | 0.05% | +21,988+37.6% | 加碼 |
| Jones Financial Companies LLLP | 81,288 | $1,247 萬 | 0.01% | +20,244+33.2% | 加碼 |
| Tredje AP-fonden | 81,421 | $1,247 萬 | 0.12% | 00.0% | 不變 |
| GSI Capital Advisors LLC | 81,436 | $1,248 萬 | 6.54% | +8,037+10.9% | 加碼 |
| Appleton Partners Inc | 81,630 | $1,251 萬 | 0.97% | +55,511+212.5% | 加碼 |
| Captrust Financial Advisors | 82,077 | $1,258 萬 | 0.03% | +817+1.0% | 加碼 |
| AMF Pensionsforsakring AB | 83,047 | $1,273 萬 | 0.09% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 83,214 | $1,275 萬 | 0.13% | +5,795+7.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 84,234 | $1,291 萬 | 0.06% | +140.0% | 加碼 |
| Westpac Banking Corp | 84,811 | $1,299 萬 | 0.96% | −4,150−4.7% | 減碼 |
| Venture Visionary Partners LLC | 85,613 | $1,312 萬 | 0.55% | +3,242+3.9% | 加碼 |
| Mariner, LLC | 85,673 | $1,313 萬 | 0.02% | +4,784+5.9% | 加碼 |
| Erste Asset Management GmbH | 85,735 | $1,315 萬 | 0.17% | +36,407+73.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 87,406 | $1,339 萬 | 0.03% | +4,023+4.8% | 加碼 |
| New Age Alpha Advisors, LLC | 87,549 | $1,341 萬 | 0.60% | −31,667−26.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 89,722 | $1,375 萬 | 0.14% | 00.0% | 不變 |
| New York Life Investment Management LLC | 90,213 | $1,382 萬 | 0.14% | +2,144+2.4% | 加碼 |