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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 3,374 | $51.7 萬 | 0.10% | −70−2.0% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,422 | $52.4 萬 | 0.29% | −113−3.2% | 減碼 |
| Conning Inc. | 3,428 | $52.5 萬 | 0.02% | +151+4.6% | 加碼 |
| Monument Capital Management | 3,447 | $52.8 萬 | 0.16% | −474−12.1% | 減碼 |
| CoreCap Advisors, LLC | 3,455 | $52.9 萬 | 0.02% | +342+11.0% | 加碼 |
| Stonebridge Financial Group, LLC | 3,457 | $53.0 萬 | 0.06% | +5+0.1% | 加碼 |
| Boston Private Wealth LLC | 3,498 | $53.6 萬 | 0.02% | +269+8.3% | 加碼 |
| River Street Advisors LLC | 3,504 | $53.7 萬 | 0.27% | +139+4.1% | 加碼 |
| Equitable Holdings, Inc. | 3,507 | $53.7 萬 | 0.01% | +417+13.5% | 加碼 |
| Scientech Research LLC | 3,509 | $53.8 萬 | 0.14% | +3,509 | 新進 |
| Fukoku Mutual Life Insurance Co | 3,522 | $54.0 萬 | 0.04% | 00.0% | 不變 |
| Graypoint LLC | 3,535 | $54.2 萬 | 0.03% | +108+3.2% | 加碼 |
| Peak Planning Group, LLC | 3,542 | $54.3 萬 | 0.23% | +7+0.2% | 加碼 |
| AA Financial Advisors, LLC | 3,582 | $54.9 萬 | 0.13% | +1,164+48.1% | 加碼 |
| Strategy Asset Managers LLC | 3,589 | $55.0 萬 | 0.11% | +3,589 | 新進 |
| Evergreen Capital Management LLC | 3,601 | $55.2 萬 | 0.02% | +140+4.0% | 加碼 |
| LCNB Corp | 3,604 | $55.2 萬 | 0.20% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 3,644 | $55.8 萬 | 0.05% | +73+2.0% | 加碼 |
| Panagora Asset Management Inc | 3,650 | $55.9 萬 | 0.00% | +10.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,670 | $56.2 萬 | 0.03% | −83−2.2% | 減碼 |
| Valeo Financial Advisors, LLC | 3,677 | $56.3 萬 | 0.02% | +58+1.6% | 加碼 |
| Wealthspire Advisors, LLC | 3,678 | $56.4 萬 | 0.00% | +227+6.6% | 加碼 |
| Moors & Cabot, Inc. | 3,679 | $56.4 萬 | 0.03% | +7+0.2% | 加碼 |
| PDS Planning, Inc | 3,699 | $56.7 萬 | 0.05% | +242+7.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,711 | $56.9 萬 | 0.27% | −14−0.4% | 減碼 |
| Skopos Labs, Inc. | 3,781 | $57.9 萬 | 0.13% | +1,922+103.4% | 加碼 |
| Alps Advisors Inc | 3,800 | $58.2 萬 | 0.00% | +995+35.5% | 加碼 |
| Harvest Investment Services, LLC | 3,817 | $58.5 萬 | 0.16% | +3,817 | 新進 |
| MQS Management LLC | 3,824 | $58.6 萬 | 0.34% | +3,824 | 新進 |
| Van Hulzen Asset Management, LLC | 3,852 | $59.0 萬 | 0.05% | +8+0.2% | 加碼 |
| Farringdon Capital, Ltd. | 3,852 | $59.0 萬 | 0.30% | +3,852 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,893 | $59.6 萬 | 0.02% | +1,564+67.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,939 | $60.3 萬 | 0.01% | −27−0.7% | 減碼 |
| Harbour Investments, Inc. | 3,948 | $60.5 萬 | 0.02% | +462+13.3% | 加碼 |
| Glenview Trust Co | 3,950 | $60.5 萬 | 0.01% | −8−0.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $60.7 萬 | 0.22% | 00.0% | 不變 |
| Flputnam Investment Management Co | 3,976 | $60.9 萬 | 0.01% | +131+3.4% | 加碼 |
| Perigon Wealth Management, LLC | 3,986 | $61.1 萬 | 0.02% | +437+12.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,989 | $61.1 萬 | 0.02% | −126−3.1% | 減碼 |
| Principal Securities, Inc. | 4,935 | $62.2 萬 | 0.01% | +185+3.9% | 加碼 |
| Hendershot Investments Inc. | 4,073 | $62.4 萬 | 0.08% | −43−1.0% | 減碼 |
| Baldwin Investment Management, LLC | 4,076 | $62.4 萬 | 0.08% | +49+1.2% | 加碼 |
| Whittier Trust Co | 4,168 | $63.9 萬 | 0.01% | −34−0.8% | 減碼 |
| Comprehensive Money Management Services LLC | 4,216 | $64.6 萬 | 0.52% | −60−1.4% | 減碼 |
| Brighton Jones LLC | 4,223 | $64.7 萬 | 0.02% | +38+0.9% | 加碼 |
| Cresset Asset Management, LLC | 4,257 | $65.2 萬 | 0.00% | −1,397−24.7% | 減碼 |
| Southland Equity Partners LLC | 4,275 | $65.5 萬 | 0.15% | −93−2.1% | 減碼 |
| Gold Investment Management Ltd. | 4,320 | $66.2 萬 | 0.28% | −164−3.7% | 減碼 |
| Tuttle Tactical Management | 4,321 | $66.2 萬 | 2.91% | +1,128+35.3% | 加碼 |
| Proficio Capital Partners LLC | 4,328 | $66.3 萬 | 0.05% | +281+6.9% | 加碼 |
| HF Advisory Group, LLC | 4,335 | $66.4 萬 | 0.29% | −16−0.4% | 減碼 |
| Fidelis Capital Partners, LLC | 4,521 | $66.4 萬 | 0.07% | +852+23.2% | 加碼 |
| First American Trust, FSB | 4,372 | $67.0 萬 | 0.06% | +53+1.2% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $67.4 萬 | 0.03% | 00.0% | 不變 |
| Syon Capital LLC | 4,398 | $67.4 萬 | 0.05% | −8−0.2% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,427 | $67.8 萬 | 0.11% | +77+1.8% | 加碼 |
| Plato Investment Management Ltd | 4,387 | $67.9 萬 | 0.06% | +1,312+42.7% | 加碼 |
| Sage Mountain Advisors LLC | 4,437 | $68.0 萬 | 0.05% | +551+14.2% | 加碼 |
| Carmel Capital Partners, LLC | 4,467 | $68.4 萬 | 0.27% | −73−1.6% | 減碼 |
| Clearstead Advisors, LLC | 4,494 | $68.9 萬 | 0.01% | −10.0% | 減碼 |
| Panoramic Investment Advisors, LLC | 4,552 | $69.7 萬 | 0.47% | −100−2.1% | 減碼 |
| Schechter Investment Advisors, LLC | 4,584 | $70.2 萬 | 0.06% | −74−1.6% | 減碼 |
| Manske Wealth Management | 4,641 | $71.1 萬 | 0.27% | −1,472−24.1% | 減碼 |
| BSW Wealth Partners | 4,661 | $71.4 萬 | 0.11% | +1,768+61.1% | 加碼 |
| LRI Investments, LLC | 4,694 | $71.9 萬 | 0.07% | −259−5.2% | 減碼 |
| Associated Banc-Corp | 4,703 | $72.1 萬 | 0.02% | −11−0.2% | 減碼 |
| Summit Financial, LLC | 4,725 | $72.4 萬 | 0.02% | +410+9.5% | 加碼 |
| Prudent Man Advisors, LLC | 4,774 | $73.1 萬 | 0.27% | 00.0% | 不變 |
| Davenport & Co LLC | 4,775 | $73.2 萬 | 0.00% | +103+2.2% | 加碼 |
| Integrated Advisors Network LLC | 4,842 | $74.2 萬 | 0.04% | +21+0.4% | 加碼 |
| Tower Bridge Advisors | 4,850 | $74.3 萬 | 0.08% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 4,856 | $74.4 萬 | 0.21% | −29−0.6% | 減碼 |
| AlphaCore Capital LLC | 4,864 | $74.5 萬 | 0.06% | +342+7.6% | 加碼 |
| LongView Wealth Management | 4,871 | $74.6 萬 | 0.22% | −107−2.1% | 減碼 |
| Investment Advisory Group, LLC | 4,889 | $74.9 萬 | 0.25% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 4,979 | $76.3 萬 | 0.04% | +441+9.7% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,988 | $76.4 萬 | 0.11% | −33−0.7% | 減碼 |
| Hartford Funds Management Co LLC | 5,011 | $76.8 萬 | 0.07% | +5,011 | 新進 |
| Exchange Traded Concepts, LLC | 5,034 | $77.1 萬 | 0.01% | +347+7.4% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $77.5 萬 | 0.50% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 5,145 | $78.8 萬 | 0.02% | +837+19.4% | 加碼 |
| Ostrum Asset Management | 5,177 | $79.3 萬 | 0.04% | −40−0.8% | 減碼 |
| Marshall Financial Group LLC | 5,189 | $79.5 萬 | 0.17% | +254+5.1% | 加碼 |
| IHT Wealth Management, LLC | 5,220 | $80.0 萬 | 0.02% | +131+2.6% | 加碼 |
| Farther Finance Advisors, LLC | 5,209 | $80.3 萬 | 0.02% | +1,661+46.8% | 加碼 |
| Trustmark National Bank Trust Department | 5,247 | $80.4 萬 | 0.06% | +1,720+48.8% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,259 | $80.6 萬 | 0.41% | −97−1.8% | 減碼 |
| Integrity Alliance, LLC. | 5,315 | $81.4 萬 | 0.03% | +5,315 | 新進 |
| Sara-Bay Financial | 5,329 | $81.8 萬 | 0.36% | +29+0.5% | 加碼 |
| Qtron Investments LLC | 5,376 | $82.4 萬 | 0.12% | +833+18.3% | 加碼 |
| Parallel Advisors, LLC | 5,441 | $83.4 萬 | 0.02% | +859+18.7% | 加碼 |
| Foundations Investment Advisors, LLC | 5,446 | $83.4 萬 | 0.02% | +381+7.5% | 加碼 |
| Dogwood Wealth Management LLC | 5,455 | $83.6 萬 | 0.44% | +609+12.6% | 加碼 |
| Ritholtz Wealth Management | 5,494 | $84.2 萬 | 0.03% | +3,422+165.2% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $84.2 萬 | 0.37% | 00.0% | 不變 |
| Stableford Capital II LLC | 5,725 | $84.3 萬 | 0.36% | +5,725 | 新進 |
| ProVise Management Group, LLC | 5,525 | $84.6 萬 | 0.07% | −1,675−23.3% | 減碼 |
| Morse Asset Management, Inc | 5,525 | $84.6 萬 | 0.21% | +5,475+10,950.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,555 | $85.1 萬 | 0.07% | −2,632−32.1% | 減碼 |
| Apollon Wealth Management, LLC | 5,564 | $85.2 萬 | 0.02% | +717+14.8% | 加碼 |