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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 5,600 | $85.8 萬 | 0.23% | −750−11.8% | 減碼 |
| Kingsview Wealth Management, LLC | 5,622 | $86.1 萬 | 0.02% | −98−1.7% | 減碼 |
| Madden Advisory Services, Inc. | 5,627 | $86.2 萬 | 0.40% | −232−4.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,680 | $87.0 萬 | 0.21% | −728−11.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 5,712 | $87.6 萬 | 0.02% | +133+2.4% | 加碼 |
| Texas Yale Capital Corp. | 5,731 | $87.8 萬 | 0.04% | +17+0.3% | 加碼 |
| Good Life Advisors, LLC | 5,744 | $88.0 萬 | 0.06% | +69+1.2% | 加碼 |
| NorthRock Partners, LLC | 5,755 | $88.2 萬 | 0.03% | +396+7.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,764 | $88.3 萬 | 0.03% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 5,806 | $89.1 萬 | 0.09% | −37−0.6% | 減碼 |
| Allworth Financial LP | 6,074 | $89.7 萬 | 0.01% | +995+19.6% | 加碼 |
| Ingalls & Snyder LLC | 5,860 | $89.8 萬 | 0.03% | −386−6.2% | 減碼 |
| 180 Wealth Advisors, LLC | 5,878 | $90.1 萬 | 0.14% | +3,188+118.5% | 加碼 |
| Quest Partners LLC | 5,901 | $90.4 萬 | 0.10% | +5,901 | 新進 |
| Fulcrum Capital LLC | 5,957 | $91.3 萬 | 0.20% | −169−2.8% | 減碼 |
| Finward Bancorp | 5,973 | $91.5 萬 | 0.79% | −250−4.0% | 減碼 |
| Dudley Capital Management, LLC | 6,025 | $92.3 萬 | 0.49% | −50−0.8% | 減碼 |
| Johnson Investment Counsel Inc | 6,110 | $93.6 萬 | 0.01% | −1,151−15.9% | 減碼 |
| Pacific Sun Financial Corp | 6,138 | $94.0 萬 | 0.53% | 00.0% | 不變 |
| Savant Capital, LLC | 6,168 | $94.5 萬 | 0.01% | −2,803−31.2% | 減碼 |
| Ameritas Advisory Services, LLC | 6,626 | $95.3 萬 | 0.04% | −970−12.8% | 減碼 |
| Cigna Investments Inc | 6,231 | $95.5 萬 | 0.18% | −82−1.3% | 減碼 |
| Values First Advisors, Inc. | 6,258 | $95.9 萬 | 0.56% | +22+0.4% | 加碼 |
| Ellevest, Inc. | 6,302 | $96.6 萬 | 0.06% | +808+14.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 6,318 | $96.8 萬 | 0.31% | −351−5.3% | 減碼 |
| RiverFront Investment Group, LLC | 6,345 | $97.2 萬 | 0.02% | +6,345 | 新進 |
| Huntington National Bank | 6,354 | $97.4 萬 | 0.01% | +29+0.5% | 加碼 |
| Atomi Financial Group, Inc. | 6,359 | $97.4 萬 | 0.04% | +725+12.9% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $98.3 萬 | 0.06% | 00.0% | 不變 |
| Dodds Wealth, LLC | 6,422 | $98.4 萬 | 0.32% | 00.0% | 不變 |
| Centiva Capital, LP | 6,457 | $98.9 萬 | 0.06% | −11,125−63.3% | 減碼 |
| Everhart Financial Group, Inc. | 6,474 | $99.2 萬 | 0.14% | +405+6.7% | 加碼 |
| Synovus Financial Corp | 6,508 | $99.7 萬 | 0.01% | +2,853+78.1% | 加碼 |
| Axxcess Wealth Management, LLC | 6,564 | $100.6 萬 | 0.03% | +6,564 | 新進 |
| Richwood Investment Advisors, LLC | 6,570 | $100.7 萬 | 0.86% | −250−3.7% | 減碼 |
| Level Four Advisory Services, LLC | 6,590 | $101.0 萬 | 0.04% | +78+1.2% | 加碼 |
| Emergent Wealth Advisors, LLC | 6,680 | $102.3 萬 | 0.74% | +3,429+105.5% | 加碼 |
| Bailard, Inc. | 6,729 | $103.1 萬 | 0.03% | +513+8.3% | 加碼 |
| Integrated Wealth Concepts LLC | 6,732 | $103.1 萬 | 0.01% | +401+6.3% | 加碼 |
| Summit Trail Advisors, LLC | 6,756 | $103.5 萬 | 0.03% | +2,571+61.4% | 加碼 |
| USA Financial Portformulas Corp | 6,850 | $104.9 萬 | 0.17% | −2,179−24.1% | 減碼 |
| Lazard Asset Management LLC | 6,874 | $105.3 萬 | 0.00% | −1,983−22.4% | 減碼 |
| Wealth Architects, LLC | 6,902 | $105.7 萬 | 0.12% | +6,902 | 新進 |
| Alteri Wealth LLC | 6,920 | $106.0 萬 | 0.47% | −256−3.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,958 | $106.6 萬 | 0.01% | +2,945+73.4% | 加碼 |
| Busey Wealth Management | 6,961 | $106.6 萬 | 0.04% | +80+1.2% | 加碼 |
| Buckingham Strategic Partners | 6,965 | $106.7 萬 | 0.02% | +1,266+22.2% | 加碼 |
| Farmers & Merchants Investments Inc | 6,993 | $107.1 萬 | 0.03% | +20+0.3% | 加碼 |
| Geneos Wealth Management Inc. | 7,022 | $107.6 萬 | 0.04% | +514+7.9% | 加碼 |
| DRW Securities, LLC | 7,058 | $108.1 萬 | 0.09% | +7,058 | 新進 |
| Carnegie Capital Asset Management, LLC | 7,808 | $108.4 萬 | 0.03% | 00.0% | 不變 |
| Fig Financial Advisory Services Inc | 7,118 | $109.1 萬 | 0.77% | −950−11.8% | 減碼 |
| Brookstone Capital Management | 7,179 | $110.0 萬 | 0.02% | +2,172+43.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 7,289 | $111.7 萬 | 0.26% | −675−8.5% | 減碼 |
| Edgestream Partners, L.P. | 7,412 | $113.6 萬 | 0.04% | −6,965−48.4% | 減碼 |
| Stiles Financial Services Inc | 7,483 | $114.7 萬 | 0.44% | −124−1.6% | 減碼 |
| We Are One Seven, LLC | 7,510 | $115.1 萬 | 0.04% | +177+2.4% | 加碼 |
| Capital Square, LLC | 7,546 | $115.6 萬 | 0.68% | +951+14.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,626 | $116.8 萬 | 0.02% | −6,198−44.8% | 減碼 |
| Highview Capital Management LLC | 7,629 | $116.9 萬 | 0.49% | +7,629 | 新進 |
| Sax Wealth Advisors, LLC | 7,719 | $118.3 萬 | 0.08% | +7,719 | 新進 |
| Bessemer Group Inc | 7,723 | $118.3 萬 | 0.00% | −191−2.4% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 7,796 | $119.4 萬 | 0.99% | +165+2.2% | 加碼 |
| Wedmont Private Capital | 8,379 | $119.5 萬 | 0.06% | +1,158+16.0% | 加碼 |
| Ancora Advisors, LLC | 7,898 | $121.0 萬 | 0.03% | +45+0.6% | 加碼 |
| Waterloo Capital, L.P. | 7,982 | $122.3 萬 | 0.11% | +621+8.4% | 加碼 |
| Atlantic Union Bankshares Corp | 8,159 | $125.0 萬 | 0.08% | +159+2.0% | 加碼 |
| Profund Advisors LLC | 8,165 | $125.1 萬 | 0.05% | −1,380−14.5% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 8,171 | $125.2 萬 | 0.47% | +35+0.4% | 加碼 |
| Prestige Wealth Management Group LLC | 8,296 | $127.1 萬 | 0.27% | +297+3.7% | 加碼 |
| Ofi Invest Asset Management | 9,062 | $128.5 萬 | 0.03% | −887−8.9% | 減碼 |
| Schnieders Capital Management LLC | 8,404 | $128.8 萬 | 0.28% | −300−3.4% | 減碼 |
| Cullinan Associates Inc | 8,465 | $129.7 萬 | 0.09% | −5,052−37.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 8,552 | $131.0 萬 | 0.03% | +4,256+99.1% | 加碼 |
| Tradewinds, LLC. | 8,575 | $131.4 萬 | 0.37% | −99−1.1% | 減碼 |
| Williamson Legacy Group, LLC | 8,579 | $131.4 萬 | 1.25% | +2,147+33.4% | 加碼 |
| PFG Investments, LLC | 8,717 | $133.6 萬 | 0.09% | −1,336−13.3% | 減碼 |
| Horizon Investments, LLC | 8,818 | $135.1 萬 | 0.04% | +840+10.5% | 加碼 |
| Scotia Capital Inc. | 8,822 | $135.2 萬 | 0.01% | +8,822 | 新進 |
| TownSquare Capital, LLC | 8,917 | $136.6 萬 | 0.01% | +2,275+34.3% | 加碼 |
| Ballentine Partners, LLC | 8,928 | $136.8 萬 | 0.02% | +3,004+50.7% | 加碼 |
| Sigma Planning Corp | 8,991 | $137.8 萬 | 0.04% | +2,715+43.3% | 加碼 |
| Trueblood Wealth Management, LLC | 9,049 | $138.6 萬 | 0.64% | +10.0% | 加碼 |
| Banco Santander, S.A. | 9,105 | $139.5 萬 | 0.02% | +202+2.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 9,117 | $139.7 萬 | 0.05% | −709−7.2% | 減碼 |
| Arkadios Wealth Advisors | 9,237 | $141.5 萬 | 0.05% | +2,819+43.9% | 加碼 |
| American Assets Capital Advisers, LLC | 9,346 | $143.2 萬 | 0.60% | −950−9.2% | 減碼 |
| HighPoint Advisor Group LLC | 9,476 | $143.5 萬 | 0.08% | −2,747−22.5% | 減碼 |
| Davy Global Fund Management Ltd | 9,382 | $143.7 萬 | 0.17% | −880−8.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 9,478 | $145.2 萬 | 0.05% | +113+1.2% | 加碼 |
| Snowden Capital Advisors LLC | 9,509 | $145.7 萬 | 0.05% | −1,103−10.4% | 減碼 |
| Jeppson Wealth Management, LLC | 9,523 | $145.9 萬 | 0.53% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 9,536 | $146.1 萬 | 0.49% | −123−1.3% | 減碼 |
| Walleye Capital LLC | 9,622 | $147.4 萬 | 0.02% | +4,673+94.4% | 加碼 |
| Agate Pass Investment Management, LLC | 9,685 | $148.4 萬 | 0.63% | +2,770+40.1% | 加碼 |
| Prelude Capital Management, LLC | 9,715 | $148.8 萬 | 0.15% | −3,442−26.2% | 減碼 |
| Prospera Financial Services Inc | 9,722 | $149.1 萬 | 0.03% | −249−2.5% | 減碼 |
| GWM Advisors LLC | 9,794 | $150.1 萬 | 0.01% | −144−1.4% | 減碼 |
| Custom Index Systems, LLC | 9,975 | $152.8 萬 | 0.77% | +8,313+500.2% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $153.2 萬 | 0.13% | 00.0% | 不變 |