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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 10,017 | $153.5 萬 | 0.01% | +1,234+14.0% | 加碼 |
| Stephens Inc | 10,104 | $154.8 萬 | 0.02% | −204−2.0% | 減碼 |
| Summit Global Investments | 10,109 | $154.9 萬 | 0.11% | +3,184+46.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 10,119 | $155.0 萬 | 0.55% | −1,102−9.8% | 減碼 |
| Baird Financial Group, Inc. | 10,136 | $155.3 萬 | 0.00% | −1,778−14.9% | 減碼 |
| Financial Counselors Inc | 10,152 | $155.5 萬 | 0.02% | −120−1.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 10,183 | $156.0 萬 | 0.01% | +1,052+11.5% | 加碼 |
| CAPROCK Group, Inc. | 10,199 | $156.3 萬 | 0.05% | +827+8.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 10,225 | $156.7 萬 | 0.12% | +606+6.3% | 加碼 |
| NFP Retirement, Inc. | 10,234 | $156.8 萬 | 0.12% | +86+0.8% | 加碼 |
| Greenleaf Trust | 10,248 | $157.0 萬 | 0.01% | +828+8.8% | 加碼 |
| Virtus Investment Advisers, Inc. | 10,361 | $158.7 萬 | 0.43% | +9,576+1,219.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 10,366 | $158.8 萬 | 0.02% | −4,596−30.7% | 減碼 |
| Dorsey Wright & Associates | 10,455 | $160.2 萬 | 0.41% | +10,455 | 新進 |
| LGT Fund Management Co Ltd. | 10,470 | $160.4 萬 | 0.14% | −1,783−14.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 11,003 | $161.8 萬 | 0.08% | +8,508+341.0% | 加碼 |
| Welch Group, LLC | 10,700 | $164.2 萬 | 0.07% | 00.0% | 不變 |
| Signaturefd, LLC | 10,762 | $164.9 萬 | 0.03% | +465+4.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 10,766 | $165.0 萬 | 0.01% | −6,170−36.4% | 減碼 |
| MUFG Securities Americas Inc. | 10,784 | $165.2 萬 | 0.19% | +2,052+23.5% | 加碼 |
| Twin Capital Management Inc | 10,788 | $165.3 萬 | 0.19% | +10,788 | 新進 |
| Paradigm Asset Management Co LLC | 10,838 | $166.0 萬 | 0.44% | 00.0% | 不變 |
| SG Americas Securities, LLC | 10,901 | $167.0 萬 | 0.01% | −5,237−32.5% | 減碼 |
| Checchi Capital Advisers, LLC | 11,003 | $168.6 萬 | 0.12% | +1,797+19.5% | 加碼 |
| Jump Financial, LLC | 11,077 | $169.7 萬 | 0.03% | +11,077 | 新進 |
| GAM Holding AG | 11,136 | $170.6 萬 | 0.13% | +11,136 | 新進 |
| Azzad Asset Management Inc | 11,136 | $170.6 萬 | 0.20% | +259+2.4% | 加碼 |
| Resources Investment Advisors, LLC. | 11,178 | $171.3 萬 | 0.02% | −13−0.1% | 減碼 |
| Coldstream Capital Management Inc | 11,231 | $172.1 萬 | 0.04% | +575+5.4% | 加碼 |
| Abn Amro Investment Solutions | 11,300 | $173.1 萬 | 0.04% | +2,218+24.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,310 | $173.3 萬 | 0.05% | +7,522+198.6% | 加碼 |
| GAMMA Investing LLC | 11,344 | $173.8 萬 | 0.13% | +1,380+13.8% | 加碼 |
| Benjamin Edwards Inc | 11,378 | $174.3 萬 | 0.02% | −10,952−49.0% | 減碼 |
| Quantessence Capital LLC | 11,600 | $177.7 萬 | 0.44% | +11,600 | 新進 |
| Stance Capital LLC | 11,716 | $179.5 萬 | 1.33% | +11,716 | 新進 |
| Arbor Capital Management Inc | 11,638 | $179.5 萬 | 1.74% | +174+1.5% | 加碼 |
| GF Fund Management Co. Ltd. | 11,794 | $180.7 萬 | 0.04% | +555+4.9% | 加碼 |
| Garrison Bradford & Associates Inc | 11,926 | $182.7 萬 | 2.01% | 00.0% | 不變 |
| Change Path, LLC | 11,986 | $183.6 萬 | 0.05% | −1,130−8.6% | 減碼 |
| Machina Capital S.A.S. | 12,242 | $187.6 萬 | 0.56% | +5,153+72.7% | 加碼 |
| HB Wealth Management, LLC | 12,291 | $188.3 萬 | 0.02% | +3,100+33.7% | 加碼 |
| AIA Group Ltd | 12,500 | $191.5 萬 | 0.05% | +300+2.5% | 加碼 |
| Wesbanco Bank Inc | 12,676 | $194.2 萬 | 0.07% | −471−3.6% | 減碼 |
| Allianz SE | 12,683 | $194.3 萬 | 0.05% | −719−5.4% | 減碼 |
| Mount Lucas Management LP | 12,713 | $194.8 萬 | 0.92% | +12,713 | 新進 |
| Penserra Capital Management LLC | 12,740 | $195.0 萬 | 0.03% | +3,449+37.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 12,744 | $195.2 萬 | 0.02% | +176+1.4% | 加碼 |
| Independent Advisor Alliance | 12,969 | $198.7 萬 | 0.07% | +156+1.2% | 加碼 |
| Independent Financial Group, LLC | 12,982 | $198.9 萬 | 0.07% | +1,700+15.1% | 加碼 |
| Drake & Associates, LLC | 13,216 | $202.5 萬 | 0.57% | +2,633+24.9% | 加碼 |
| American Financial Advisors, LLC | 13,266 | $203.3 萬 | 0.29% | −319−2.3% | 減碼 |
| Pinebridge Investments, L.P. | 13,274 | $203.4 萬 | 0.02% | +8,336+168.8% | 加碼 |
| Wambolt & Associates, LLC | 13,282 | $204.7 萬 | 0.70% | −383−2.8% | 減碼 |
| United Services Automobile Association | 13,488 | $206.9 萬 | 0.06% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 13,532 | $207.3 萬 | 0.12% | +1,519+12.6% | 加碼 |
| Advance Capital Management, Inc. | 13,670 | $209.4 萬 | 0.10% | 00.0% | 不變 |
| RDA Financial Network | 13,821 | $211.7 萬 | 0.63% | −915−6.2% | 減碼 |
| Quadrant Capital Group LLC | 13,829 | $211.9 萬 | 0.08% | +5,787+72.0% | 加碼 |
| Nebula Research & Development LLC | 13,873 | $212.5 萬 | 0.20% | +13,873 | 新進 |
| Fifth Third Wealth Advisors LLC | 14,189 | $217.4 萬 | 0.11% | +9,049+176.1% | 加碼 |
| Red Cedar Investment Management, LLC | 14,256 | $218.4 萬 | 0.30% | 00.0% | 不變 |
| Bard Associates Inc | 14,284 | $218.8 萬 | 0.82% | −50−0.3% | 減碼 |
| NTV Asset Management LLC | 14,424 | $221.0 萬 | 0.29% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 14,535 | $222.7 萬 | 0.52% | +194+1.4% | 加碼 |
| Denali Advisors LLC | 14,567 | $223.2 萬 | 0.25% | +400+2.8% | 加碼 |
| Proquility Private Wealth Partners, LLC | 14,586 | $223.5 萬 | 0.69% | −1,999−12.1% | 減碼 |
| Empowered Funds, LLC | 14,790 | $226.6 萬 | 0.03% | +3,564+31.7% | 加碼 |
| Great Diamond Partners, LLC | 15,066 | $230.8 萬 | 0.63% | +10,894+261.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,080 | $231.0 萬 | 0.03% | −288−1.9% | 減碼 |
| O'Rourke & Company, Inc | 15,118 | $231.6 萬 | 1.15% | −26−0.2% | 減碼 |
| CWM, LLC | 15,180 | $232.6 萬 | 0.01% | +767+5.3% | 加碼 |
| Donoghue Forlines LLC | 15,281 | $234.1 萬 | 0.74% | −1,334−8.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,328 | $234.8 萬 | 0.02% | +956+6.7% | 加碼 |
| Quadrature Capital Ltd | 15,765 | $241.6 萬 | 0.05% | −21,447−57.6% | 減碼 |
| Oddo BHF Asset Management SAS | 15,803 | $242.1 萬 | 0.10% | +13,409+560.1% | 加碼 |
| RSM US Wealth Management LLC | 15,924 | $244.0 萬 | 0.04% | +1,895+13.5% | 加碼 |
| Entropy Technologies, LP | 15,959 | $244.5 萬 | 0.24% | +6,772+73.7% | 加碼 |
| Wahed Invest LLC | 16,002 | $245.2 萬 | 0.42% | +414+2.7% | 加碼 |
| Verde Capital Management | 16,070 | $246.2 萬 | 0.70% | +187+1.2% | 加碼 |
| Sumitomo Life Insurance Co | 16,079 | $246.3 萬 | 0.09% | −181−1.1% | 減碼 |
| Kestra Advisory Services, LLC | 16,316 | $250.0 萬 | 0.01% | −1,305−7.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 16,375 | $250.9 萬 | 0.23% | −25−0.2% | 減碼 |
| D.A. Davidson & Co. | 16,512 | $253.0 萬 | 0.02% | −621−3.6% | 減碼 |
| Liberty Capital Management, Inc. | 16,529 | $253.2 萬 | 0.56% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 16,586 | $254.1 萬 | 0.23% | −1,025−5.8% | 減碼 |
| Centaurus Financial, Inc. | 16,704 | $255.9 萬 | 0.15% | −431−2.5% | 減碼 |
| Everence Capital Management Inc | 16,900 | $258.9 萬 | 0.18% | +900+5.6% | 加碼 |
| Sandy Spring Bank | 16,982 | $260.2 萬 | 0.11% | +470+2.8% | 加碼 |
| Park Avenue Securities LLC | 17,043 | $261.1 萬 | 0.03% | +3,587+26.7% | 加碼 |
| Capital Investment Advisors, LLC | 17,244 | $264.2 萬 | 0.05% | −84−0.5% | 減碼 |
| Siemens Fonds Invest GmbH | 17,323 | $265.4 萬 | 0.18% | +17,323 | 新進 |
| Nations Financial Group Inc, | 17,424 | $267.0 萬 | 0.20% | +12,530+256.0% | 加碼 |
| Investment Management Corp of Ontario | 17,616 | $269.9 萬 | 0.06% | −6,640−27.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,926 | $274.6 萬 | 0.20% | +7,703+75.3% | 加碼 |
| Fairfield Financial Advisors, LTD | 18,027 | $276.2 萬 | 1.04% | +2,403+15.4% | 加碼 |
| Private Advisor Group, LLC | 18,059 | $276.7 萬 | 0.02% | −1,084−5.7% | 減碼 |
| Greenland Capital Management LP | 18,454 | $282.7 萬 | 0.48% | +18,454 | 新進 |
| Vestmark Advisory Solutions, Inc. | 18,622 | $285.3 萬 | 0.07% | +4,205+29.2% | 加碼 |
| Bleakley Financial Group, LLC | 18,849 | $288.8 萬 | 0.09% | +8,859+88.7% | 加碼 |
| J. Safra Sarasin Holding AG | 19,029 | $291.5 萬 | 0.05% | −157−0.8% | 減碼 |