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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 19,059 | $292.0 萬 | 0.19% | −4,228−18.2% | 減碼 |
| Forte Capital LLC | 19,086 | $292.4 萬 | 0.35% | +70.0% | 加碼 |
| Commerce Bank | 19,293 | $295.6 萬 | 0.02% | −1,362−6.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,377 | $296.9 萬 | 0.05% | +594+3.2% | 加碼 |
| Nicola Wealth Management Ltd. | 19,502 | $298.8 萬 | 0.29% | +807+4.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,532 | $299.3 萬 | 0.07% | +373+1.9% | 加碼 |
| BCJ Capital Management, LLC | 19,590 | $300.1 萬 | 0.22% | +19,590 | 新進 |
| V-Square Quantitative Management LLC | 19,612 | $300.5 萬 | 0.44% | +753+4.0% | 加碼 |
| Kinneret Advisory, LLC | 19,915 | $305.1 萬 | 0.31% | −67−0.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 20,180 | $309.2 萬 | 0.11% | +786+4.1% | 加碼 |
| Omers Administration Corp | 20,194 | $309.4 萬 | 0.03% | −3,297−14.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 20,280 | $310.7 萬 | 0.06% | −4,749−19.0% | 減碼 |
| Ossiam | 20,343 | $311.7 萬 | 0.04% | +1,761+9.5% | 加碼 |
| Asset Planning,Inc | 20,396 | $312.5 萬 | 2.45% | −192−0.9% | 減碼 |
| Wolverine Trading, LLC | 20,408 | $313.1 萬 | 0.10% | +13,451+193.3% | 加碼 |
| Illinois Municipal Retirement Fund | 20,691 | $317.0 萬 | 0.05% | 00.0% | 不變 |
| FORA Capital, LLC | 20,802 | $318.7 萬 | 0.32% | +20,802 | 新進 |
| Beck Capital Management, LLC | 21,042 | $322.4 萬 | 0.95% | +1,159+5.8% | 加碼 |
| Assenagon Asset Management S.A. | 21,064 | $322.7 萬 | 0.01% | +133+0.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 21,100 | $323.3 萬 | 0.85% | +21,100 | 新進 |
| Brinker Capital Investments, LLC | 21,217 | $325.1 萬 | 0.03% | +3,504+19.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,217 | $325.1 萬 | 0.03% | +3,504+19.8% | 加碼 |
| FJ Capital Management LLC | 21,409 | $328.0 萬 | 0.34% | +2,068+10.7% | 加碼 |
| Argentarii, LLC | 21,491 | $329.3 萬 | 1.63% | +653+3.1% | 加碼 |
| Man Group plc | 21,613 | $331.1 萬 | 0.01% | +21,613 | 新進 |
| Quantbot Technologies LP | 21,812 | $334.2 萬 | 0.11% | +16,276+294.0% | 加碼 |
| United Capital Financial Advisers, LLC | 21,889 | $335.4 萬 | 0.03% | +1,574+7.7% | 加碼 |
| Advisors Preferred, LLC | 21,963 | $338.6 萬 | 0.45% | +21,963 | 新進 |
| Achmea Investment Management B.V. | 22,160 | $339.5 萬 | 0.05% | +6,611+42.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 22,420 | $343.5 萬 | 0.02% | −1,251−5.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,868 | $351.7 萬 | 0.04% | +1,616+7.6% | 加碼 |
| L & S Advisors Inc | 23,026 | $352.8 萬 | 0.44% | +23,026 | 新進 |
| Aster Capital Management (DIFC) Ltd | 23,315 | $357.9 萬 | 0.66% | +23,315 | 新進 |
| Perpetual Ltd | 23,554 | $360.9 萬 | 0.04% | −650−2.7% | 減碼 |
| Lincluden Management Ltd | 23,741 | $363.7 萬 | 0.46% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 23,700 | $365.6 萬 | 0.20% | +23,700 | 新進 |
| DoubleLine ETF Adviser LP | 23,929 | $366.6 萬 | 1.22% | −10,933−31.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 24,166 | $370.2 萬 | 0.04% | −584−2.4% | 減碼 |
| Summit Place Financial Advisors, LLC | 24,210 | $370.9 萬 | 2.09% | −750−3.0% | 減碼 |
| Vontobel Holding Ltd. | 24,605 | $377.0 萬 | 0.01% | +9,987+68.3% | 加碼 |
| Catalytic Wealth RIA, LLC | 24,846 | $380.7 萬 | 0.70% | +1,840+8.0% | 加碼 |
| Romano Brothers and Company | 24,987 | $382.8 萬 | 0.50% | −466−1.8% | 減碼 |
| Impax Asset Management Group plc | 24,989 | $382.9 萬 | 0.02% | −2,552−9.3% | 減碼 |
| Jain Global LLC | 25,198 | $386.1 萬 | 0.08% | +25,198 | 新進 |
| IMC-Chicago, LLC | 25,237 | $386.7 萬 | 0.15% | +25,237 | 新進 |
| Merit Financial Group, LLC | 25,286 | $387.4 萬 | 0.06% | +729+3.0% | 加碼 |
| MAI Capital Management | 25,457 | $390.0 萬 | 0.03% | −655−2.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $390.7 萬 | 0.03% | 00.0% | 不變 |
| Ieq Capital, LLC | 25,641 | $392.9 萬 | 0.03% | +2,252+9.6% | 加碼 |
| Spinnaker Trust | 25,824 | $395.6 萬 | 0.26% | −5,351−17.2% | 減碼 |
| Boston Family Office LLC | 25,832 | $395.8 萬 | 0.28% | −803−3.0% | 減碼 |
| National Asset Management, Inc. | 25,982 | $398.1 萬 | 0.12% | +3,113+13.6% | 加碼 |
| Ascent Group, LLC | 26,186 | $401.2 萬 | 0.17% | +26,186 | 新進 |
| Kornitzer Capital Management Inc | 26,400 | $404.5 萬 | 0.08% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 26,705 | $409.1 萬 | 0.07% | −1,076−3.9% | 減碼 |
| Portfolio Design Labs, LLC | 27,416 | $420.0 萬 | 0.87% | +27,416 | 新進 |
| Rainey & Randall Investment Management Inc. | 27,551 | $422.1 萬 | 0.83% | −595−2.1% | 減碼 |
| Pensionfund Sabic | 27,559 | $422.2 萬 | 1.26% | −1,000−3.5% | 減碼 |
| ING Groep NV | 27,591 | $422.7 萬 | 0.03% | +2,240+8.8% | 加碼 |
| New Mexico Educational Retirement Board | 27,648 | $423.6 萬 | 0.15% | +100+0.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 27,874 | $427.1 萬 | 0.11% | −800−2.8% | 減碼 |
| Beacon Financial Planning, Inc | 27,893 | $427.4 萬 | 2.46% | +1,780+6.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 28,289 | $433.4 萬 | 0.40% | +207+0.7% | 加碼 |
| Diversified Trust Co | 28,711 | $439.9 萬 | 0.11% | +18,301+175.8% | 加碼 |
| Banque Cantonale Vaudoise | 28,711 | $439.9 萬 | 0.19% | +28,711 | 新進 |
| Maryland State Retirement & Pension System | 28,816 | $441.5 萬 | 0.11% | −4,199−12.7% | 減碼 |
| Westover Capital Advisors, LLC | 28,830 | $441.7 萬 | 0.98% | −2,403−7.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 28,880 | $442.5 萬 | 0.07% | +2,957+11.4% | 加碼 |
| Oppenheimer & Co Inc | 29,667 | $454.5 萬 | 0.07% | +1,503+5.3% | 加碼 |
| Shell Asset Management Co | 29,935 | $458.6 萬 | 0.22% | −2,377−7.4% | 減碼 |
| Stevens Capital Management LP | 30,057 | $460.5 萬 | 1.14% | +16,993+130.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 30,251 | $463.5 萬 | 0.05% | −331−1.1% | 減碼 |
| Raiffeisen Bank International AG | 30,875 | $473.7 萬 | 0.08% | +25,362+460.0% | 加碼 |
| Blair William & Co | 31,048 | $475.7 萬 | 0.01% | +1,834+6.3% | 加碼 |
| Groupama Asset Managment | 15,101 | $482.1 萬 | 0.10% | – | – |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $484.1 萬 | 0.45% | 00.0% | 不變 |
| Legacy CG, LLC | 32,131 | $492.3 萬 | 1.59% | +1,070+3.4% | 加碼 |
| Securian Asset Management, Inc | 32,272 | $494.4 萬 | 0.15% | +560+1.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 32,366 | $495.9 萬 | 0.03% | −105,767−76.6% | 減碼 |
| D L Carlson Investment Group Inc | 32,733 | $501.5 萬 | 0.96% | −1,364−4.0% | 減碼 |
| Louisiana State Employees Retirement System | 32,800 | $502.5 萬 | 0.10% | +1,000+3.1% | 加碼 |
| Point72 (DIFC) Ltd | 33,228 | $509.1 萬 | 0.49% | +33,228 | 新進 |
| XTX Topco Ltd | 33,784 | $517.6 萬 | 0.26% | +33,784 | 新進 |
| Brasada Capital Management, LP | 37,927 | $517.7 萬 | 1.03% | +393+1.0% | 加碼 |
| Engineers Gate Manager LP | 33,948 | $520.1 萬 | 0.09% | +14,680+76.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 35,251 | $540.1 萬 | 0.02% | −306−0.9% | 減碼 |
| Brown Advisory Inc | 35,296 | $540.8 萬 | 0.01% | +416+1.2% | 加碼 |
| Capital International Sarl | 35,317 | $541.1 萬 | 0.12% | +12,563+55.2% | 加碼 |
| Garland Capital Management Inc | 35,443 | $543.0 萬 | 5.08% | −5,300−13.0% | 減碼 |
| KMG Fiduciary Partners, LLC | 36,148 | $553.8 萬 | 0.46% | −95−0.3% | 減碼 |
| Sterling Capital Management LLC | 36,186 | $554.4 萬 | 0.09% | +57+0.2% | 加碼 |
| Allstate Corp | 36,241 | $555.2 萬 | 0.16% | +2,669+8.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 36,375 | $557.3 萬 | 0.17% | +12,702+53.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 36,426 | $558.0 萬 | 0.19% | −9,535−20.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,914 | $565.6 萬 | 0.07% | +3,212+9.5% | 加碼 |
| Modern Wealth Management, LLC | 37,052 | $567.7 萬 | 0.18% | −5,212−12.3% | 減碼 |
| Triasima Portfolio Management inc. | 37,108 | $568.5 萬 | 1.12% | +25,108+209.2% | 加碼 |
| Hartford Investment Management Co | 37,201 | $570.0 萬 | 0.20% | +568+1.6% | 加碼 |
| Impact Asset Management GmbH | 37,630 | $576.5 萬 | 2.26% | +37,630 | 新進 |
| Spirit of America Management Corp | 37,725 | $578.0 萬 | 1.17% | +1,700+4.7% | 加碼 |