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 |
|---|---|---|---|---|---|
| GF Fund Management Co. Ltd. | 11,794 | $180.7 萬 | 0.04% | +555+4.9% | 加碼 |
| Arbor Capital Management Inc | 11,638 | $179.5 萬 | 1.74% | +174+1.5% | 加碼 |
| Stance Capital LLC | 11,716 | $179.5 萬 | 1.33% | +11,716 | 新進 |
| Quantessence Capital LLC | 11,600 | $177.7 萬 | 0.44% | +11,600 | 新進 |
| Benjamin Edwards Inc | 11,378 | $174.3 萬 | 0.02% | −10,952−49.0% | 減碼 |
| GAMMA Investing LLC | 11,344 | $173.8 萬 | 0.13% | +1,380+13.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,310 | $173.3 萬 | 0.05% | +7,522+198.6% | 加碼 |
| Abn Amro Investment Solutions | 11,300 | $173.1 萬 | 0.04% | +2,218+24.4% | 加碼 |
| Coldstream Capital Management Inc | 11,231 | $172.1 萬 | 0.04% | +575+5.4% | 加碼 |
| Resources Investment Advisors, LLC. | 11,178 | $171.3 萬 | 0.02% | −13−0.1% | 減碼 |
| Azzad Asset Management Inc | 11,136 | $170.6 萬 | 0.20% | +259+2.4% | 加碼 |
| GAM Holding AG | 11,136 | $170.6 萬 | 0.13% | +11,136 | 新進 |
| Jump Financial, LLC | 11,077 | $169.7 萬 | 0.03% | +11,077 | 新進 |
| Checchi Capital Advisers, LLC | 11,003 | $168.6 萬 | 0.12% | +1,797+19.5% | 加碼 |
| SG Americas Securities, LLC | 10,901 | $167.0 萬 | 0.01% | −5,237−32.5% | 減碼 |
| Paradigm Asset Management Co LLC | 10,838 | $166.0 萬 | 0.44% | 00.0% | 不變 |
| Twin Capital Management Inc | 10,788 | $165.3 萬 | 0.19% | +10,788 | 新進 |
| MUFG Securities Americas Inc. | 10,784 | $165.2 萬 | 0.19% | +2,052+23.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 10,766 | $165.0 萬 | 0.01% | −6,170−36.4% | 減碼 |
| Signaturefd, LLC | 10,762 | $164.9 萬 | 0.03% | +465+4.5% | 加碼 |
| Welch Group, LLC | 10,700 | $164.2 萬 | 0.07% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 11,003 | $161.8 萬 | 0.08% | +8,508+341.0% | 加碼 |
| LGT Fund Management Co Ltd. | 10,470 | $160.4 萬 | 0.14% | −1,783−14.6% | 減碼 |
| Dorsey Wright & Associates | 10,455 | $160.2 萬 | 0.41% | +10,455 | 新進 |
| Beacon Pointe Advisors, LLC | 10,366 | $158.8 萬 | 0.02% | −4,596−30.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 10,361 | $158.7 萬 | 0.43% | +9,576+1,219.9% | 加碼 |
| Greenleaf Trust | 10,248 | $157.0 萬 | 0.01% | +828+8.8% | 加碼 |
| NFP Retirement, Inc. | 10,234 | $156.8 萬 | 0.12% | +86+0.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 10,225 | $156.7 萬 | 0.12% | +606+6.3% | 加碼 |
| CAPROCK Group, Inc. | 10,199 | $156.3 萬 | 0.05% | +827+8.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,183 | $156.0 萬 | 0.01% | +1,052+11.5% | 加碼 |
| Financial Counselors Inc | 10,152 | $155.5 萬 | 0.02% | −120−1.2% | 減碼 |
| Baird Financial Group, Inc. | 10,136 | $155.3 萬 | 0.00% | −1,778−14.9% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 10,119 | $155.0 萬 | 0.55% | −1,102−9.8% | 減碼 |
| Summit Global Investments | 10,109 | $154.9 萬 | 0.11% | +3,184+46.0% | 加碼 |
| Stephens Inc | 10,104 | $154.8 萬 | 0.02% | −204−2.0% | 減碼 |
| Glenmede Trust Co NA | 10,017 | $153.5 萬 | 0.01% | +1,234+14.0% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $153.2 萬 | 0.13% | 00.0% | 不變 |
| Custom Index Systems, LLC | 9,975 | $152.8 萬 | 0.77% | +8,313+500.2% | 加碼 |
| GWM Advisors LLC | 9,794 | $150.1 萬 | 0.01% | −144−1.4% | 減碼 |
| Prospera Financial Services Inc | 9,722 | $149.1 萬 | 0.03% | −249−2.5% | 減碼 |
| Prelude Capital Management, LLC | 9,715 | $148.8 萬 | 0.15% | −3,442−26.2% | 減碼 |
| Agate Pass Investment Management, LLC | 9,685 | $148.4 萬 | 0.63% | +2,770+40.1% | 加碼 |
| Walleye Capital LLC | 9,622 | $147.4 萬 | 0.02% | +4,673+94.4% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,536 | $146.1 萬 | 0.49% | −123−1.3% | 減碼 |
| Jeppson Wealth Management, LLC | 9,523 | $145.9 萬 | 0.53% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 9,509 | $145.7 萬 | 0.05% | −1,103−10.4% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 9,478 | $145.2 萬 | 0.05% | +113+1.2% | 加碼 |
| Davy Global Fund Management Ltd | 9,382 | $143.7 萬 | 0.17% | −880−8.6% | 減碼 |
| HighPoint Advisor Group LLC | 9,476 | $143.5 萬 | 0.08% | −2,747−22.5% | 減碼 |
| American Assets Capital Advisers, LLC | 9,346 | $143.2 萬 | 0.60% | −950−9.2% | 減碼 |
| Arkadios Wealth Advisors | 9,237 | $141.5 萬 | 0.05% | +2,819+43.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 9,117 | $139.7 萬 | 0.05% | −709−7.2% | 減碼 |
| Banco Santander, S.A. | 9,105 | $139.5 萬 | 0.02% | +202+2.3% | 加碼 |
| Trueblood Wealth Management, LLC | 9,049 | $138.6 萬 | 0.64% | +10.0% | 加碼 |
| Sigma Planning Corp | 8,991 | $137.8 萬 | 0.04% | +2,715+43.3% | 加碼 |
| Ballentine Partners, LLC | 8,928 | $136.8 萬 | 0.02% | +3,004+50.7% | 加碼 |
| TownSquare Capital, LLC | 8,917 | $136.6 萬 | 0.01% | +2,275+34.3% | 加碼 |
| Scotia Capital Inc. | 8,822 | $135.2 萬 | 0.01% | +8,822 | 新進 |
| Horizon Investments, LLC | 8,818 | $135.1 萬 | 0.04% | +840+10.5% | 加碼 |
| PFG Investments, LLC | 8,717 | $133.6 萬 | 0.09% | −1,336−13.3% | 減碼 |
| Williamson Legacy Group, LLC | 8,579 | $131.4 萬 | 1.25% | +2,147+33.4% | 加碼 |
| Tradewinds, LLC. | 8,575 | $131.4 萬 | 0.37% | −99−1.1% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 8,552 | $131.0 萬 | 0.03% | +4,256+99.1% | 加碼 |
| Cullinan Associates Inc | 8,465 | $129.7 萬 | 0.09% | −5,052−37.4% | 減碼 |
| Schnieders Capital Management LLC | 8,404 | $128.8 萬 | 0.28% | −300−3.4% | 減碼 |
| Ofi Invest Asset Management | 9,062 | $128.5 萬 | 0.03% | −887−8.9% | 減碼 |
| Prestige Wealth Management Group LLC | 8,296 | $127.1 萬 | 0.27% | +297+3.7% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 8,171 | $125.2 萬 | 0.47% | +35+0.4% | 加碼 |
| Profund Advisors LLC | 8,165 | $125.1 萬 | 0.05% | −1,380−14.5% | 減碼 |
| Atlantic Union Bankshares Corp | 8,159 | $125.0 萬 | 0.08% | +159+2.0% | 加碼 |
| Waterloo Capital, L.P. | 7,982 | $122.3 萬 | 0.11% | +621+8.4% | 加碼 |
| Ancora Advisors, LLC | 7,898 | $121.0 萬 | 0.03% | +45+0.6% | 加碼 |
| Wedmont Private Capital | 8,379 | $119.5 萬 | 0.06% | +1,158+16.0% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 7,796 | $119.4 萬 | 0.99% | +165+2.2% | 加碼 |
| Bessemer Group Inc | 7,723 | $118.3 萬 | 0.00% | −191−2.4% | 減碼 |
| Sax Wealth Advisors, LLC | 7,719 | $118.3 萬 | 0.08% | +7,719 | 新進 |
| Highview Capital Management LLC | 7,629 | $116.9 萬 | 0.49% | +7,629 | 新進 |
| Stratos Wealth Partners, LTD. | 7,626 | $116.8 萬 | 0.02% | −6,198−44.8% | 減碼 |
| Capital Square, LLC | 7,546 | $115.6 萬 | 0.68% | +951+14.4% | 加碼 |
| We Are One Seven, LLC | 7,510 | $115.1 萬 | 0.04% | +177+2.4% | 加碼 |
| Stiles Financial Services Inc | 7,483 | $114.7 萬 | 0.44% | −124−1.6% | 減碼 |
| Edgestream Partners, L.P. | 7,412 | $113.6 萬 | 0.04% | −6,965−48.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 7,289 | $111.7 萬 | 0.26% | −675−8.5% | 減碼 |
| Brookstone Capital Management | 7,179 | $110.0 萬 | 0.02% | +2,172+43.4% | 加碼 |
| Fig Financial Advisory Services Inc | 7,118 | $109.1 萬 | 0.77% | −950−11.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 7,808 | $108.4 萬 | 0.03% | 00.0% | 不變 |
| DRW Securities, LLC | 7,058 | $108.1 萬 | 0.09% | +7,058 | 新進 |
| Geneos Wealth Management Inc. | 7,022 | $107.6 萬 | 0.04% | +514+7.9% | 加碼 |
| Farmers & Merchants Investments Inc | 6,993 | $107.1 萬 | 0.03% | +20+0.3% | 加碼 |
| Buckingham Strategic Partners | 6,965 | $106.7 萬 | 0.02% | +1,266+22.2% | 加碼 |
| Busey Wealth Management | 6,961 | $106.6 萬 | 0.04% | +80+1.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,958 | $106.6 萬 | 0.01% | +2,945+73.4% | 加碼 |
| Alteri Wealth LLC | 6,920 | $106.0 萬 | 0.47% | −256−3.6% | 減碼 |
| Wealth Architects, LLC | 6,902 | $105.7 萬 | 0.12% | +6,902 | 新進 |
| Lazard Asset Management LLC | 6,874 | $105.3 萬 | 0.00% | −1,983−22.4% | 減碼 |
| USA Financial Portformulas Corp | 6,850 | $104.9 萬 | 0.17% | −2,179−24.1% | 減碼 |
| Summit Trail Advisors, LLC | 6,756 | $103.5 萬 | 0.03% | +2,571+61.4% | 加碼 |
| Integrated Wealth Concepts LLC | 6,732 | $103.1 萬 | 0.01% | +401+6.3% | 加碼 |
| Bailard, Inc. | 6,729 | $103.1 萬 | 0.03% | +513+8.3% | 加碼 |