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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 3,976 | $60.9 萬 | 0.01% | +131+3.4% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $60.7 萬 | 0.22% | 00.0% | 不變 |
| Glenview Trust Co | 3,950 | $60.5 萬 | 0.01% | −8−0.2% | 減碼 |
| Harbour Investments, Inc. | 3,948 | $60.5 萬 | 0.02% | +462+13.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,939 | $60.3 萬 | 0.01% | −27−0.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,893 | $59.6 萬 | 0.02% | +1,564+67.2% | 加碼 |
| 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 |
| MQS Management LLC | 3,824 | $58.6 萬 | 0.34% | +3,824 | 新進 |
| Harvest Investment Services, LLC | 3,817 | $58.5 萬 | 0.16% | +3,817 | 新進 |
| Alps Advisors Inc | 3,800 | $58.2 萬 | 0.00% | +995+35.5% | 加碼 |
| Skopos Labs, Inc. | 3,781 | $57.9 萬 | 0.13% | +1,922+103.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,711 | $56.9 萬 | 0.27% | −14−0.4% | 減碼 |
| PDS Planning, Inc | 3,699 | $56.7 萬 | 0.05% | +242+7.0% | 加碼 |
| Moors & Cabot, Inc. | 3,679 | $56.4 萬 | 0.03% | +7+0.2% | 加碼 |
| Wealthspire Advisors, LLC | 3,678 | $56.4 萬 | 0.00% | +227+6.6% | 加碼 |
| Valeo Financial Advisors, LLC | 3,677 | $56.3 萬 | 0.02% | +58+1.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,670 | $56.2 萬 | 0.03% | −83−2.2% | 減碼 |
| Panagora Asset Management Inc | 3,650 | $55.9 萬 | 0.00% | +10.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,644 | $55.8 萬 | 0.05% | +73+2.0% | 加碼 |
| LCNB Corp | 3,604 | $55.2 萬 | 0.20% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,601 | $55.2 萬 | 0.02% | +140+4.0% | 加碼 |
| Strategy Asset Managers LLC | 3,589 | $55.0 萬 | 0.11% | +3,589 | 新進 |
| AA Financial Advisors, LLC | 3,582 | $54.9 萬 | 0.13% | +1,164+48.1% | 加碼 |
| Peak Planning Group, LLC | 3,542 | $54.3 萬 | 0.23% | +7+0.2% | 加碼 |
| Graypoint LLC | 3,535 | $54.2 萬 | 0.03% | +108+3.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,522 | $54.0 萬 | 0.04% | 00.0% | 不變 |
| Scientech Research LLC | 3,509 | $53.8 萬 | 0.14% | +3,509 | 新進 |
| Equitable Holdings, Inc. | 3,507 | $53.7 萬 | 0.01% | +417+13.5% | 加碼 |
| River Street Advisors LLC | 3,504 | $53.7 萬 | 0.27% | +139+4.1% | 加碼 |
| Boston Private Wealth LLC | 3,498 | $53.6 萬 | 0.02% | +269+8.3% | 加碼 |
| Stonebridge Financial Group, LLC | 3,457 | $53.0 萬 | 0.06% | +5+0.1% | 加碼 |
| CoreCap Advisors, LLC | 3,455 | $52.9 萬 | 0.02% | +342+11.0% | 加碼 |
| Monument Capital Management | 3,447 | $52.8 萬 | 0.16% | −474−12.1% | 減碼 |
| Conning Inc. | 3,428 | $52.5 萬 | 0.02% | +151+4.6% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,422 | $52.4 萬 | 0.29% | −113−3.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 3,374 | $51.7 萬 | 0.10% | −70−2.0% | 減碼 |
| Greenup Street Wealth Management LLC | 3,366 | $51.6 萬 | 0.10% | −3,237−49.0% | 減碼 |
| Mutual Advisors, LLC | 3,504 | $51.5 萬 | 0.01% | +1,459+71.3% | 加碼 |
| Nilsine Partners, LLC | 3,346 | $51.3 萬 | 0.06% | +243+7.8% | 加碼 |
| SFMG, LLC | 3,344 | $51.2 萬 | 0.04% | +45+1.4% | 加碼 |
| Lake Street Financial LLC | 3,338 | $51.1 萬 | 0.08% | −80−2.3% | 減碼 |
| CX Institutional | 3,334 | $51.1 萬 | 0.02% | +405+13.8% | 加碼 |
| Prairie Sky Financial Group LLC | 3,332 | $51.0 萬 | 0.30% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $50.8 萬 | 0.35% | 00.0% | 不變 |
| Optas, LLC | 3,306 | $50.7 萬 | 0.09% | +3,306 | 新進 |
| Shelton Capital Management | 3,278 | $50.2 萬 | 0.01% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 3,250 | $49.8 萬 | 0.20% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 3,219 | $49.6 萬 | 0.00% | −15,863−83.1% | 減碼 |
| Callan Family Office, LLC | 3,200 | $49.0 萬 | 0.04% | −895−21.9% | 減碼 |
| Savvy Advisors, Inc. | 3,128 | $47.9 萬 | 0.05% | +332+11.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,127 | $47.9 萬 | 0.03% | −1,330−29.8% | 減碼 |
| HBK Sorce Advisory LLC | 3,126 | $47.9 萬 | 0.01% | +20+0.6% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,122 | $47.8 萬 | 0.24% | −500−13.8% | 減碼 |
| Balboa Wealth Partners | 3,106 | $47.6 萬 | 0.11% | +583+23.1% | 加碼 |
| Jacobi Capital Management LLC | 3,091 | $47.4 萬 | 0.03% | +478+18.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,086 | $47.3 萬 | 0.04% | −974−24.0% | 減碼 |
| Great Lakes Advisors, LLC | 3,081 | $47.2 萬 | 0.00% | −658−17.6% | 減碼 |
| Mission Financial Group, LLC | 2,381 | $47.1 萬 | 0.44% | +2,381 | 新進 |
| Koshinski Asset Management, Inc. | 3,028 | $46.4 萬 | 0.04% | +359+13.5% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $46.0 萬 | 0.09% | 00.0% | 不變 |
| Howard Capital Management Inc. | 2,984 | $45.7 萬 | 0.01% | −384−11.4% | 減碼 |
| Stock Yards Bank & Trust Co | 2,975 | $45.6 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 2,973 | $45.5 萬 | 0.00% | +1,004+51.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 2,972 | $45.5 萬 | 0.01% | +118+4.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,967 | $45.5 萬 | 0.08% | +180+6.5% | 加碼 |
| Personal Cfo Solutions, LLC | 2,959 | $45.3 萬 | 0.09% | −227−7.1% | 減碼 |
| Purkiss Capital Advisors LLC | 2,950 | $45.2 萬 | 0.34% | +521+21.4% | 加碼 |
| Keel Point, LLC | 2,941 | $45.1 萬 | 0.04% | +492+20.1% | 加碼 |
| Cambria Investment Management, L.P. | 2,929 | $44.9 萬 | 0.03% | −1,361−31.7% | 減碼 |
| Keystone Financial Group | 2,914 | $44.6 萬 | 0.05% | +4+0.1% | 加碼 |
| Avestar Capital, LLC | 2,903 | $44.5 萬 | 0.04% | −295−9.2% | 減碼 |
| Net Worth Advisory Group | 2,894 | $44.3 萬 | 0.14% | −1,353−31.9% | 減碼 |
| Lynx Capital Group Ltd | 2,878 | $44.1 萬 | 0.23% | −123−4.1% | 減碼 |
| Cetera Trust Company, N.A | 2,850 | $43.7 萬 | 0.28% | 00.0% | 不變 |
| Alta Advisers Ltd | 2,833 | $43.4 萬 | 0.18% | +900+46.6% | 加碼 |
| Strategic Investment Advisors | 2,832 | $43.4 萬 | 0.05% | +2,832 | 新進 |
| Whipplewood Advisors, LLC | 2,765 | $43.0 萬 | 0.25% | −144−5.0% | 減碼 |
| Simon Quick Advisors, LLC | 2,784 | $42.7 萬 | 0.02% | +589+26.8% | 加碼 |
| ICONIQ Capital, LLC | 2,773 | $42.5 萬 | 0.01% | +216+8.4% | 加碼 |
| Harbor Investment Advisory, LLC | 2,766 | $42.4 萬 | 0.04% | +1,170+73.3% | 加碼 |
| Bryn Mawr Trust Co | 2,747 | $42.1 萬 | 0.01% | −27−1.0% | 減碼 |
| Capital Analysts, LLC | 2,745 | $42.0 萬 | 0.02% | +2+0.1% | 加碼 |
| Lindbrook Capital, LLC | 2,717 | $41.6 萬 | 0.04% | +158+6.2% | 加碼 |
| Visionary Wealth Advisors | 2,710 | $41.5 萬 | 0.02% | −50−1.8% | 減碼 |
| SMART Wealth LLC | 2,682 | $41.1 萬 | 0.15% | +2,682 | 新進 |
| Pitcairn Co | 2,669 | $40.9 萬 | 0.02% | +3+0.1% | 加碼 |
| Bowman & Co S.C. | 2,665 | $40.8 萬 | 0.20% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 2,659 | $40.7 萬 | 0.10% | 00.0% | 不變 |
| Hartline Investment Corp | 2,652 | $40.6 萬 | 0.05% | 00.0% | 不變 |
| L2 Asset Management, LLC | 2,651 | $40.6 萬 | 0.08% | +237+9.8% | 加碼 |
| Whalerock Point Partners, LLC | 2,638 | $40.4 萬 | 0.10% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,620 | $40.1 萬 | 0.14% | +290+12.4% | 加碼 |
| Essex Financial Services, Inc. | 2,618 | $40.1 萬 | 0.03% | +23+0.9% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,612 | $40.0 萬 | 0.11% | +12+0.5% | 加碼 |
| Advisory Services Network, LLC | 2,592 | $39.7 萬 | 0.01% | −53−2.0% | 減碼 |
| Marex Group plc | 2,564 | $39.3 萬 | 0.01% | +2,564 | 新進 |
| Wharton Business Group, LLC | 2,555 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 2,545 | $39.0 萬 | 0.16% | 00.0% | 不變 |
| Clarius Group, LLC | 2,530 | $38.8 萬 | 0.02% | −141−5.3% | 減碼 |