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 1,601 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 | 1,601 | $1,607 億 |
| 2026 年第 1 季 | 1,497 | $1,333 億 |
| 2025 年第 4 季 | 1,437 | $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 |
|---|---|---|---|---|---|
| Rothschild Capital Partners, LLC | 2,524 | $38.7 萬 | 0.10% | 00.0% | 不變 |
| Fiduciary Trust Co | 2,515 | $38.5 萬 | 0.01% | −145−5.5% | 減碼 |
| Retireful, LLC | 2,498 | $38.3 萬 | 0.37% | +2,498 | 新進 |
| M&G Plc | 2,504 | $38.3 萬 | 0.00% | +849+51.3% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 2,500 | $38.3 萬 | 0.05% | 00.0% | 不變 |
| Corient IA LLC | 2,500 | $38.3 萬 | 0.27% | +2,500 | 新進 |
| Rehmann Capital Advisory Group | 2,497 | $38.3 萬 | 0.02% | +111+4.7% | 加碼 |
| Hudock, Inc. | 2,483 | $38.1 萬 | 0.07% | +4+0.2% | 加碼 |
| IFG Advisory, LLC | 2,478 | $38.0 萬 | 0.02% | +10.0% | 加碼 |
| Retirement Planning Group, LLC | 2,476 | $37.9 萬 | 0.39% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $37.6 萬 | 0.09% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 2,454 | $37.6 萬 | 0.01% | +2,454 | 新進 |
| bLong Financial, LLC | 2,450 | $37.5 萬 | 0.33% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,444 | $37.4 萬 | 0.01% | +1,017+71.3% | 加碼 |
| Wedbush Securities Inc | 2,444 | $37.4 萬 | 0.01% | +157+6.9% | 加碼 |
| 44 Wealth Management LLC | 2,423 | $37.1 萬 | 0.14% | −105−4.2% | 減碼 |
| Marcum Wealth, LLC | 2,418 | $37.0 萬 | 0.03% | −37−1.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 2,406 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,406 | $36.9 萬 | 0.01% | +297+14.1% | 加碼 |
| Pensionmark Financial Group, LLC | 2,400 | $36.8 萬 | 0.01% | +164+7.3% | 加碼 |
| St Germain D J Co Inc | 2,392 | $36.6 萬 | 0.02% | −1,107−31.6% | 減碼 |
| Cambiar Investors LLC | 2,374 | $36.4 萬 | 0.02% | −64−2.6% | 減碼 |
| Contravisory Investment Management, Inc. | 2,355 | $36.1 萬 | 0.08% | +117+5.2% | 加碼 |
| West Family Investments, Inc. | 2,353 | $36.1 萬 | 0.14% | −9−0.4% | 減碼 |
| Quotient Wealth Partners, LLC | 2,331 | $35.7 萬 | 0.01% | +269+13.0% | 加碼 |
| Financial Advocates Investment Management | 2,319 | $35.5 萬 | 0.02% | −713−23.5% | 減碼 |
| Valmark Advisers, Inc. | 2,316 | $35.5 萬 | 0.01% | +384+19.9% | 加碼 |
| MTM Investment Management, LLC | 2,300 | $35.5 萬 | 0.14% | 00.0% | 不變 |
| Atom Investors LP | 2,313 | $35.4 萬 | 0.04% | −96−4.0% | 減碼 |
| Planned Solutions, Inc. | 2,307 | $35.3 萬 | 0.15% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 2,307 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| Mather Group, LLC. | 2,296 | $35.2 萬 | 0.00% | +243+11.8% | 加碼 |
| Register Financial Advisors LLC | 2,250 | $34.5 萬 | 0.18% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,250 | $34.5 萬 | 0.33% | +222+10.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,234 | $34.2 萬 | 0.05% | +154+7.4% | 加碼 |
| Florida Financial Advisors, LLC | 2,224 | $34.0 萬 | 0.13% | +2,224 | 新進 |
| Blue Fin Capital, Inc. | 2,210 | $33.9 萬 | 0.07% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,192 | $33.6 萬 | 0.04% | +435+24.8% | 加碼 |
| Bokf, NA | 2,190 | $33.6 萬 | 0.01% | −319−12.7% | 減碼 |
| Pflug Koory, LLC | 2,190 | $33.6 萬 | 0.19% | −25−1.1% | 減碼 |
| World Equity Group, Inc. | 2,183 | $33.4 萬 | 0.10% | +2,183 | 新進 |
| Shelton Wealth Management, LLC | 2,173 | $33.3 萬 | 0.19% | +9+0.4% | 加碼 |
| MBB Public Markets I LLC | 2,153 | $33.0 萬 | 0.04% | +2,153 | 新進 |
| Modera Wealth Management, LLC | 2,151 | $32.9 萬 | 0.00% | −94−4.2% | 減碼 |
| Verdence Capital Advisors LLC | 2,145 | $32.9 萬 | 0.03% | +20+0.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 2,137 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 2,132 | $32.7 萬 | 0.10% | −50−2.3% | 減碼 |
| Childress Capital Advisors, LLC | 2,131 | $32.7 萬 | 0.09% | −21−1.0% | 減碼 |
| Evoke Wealth, LLC | 2,125 | $32.6 萬 | 0.01% | +37+1.8% | 加碼 |
| Aureus Asset Management, LLC | 2,116 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 2,117 | $32.4 萬 | 0.08% | +17+0.8% | 加碼 |
| GM Advisory Group, Inc. | 2,100 | $32.2 萬 | 0.02% | +100+5.0% | 加碼 |
| Souders Financial Advisors | 2,097 | $32.1 萬 | 0.04% | +2,097 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,091 | $32.0 萬 | 0.05% | +628+42.9% | 加碼 |
| AE Wealth Management LLC | 2,083 | $31.9 萬 | 0.00% | +151+7.8% | 加碼 |
| YHB Investment Advisors, Inc. | 2,079 | $31.9 萬 | 0.03% | +2,079 | 新進 |
| Northcape Wealth Management, LLC | 2,076 | $31.8 萬 | 0.10% | −16−0.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 2,074 | $31.8 萬 | 0.02% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 2,071 | $31.7 萬 | 0.02% | −142−6.4% | 減碼 |
| Sherbrooke Park Advisers LLC | 2,059 | $31.5 萬 | 0.15% | +2,059 | 新進 |
| Congress Wealth Management LLC | 2,059 | $31.5 萬 | 0.00% | +2,059 | 新進 |
| Wealth Alliance | 2,052 | $31.4 萬 | 0.04% | +159+8.4% | 加碼 |
| Focused Wealth Management, Inc | 2,043 | $31.3 萬 | 0.04% | +2,043 | 新進 |
| Flow Traders U.S. LLC | 2,023 | $31.0 萬 | 0.01% | −325−13.8% | 減碼 |
| Park Square Financial Group, LLC | 2,023 | $31.0 萬 | 0.25% | +1,925+1,964.3% | 加碼 |
| Warwick Investment Management, Inc. | 2,005 | $30.7 萬 | 0.06% | +2,005 | 新進 |
| SNS Financial Group, LLC | 2,000 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 2,000 | $30.6 萬 | 0.29% | 00.0% | 不變 |
| Motco | 1,996 | $30.6 萬 | 0.03% | +35+1.8% | 加碼 |
| Evanson Asset Management, LLC | 1,988 | $30.5 萬 | 0.02% | −1,792−47.4% | 減碼 |
| Carr Financial Group Corp | 1,979 | $30.3 萬 | 0.10% | −292−12.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,217 | $30.3 萬 | 0.00% | −25−1.1% | 減碼 |
| Bridge Creek Capital Management LLC | 1,953 | $29.9 萬 | 0.09% | 00.0% | 不變 |
| Commons Capital, LLC | 1,939 | $29.7 萬 | 0.27% | +4+0.2% | 加碼 |
| TD Private Client Wealth LLC | 1,931 | $29.6 萬 | 0.01% | +390+25.3% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,927 | $29.5 萬 | 0.05% | +9+0.5% | 加碼 |
| Prosperity Financial Group, Inc. | 1,924 | $29.5 萬 | 0.15% | +5+0.3% | 加碼 |
| Bullock Wealth Management Group | 1,892 | $29.2 萬 | 0.16% | −31−1.6% | 減碼 |
| One Degree Advisors Inc | 1,896 | $29.0 萬 | 0.12% | +11+0.6% | 加碼 |
| First Affirmative Financial Network | 1,887 | $28.9 萬 | 0.18% | −231−10.9% | 減碼 |
| Golden State Equity Partners | 1,880 | $28.8 萬 | 0.06% | −390−17.2% | 減碼 |
| Banco BTG Pactual S.A. | 1,869 | $28.6 萬 | 0.07% | +1,869 | 新進 |
| Daymark Wealth Partners, LLC | 1,862 | $28.5 萬 | 0.01% | +97+5.5% | 加碼 |
| Apella Capital, LLC | 2,016 | $28.5 萬 | 0.01% | +112+5.9% | 加碼 |
| Catalyst Financial Partners LLC | 1,854 | $28.4 萬 | 0.05% | +77+4.3% | 加碼 |
| Legacy Advisors, LLC | 1,844 | $28.3 萬 | 0.03% | +134+7.8% | 加碼 |
| LMR Partners LLP | 1,837 | $28.1 萬 | 0.01% | −1,875−50.5% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 1,814 | $27.8 萬 | 0.01% | +1,814 | 新進 |
| Valued Retirements, Inc. | 1,808 | $27.7 萬 | 0.36% | +18+1.0% | 加碼 |
| Foster Group, Inc. | 1,803 | $27.6 萬 | 0.01% | +1,803 | 新進 |
| Strategic Blueprint, LLC | 1,802 | $27.6 萬 | 0.02% | −89−4.7% | 減碼 |
| Bridgefront Capital, LLC | 1,792 | $27.5 萬 | 0.08% | −529−22.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,791 | $27.4 萬 | 0.08% | +160+9.8% | 加碼 |
| Sivia Capital Partners, LLC | 1,783 | $27.3 萬 | 0.13% | +73+4.3% | 加碼 |
| Cromwell Holdings LLC | 1,781 | $27.3 萬 | 0.18% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,781 | $27.3 萬 | 0.16% | +31+1.8% | 加碼 |
| Holderness Investments Co | 1,777 | $27.2 萬 | 0.06% | 00.0% | 不變 |
| Readystate Asset Management LP | 1,769 | $27.1 萬 | 0.01% | +1,769 | 新進 |
| Natural Investments, LLC | 1,773 | $27.1 萬 | 0.08% | +132+8.0% | 加碼 |
| Mystic Asset Management, Inc. | 1,765 | $27.0 萬 | 0.07% | 00.0% | 不變 |