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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 2 季與 2025 年第 1 季比較

持有 Welltower Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

WELL 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數1,237181,266+47
股數6.36 億64.7 萬6.47 億+1,238 萬 (+1.9%)
市值$973.9 億$9,919 萬$994.6 億+$21.8 億 (+2.2%)

18 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(129 家)

2025 年第 2 季季末持有 Welltower Inc.、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 129 家。

2025 年第 2 季新進 WELL 的機構
機構股數市值佔組合 %
Capital World Investors1,589,496$2.44 億0.04%
Swedbank AB666,219$1.02 億0.12%
Congress Asset Management Co578,845$8,899 萬0.61%
Artisan Partners Limited Partnership469,952$7,225 萬0.11%
WCM Investment Management, LLC148,115$2,253 萬0.05%
Waratah Capital Advisors Ltd.135,788$2,087 萬1.42%
Easterly Investment Partners LLC131,796$2,026 萬1.45%
Kovitz Investment Group Partners, LLC106,218$1,633 萬0.07%
DLD Asset Management, LP87,950$1,352 萬1.60%
Cubist Systematic Strategies, LLC70,321$1,081 萬0.12%
Mediolanum International Funds Ltd67,942$1,034 萬0.12%
Longbow Finance SA58,895$905.4 萬0.97%
Kingdon Capital Management, L.L.C.55,000$845.5 萬1.63%
Jane Street Group, LLC54,732$841.4 萬0.01%
Mizuho Securities USA LLC42,931$660.0 萬0.14%
Vise Technologies, Inc.33,166$509.9 萬0.21%
Svenska Handelsbanken AB (publ)32,992$507.2 萬4.78%
Capital Fund Management S.A.31,686$487.1 萬0.05%
Westwood Holdings Group Inc.31,248$480.4 萬0.03%
La Banque Postale Asset Management SA24,971$383.9 萬0.05%
Transamerica Financial Advisors, Inc.20,957$322.2 萬0.30%
Bleichroeder LP20,000$307.5 萬0.76%
Marvin & Palmer Associates Inc19,841$305.0 萬2.62%
MASTERINVEST Kapitalanlage GmbH17,911$275.3 萬0.29%
Tudor Investment Corp Et Al17,206$264.5 萬0.02%
Chesley Taft & Associates LLC16,280$250.3 萬0.11%
Gladstone Institutional Advisory LLC15,897$244.4 萬0.10%
Dark Forest Capital Management LP15,687$241.2 萬0.10%
Blue Capital, Inc.15,128$232.6 萬1.65%
Canada Post Corp Registered Pension Plan13,120$201.7 萬0.12%
Landscape Capital Management, L.L.C.13,061$200.8 萬0.16%
Freestone Grove Partners LP11,905$183.0 萬0.01%
Western Financial Corp11,674$179.5 萬0.96%
Glenmede Investment Management, LP10,024$154.1 萬0.01%
Coastal Bridge Advisors, LLC10,010$153.9 萬0.13%
Westerkirk Capital Inc.10,000$153.7 萬0.19%
Union Bancaire Privee, UBP SA12,540$152.5 萬0.03%
Midwest Trust Co9,451$145.3 萬0.02%
HBK Investments L P9,244$142.1 萬0.03%
Phoenix Holdings Ltd.8,547$131.3 萬0.02%
Wetherby Asset Management Inc8,139$125.1 萬0.06%
Wolverine Asset Management LLC6,767$104.0 萬0.02%
Gordian Capital Singapore Pte Ltd6,500$99.9 萬1.52%
Fox Run Management, L.L.C.6,248$96.1 萬0.16%
Ibex Wealth Advisors5,905$90.8 萬0.10%
Saturna Capital CORP5,195$79.9 萬0.01%
Convergence Investment Partners, LLC5,154$79.2 萬0.20%
Morangie Management LLC5,017$77.1 萬0.67%
Lederer & Associates Investment Counsel4,696$72.2 萬0.48%
Fluent Financial, LLC4,510$69.3 萬0.29%
Global Retirement Partners, LLC4,479$68.8 萬0.02%
Graham Capital Management, L.P.4,041$62.1 萬0.02%
Belpointe Asset Management LLC3,922$60.3 萬0.03%
Fortis Capital Advisors, LLC3,913$60.2 萬0.11%
Capital Insight Partners, LLC3,500$53.8 萬0.09%
Ashton Thomas Securities, LLC3,357$51.6 萬0.12%
Jackson Wealth Management, LLC3,185$49.0 萬0.05%
GWN Securities Inc.2,956$45.6 萬0.08%
Fiera Capital Corp2,902$44.6 萬0.00%
Heartland Bank & Trust Co2,861$44.0 萬0.21%
Wakefield Asset Management LLLP2,757$42.4 萬0.12%
Grimes & Company, Inc.2,731$42.0 萬0.01%
Strategic Wealth Partners, Ltd.2,567$39.5 萬0.03%
Prosperity Consulting Group, LLC2,494$38.3 萬0.03%
Journey Strategic Wealth LLC2,411$37.1 萬0.01%
Parsonex Advisory Services, Inc.2,221$34.1 萬0.28%
Family Wealth Partners, LLC2,104$32.3 萬0.13%
Jackson Square Capital, LLC2,104$32.3 萬0.07%
Resonant Capital Advisors, LLC1,985$30.5 萬0.02%
Miracle Mile Advisors, LLC1,870$28.7 萬0.00%
MUFG Securities EMEA plc1,836$28.2 萬0.01%
PUREfi Wealth, LLC1,817$27.9 萬0.22%
Crawford Investment Counsel Inc1,731$26.6 萬0.00%
Alpine Global Management, LLC1,636$25.2 萬0.06%
Silver Oak Securities, Inc1,616$24.8 萬0.02%
Hardy Reed LLC1,573$24.2 萬0.02%
Gitterman Wealth Management, LLC1,488$22.9 萬0.05%
Argent Trust Co1,479$22.7 萬0.01%
Transcend Wealth Collective, LLC1,476$22.7 萬0.02%
FSM Wealth Advisors, LLC1,459$22.5 萬0.04%
Turtle Creek Wealth Advisors, LLC1,452$22.3 萬0.03%
Hancock Whitney Corp1,406$21.6 萬0.00%
Soltis Investment Advisors LLC1,386$21.3 萬0.02%
Sovran Advisors, LLC1,397$21.2 萬0.02%
Facet Wealth, Inc.1,279$21.1 萬0.00%
Werba Rubin Papier Wealth Management1,357$20.9 萬0.04%
Capstone Wealth Management Group, LLC1,343$20.6 萬0.20%
Revolve Wealth Partners, LLC1,339$20.6 萬0.03%
Crestwood Advisors Group LLC1,320$20.3 萬0.00%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH986$15.2 萬0.00%
Mount Yale Investment Advisors, LLC965$14.8 萬0.01%
Caitong International Asset Management Co., Ltd566$8.70 萬0.06%
Twin Peaks Wealth Advisors, LLC510$8.40 萬0.03%
Iron Horse Wealth Management, LLC440$6.76 萬0.02%
Clear Street Markets LLC423$6.50 萬0.02%
Copia Wealth Management333$5.12 萬0.04%
Scarborough Advisors, LLC267$4.10 萬0.01%
Essential Partners LLC188$2.89 萬0.01%
Oliver Lagore Vanvalin Investment Group156$2.39 萬0.01%
Solstein Capital, LLC148$2.28 萬0.01%

清倉機構(82 家)

2025 年第 1 季季末持有 Welltower Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 WELL 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Holocene Advisors, LP205,000$3,141 萬
Corebridge Financial, Inc.167,813$2,571 萬
Nomura Holdings Inc151,771$2,325 萬
Alyeska Investment Group, L.P.132,857$2,036 萬
Walleye Trading LLC119,054$1,824 萬
Beck Bode, LLC98,523$1,509 萬
Mirae Asset Global ETFs Holdings Ltd.87,406$1,339 萬
Twin Tree Management, LP55,517$850.6 萬
FFG Partners, LLC44,225$677.6 萬
IMC-Chicago, LLC25,237$386.7 萬
Jain Global LLC25,198$386.1 萬
Aster Capital Management (DIFC) Ltd23,315$357.9 萬
L & S Advisors Inc23,026$352.8 萬
FORA Capital, LLC20,802$318.7 萬
Donoghue Forlines LLC15,281$234.1 萬
United Services Automobile Association13,488$206.9 萬
GAM Holding AG11,136$170.6 萬
Financial Counselors Inc10,152$155.5 萬
Prelude Capital Management, LLC9,715$148.8 萬
TownSquare Capital, LLC8,917$136.6 萬
Scotia Capital Inc.8,822$135.2 萬
Tradewinds, LLC.8,575$131.4 萬
MQS Management LLC3,824$58.6 萬
Greenup Street Wealth Management LLC3,366$51.6 萬
Sustainable Insight Capital Management, LLC3,122$47.8 萬
Legacy Financial Advisors, Inc.2,967$45.5 萬
Retireful, LLC2,498$38.3 萬
Financial Advocates Investment Management2,319$35.5 萬
Titleist Asset Management, LLC2,307$35.3 萬
Flow Traders U.S. LLC2,023$31.0 萬
Warwick Investment Management, Inc.2,005$30.7 萬
Banco BTG Pactual S.A.1,869$28.6 萬
Legacy Advisors, LLC1,844$28.3 萬
LMR Partners LLP1,837$28.1 萬
Strategic Blueprint, LLC1,802$27.6 萬
Bridgefront Capital, LLC1,792$27.5 萬
Readystate Asset Management LP1,769$27.1 萬
Intrua Financial, LLC1,748$26.8 萬
RFG Advisory, LLC1,698$26.0 萬
Inceptionr LLC1,599$24.5 萬
Abel Hall, LLC1,549$23.7 萬
Advisor Resource Council1,787$23.5 萬
Procyon Private Wealth Partners, LLC1,526$23.4 萬
Trust Investment Advisors1,486$22.8 萬
Charter Trust Co1,370$21.0 萬
RIA Advisory Group LLC1,329$20.4 萬
Allen Mooney & Barnes Investment Advisors LLC1,323$20.3 萬
Old Port Advisors1,314$20.1 萬
Birch Financial Group, LLC1,312$20.1 萬
Quent Capital, LLC1,245$19.1 萬
Bayforest Capital Ltd1,226$18.8 萬
Washington Trust Co1,200$18.4 萬
Board of the Pension Protection Fund1,000$15.3 萬
Wiser Advisor Group LLC656$10.0 萬
Avalon Trust Co517$7.92 萬
Compass Wealth Management LLC400$6.13 萬
Centerpoint Advisors, LLC300$4.60 萬
eCIO, Inc.42,000$4.19 萬
Cherry Tree Wealth Management, LLC250$3.83 萬
Saudi Central Bank245$3.75 萬
Optimum Investment Advisors212$3.25 萬
PSI Advisors, LLC203$3.11 萬
Trivant Custom Portfolio Group, LLC200$3.06 萬
ZynergyRetirementPlanningLLC216$2.72 萬
West Paces Advisors Inc.117$1.79 萬
iA Global Asset Management Inc.99$1.50 萬
Wayfinding Financial, LLC96$1.40 萬
Strategic Investment Solutions, Inc.51$7,814
Peoples Bank50$7,660
Global Financial Private Client, LLC47$7,201
Capital A Wealth Management, LLC46$7,048
Carolinas Wealth Consulting LLC34$5,209
City Holding Co31$4,749
BFSG, LLC11$1,686
Winnow Wealth LLC11$1,562
GoalVest Advisory LLC10$1,532
Bear Mountain Capital, Inc.7$1,076
Ruedi Wealth Management, Inc.7$1,072
Osterweis Capital Management Inc5$766
Chesapeake Asset Management LLC5$766
Halbert Hargrove Global Advisors, LLC3$460
Greenline Partners, LLC3$460

尚未申報 2025 年第 2 季的機構(18 家)

2025 年第 1 季季末持有 Welltower Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 WELL、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A291,337$4,464 萬
Transform Wealth, LLC104,512$1,601 萬
Rakuten Investment Management, Inc.56,057$860.0 萬
Mizuho Securities USA LLC48,782$747.4 萬
Impact Asset Management GmbH37,630$576.5 萬
Orion Portfolio Solutions, LLC21,217$325.1 萬
Sandy Spring Bank16,982$260.2 萬
Sheaff Brock Investment Advisors, LLC16,586$254.1 萬
Proquility Private Wealth Partners, LLC14,586$223.5 萬
CAPROCK Group, Inc.10,199$156.3 萬
Glenmede Trust Co NA10,017$153.5 萬
Benchmark Investment Advisors LLC5,060$77.5 萬
Schechter Investment Advisors, LLC4,584$70.2 萬
Mission Financial Group, LLC2,381$47.1 萬
Lindbrook Capital, LLC2,717$41.6 萬
Marcum Wealth, LLC2,418$37.0 萬
Regent Peak Wealth Advisors LLC1,570$24.1 萬
Sofos Investments, Inc.5$766