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 13F 持有人
Welltower Inc. 在 2025/6/30 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
- 1,266
- 較 2025 年第 1 季 +47 家
- 持有股數
- 6.47 億
- 較 2025 年第 1 季 +1,238 萬 (+1.9%)
- 總市值
- $994.6 億
- 較 2025 年第 1 季 +$21.8 億 (+2.2%)
- 新進機構
- 129
- 另有 591 家加碼
- 清倉機構
- 82
- 另有 362 家減碼
另有 18 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parsonex Advisory Services, Inc. | 2,221 | $34.1 萬 | 0.28% | +2,221 | 新進 |
| Clarius Group, LLC | 2,228 | $34.3 萬 | 0.02% | −302−11.9% | 減碼 |
| AGH Wealth Advisors, LLC | 2,259 | $34.7 萬 | 0.29% | +9+0.4% | 加碼 |
| Atom Investors LP | 2,294 | $35.3 萬 | 0.03% | −19−0.8% | 減碼 |
| MTM Investment Management, LLC | 2,300 | $35.4 萬 | 0.12% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,307 | $35.5 萬 | 0.14% | 00.0% | 不變 |
| Cambiar Investors LLC | 2,341 | $36.0 萬 | 0.02% | −33−1.4% | 減碼 |
| Mather Group, LLC. | 2,347 | $36.1 萬 | 0.00% | +51+2.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 2,408 | $37.0 萬 | 0.01% | +2+0.1% | 加碼 |
| Advisory Services Network, LLC | 2,243 | $37.0 萬 | 0.01% | −349−13.5% | 減碼 |
| Journey Strategic Wealth LLC | 2,411 | $37.1 萬 | 0.01% | +2,411 | 新進 |
| bLong Financial, LLC | 2,450 | $37.7 萬 | 0.29% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $37.7 萬 | 0.09% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,460 | $37.8 萬 | 0.00% | +243+11.0% | 加碼 |
| Retirement Planning Group, LLC | 2,476 | $38.1 萬 | 0.33% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,482 | $38.2 萬 | 0.02% | +4+0.2% | 加碼 |
| Childress Capital Advisors, LLC | 2,486 | $38.2 萬 | 0.10% | +355+16.7% | 加碼 |
| Hudock, Inc. | 2,488 | $38.3 萬 | 0.06% | +5+0.2% | 加碼 |
| Cetera Trust Company, N.A | 2,490 | $38.3 萬 | 0.23% | −360−12.6% | 減碼 |
| Prosperity Consulting Group, LLC | 2,494 | $38.3 萬 | 0.03% | +2,494 | 新進 |
| Corient IA LLC | 2,500 | $38.4 萬 | 0.23% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 2,515 | $38.6 萬 | 0.15% | −1,805−41.8% | 減碼 |
| Rothschild Capital Partners, LLC | 2,524 | $38.8 萬 | 0.10% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 2,524 | $38.8 萬 | 0.02% | +450+21.7% | 加碼 |
| 44 Wealth Management LLC | 2,527 | $38.8 萬 | 0.14% | +104+4.3% | 加碼 |
| Alps Advisors Inc | 2,535 | $39.0 萬 | 0.00% | −1,265−33.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 2,536 | $39.0 萬 | 0.02% | −3,019−54.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,567 | $39.5 萬 | 0.03% | +2,567 | 新進 |
| LGT Fund Management Co Ltd. | 2,568 | $39.5 萬 | 0.03% | −7,902−75.5% | 減碼 |
| Jacobi Capital Management LLC | 2,576 | $39.6 萬 | 0.03% | −515−16.7% | 減碼 |
| World Equity Group, Inc. | 2,578 | $39.6 萬 | 0.11% | +395+18.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 2,582 | $39.7 萬 | 0.01% | −390−13.1% | 減碼 |
| Quotient Wealth Partners, LLC | 2,593 | $39.9 萬 | 0.01% | +262+11.2% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,612 | $40.2 萬 | 0.05% | +521+24.9% | 加碼 |
| Carmel Capital Partners, LLC | 2,612 | $40.2 萬 | 0.14% | −1,855−41.5% | 減碼 |
| Pitcairn Co | 2,616 | $40.2 萬 | 0.03% | −53−2.0% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,624 | $40.3 萬 | 0.10% | +12+0.5% | 加碼 |
| Evoke Wealth, LLC | 2,629 | $40.4 萬 | 0.01% | +504+23.7% | 加碼 |
| Fiduciary Trust Co | 2,631 | $40.4 萬 | 0.00% | +116+4.6% | 加碼 |
| Whalerock Point Partners, LLC | 2,638 | $40.6 萬 | 0.09% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 2,643 | $40.6 萬 | 0.02% | +146+5.8% | 加碼 |
| Hartline Investment Corp | 2,652 | $40.8 萬 | 0.05% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 2,659 | $40.9 萬 | 0.08% | 00.0% | 不變 |
| Bowman & Co S.C. | 2,665 | $41.0 萬 | 0.18% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,670 | $41.1 萬 | 0.03% | +52+2.0% | 加碼 |
| Souders Financial Advisors | 2,673 | $41.1 萬 | 0.05% | +576+27.5% | 加碼 |
| Capital Analysts, LLC | 2,694 | $41.4 萬 | 0.01% | −51−1.9% | 減碼 |
| Avestar Capital, LLC | 2,694 | $41.4 萬 | 0.03% | −209−7.2% | 減碼 |
| Visionary Wealth Advisors | 2,710 | $41.7 萬 | 0.02% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 2,721 | $41.8 萬 | 0.14% | +497+22.3% | 加碼 |
| Grimes & Company, Inc. | 2,731 | $42.0 萬 | 0.01% | +2,731 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,753 | $42.3 萬 | 0.01% | −1,140−29.3% | 減碼 |
| Wakefield Asset Management LLLP | 2,757 | $42.4 萬 | 0.12% | +2,757 | 新進 |
| Whipplewood Advisors, LLC | 2,800 | $43.0 萬 | 0.24% | +35+1.3% | 加碼 |
| National Asset Management, Inc. | 2,808 | $43.2 萬 | 0.02% | −23,174−89.2% | 減碼 |
| Farringdon Capital, Ltd. | 2,813 | $43.2 萬 | 0.15% | −1,039−27.0% | 減碼 |
| Mutual Advisors, LLC | 2,684 | $43.4 萬 | 0.01% | −820−23.4% | 減碼 |
| Alta Advisers Ltd | 2,833 | $43.6 萬 | 0.15% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,842 | $43.7 萬 | 0.01% | +436+18.1% | 加碼 |
| Hilltop Holdings Inc. | 2,851 | $43.8 萬 | 0.03% | +1,229+75.8% | 加碼 |
| Heartland Bank & Trust Co | 2,861 | $44.0 萬 | 0.21% | +2,861 | 新進 |
| Lynx Capital Group Ltd | 2,878 | $44.2 萬 | 0.21% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 2,890 | $44.4 萬 | 0.01% | +143+5.2% | 加碼 |
| Regions Financial Corp | 2,900 | $44.6 萬 | 0.00% | −73−2.5% | 減碼 |
| Fiera Capital Corp | 2,902 | $44.6 萬 | 0.00% | +2,902 | 新進 |
| Valued Retirements, Inc. | 2,904 | $44.6 萬 | 0.50% | +1,096+60.6% | 加碼 |
| Keystone Financial Group | 2,910 | $44.7 萬 | 0.04% | −4−0.1% | 減碼 |
| TD Private Client Wealth LLC | 2,924 | $45.0 萬 | 0.01% | +993+51.4% | 加碼 |
| L2 Asset Management, LLC | 2,933 | $45.1 萬 | 0.07% | +282+10.6% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,960 | $45.5 萬 | 0.13% | +340+13.0% | 加碼 |
| GWN Securities Inc. | 2,956 | $45.6 萬 | 0.08% | +2,956 | 新進 |
| Harbor Investment Advisory, LLC | 2,983 | $45.9 萬 | 0.04% | +217+7.8% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $46.1 萬 | 0.08% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 3,007 | $46.2 萬 | 0.01% | +691+29.8% | 加碼 |
| AE Wealth Management LLC | 3,013 | $46.3 萬 | 0.00% | +930+44.6% | 加碼 |
| TD Waterhouse Canada Inc. | 3,108 | $47.1 萬 | 0.00% | −111−3.4% | 減碼 |
| Net Worth Advisory Group | 3,069 | $47.2 萬 | 0.10% | +175+6.0% | 加碼 |
| Koshinski Asset Management, Inc. | 3,069 | $47.2 萬 | 0.04% | +41+1.4% | 加碼 |
| Stock Yards Bank & Trust Co | 3,074 | $47.3 萬 | 0.02% | +99+3.3% | 加碼 |
| Ronald Blue Trust, Inc. | 3,083 | $47.4 萬 | 0.01% | +1,326+75.5% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,093 | $47.5 萬 | 0.04% | +7+0.2% | 加碼 |
| Personal Cfo Solutions, LLC | 3,096 | $47.6 萬 | 0.09% | +137+4.6% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,100 | $47.7 萬 | 0.06% | +600+24.0% | 加碼 |
| Strategic Investment Advisors | 3,111 | $47.8 萬 | 0.05% | +279+9.9% | 加碼 |
| Keel Point, LLC | 3,149 | $48.4 萬 | 0.03% | +208+7.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,172 | $48.8 萬 | 0.06% | +938+42.0% | 加碼 |
| Jackson Wealth Management, LLC | 3,185 | $49.0 萬 | 0.05% | +3,185 | 新進 |
| Hendershot Investments Inc. | 3,246 | $49.9 萬 | 0.07% | −827−20.3% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $50.0 萬 | 0.22% | 00.0% | 不變 |
| Monument Capital Management | 3,266 | $50.2 萬 | 0.13% | −181−5.3% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,324 | $50.4 萬 | 0.23% | −98−2.9% | 減碼 |
| Shelton Capital Management | 3,278 | $50.4 萬 | 0.01% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 3,279 | $50.4 萬 | 0.01% | +153+4.9% | 加碼 |
| SFMG, LLC | 3,289 | $50.6 萬 | 0.04% | −55−1.6% | 減碼 |
| CX Institutional | 3,296 | $50.7 萬 | 0.02% | −38−1.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $51.0 萬 | 0.29% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 3,325 | $51.1 萬 | 0.03% | +198+6.3% | 加碼 |
| Conning Inc. | 3,331 | $51.2 萬 | 0.02% | −97−2.8% | 減碼 |
| Prairie Sky Financial Group LLC | 3,332 | $51.2 萬 | 0.28% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 3,334 | $51.3 萬 | 0.09% | −40−1.2% | 減碼 |