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 |
|---|---|---|---|---|---|
| HBK Investments L P | 9,244 | $142.1 萬 | 0.03% | +9,244 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 9,256 | $142.3 萬 | 0.44% | −280−2.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 9,342 | $143.6 萬 | 0.04% | +225+2.5% | 加碼 |
| American Assets Capital Advisers, LLC | 9,346 | $143.7 萬 | 1.44% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 9,363 | $143.9 萬 | 0.50% | −160−1.7% | 減碼 |
| Harvest Investment Services, LLC | 9,417 | $144.8 萬 | 0.32% | +5,600+146.7% | 加碼 |
| Waterloo Capital, L.P. | 9,421 | $144.8 萬 | 0.12% | +1,439+18.0% | 加碼 |
| Virtus Investment Advisers, Inc. | 9,429 | $145.0 萬 | 0.49% | −932−9.0% | 減碼 |
| Midwest Trust Co | 9,451 | $145.3 萬 | 0.02% | +9,451 | 新進 |
| Stephens Inc | 9,504 | $146.1 萬 | 0.02% | −600−5.9% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 9,529 | $146.5 萬 | 0.48% | −590−5.8% | 減碼 |
| Agate Pass Investment Management, LLC | 9,685 | $148.9 萬 | 0.61% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 9,686 | $149.0 萬 | 0.13% | +4,675+93.3% | 加碼 |
| Sigma Planning Corp | 9,691 | $149.0 萬 | 0.04% | +700+7.8% | 加碼 |
| Arkadios Wealth Advisors | 9,702 | $149.1 萬 | 0.04% | +465+5.0% | 加碼 |
| Exchange Traded Concepts, LLC | 9,709 | $149.3 萬 | 0.02% | +4,675+92.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 9,719 | $149.4 萬 | 0.10% | −506−4.9% | 減碼 |
| Greenleaf Trust | 9,721 | $149.4 萬 | 0.01% | −527−5.1% | 減碼 |
| Ballentine Partners, LLC | 9,739 | $149.7 萬 | 0.02% | +811+9.1% | 加碼 |
| Snowden Capital Advisors LLC | 9,777 | $150.3 萬 | 0.04% | +268+2.8% | 加碼 |
| Williamson Legacy Group, LLC | 9,885 | $152.0 萬 | 1.28% | +1,306+15.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 12,540 | $152.5 萬 | 0.03% | +12,540 | 新進 |
| Twinbeech Capital LP | 9,983 | $153.5 萬 | 0.03% | −117,320−92.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,985 | $153.5 萬 | 0.02% | −381−3.7% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $153.7 萬 | 0.12% | 00.0% | 不變 |
| Westerkirk Capital Inc. | 10,000 | $153.7 萬 | 0.19% | +10,000 | 新進 |
| Dorsey Wright & Associates | 10,006 | $153.8 萬 | 0.37% | −449−4.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,010 | $153.9 萬 | 0.13% | +10,010 | 新進 |
| Glenmede Investment Management, LP | 10,024 | $154.1 萬 | 0.01% | +10,024 | 新進 |
| Independent Financial Group, LLC | 10,196 | $156.7 萬 | 0.04% | −2,786−21.5% | 減碼 |
| NFP Retirement, Inc. | 10,216 | $157.1 萬 | 0.10% | −18−0.2% | 減碼 |
| Principal Securities, Inc. | 10,264 | $157.8 萬 | 0.03% | +5,329+108.0% | 加碼 |
| Prospera Financial Services Inc | 10,299 | $158.4 萬 | 0.03% | +577+5.9% | 加碼 |
| Abn Amro Investment Solutions | 10,327 | $158.8 萬 | 0.03% | −973−8.6% | 減碼 |
| Davy Global Fund Management Ltd | 10,346 | $159.0 萬 | 0.14% | +964+10.3% | 加碼 |
| Paradigm Asset Management Co LLC | 10,538 | $162.0 萬 | 0.40% | −300−2.8% | 減碼 |
| Arbor Capital Management Inc | 10,074 | $162.4 萬 | 1.41% | −1,564−13.4% | 減碼 |
| Welch Group, LLC | 10,703 | $164.5 萬 | 0.07% | +30.0% | 加碼 |
| Checchi Capital Advisers, LLC | 10,742 | $165.1 萬 | 0.12% | −261−2.4% | 減碼 |
| Baird Financial Group, Inc. | 10,871 | $167.1 萬 | 0.00% | +735+7.3% | 加碼 |
| Mount Lucas Management LP | 11,014 | $169.3 萬 | 0.81% | −1,699−13.4% | 減碼 |
| Callan Family Office, LLC | 11,130 | $171.1 萬 | 0.05% | +7,930+247.8% | 加碼 |
| Signaturefd, LLC | 11,368 | $174.8 萬 | 0.03% | +606+5.6% | 加碼 |
| Change Path, LLC | 11,425 | $175.6 萬 | 0.05% | −561−4.7% | 減碼 |
| GF Fund Management Co. Ltd. | 11,437 | $175.8 萬 | 0.04% | −357−3.0% | 減碼 |
| Garrison Bradford & Associates Inc | 11,496 | $176.7 萬 | 1.96% | −430−3.6% | 減碼 |
| Resources Investment Advisors, LLC. | 11,501 | $176.8 萬 | 0.02% | +323+2.9% | 加碼 |
| Independent Advisor Alliance | 11,655 | $179.2 萬 | 0.05% | −1,314−10.1% | 減碼 |
| Western Financial Corp | 11,674 | $179.5 萬 | 0.96% | +11,674 | 新進 |
| Coldstream Capital Management Inc | 11,705 | $179.9 萬 | 0.03% | +474+4.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,874 | $182.5 萬 | 0.04% | +564+5.0% | 加碼 |
| HighPoint Advisor Group LLC | 11,904 | $183.0 萬 | 0.10% | +2,428+25.6% | 加碼 |
| Freestone Grove Partners LP | 11,905 | $183.0 萬 | 0.01% | +11,905 | 新進 |
| Wambolt & Associates, LLC | 12,156 | $184.3 萬 | 0.62% | −1,126−8.5% | 減碼 |
| Kestra Advisory Services, LLC | 12,296 | $189.0 萬 | 0.01% | −4,020−24.6% | 減碼 |
| GAMMA Investing LLC | 12,340 | $189.7 萬 | 0.12% | +996+8.8% | 加碼 |
| GWM Advisors LLC | 12,435 | $191.2 萬 | 0.01% | +2,641+27.0% | 加碼 |
| HB Wealth Management, LLC | 12,547 | $192.9 萬 | 0.02% | +256+2.1% | 加碼 |
| Centaurus Financial, Inc. | 12,892 | $198.2 萬 | 0.12% | −3,812−22.8% | 減碼 |
| RDA Financial Network | 13,040 | $200.5 萬 | 0.54% | −781−5.7% | 減碼 |
| Wesbanco Bank Inc | 13,053 | $200.7 萬 | 0.06% | +377+3.0% | 加碼 |
| Benjamin Edwards Inc | 13,058 | $200.8 萬 | 0.03% | +1,680+14.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 13,061 | $200.8 萬 | 0.16% | +13,061 | 新進 |
| Canada Post Corp Registered Pension Plan | 13,120 | $201.7 萬 | 0.12% | +13,120 | 新進 |
| American Financial Advisors, LLC | 13,203 | $203.0 萬 | 0.28% | −63−0.5% | 減碼 |
| NTV Asset Management LLC | 13,524 | $207.9 萬 | 0.25% | −900−6.2% | 減碼 |
| Advance Capital Management, Inc. | 13,678 | $210.3 萬 | 0.10% | +8+0.1% | 加碼 |
| MUFG Securities Americas Inc. | 13,768 | $211.7 萬 | 0.18% | +2,984+27.7% | 加碼 |
| Meeder Advisory Services, Inc. | 13,816 | $212.4 萬 | 0.11% | +284+2.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,894 | $213.6 萬 | 0.02% | +1,150+9.0% | 加碼 |
| YHB Investment Advisors, Inc. | 14,158 | $217.7 萬 | 0.17% | +12,079+581.0% | 加碼 |
| Bard Associates Inc | 14,194 | $218.2 萬 | 0.70% | −90−0.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 14,218 | $218.6 萬 | 0.16% | +10,574+290.2% | 加碼 |
| Greenland Capital Management LP | 14,290 | $219.7 萬 | 0.28% | −4,164−22.6% | 減碼 |
| Old Second National Bank of Aurora | 14,370 | $220.9 萬 | 0.48% | −165−1.1% | 減碼 |
| Denali Advisors LLC | 14,396 | $221.3 萬 | 0.23% | −171−1.2% | 減碼 |
| Everence Capital Management Inc | 14,420 | $221.7 萬 | 0.14% | −2,480−14.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 14,574 | $224.0 萬 | 0.02% | +4,391+43.1% | 加碼 |
| RSM US Wealth Management LLC | 14,589 | $224.3 萬 | 0.03% | −1,335−8.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,689 | $225.5 萬 | 0.02% | −639−4.2% | 減碼 |
| Nilsine Partners, LLC | 14,841 | $228.2 萬 | 0.23% | +11,495+343.5% | 加碼 |
| Illinois Municipal Retirement Fund | 14,927 | $229.5 萬 | 0.03% | −5,764−27.9% | 減碼 |
| O'Rourke & Company, Inc | 14,937 | $229.6 萬 | 1.07% | −181−1.2% | 減碼 |
| Red Cedar Investment Management, LLC | 14,985 | $230.4 萬 | 0.29% | +729+5.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 15,085 | $231.9 萬 | 0.01% | +4,319+40.1% | 加碼 |
| Simon Quick Advisors, LLC | 15,090 | $232.0 萬 | 0.12% | +12,306+442.0% | 加碼 |
| Blue Capital, Inc. | 15,128 | $232.6 萬 | 1.65% | +15,128 | 新進 |
| Sumitomo Life Insurance Co | 15,137 | $232.7 萬 | 0.16% | −942−5.9% | 減碼 |
| Oddo BHF Asset Management SAS | 15,170 | $233.2 萬 | 0.09% | −633−4.0% | 減碼 |
| Ossiam | 15,477 | $237.9 萬 | 0.03% | −4,866−23.9% | 減碼 |
| AIA Group Ltd | 15,600 | $239.8 萬 | 0.05% | +3,100+24.8% | 加碼 |
| Dark Forest Capital Management LP | 15,687 | $241.2 萬 | 0.10% | +15,687 | 新進 |
| Quadrant Capital Group LLC | 15,785 | $242.7 萬 | 0.09% | +1,956+14.1% | 加碼 |
| AMF Pensionsforsakring AB | 15,754 | $243.0 萬 | 0.02% | −67,293−81.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 15,897 | $244.4 萬 | 0.10% | +15,897 | 新進 |
| Stance Capital LLC | 15,992 | $245.8 萬 | 0.92% | +4,276+36.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,070 | $247.1 萬 | 0.21% | −305−1.9% | 減碼 |
| Chesley Taft & Associates LLC | 16,280 | $250.3 萬 | 0.11% | +16,280 | 新進 |
| Andra AP-fonden | 16,345 | $251.3 萬 | 0.03% | −106,555−86.7% | 減碼 |
| Advisors Preferred, LLC | 16,586 | $251.4 萬 | 0.41% | −5,377−24.5% | 減碼 |