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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 16,380 | $251.8 萬 | 0.03% | +8,754+114.8% | 加碼 |
| D.A. Davidson & Co. | 16,428 | $252.6 萬 | 0.02% | −84−0.5% | 減碼 |
| Liberty Capital Management, Inc. | 16,434 | $252.6 萬 | 0.51% | −95−0.6% | 減碼 |
| Verde Capital Management | 16,495 | $253.6 萬 | 0.63% | +425+2.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,764 | $257.7 萬 | 0.18% | −1,162−6.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 16,886 | $259.6 萬 | 0.11% | +2,697+19.0% | 加碼 |
| Great Diamond Partners, LLC | 17,019 | $261.6 萬 | 0.55% | +1,953+13.0% | 加碼 |
| Park Avenue Securities LLC | 17,071 | $262.4 萬 | 0.02% | +28+0.2% | 加碼 |
| Walleye Capital LLC | 17,145 | $263.6 萬 | 0.02% | +7,523+78.2% | 加碼 |
| Capital Investment Advisors, LLC | 17,178 | $264.1 萬 | 0.05% | −66−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 17,206 | $264.5 萬 | 0.02% | +17,206 | 新進 |
| Meiji Yasuda Life Insurance Co | 17,353 | $266.8 萬 | 0.08% | −2,927−14.4% | 減碼 |
| Raiffeisen Bank International AG | 17,833 | $273.6 萬 | 0.04% | −13,042−42.2% | 減碼 |
| Wahed Invest LLC | 17,811 | $273.8 萬 | 0.42% | +1,809+11.3% | 加碼 |
| Kornitzer Capital Management Inc | 17,900 | $275.2 萬 | 0.06% | −8,500−32.2% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 17,911 | $275.3 萬 | 0.29% | +17,911 | 新進 |
| Diversified Trust Co | 17,929 | $275.6 萬 | 0.06% | −10,782−37.6% | 減碼 |
| Impax Asset Management Group plc | 18,416 | $283.1 萬 | 0.02% | −6,573−26.3% | 減碼 |
| Nations Financial Group Inc, | 18,611 | $286.1 萬 | 0.20% | +1,187+6.8% | 加碼 |
| Private Advisor Group, LLC | 18,698 | $287.4 萬 | 0.02% | +639+3.5% | 加碼 |
| Siemens Fonds Invest GmbH | 18,944 | $291.2 萬 | 0.17% | +1,621+9.4% | 加碼 |
| V-Square Quantitative Management LLC | 18,976 | $291.7 萬 | 0.39% | −636−3.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 19,573 | $293.4 萬 | 0.14% | +8,570+77.9% | 加碼 |
| Forte Capital LLC | 19,170 | $294.7 萬 | 0.32% | +84+0.4% | 加碼 |
| Twin Capital Management Inc | 19,185 | $294.9 萬 | 0.31% | +8,397+77.8% | 加碼 |
| Drake & Associates, LLC | 19,245 | $295.9 萬 | 0.72% | +6,029+45.6% | 加碼 |
| Commerce Bank | 19,530 | $300.2 萬 | 0.02% | +237+1.2% | 加碼 |
| SG Americas Securities, LLC | 19,681 | $302.6 萬 | 0.01% | +8,780+80.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,725 | $303.2 萬 | 0.06% | +193+1.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,820 | $304.7 萬 | 0.05% | +443+2.3% | 加碼 |
| Marvin & Palmer Associates Inc | 19,841 | $305.0 萬 | 2.62% | +19,841 | 新進 |
| Kinneret Advisory, LLC | 19,885 | $305.7 萬 | 0.28% | −30−0.2% | 減碼 |
| Bleichroeder LP | 20,000 | $307.5 萬 | 0.76% | +20,000 | 新進 |
| Omers Administration Corp | 20,194 | $310.4 萬 | 0.02% | 00.0% | 不變 |
| Asset Planning,Inc | 20,204 | $310.6 萬 | 2.34% | −192−0.9% | 減碼 |
| Ieq Capital, LLC | 20,350 | $312.8 萬 | 0.02% | −5,291−20.6% | 減碼 |
| Nicola Wealth Management Ltd. | 20,642 | $317.3 萬 | 0.30% | +1,140+5.8% | 加碼 |
| Hamilton Capital Partners Inc. | 20,805 | $319.8 萬 | 0.16% | +1,746+9.2% | 加碼 |
| Allworth Financial LP | 20,880 | $321.0 萬 | 0.02% | +14,806+243.8% | 加碼 |
| Transamerica Financial Advisors, Inc. | 20,957 | $322.2 萬 | 0.30% | +20,957 | 新進 |
| Argentarii, LLC | 21,102 | $324.4 萬 | 1.49% | −389−1.8% | 減碼 |
| Bleakley Financial Group, LLC | 21,513 | $330.7 萬 | 0.08% | +2,664+14.1% | 加碼 |
| BCJ Capital Management, LLC | 21,716 | $333.8 萬 | 0.22% | +2,126+10.9% | 加碼 |
| Patton Fund Management, Inc. | 21,846 | $335.8 萬 | 0.74% | −17,865−45.0% | 減碼 |
| Ascent Group, LLC | 22,041 | $338.8 萬 | 0.13% | −4,145−15.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 22,265 | $342.3 萬 | 0.13% | +2,085+10.3% | 加碼 |
| CWM, LLC | 22,464 | $345.3 萬 | 0.01% | +7,284+48.0% | 加碼 |
| Azzad Asset Management Inc | 22,470 | $345.4 萬 | 0.37% | +11,334+101.8% | 加碼 |
| Portfolio Design Labs, LLC | 22,505 | $346.0 萬 | 0.68% | −4,911−17.9% | 減碼 |
| Assenagon Asset Management S.A. | 22,754 | $349.8 萬 | 0.01% | +1,690+8.0% | 加碼 |
| Summit Global Investments | 22,780 | $350.2 萬 | 0.21% | +12,671+125.3% | 加碼 |
| United Capital Financial Advisers, LLC | 23,118 | $355.4 萬 | 0.03% | +1,229+5.6% | 加碼 |
| Lincluden Management Ltd | 23,650 | $363.6 萬 | 0.40% | −91−0.4% | 減碼 |
| Perpetual Ltd | 24,035 | $369.5 萬 | 0.04% | +481+2.0% | 加碼 |
| Summit Place Financial Advisors, LLC | 24,040 | $369.6 萬 | 1.86% | −170−0.7% | 減碼 |
| Brinker Capital Investments, LLC | 24,044 | $369.6 萬 | 0.03% | +2,827+13.3% | 加碼 |
| SummitTX Capital, L.P. | 24,136 | $371.0 萬 | 0.16% | +22,586+1,457.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,166 | $371.5 萬 | 0.04% | 00.0% | 不變 |
| Romano Brothers and Company | 24,512 | $376.8 萬 | 0.47% | −475−1.9% | 減碼 |
| Machina Capital S.A.S. | 24,523 | $377.0 萬 | 0.78% | +12,281+100.3% | 加碼 |
| Brown Advisory Inc | 24,705 | $379.8 萬 | 0.00% | −10,591−30.0% | 減碼 |
| Atlantic Union Bankshares Corp | 24,835 | $381.8 萬 | 0.09% | +16,676+204.4% | 加碼 |
| La Banque Postale Asset Management SA | 24,971 | $383.9 萬 | 0.05% | +24,971 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $386.8 萬 | 0.20% | +1,459+6.2% | 加碼 |
| First Pacific Financial | 25,249 | $388.2 萬 | 0.57% | +25,200+51,428.6% | 加碼 |
| MAI Capital Management | 25,399 | $390.5 萬 | 0.03% | −58−0.2% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $392.0 萬 | 0.03% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 25,545 | $392.7 萬 | 0.06% | −258,264−91.0% | 減碼 |
| Westover Capital Advisors, LLC | 25,639 | $394.1 萬 | 0.79% | −3,191−11.1% | 減碼 |
| Boston Family Office LLC | 25,753 | $395.6 萬 | 0.26% | −79−0.3% | 減碼 |
| Spinnaker Trust | 25,832 | $397.1 萬 | 0.24% | +80.0% | 加碼 |
| Fairfield Financial Advisors, LTD | 26,519 | $407.7 萬 | 1.43% | +8,492+47.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 27,067 | $416.1 萬 | 0.35% | −1,222−4.3% | 減碼 |
| Beacon Financial Planning, Inc | 27,275 | $419.3 萬 | 2.34% | −618−2.2% | 減碼 |
| Rainey & Randall Investment Management Inc. | 27,565 | $423.8 萬 | 0.78% | +14+0.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 27,574 | $423.9 萬 | 0.35% | +2,728+11.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 27,594 | $424.2 萬 | 0.11% | −280−1.0% | 減碼 |
| New Mexico Educational Retirement Board | 27,648 | $425.0 萬 | 0.14% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 27,756 | $426.7 萬 | 0.01% | +3,151+12.8% | 加碼 |
| Merit Financial Group, LLC | 27,861 | $428.3 萬 | 0.05% | +2,575+10.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,997 | $430.4 萬 | 0.07% | +1,292+4.8% | 加碼 |
| FJ Capital Management LLC | 28,454 | $437.4 萬 | 0.46% | +7,045+32.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 28,670 | $440.6 萬 | 0.03% | +5,802+25.4% | 加碼 |
| Eisler Capital Management Ltd. | 28,702 | $441.5 萬 | 0.15% | −29,700−50.9% | 減碼 |
| Pensionfund Sabic | 29,059 | $446.7 萬 | 1.27% | +1,500+5.4% | 加碼 |
| Oppenheimer & Co Inc | 29,260 | $449.8 萬 | 0.06% | −407−1.4% | 減碼 |
| Generali Asset Management SPA SGR | 29,938 | $460.2 萬 | 0.10% | −8,898−22.9% | 減碼 |
| Ostrum Asset Management | 30,592 | $470.3 萬 | 0.22% | +25,415+490.9% | 加碼 |
| D L Carlson Investment Group Inc | 30,685 | $471.7 萬 | 0.86% | −2,048−6.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 30,857 | $474.4 萬 | 0.05% | +606+2.0% | 加碼 |
| Westwood Holdings Group Inc. | 31,248 | $480.4 萬 | 0.03% | +31,248 | 新進 |
| Cinctive Capital Management LP | 31,257 | $480.5 萬 | 0.27% | −17,627−36.1% | 減碼 |
| ING Groep NV | 31,542 | $484.9 萬 | 0.03% | +3,951+14.3% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $485.8 萬 | 0.40% | 00.0% | 不變 |
| Blair William & Co | 31,603 | $485.8 萬 | 0.01% | +555+1.8% | 加碼 |
| Capital Fund Management S.A. | 31,686 | $487.1 萬 | 0.05% | +31,686 | 新進 |
| Maryland State Retirement & Pension System | 31,845 | $489.6 萬 | 0.11% | +3,029+10.5% | 加碼 |
| Legacy CG, LLC | 32,440 | $498.7 萬 | 1.49% | +309+1.0% | 加碼 |
| Securian Asset Management, Inc | 32,480 | $499.3 萬 | 0.14% | +208+0.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 32,500 | $499.6 萬 | 1.38% | +11,400+54.0% | 加碼 |