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 |
|---|---|---|---|---|---|
| Vert Asset Management LLC | 133,425 | $2,051 萬 | 7.47% | −6,061−4.3% | 減碼 |
| Easterly Investment Partners LLC | 131,796 | $2,026 萬 | 1.45% | +131,796 | 新進 |
| Point72 Asset Management, L.P. | 131,266 | $2,018 萬 | 0.05% | −15,757−10.7% | 減碼 |
| Guggenheim Capital LLC | 131,116 | $2,016 萬 | 0.16% | +24,516+23.0% | 加碼 |
| ProShare Advisors LLC | 128,157 | $1,970 萬 | 0.04% | +11,638+10.0% | 加碼 |
| Public Sector Pension Investment Board | 127,851 | $1,965 萬 | 0.08% | −35,051−21.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 125,976 | $1,937 萬 | 0.14% | +8,200+7.0% | 加碼 |
| Tiaa Trust, National Association | 124,053 | $1,907 萬 | 0.05% | +10.0% | 加碼 |
| Amalgamated Bank | 122,674 | $1,886 萬 | 0.15% | +3,978+3.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 122,612 | $1,885 萬 | 0.53% | +906+0.7% | 加碼 |
| Thrivent Financial for Lutherans | 122,418 | $1,882 萬 | 0.04% | −984−0.8% | 減碼 |
| Banco Santander, S.A. | 122,133 | $1,878 萬 | 0.18% | +113,028+1,241.4% | 加碼 |
| Mercer Global Advisors Inc | 121,156 | $1,863 萬 | 0.04% | −5,328−4.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 119,860 | $1,843 萬 | 0.15% | −4,003−3.2% | 減碼 |
| Calamos Advisors LLC | 118,271 | $1,818 萬 | 0.08% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 115,569 | $1,777 萬 | 1.08% | +5,636+5.1% | 加碼 |
| Kempen Capital Management N.V. | 115,517 | $1,776 萬 | 0.17% | −2,269−1.9% | 減碼 |
| Assetmark, Inc | 114,682 | $1,763 萬 | 0.04% | +6,652+6.2% | 加碼 |
| Vestcor Inc | 112,154 | $1,724 萬 | 0.52% | −6,457−5.4% | 減碼 |
| USS Investment Management Ltd | 111,525 | $1,713 萬 | 0.11% | −115−0.1% | 減碼 |
| Waterfront Capital Partners, LLC | 110,736 | $1,702 萬 | 4.23% | −14,264−11.4% | 減碼 |
| Swiss Life Asset Management Ltd | 109,413 | $1,682 萬 | 0.10% | +544+0.5% | 加碼 |
| Xponance, Inc. | 106,838 | $1,642 萬 | 0.14% | +11,975+12.6% | 加碼 |
| Yousif Capital Management, LLC | 106,520 | $1,638 萬 | 0.18% | +2,240+2.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 106,218 | $1,633 萬 | 0.07% | +106,218 | 新進 |
| Groupe la Francaise | 106,338 | $1,632 萬 | 0.27% | +30,430+40.1% | 加碼 |
| Utah Retirement Systems | 103,637 | $1,593 萬 | 0.17% | +1,434+1.4% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 103,609 | $1,593 萬 | 0.27% | +36,749+55.0% | 加碼 |
| Cetera Investment Advisers | 102,884 | $1,582 萬 | 0.03% | +4,640+4.7% | 加碼 |
| Jones Financial Companies LLLP | 103,747 | $1,579 萬 | 0.01% | +22,459+27.6% | 加碼 |
| British Columbia Investment Management Corp | 102,022 | $1,568 萬 | 0.09% | −17,062−14.3% | 減碼 |
| Ethic Inc. | 101,657 | $1,547 萬 | 0.28% | +4,563+4.7% | 加碼 |
| New Age Alpha Advisors, LLC | 100,173 | $1,540 萬 | 0.68% | +12,624+14.4% | 加碼 |
| Nearwater Capital Markets, Ltd | 100,000 | $1,537 萬 | 0.25% | −20,000−16.7% | 減碼 |
| Squarepoint Ops LLC | 99,572 | $1,531 萬 | 0.03% | +27,877+38.9% | 加碼 |
| Gotham Asset Management, LLC | 99,520 | $1,530 萬 | 0.09% | +28,005+39.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 99,421 | $1,528 萬 | 0.14% | +9,699+10.8% | 加碼 |
| Connors Investor Services Inc | 98,629 | $1,516 萬 | 1.34% | +929+1.0% | 加碼 |
| Bank of Nova Scotia | 96,728 | $1,487 萬 | 0.03% | +25,298+35.4% | 加碼 |
| Rockefeller Capital Management L.P. | 95,521 | $1,468 萬 | 0.03% | +19,546+25.7% | 加碼 |
| Intech Investment Management LLC | 95,415 | $1,467 萬 | 0.14% | −53,782−36.0% | 減碼 |
| Mariner, LLC | 93,970 | $1,444 萬 | 0.02% | +8,297+9.7% | 加碼 |
| GSI Capital Advisors LLC | 93,677 | $1,440 萬 | 7.71% | +12,241+15.0% | 加碼 |
| New York Life Investment Management LLC | 93,347 | $1,435 萬 | 0.13% | +3,134+3.5% | 加碼 |
| Keybank National Association | 92,615 | $1,424 萬 | 0.05% | −2,756−2.9% | 減碼 |
| Commonwealth Equity Services, LLC | 92,095 | $1,416 萬 | 0.02% | +1,879+2.1% | 加碼 |
| HighTower Advisors, LLC | 90,007 | $1,384 萬 | 0.02% | −1,977−2.1% | 減碼 |
| Appleton Partners Inc | 89,430 | $1,375 萬 | 0.97% | +7,800+9.6% | 加碼 |
| Chilton Capital Management LLC | 88,696 | $1,364 萬 | 0.50% | −22,722−20.4% | 減碼 |
| DLD Asset Management, LP | 87,950 | $1,352 萬 | 1.60% | +87,950 | 新進 |
| QRG Capital Management, Inc. | 87,813 | $1,350 萬 | 0.12% | +4,599+5.5% | 加碼 |
| TCW Group Inc | 87,347 | $1,343 萬 | 0.11% | −7,653−8.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 87,073 | $1,339 萬 | 0.05% | +2,839+3.4% | 加碼 |
| Mackenzie Financial Corp | 86,889 | $1,336 萬 | 0.02% | −54,393−38.5% | 減碼 |
| CIBC Asset Management Inc | 86,116 | $1,324 萬 | 0.04% | −7,506−8.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 84,911 | $1,305 萬 | 0.01% | +45,555+115.8% | 加碼 |
| Fifth Third Bancorp | 84,905 | $1,305 萬 | 0.05% | +4,445+5.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 83,920 | $1,290 萬 | 0.09% | +9,805+13.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 81,819 | $1,258 萬 | 0.34% | −39,346−32.5% | 減碼 |
| Tredje AP-fonden | 81,421 | $1,252 萬 | 0.10% | 00.0% | 不變 |
| Quantinno Capital Management LP | 81,269 | $1,249 萬 | 0.05% | +20,097+32.9% | 加碼 |
| Captrust Financial Advisors | 81,170 | $1,248 萬 | 0.03% | −907−1.1% | 減碼 |
| Venture Visionary Partners LLC | 80,572 | $1,239 萬 | 0.47% | −5,041−5.9% | 減碼 |
| M&T Bank Corp | 80,227 | $1,233 萬 | 0.04% | +302+0.4% | 加碼 |
| Rafferty Asset Management, LLC | 78,732 | $1,210 萬 | 0.04% | +12,306+18.5% | 加碼 |
| NEOS Investment Management LLC | 78,041 | $1,200 萬 | 0.15% | +26,135+50.4% | 加碼 |
| Janney Montgomery Scott LLC | 77,186 | $1,187 萬 | 0.03% | +1,705+2.3% | 加碼 |
| Advisor Group Holdings, Inc. | 76,869 | $1,183 萬 | 0.02% | +12,146+18.8% | 加碼 |
| Westpac Banking Corp | 75,991 | $1,168 萬 | 0.78% | −8,820−10.4% | 減碼 |
| JustInvest LLC | 75,888 | $1,167 萬 | 0.13% | +10,269+15.6% | 加碼 |
| Trust Co of Toledo NA | 75,897 | $1,167 萬 | 1.29% | −2,409−3.1% | 減碼 |
| Mutual of America Capital Management LLC | 75,297 | $1,158 萬 | 0.12% | −729−1.0% | 減碼 |
| DuPont Capital Management Corp | 73,736 | $1,134 萬 | 1.22% | 00.0% | 不變 |
| Central Trust Co | 70,520 | $1,084 萬 | 0.25% | −358−0.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 70,520 | $1,084 萬 | 0.05% | +48,100+214.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 70,321 | $1,081 萬 | 0.12% | +70,321 | 新進 |
| Sarasin & Partners LLP | 69,559 | $1,069 萬 | 0.11% | +3,795+5.8% | 加碼 |
| CWM Advisors, LLC | 68,748 | $1,057 萬 | 1.15% | +9,686+16.4% | 加碼 |
| OP Asset Management Ltd | 67,759 | $1,042 萬 | 0.15% | +2,858+4.4% | 加碼 |
| Mediolanum International Funds Ltd | 67,942 | $1,034 萬 | 0.12% | +67,942 | 新進 |
| Woodline Partners LP | 67,056 | $1,031 萬 | 0.05% | +15,732+30.7% | 加碼 |
| Fred Alger Management, LLC | 66,893 | $1,028 萬 | 0.05% | +716+1.1% | 加碼 |
| Pacer Advisors, Inc. | 65,870 | $1,013 萬 | 0.03% | +17,390+35.9% | 加碼 |
| Avanza Fonder AB | 64,404 | $990.1 萬 | 0.29% | +4,217+7.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 64,179 | $986.6 萬 | 0.11% | +27,265+73.9% | 加碼 |
| LGT Group Foundation | 64,118 | $985.7 萬 | 0.12% | −407−0.6% | 減碼 |
| Advisors Asset Management, Inc. | 63,494 | $976.1 萬 | 0.17% | +5,684+9.8% | 加碼 |
| ASR Vermogensbeheer N.V. | 61,695 | $948.3 萬 | 0.12% | +14,683+31.2% | 加碼 |
| Norinchukin Bank, The | 61,328 | $942.8 萬 | 0.14% | +3,924+6.8% | 加碼 |
| Wealthfront Advisers LLC | 61,290 | $942.2 萬 | 0.02% | +5,590+10.0% | 加碼 |
| Agf Management Ltd | 60,835 | $935.2 萬 | 0.04% | +391+0.6% | 加碼 |
| Longbow Finance SA | 58,895 | $905.4 萬 | 0.97% | +58,895 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 58,237 | $895.3 萬 | 0.26% | −475−0.8% | 減碼 |
| Azimuth Capital Investment Management LLC | 57,094 | $877.7 萬 | 0.33% | +840+1.5% | 加碼 |
| Entropy Technologies, LP | 56,798 | $873.2 萬 | 0.69% | +40,839+255.9% | 加碼 |
| Quantbot Technologies LP | 56,527 | $869.0 萬 | 0.22% | +34,715+159.2% | 加碼 |
| GDS Wealth Management | 56,064 | $861.9 萬 | 0.63% | +14,170+33.8% | 加碼 |
| Windle Wealth, LLC | 56,041 | $861.5 萬 | 4.21% | −209−0.4% | 減碼 |
| Harbour Trust & Investment Management Co | 55,102 | $847.1 萬 | 0.94% | +683+1.3% | 加碼 |
| Kingdon Capital Management, L.L.C. | 55,000 | $845.5 萬 | 1.63% | +55,000 | 新進 |