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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 54,732 | $841.4 萬 | 0.01% | +54,732 | 新進 |
| WESPAC Advisors SoCal, LLC | 53,909 | $828.7 萬 | 1.85% | +170.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 53,650 | $824.8 萬 | 0.15% | +1,300+2.5% | 加碼 |
| Jump Financial, LLC | 53,513 | $822.7 萬 | 0.10% | +42,436+383.1% | 加碼 |
| Pinnacle Associates Ltd | 53,385 | $820.7 萬 | 0.12% | −2,092−3.8% | 減碼 |
| Advisors Management Group Inc | 53,306 | $819.5 萬 | 1.54% | −661−1.2% | 減碼 |
| Engineers Gate Manager LP | 53,206 | $817.9 萬 | 0.10% | +19,258+56.7% | 加碼 |
| Pensionfund DSM Netherlands | 52,753 | $811.0 萬 | 5.47% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 52,915 | $802.2 萬 | 0.01% | +790+1.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 52,025 | $799.8 萬 | 0.22% | +15,650+43.0% | 加碼 |
| Consolidated Planning Corp | 51,270 | $788.2 萬 | 0.99% | +1,264+2.5% | 加碼 |
| Warren Averett Asset Management, LLC | 50,689 | $779.2 萬 | 0.09% | +1,061+2.1% | 加碼 |
| Truist Financial Corp | 49,912 | $767.3 萬 | 0.01% | +4,135+9.0% | 加碼 |
| Atria Investments LLC | 48,918 | $752.0 萬 | 0.09% | +10,326+26.8% | 加碼 |
| Aptus Capital Advisors, LLC | 48,847 | $750.9 萬 | 0.07% | +3,895+8.7% | 加碼 |
| US Bancorp | 48,348 | $743.2 萬 | 0.01% | +3,421+7.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 48,254 | $741.8 萬 | 0.15% | −4,496−8.5% | 減碼 |
| Pathstone Holdings, LLC | 47,016 | $722.8 萬 | 0.03% | +698+1.5% | 加碼 |
| Quadrature Capital Ltd | 46,843 | $720.0 萬 | 0.12% | +31,078+197.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 46,808 | $719.6 萬 | 0.05% | +14,442+44.6% | 加碼 |
| Windward Capital Management Co | 46,069 | $708.2 萬 | 0.60% | −1,200−2.5% | 減碼 |
| GeoWealth Management, LLC | 46,044 | $707.8 萬 | 0.28% | −1,318−2.8% | 減碼 |
| Vident Advisory, LLC | 45,831 | $704.6 萬 | 0.08% | +3,690+8.8% | 加碼 |
| Verition Fund Management LLC | 45,447 | $698.7 萬 | 0.04% | +3,365+8.0% | 加碼 |
| MML Investors Services, LLC | 44,486 | $683.9 萬 | 0.02% | +1,226+2.8% | 加碼 |
| Callahan Advisors, LLC | 44,398 | $682.5 萬 | 0.61% | +1,675+3.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 44,309 | $681.2 萬 | 0.34% | −8,597−16.2% | 減碼 |
| CI Private Wealth, LLC | 43,901 | $674.9 萬 | 0.01% | −1,300−2.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 43,740 | $672.4 萬 | 0.10% | +25,118+134.9% | 加碼 |
| Los Angeles Capital Management LLC | 43,403 | $667.2 萬 | 0.02% | +748+1.8% | 加碼 |
| Peapack Gladstone Financial Corp | 43,225 | $664.5 萬 | 0.09% | −1,338−3.0% | 減碼 |
| Avantax Advisory Services, Inc. | 43,032 | $661.5 萬 | 0.04% | +2,563+6.3% | 加碼 |
| Naviter Wealth, LLC | 43,021 | $661.4 萬 | 0.81% | +4,922+12.9% | 加碼 |
| Mizuho Securities USA LLC | 42,931 | $660.0 萬 | 0.14% | +42,931 | 新進 |
| Triasima Portfolio Management inc. | 42,449 | $652.6 萬 | 1.19% | +5,341+14.4% | 加碼 |
| Lido Advisors, LLC | 42,419 | $652.1 萬 | 0.03% | −50,336−54.3% | 減碼 |
| Boothbay Fund Management, LLC | 42,264 | $649.7 萬 | 0.20% | −68,092−61.7% | 減碼 |
| Carret Asset Management, LLC | 42,164 | $648.2 萬 | 0.69% | −831−1.9% | 減碼 |
| ExodusPoint Capital Management, LP | 42,018 | $645.9 萬 | 0.08% | −152,275−78.4% | 減碼 |
| Stevens Capital Management LP | 40,989 | $630.1 萬 | 1.71% | +10,932+36.4% | 加碼 |
| Brasada Capital Management, LP | 41,115 | $628.1 萬 | 1.07% | +3,188+8.4% | 加碼 |
| Achmea Investment Management B.V. | 40,779 | $627.0 萬 | 0.08% | +18,619+84.0% | 加碼 |
| Point72 (DIFC) Ltd | 40,064 | $615.9 萬 | 0.49% | +6,836+20.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 39,987 | $614.7 萬 | 0.02% | +4,736+13.4% | 加碼 |
| Shell Asset Management Co | 39,932 | $613.9 萬 | 0.21% | +9,997+33.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 39,573 | $608.4 萬 | 0.17% | −5,327−11.9% | 減碼 |
| Kentucky Retirement Systems | 39,498 | $607.2 萬 | 0.18% | −2,588−6.1% | 減碼 |
| Banque Cantonale Vaudoise | 39,318 | $604.4 萬 | 0.25% | +10,607+36.9% | 加碼 |
| Spirit of America Management Corp | 39,125 | $601.5 萬 | 1.25% | +1,400+3.7% | 加碼 |
| Colony Group, LLC | 39,105 | $601.2 萬 | 0.01% | +72+0.2% | 加碼 |
| Hartford Investment Management Co | 37,535 | $577.0 萬 | 0.18% | +334+0.9% | 加碼 |
| Capital International Sarl | 36,932 | $567.8 萬 | 0.11% | +1,615+4.6% | 加碼 |
| Investment Management Corp of Ontario | 36,845 | $566.4 萬 | 0.08% | +19,229+109.2% | 加碼 |
| Horizon Investments, LLC | 36,767 | $562.7 萬 | 0.09% | +27,949+317.0% | 加碼 |
| Sterling Capital Management LLC | 36,516 | $561.4 萬 | 0.08% | +330+0.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 35,892 | $551.8 萬 | 0.41% | −256−0.7% | 減碼 |
| DoubleLine ETF Adviser LP | 35,846 | $551.1 萬 | 1.77% | +11,917+49.8% | 加碼 |
| Vanderbilt University | 35,747 | $549.5 萬 | 1.04% | −2,695−7.0% | 減碼 |
| Empowered Funds, LLC | 35,506 | $545.8 萬 | 0.06% | +20,716+140.1% | 加碼 |
| Man Group plc | 34,897 | $536.5 萬 | 0.01% | +13,284+61.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,362 | $512.8 萬 | 0.18% | −3,064−8.4% | 減碼 |
| Vise Technologies, Inc. | 33,166 | $509.9 萬 | 0.21% | +33,166 | 新進 |
| Kestra Private Wealth Services, LLC | 33,069 | $508.4 萬 | 0.07% | +4,189+14.5% | 加碼 |
| Svenska Handelsbanken AB (publ) | 32,992 | $507.2 萬 | 4.78% | +32,992 | 新進 |
| Beck Capital Management, LLC | 32,976 | $506.9 萬 | 1.27% | +11,934+56.7% | 加碼 |
| Louisiana State Employees Retirement System | 32,800 | $504.2 萬 | 0.09% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 32,500 | $499.6 萬 | 1.38% | +11,400+54.0% | 加碼 |
| Securian Asset Management, Inc | 32,480 | $499.3 萬 | 0.14% | +208+0.6% | 加碼 |
| Legacy CG, LLC | 32,440 | $498.7 萬 | 1.49% | +309+1.0% | 加碼 |
| Maryland State Retirement & Pension System | 31,845 | $489.6 萬 | 0.11% | +3,029+10.5% | 加碼 |
| Capital Fund Management S.A. | 31,686 | $487.1 萬 | 0.05% | +31,686 | 新進 |
| Blair William & Co | 31,603 | $485.8 萬 | 0.01% | +555+1.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $485.8 萬 | 0.40% | 00.0% | 不變 |
| ING Groep NV | 31,542 | $484.9 萬 | 0.03% | +3,951+14.3% | 加碼 |
| Cinctive Capital Management LP | 31,257 | $480.5 萬 | 0.27% | −17,627−36.1% | 減碼 |
| Westwood Holdings Group Inc. | 31,248 | $480.4 萬 | 0.03% | +31,248 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 30,857 | $474.4 萬 | 0.05% | +606+2.0% | 加碼 |
| D L Carlson Investment Group Inc | 30,685 | $471.7 萬 | 0.86% | −2,048−6.3% | 減碼 |
| Ostrum Asset Management | 30,592 | $470.3 萬 | 0.22% | +25,415+490.9% | 加碼 |
| Generali Asset Management SPA SGR | 29,938 | $460.2 萬 | 0.10% | −8,898−22.9% | 減碼 |
| Oppenheimer & Co Inc | 29,260 | $449.8 萬 | 0.06% | −407−1.4% | 減碼 |
| Pensionfund Sabic | 29,059 | $446.7 萬 | 1.27% | +1,500+5.4% | 加碼 |
| Eisler Capital Management Ltd. | 28,702 | $441.5 萬 | 0.15% | −29,700−50.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 28,670 | $440.6 萬 | 0.03% | +5,802+25.4% | 加碼 |
| FJ Capital Management LLC | 28,454 | $437.4 萬 | 0.46% | +7,045+32.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,997 | $430.4 萬 | 0.07% | +1,292+4.8% | 加碼 |
| Merit Financial Group, LLC | 27,861 | $428.3 萬 | 0.05% | +2,575+10.2% | 加碼 |
| Vontobel Holding Ltd. | 27,756 | $426.7 萬 | 0.01% | +3,151+12.8% | 加碼 |
| New Mexico Educational Retirement Board | 27,648 | $425.0 萬 | 0.14% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 27,594 | $424.2 萬 | 0.11% | −280−1.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 27,574 | $423.9 萬 | 0.35% | +2,728+11.0% | 加碼 |
| Rainey & Randall Investment Management Inc. | 27,565 | $423.8 萬 | 0.78% | +14+0.1% | 加碼 |
| Beacon Financial Planning, Inc | 27,275 | $419.3 萬 | 2.34% | −618−2.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 27,067 | $416.1 萬 | 0.35% | −1,222−4.3% | 減碼 |
| Fairfield Financial Advisors, LTD | 26,519 | $407.7 萬 | 1.43% | +8,492+47.1% | 加碼 |
| Spinnaker Trust | 25,832 | $397.1 萬 | 0.24% | +80.0% | 加碼 |
| Boston Family Office LLC | 25,753 | $395.6 萬 | 0.26% | −79−0.3% | 減碼 |
| Westover Capital Advisors, LLC | 25,639 | $394.1 萬 | 0.79% | −3,191−11.1% | 減碼 |
| Jefferies Financial Group Inc. | 25,545 | $392.7 萬 | 0.06% | −258,264−91.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $392.0 萬 | 0.03% | 00.0% | 不變 |