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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 13,524 | $207.9 萬 | 0.25% | −900−6.2% | 減碼 |
| American Financial Advisors, LLC | 13,203 | $203.0 萬 | 0.28% | −63−0.5% | 減碼 |
| Canada Post Corp Registered Pension Plan | 13,120 | $201.7 萬 | 0.12% | +13,120 | 新進 |
| Landscape Capital Management, L.L.C. | 13,061 | $200.8 萬 | 0.16% | +13,061 | 新進 |
| Benjamin Edwards Inc | 13,058 | $200.8 萬 | 0.03% | +1,680+14.8% | 加碼 |
| Wesbanco Bank Inc | 13,053 | $200.7 萬 | 0.06% | +377+3.0% | 加碼 |
| RDA Financial Network | 13,040 | $200.5 萬 | 0.54% | −781−5.7% | 減碼 |
| Centaurus Financial, Inc. | 12,892 | $198.2 萬 | 0.12% | −3,812−22.8% | 減碼 |
| HB Wealth Management, LLC | 12,547 | $192.9 萬 | 0.02% | +256+2.1% | 加碼 |
| GWM Advisors LLC | 12,435 | $191.2 萬 | 0.01% | +2,641+27.0% | 加碼 |
| GAMMA Investing LLC | 12,340 | $189.7 萬 | 0.12% | +996+8.8% | 加碼 |
| Kestra Advisory Services, LLC | 12,296 | $189.0 萬 | 0.01% | −4,020−24.6% | 減碼 |
| Wambolt & Associates, LLC | 12,156 | $184.3 萬 | 0.62% | −1,126−8.5% | 減碼 |
| Freestone Grove Partners LP | 11,905 | $183.0 萬 | 0.01% | +11,905 | 新進 |
| HighPoint Advisor Group LLC | 11,904 | $183.0 萬 | 0.10% | +2,428+25.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,874 | $182.5 萬 | 0.04% | +564+5.0% | 加碼 |
| Coldstream Capital Management Inc | 11,705 | $179.9 萬 | 0.03% | +474+4.2% | 加碼 |
| Western Financial Corp | 11,674 | $179.5 萬 | 0.96% | +11,674 | 新進 |
| Independent Advisor Alliance | 11,655 | $179.2 萬 | 0.05% | −1,314−10.1% | 減碼 |
| Resources Investment Advisors, LLC. | 11,501 | $176.8 萬 | 0.02% | +323+2.9% | 加碼 |
| Garrison Bradford & Associates Inc | 11,496 | $176.7 萬 | 1.96% | −430−3.6% | 減碼 |
| GF Fund Management Co. Ltd. | 11,437 | $175.8 萬 | 0.04% | −357−3.0% | 減碼 |
| Change Path, LLC | 11,425 | $175.6 萬 | 0.05% | −561−4.7% | 減碼 |
| Signaturefd, LLC | 11,368 | $174.8 萬 | 0.03% | +606+5.6% | 加碼 |
| Callan Family Office, LLC | 11,130 | $171.1 萬 | 0.05% | +7,930+247.8% | 加碼 |
| Mount Lucas Management LP | 11,014 | $169.3 萬 | 0.81% | −1,699−13.4% | 減碼 |
| Baird Financial Group, Inc. | 10,871 | $167.1 萬 | 0.00% | +735+7.3% | 加碼 |
| Checchi Capital Advisers, LLC | 10,742 | $165.1 萬 | 0.12% | −261−2.4% | 減碼 |
| Welch Group, LLC | 10,703 | $164.5 萬 | 0.07% | +30.0% | 加碼 |
| Arbor Capital Management Inc | 10,074 | $162.4 萬 | 1.41% | −1,564−13.4% | 減碼 |
| Paradigm Asset Management Co LLC | 10,538 | $162.0 萬 | 0.40% | −300−2.8% | 減碼 |
| Davy Global Fund Management Ltd | 10,346 | $159.0 萬 | 0.14% | +964+10.3% | 加碼 |
| Abn Amro Investment Solutions | 10,327 | $158.8 萬 | 0.03% | −973−8.6% | 減碼 |
| Prospera Financial Services Inc | 10,299 | $158.4 萬 | 0.03% | +577+5.9% | 加碼 |
| Principal Securities, Inc. | 10,264 | $157.8 萬 | 0.03% | +5,329+108.0% | 加碼 |
| NFP Retirement, Inc. | 10,216 | $157.1 萬 | 0.10% | −18−0.2% | 減碼 |
| Independent Financial Group, LLC | 10,196 | $156.7 萬 | 0.04% | −2,786−21.5% | 減碼 |
| Glenmede Investment Management, LP | 10,024 | $154.1 萬 | 0.01% | +10,024 | 新進 |
| Coastal Bridge Advisors, LLC | 10,010 | $153.9 萬 | 0.13% | +10,010 | 新進 |
| Dorsey Wright & Associates | 10,006 | $153.8 萬 | 0.37% | −449−4.3% | 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 |
| Beacon Pointe Advisors, LLC | 9,985 | $153.5 萬 | 0.02% | −381−3.7% | 減碼 |
| Twinbeech Capital LP | 9,983 | $153.5 萬 | 0.03% | −117,320−92.2% | 減碼 |
| Union Bancaire Privee, UBP SA | 12,540 | $152.5 萬 | 0.03% | +12,540 | 新進 |
| Williamson Legacy Group, LLC | 9,885 | $152.0 萬 | 1.28% | +1,306+15.2% | 加碼 |
| Snowden Capital Advisors LLC | 9,777 | $150.3 萬 | 0.04% | +268+2.8% | 加碼 |
| Ballentine Partners, LLC | 9,739 | $149.7 萬 | 0.02% | +811+9.1% | 加碼 |
| Greenleaf Trust | 9,721 | $149.4 萬 | 0.01% | −527−5.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 9,719 | $149.4 萬 | 0.10% | −506−4.9% | 減碼 |
| Exchange Traded Concepts, LLC | 9,709 | $149.3 萬 | 0.02% | +4,675+92.9% | 加碼 |
| Arkadios Wealth Advisors | 9,702 | $149.1 萬 | 0.04% | +465+5.0% | 加碼 |
| Sigma Planning Corp | 9,691 | $149.0 萬 | 0.04% | +700+7.8% | 加碼 |
| Hartford Funds Management Co LLC | 9,686 | $149.0 萬 | 0.13% | +4,675+93.3% | 加碼 |
| Agate Pass Investment Management, LLC | 9,685 | $148.9 萬 | 0.61% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 9,529 | $146.5 萬 | 0.48% | −590−5.8% | 減碼 |
| Stephens Inc | 9,504 | $146.1 萬 | 0.02% | −600−5.9% | 減碼 |
| Midwest Trust Co | 9,451 | $145.3 萬 | 0.02% | +9,451 | 新進 |
| Virtus Investment Advisers, Inc. | 9,429 | $145.0 萬 | 0.49% | −932−9.0% | 減碼 |
| Waterloo Capital, L.P. | 9,421 | $144.8 萬 | 0.12% | +1,439+18.0% | 加碼 |
| Harvest Investment Services, LLC | 9,417 | $144.8 萬 | 0.32% | +5,600+146.7% | 加碼 |
| Jeppson Wealth Management, LLC | 9,363 | $143.9 萬 | 0.50% | −160−1.7% | 減碼 |
| American Assets Capital Advisers, LLC | 9,346 | $143.7 萬 | 1.44% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 9,342 | $143.6 萬 | 0.04% | +225+2.5% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,256 | $142.3 萬 | 0.44% | −280−2.9% | 減碼 |
| HBK Investments L P | 9,244 | $142.1 萬 | 0.03% | +9,244 | 新進 |
| Cullinan Associates Inc | 9,215 | $141.7 萬 | 0.09% | +750+8.9% | 加碼 |
| DRW Securities, LLC | 9,153 | $139.9 萬 | 0.10% | +2,095+29.7% | 加碼 |
| Garland Capital Management Inc | 9,005 | $138.4 萬 | 4.39% | −26,438−74.6% | 減碼 |
| Trueblood Wealth Management, LLC | 8,977 | $138.0 萬 | 0.58% | −72−0.8% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 8,813 | $135.5 萬 | 0.05% | −665−7.0% | 減碼 |
| Quantessence Capital LLC | 8,755 | $134.6 萬 | 0.40% | −2,845−24.5% | 減碼 |
| Quest Partners LLC | 8,711 | $133.9 萬 | 0.13% | +2,810+47.6% | 加碼 |
| Wedmont Private Capital | 8,706 | $132.5 萬 | 0.06% | +327+3.9% | 加碼 |
| Phoenix Holdings Ltd. | 8,547 | $131.3 萬 | 0.02% | +8,547 | 新進 |
| Bokf, NA | 8,408 | $129.3 萬 | 0.02% | +6,218+283.9% | 加碼 |
| Schnieders Capital Management LLC | 8,404 | $129.2 萬 | 0.23% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 8,376 | $128.8 萬 | 0.26% | +80+1.0% | 加碼 |
| PFG Investments, LLC | 8,307 | $127.7 萬 | 0.07% | −410−4.7% | 減碼 |
| Profund Advisors LLC | 8,298 | $127.6 萬 | 0.05% | +133+1.6% | 加碼 |
| Hantz Financial Services, Inc. | 8,288 | $127.4 萬 | 0.02% | +7,996+2,738.4% | 加碼 |
| Allianz SE | 8,250 | $126.8 萬 | 0.03% | −4,433−35.0% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 8,207 | $126.2 萬 | 0.42% | +36+0.4% | 加碼 |
| Marex Group plc | 8,200 | $126.1 萬 | 0.02% | +5,636+219.8% | 加碼 |
| Bessemer Group Inc | 8,188 | $125.8 萬 | 0.00% | +465+6.0% | 加碼 |
| Capital Square, LLC | 8,102 | $125.7 萬 | 0.67% | +556+7.4% | 加碼 |
| Wetherby Asset Management Inc | 8,139 | $125.1 萬 | 0.06% | +8,139 | 新進 |
| GTS Securities LLC | 7,971 | $122.5 萬 | 0.05% | +6,303+377.9% | 加碼 |
| Pinebridge Investments, L.P. | 7,964 | $122.4 萬 | 0.01% | −5,310−40.0% | 減碼 |
| Ancora Advisors, LLC | 7,940 | $122.1 萬 | 0.03% | +42+0.5% | 加碼 |
| Integrated Wealth Concepts LLC | 7,864 | $120.9 萬 | 0.01% | +1,132+16.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 7,808 | $120.0 萬 | 0.02% | 00.0% | 不變 |
| Ofi Invest Asset Management | 9,146 | $119.8 萬 | 0.03% | +84+0.9% | 加碼 |
| Sax Wealth Advisors, LLC | 7,748 | $119.1 萬 | 0.07% | +29+0.4% | 加碼 |
| We Are One Seven, LLC | 7,732 | $118.9 萬 | 0.04% | +222+3.0% | 加碼 |
| Brookstone Capital Management | 7,724 | $118.7 萬 | 0.02% | +545+7.6% | 加碼 |
| Buckingham Strategic Partners | 7,683 | $118.1 萬 | 0.02% | +718+10.3% | 加碼 |
| Highview Capital Management LLC | 7,679 | $118.0 萬 | 0.46% | +50+0.7% | 加碼 |
| Fig Financial Advisory Services Inc | 7,647 | $117.5 萬 | 0.79% | +529+7.4% | 加碼 |
| Emergent Wealth Advisors, LLC | 7,426 | $116.0 萬 | 0.74% | +746+11.2% | 加碼 |