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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 7,535 | $115.9 萬 | 0.40% | +52+0.7% | 加碼 |
| Everhart Financial Group, Inc. | 7,339 | $112.8 萬 | 0.13% | +865+13.4% | 加碼 |
| Kingsview Wealth Management, LLC | 7,303 | $112.3 萬 | 0.02% | +1,681+29.9% | 加碼 |
| Community Bank & Trust, Waco, Texas | 7,289 | $112.1 萬 | 0.25% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 7,137 | $109.7 萬 | 0.02% | +1,928+37.0% | 加碼 |
| Geneos Wealth Management Inc. | 7,074 | $108.8 萬 | 0.03% | +52+0.7% | 加碼 |
| Synovus Financial Corp | 7,044 | $108.4 萬 | 0.01% | +536+8.2% | 加碼 |
| Farmers & Merchants Investments Inc | 7,035 | $108.1 萬 | 0.03% | +42+0.6% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 7,019 | $107.9 萬 | 0.86% | −777−10.0% | 減碼 |
| Purkiss Capital Advisors LLC | 6,960 | $107.0 萬 | 0.59% | +4,010+135.9% | 加碼 |
| Ritholtz Wealth Management | 6,934 | $106.6 萬 | 0.02% | +1,440+26.2% | 加碼 |
| NorthRock Partners, LLC | 6,919 | $106.4 萬 | 0.03% | +1,164+20.2% | 加碼 |
| 180 Wealth Advisors, LLC | 6,919 | $106.4 萬 | 0.15% | +1,041+17.7% | 加碼 |
| Wealth Architects, LLC | 6,907 | $106.2 萬 | 0.11% | +5+0.1% | 加碼 |
| XTX Topco Ltd | 6,886 | $105.9 萬 | 0.04% | −26,898−79.6% | 減碼 |
| Savant Capital, LLC | 6,867 | $105.6 萬 | 0.01% | +699+11.3% | 加碼 |
| Penserra Capital Management LLC | 6,824 | $104.7 萬 | 0.01% | −5,916−46.4% | 減碼 |
| Wolverine Asset Management LLC | 6,767 | $104.0 萬 | 0.02% | +6,767 | 新進 |
| Modern Wealth Management, LLC | 6,755 | $103.8 萬 | 0.03% | −30,297−81.8% | 減碼 |
| Ellevest, Inc. | 6,716 | $103.2 萬 | 0.16% | +414+6.6% | 加碼 |
| Axxcess Wealth Management, LLC | 6,713 | $103.2 萬 | 0.02% | +149+2.3% | 加碼 |
| Huntington National Bank | 6,631 | $101.9 萬 | 0.01% | +277+4.4% | 加碼 |
| Level Four Advisory Services, LLC | 6,573 | $101.1 萬 | 0.04% | −17−0.3% | 減碼 |
| Bailard, Inc. | 6,516 | $100.2 萬 | 0.02% | −213−3.2% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 6,500 | $99.9 萬 | 1.52% | +6,500 | 新進 |
| Summit Trail Advisors, LLC | 6,451 | $99.2 萬 | 0.02% | −305−4.5% | 減碼 |
| Dodds Wealth, LLC | 6,422 | $98.7 萬 | 0.26% | 00.0% | 不變 |
| Cigna Investments Inc | 6,421 | $98.7 萬 | 0.17% | +190+3.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $98.5 萬 | 0.04% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 6,395 | $98.3 萬 | 0.04% | +36+0.6% | 加碼 |
| RiverFront Investment Group, LLC | 6,346 | $97.6 萬 | 0.02% | +10.0% | 加碼 |
| Richwood Investment Advisors, LLC | 6,270 | $96.4 萬 | 0.79% | −300−4.6% | 減碼 |
| Fox Run Management, L.L.C. | 6,248 | $96.1 萬 | 0.16% | +6,248 | 新進 |
| Gsa Capital Partners LLP | 6,228 | $95.7 萬 | 0.07% | +4,659+296.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,202 | $95.3 萬 | 0.02% | +1,057+20.5% | 加碼 |
| Values First Advisors, Inc. | 6,167 | $94.8 萬 | 0.52% | −91−1.5% | 減碼 |
| Allstate Corp | 6,167 | $94.8 萬 | 0.07% | −30,074−83.0% | 減碼 |
| Pacific Sun Financial Corp | 6,138 | $94.4 萬 | 0.49% | 00.0% | 不變 |
| Busey Wealth Management | 6,122 | $94.1 萬 | 0.03% | −839−12.1% | 減碼 |
| Apella Capital, LLC | 6,093 | $94.0 萬 | 0.03% | +4,077+202.2% | 加碼 |
| Johnson Investment Counsel Inc | 6,105 | $93.9 萬 | 0.01% | −5−0.1% | 減碼 |
| Dudley Capital Management, LLC | 6,025 | $92.6 萬 | 0.46% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,021 | $92.6 萬 | 0.02% | +580+10.7% | 加碼 |
| Davenport & Co LLC | 5,957 | $91.6 萬 | 0.01% | +1,182+24.8% | 加碼 |
| Stableford Capital II LLC | 5,640 | $91.1 萬 | 0.34% | −85−1.5% | 減碼 |
| Ibex Wealth Advisors | 5,905 | $90.8 萬 | 0.10% | +5,905 | 新進 |
| Atria Wealth Solutions, Inc. | 5,864 | $90.1 萬 | 0.02% | −9,216−61.1% | 減碼 |
| USA Financial Portformulas Corp | 5,863 | $90.1 萬 | 0.15% | −987−14.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,846 | $89.9 萬 | 0.03% | +82+1.4% | 加碼 |
| Summit Financial, LLC | 5,811 | $89.3 萬 | 0.02% | +1,086+23.0% | 加碼 |
| Ingalls & Snyder LLC | 5,790 | $89.0 萬 | 0.03% | −70−1.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 5,789 | $89.0 萬 | 0.02% | +77+1.3% | 加碼 |
| Texas Yale Capital Corp. | 5,789 | $89.0 萬 | 0.03% | +58+1.0% | 加碼 |
| Apollon Wealth Management, LLC | 5,775 | $88.8 萬 | 0.02% | +211+3.8% | 加碼 |
| Alteri Wealth LLC | 5,772 | $88.7 萬 | 0.34% | −1,148−16.6% | 減碼 |
| Finward Bancorp | 5,718 | $87.9 萬 | 0.69% | −255−4.3% | 減碼 |
| Ameritas Advisory Services, LLC | 5,710 | $87.8 萬 | 0.05% | −916−13.8% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,680 | $87.3 萬 | 0.20% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 5,661 | $87.0 萬 | 0.06% | +414+7.9% | 加碼 |
| Contravisory Investment Management, Inc. | 5,605 | $86.2 萬 | 0.17% | +3,250+138.0% | 加碼 |
| Monetary Management Group Inc | 5,600 | $86.1 萬 | 0.21% | 00.0% | 不變 |
| Good Life Advisors, LLC | 5,554 | $85.4 萬 | 0.05% | −190−3.3% | 減碼 |
| Foundations Investment Advisors, LLC | 5,523 | $84.9 萬 | 0.01% | +77+1.4% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $84.5 萬 | 0.37% | 00.0% | 不變 |
| Centiva Capital, LP | 5,470 | $84.1 萬 | 0.06% | −987−15.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,394 | $82.9 萬 | 0.01% | −1,564−22.5% | 減碼 |
| Fulcrum Capital LLC | 5,382 | $82.7 萬 | 0.18% | −575−9.7% | 減碼 |
| Qtron Investments LLC | 5,376 | $82.6 萬 | 0.11% | 00.0% | 不變 |
| Brighton Jones LLC | 5,365 | $82.5 萬 | 0.02% | +1,142+27.0% | 加碼 |
| Integrity Alliance, LLC. | 5,305 | $81.6 萬 | 0.04% | −10−0.2% | 減碼 |
| Dogwood Wealth Management LLC | 5,364 | $81.4 萬 | 0.40% | −91−1.7% | 減碼 |
| Continuum Advisory, LLC | 5,288 | $81.3 萬 | 0.10% | +3,096+141.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,272 | $81.1 萬 | 0.36% | +13+0.2% | 加碼 |
| Madden Advisory Services, Inc. | 5,261 | $80.9 萬 | 0.34% | −366−6.5% | 減碼 |
| Custom Index Systems, LLC | 5,234 | $80.5 萬 | 0.38% | −4,741−47.5% | 減碼 |
| Jackson Creek Investment Advisors LLC | 5,225 | $80.3 萬 | 0.22% | −1,093−17.3% | 減碼 |
| Saturna Capital CORP | 5,195 | $79.9 萬 | 0.01% | +5,195 | 新進 |
| M&G Plc | 5,181 | $79.8 萬 | 0.00% | +2,677+106.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,169 | $79.5 萬 | 0.04% | +190+3.8% | 加碼 |
| Convergence Investment Partners, LLC | 5,154 | $79.2 萬 | 0.20% | +5,154 | 新進 |
| Sara-Bay Financial | 5,146 | $79.1 萬 | 0.28% | −183−3.4% | 減碼 |
| Fidelis Capital Partners, LLC | 4,636 | $78.3 萬 | 0.07% | +115+2.5% | 加碼 |
| Smartleaf Asset Management LLC | 5,071 | $77.1 萬 | 0.07% | −735−12.7% | 減碼 |
| Morangie Management LLC | 5,017 | $77.1 萬 | 0.67% | +5,017 | 新進 |
| ARS Wealth Advisors Group, LLC | 4,994 | $76.8 萬 | 0.09% | +6+0.1% | 加碼 |
| Tuttle Tactical Management | 4,969 | $76.4 萬 | 3.16% | +648+15.0% | 加碼 |
| Perigon Wealth Management, LLC | 4,925 | $75.7 萬 | 0.02% | +939+23.6% | 加碼 |
| Integrated Advisors Network LLC | 4,909 | $75.5 萬 | 0.03% | +67+1.4% | 加碼 |
| AlphaCore Capital LLC | 4,901 | $75.3 萬 | 0.03% | +37+0.8% | 加碼 |
| Investment Advisory Group, LLC | 4,890 | $75.2 萬 | 0.23% | +10.0% | 加碼 |
| ProVise Management Group, LLC | 4,881 | $75.0 萬 | 0.06% | −644−11.7% | 減碼 |
| LongView Wealth Management | 4,879 | $75.0 萬 | 0.23% | +8+0.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,866 | $74.8 萬 | 0.09% | +3,292+209.1% | 加碼 |
| Syon Capital LLC | 4,831 | $74.3 萬 | 0.05% | +433+9.8% | 加碼 |
| Prudent Man Advisors, LLC | 4,830 | $74.3 萬 | 0.24% | +56+1.2% | 加碼 |
| Cresset Asset Management, LLC | 4,822 | $74.1 萬 | 0.00% | +565+13.3% | 加碼 |
| BSW Wealth Partners | 4,777 | $73.4 萬 | 0.10% | +116+2.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,773 | $73.4 萬 | 0.19% | −83−1.7% | 減碼 |
| Associated Banc-Corp | 4,703 | $72.3 萬 | 0.02% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 4,696 | $72.2 萬 | 0.48% | +4,696 | 新進 |