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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 4,664 | $71.7 萬 | 0.06% | −30−0.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,660 | $71.6 萬 | 0.03% | +990+27.0% | 加碼 |
| Manske Wealth Management | 4,551 | $70.0 萬 | 0.23% | −90−1.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,535 | $69.7 萬 | 0.10% | +108+2.4% | 加碼 |
| Fluent Financial, LLC | 4,510 | $69.3 萬 | 0.29% | +4,510 | 新進 |
| First American Trust, FSB | 4,496 | $69.1 萬 | 0.06% | +124+2.8% | 加碼 |
| Sage Mountain Advisors LLC | 4,493 | $69.1 萬 | 0.04% | +56+1.3% | 加碼 |
| Global Retirement Partners, LLC | 4,479 | $68.8 萬 | 0.02% | +4,479 | 新進 |
| St Germain D J Co Inc | 4,466 | $68.7 萬 | 0.03% | +2,074+86.7% | 加碼 |
| IHT Wealth Management, LLC | 4,436 | $68.2 萬 | 0.02% | −784−15.0% | 減碼 |
| Tower Bridge Advisors | 4,425 | $68.0 萬 | 0.07% | −425−8.8% | 減碼 |
| Whittier Trust Co | 4,407 | $67.7 萬 | 0.01% | +239+5.7% | 加碼 |
| Valeo Financial Advisors, LLC | 4,405 | $67.7 萬 | 0.02% | +728+19.8% | 加碼 |
| Proficio Capital Partners LLC | 4,399 | $67.6 萬 | 0.04% | +71+1.6% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $67.6 萬 | 0.03% | 00.0% | 不變 |
| Plato Investment Management Ltd | 4,392 | $67.3 萬 | 0.05% | +5+0.1% | 加碼 |
| Clearstead Advisors, LLC | 4,313 | $66.3 萬 | 0.01% | −181−4.0% | 減碼 |
| PDS Planning, Inc | 4,267 | $65.6 萬 | 0.05% | +568+15.4% | 加碼 |
| Panoramic Investment Advisors, LLC | 4,252 | $65.4 萬 | 0.40% | −300−6.6% | 減碼 |
| Skopos Labs, Inc. | 5,883 | $64.8 萬 | 0.09% | +2,102+55.6% | 加碼 |
| Marshall Financial Group LLC | 4,190 | $64.6 萬 | 0.13% | −999−19.3% | 減碼 |
| Comprehensive Money Management Services LLC | 4,171 | $64.1 萬 | 0.49% | −45−1.1% | 減碼 |
| Wealthspire Advisors, LLC | 4,127 | $63.4 萬 | 0.00% | +449+12.2% | 加碼 |
| Howard Capital Management Inc. | 4,114 | $63.2 萬 | 0.01% | +1,130+37.9% | 加碼 |
| Baldwin Investment Management, LLC | 4,076 | $62.7 萬 | 0.08% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 4,049 | $62.2 萬 | 0.27% | +1,990+96.6% | 加碼 |
| Graham Capital Management, L.P. | 4,041 | $62.1 萬 | 0.02% | +4,041 | 新進 |
| Mesirow Financial Investment Management, Inc. | 4,017 | $61.8 萬 | 0.01% | −4,535−53.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 4,006 | $61.6 萬 | 0.01% | +17+0.4% | 加碼 |
| Harbour Investments, Inc. | 3,977 | $61.1 萬 | 0.02% | +29+0.7% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $60.9 萬 | 0.20% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,922 | $60.3 萬 | 0.03% | +3,922 | 新進 |
| Fortis Capital Advisors, LLC | 3,913 | $60.2 萬 | 0.11% | +3,913 | 新進 |
| Southland Equity Partners LLC | 3,911 | $60.1 萬 | 0.13% | −364−8.5% | 減碼 |
| Glenview Trust Co | 3,889 | $59.8 萬 | 0.01% | −61−1.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,861 | $59.4 萬 | 0.05% | +9+0.2% | 加碼 |
| ICONIQ Capital, LLC | 3,860 | $59.3 萬 | 0.01% | +1,087+39.2% | 加碼 |
| Savvy Advisors, Inc. | 3,846 | $59.1 萬 | 0.04% | +718+23.0% | 加碼 |
| Flputnam Investment Management Co | 3,841 | $59.1 萬 | 0.01% | −135−3.4% | 減碼 |
| Equitable Holdings, Inc. | 3,828 | $58.8 萬 | 0.00% | +321+9.2% | 加碼 |
| Evergreen Capital Management LLC | 3,823 | $58.8 萬 | 0.02% | +222+6.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,788 | $58.2 萬 | 0.01% | −151−3.8% | 減碼 |
| HF Advisory Group, LLC | 3,715 | $57.1 萬 | 0.23% | −620−14.3% | 減碼 |
| Caldwell Sutter Capital, Inc. | 3,711 | $57.0 萬 | 0.26% | 00.0% | 不變 |
| Graypoint LLC | 3,710 | $57.0 萬 | 0.03% | +175+5.0% | 加碼 |
| River Street Advisors LLC | 3,694 | $56.8 萬 | 0.24% | +190+5.4% | 加碼 |
| IFP Advisors, Inc | 3,561 | $56.1 萬 | 0.02% | +1,117+45.7% | 加碼 |
| Nebula Research & Development LLC | 3,625 | $55.7 萬 | 0.05% | −10,248−73.9% | 減碼 |
| Panagora Asset Management Inc | 3,625 | $55.7 萬 | 0.00% | −25−0.7% | 減碼 |
| Moors & Cabot, Inc. | 3,609 | $55.5 萬 | 0.03% | −70−1.9% | 減碼 |
| Balboa Wealth Partners | 3,594 | $55.2 萬 | 0.11% | +488+15.7% | 加碼 |
| AA Financial Advisors, LLC | 3,582 | $55.1 萬 | 0.12% | 00.0% | 不變 |
| LCNB Corp | 3,566 | $54.8 萬 | 0.19% | −38−1.1% | 減碼 |
| Peak Planning Group, LLC | 3,552 | $54.6 萬 | 0.35% | +10+0.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,522 | $54.1 萬 | 0.03% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 3,507 | $53.9 萬 | 0.00% | +426+13.8% | 加碼 |
| Capital Insight Partners, LLC | 3,500 | $53.8 萬 | 0.09% | +3,500 | 新進 |
| Stonebridge Financial Group, LLC | 3,469 | $53.3 萬 | 0.05% | +12+0.3% | 加碼 |
| Lake Street Financial LLC | 3,459 | $53.2 萬 | 0.08% | +121+3.6% | 加碼 |
| Strategy Asset Managers LLC | 3,447 | $53.0 萬 | 0.10% | −142−4.0% | 減碼 |
| West Family Investments, Inc. | 3,443 | $52.9 萬 | 0.14% | +1,090+46.3% | 加碼 |
| CoreCap Advisors, LLC | 3,389 | $52.1 萬 | 0.02% | −66−1.9% | 減碼 |
| SMART Wealth LLC | 3,388 | $52.1 萬 | 0.16% | +706+26.3% | 加碼 |
| Moran Wealth Management, LLC | 3,367 | $51.8 萬 | 0.02% | +913+37.2% | 加碼 |
| Ashton Thomas Securities, LLC | 3,357 | $51.6 萬 | 0.12% | +3,357 | 新進 |
| Cambria Investment Management, L.P. | 3,345 | $51.4 萬 | 0.03% | +416+14.2% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,334 | $51.3 萬 | 0.09% | −40−1.2% | 減碼 |
| Prairie Sky Financial Group LLC | 3,332 | $51.2 萬 | 0.28% | 00.0% | 不變 |
| Conning Inc. | 3,331 | $51.2 萬 | 0.02% | −97−2.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,325 | $51.1 萬 | 0.03% | +198+6.3% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $51.0 萬 | 0.29% | 00.0% | 不變 |
| CX Institutional | 3,296 | $50.7 萬 | 0.02% | −38−1.1% | 減碼 |
| SFMG, LLC | 3,289 | $50.6 萬 | 0.04% | −55−1.6% | 減碼 |
| HBK Sorce Advisory LLC | 3,279 | $50.4 萬 | 0.01% | +153+4.9% | 加碼 |
| Shelton Capital Management | 3,278 | $50.4 萬 | 0.01% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 3,324 | $50.4 萬 | 0.23% | −98−2.9% | 減碼 |
| Monument Capital Management | 3,266 | $50.2 萬 | 0.13% | −181−5.3% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $50.0 萬 | 0.22% | 00.0% | 不變 |
| Hendershot Investments Inc. | 3,246 | $49.9 萬 | 0.07% | −827−20.3% | 減碼 |
| Jackson Wealth Management, LLC | 3,185 | $49.0 萬 | 0.05% | +3,185 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,172 | $48.8 萬 | 0.06% | +938+42.0% | 加碼 |
| Keel Point, LLC | 3,149 | $48.4 萬 | 0.03% | +208+7.1% | 加碼 |
| Strategic Investment Advisors | 3,111 | $47.8 萬 | 0.05% | +279+9.9% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,100 | $47.7 萬 | 0.06% | +600+24.0% | 加碼 |
| Personal Cfo Solutions, LLC | 3,096 | $47.6 萬 | 0.09% | +137+4.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,093 | $47.5 萬 | 0.04% | +7+0.2% | 加碼 |
| Ronald Blue Trust, Inc. | 3,083 | $47.4 萬 | 0.01% | +1,326+75.5% | 加碼 |
| Stock Yards Bank & Trust Co | 3,074 | $47.3 萬 | 0.02% | +99+3.3% | 加碼 |
| Koshinski Asset Management, Inc. | 3,069 | $47.2 萬 | 0.04% | +41+1.4% | 加碼 |
| Net Worth Advisory Group | 3,069 | $47.2 萬 | 0.10% | +175+6.0% | 加碼 |
| TD Waterhouse Canada Inc. | 3,108 | $47.1 萬 | 0.00% | −111−3.4% | 減碼 |
| AE Wealth Management LLC | 3,013 | $46.3 萬 | 0.00% | +930+44.6% | 加碼 |
| Valmark Advisers, Inc. | 3,007 | $46.2 萬 | 0.01% | +691+29.8% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $46.1 萬 | 0.08% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,983 | $45.9 萬 | 0.04% | +217+7.8% | 加碼 |
| GWN Securities Inc. | 2,956 | $45.6 萬 | 0.08% | +2,956 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,960 | $45.5 萬 | 0.13% | +340+13.0% | 加碼 |
| L2 Asset Management, LLC | 2,933 | $45.1 萬 | 0.07% | +282+10.6% | 加碼 |
| TD Private Client Wealth LLC | 2,924 | $45.0 萬 | 0.01% | +993+51.4% | 加碼 |
| Keystone Financial Group | 2,910 | $44.7 萬 | 0.04% | −4−0.1% | 減碼 |