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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 3 季與 2025 年第 2 季比較

持有 Welltower Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

WELL 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數1,266211,337+92
股數6.47 億3,259 萬6.25 億+1,001 萬 (+1.6%)
市值$994.6 億$50.1 億$1,113 億+$168.2 億 (+17.8%)

21 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（175 家）

2025 年第 3 季季末持有 Welltower Inc.、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 175 家。

2025 年第 3 季新進 WELL 的機構
機構股數市值佔組合 %
Alyeska Investment Group, L.P.551,331$9,821 萬0.30%
AXA Investment Managers S.A.501,821$8,939 萬0.24%
Jupiter Asset Management Ltd428,705$7,637 萬0.66%
Two Sigma Investments, LP389,289$6,935 萬0.11%
Credit Agricole S A346,867$6,179 萬0.20%
CIBC Bancorp USA Inc.264,766$4,717 萬0.28%
ABN AMRO Bank N.V.104,367$1,851 萬0.18%
Gradient Investments LLC87,143$1,552 萬0.26%
Mirae Asset Global ETFs Holdings Ltd.78,787$1,404 萬0.02%
Nomura Holdings Inc69,207$1,233 萬0.06%
Westfield Capital Management Co LP32,189$573.4 萬0.02%
iA Global Asset Management Inc.19,575$348.7 萬0.05%
Steel Peak Wealth Management LLC17,330$308.7 萬0.10%
Walleye Trading LLC16,421$292.5 萬0.05%
CAPROCK Group, Inc.16,948$285.2 萬0.07%
BDF-Gestion15,015$267.5 萬0.32%
Algert Global LLC14,731$262.4 萬0.04%
Triglav Skladi, D.O.O.11,600$206.6 萬0.14%
Rakuten Investment Management, Inc.13,522$193.8 萬0.01%
Tema ETFs LLC10,214$182.0 萬0.15%
Brant Point Investment Management LLC10,000$178.1 萬0.40%
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$178.1 萬0.86%
Schnieders Capital Management, LLC.8,404$149.7 萬0.27%
Two Sigma Advisers, LP8,400$149.6 萬0.00%
James Investment Research Inc7,815$139.2 萬0.15%
Mattson Financial Services, LLC6,387$113.8 萬0.27%
Flow Traders U.S. LLC6,010$107.1 萬0.04%
Benchmark Investment Advisors LLC5,060$90.1 萬0.52%
Quantitative Investment Management, LLC4,800$85.5 萬0.12%
Caerus Investment Advisors, LLC4,611$82.1 萬0.34%
Sageworth Trust Co4,467$79.6 萬0.04%
Fairtree Asset Management (Pty) Ltd4,275$76.2 萬0.50%
Driehaus Capital Management LLC4,081$72.7 萬0.01%
Legacy Financial Advisors, Inc.3,988$71.0 萬0.10%
FORA Capital, LLC3,933$70.1 萬0.12%
Colony Capital, Inc.3,800$67.7 萬0.06%
Waddell & Associates, LLC3,071$54.7 萬0.05%
Walter Public Investments Inc.3,000$53.4 萬0.09%
Brown Financial Advisors2,960$52.7 萬0.19%
Spirepoint Private Client, LLC2,858$50.9 萬0.05%
Simplicity Wealth,LLC2,784$49.6 萬0.03%
Warwick Investment Management, Inc.2,770$49.3 萬0.09%
TCG Advisory Services, LLC2,703$48.2 萬0.02%
Intrua Financial, LLC2,675$47.7 萬0.06%
Group One Trading, L.P.2,619$46.7 萬0.01%
Copley Financial Group, Inc.2,607$46.4 萬0.32%
Providence Financial Advisors, LLC2,487$44.3 萬0.42%
Chicago Trust Co NA2,365$42.1 萬0.06%
Main Street Financial Solutions, LLC2,334$41.6 萬0.03%
Barnes Pettey Financial Advisors, LLC2,277$40.6 萬0.22%
Advisor OS, LLC2,246$40.0 萬0.03%
Sentinus, LLC2,238$39.9 萬0.09%
Krilogy Financial LLC2,030$37.8 萬0.01%
Aprio Wealth Management, LLC2,025$36.1 萬0.04%
Trust Point Inc.2,002$35.7 萬0.03%
GAM Holding AG1,927$34.3 萬0.02%
Discipline Wealth Solutions, LLC1,920$34.2 萬0.09%
A4 Wealth Advisors LLC1,883$33.5 萬0.28%
Maia Wealth LLC1,750$33.4 萬0.06%
CMC Financial Group1,800$32.1 萬0.59%
Old Mission Capital LLC1,776$31.6 萬0.01%
Brucke Financial, Inc.1,733$31.4 萬0.18%
Regent Peak Wealth Advisors LLC1,717$30.6 萬0.06%
Fieldview Capital Management, LLC1,709$30.4 萬0.05%
NorthCrest Asset Manangement, LLC1,694$29.3 萬0.01%
Kanawha Capital Management LLC1,645$29.3 萬0.02%
QVR LLC1,628$29.0 萬0.35%
First Horizon Corp1,617$28.8 萬0.01%
Fisher Asset Management, LLC1,587$28.3 萬0.00%
Corton Capital Inc.1,504$26.8 萬0.66%
Camden Capital, LLC1,498$26.7 萬0.02%
Concorde Asset Management, LLC1,484$26.2 萬0.11%
Ninepoint Partners LP1,466$26.1 萬0.04%
First Citizens Bank & Trust Co1,465$26.1 萬0.01%
Full Sail Capital, LLC1,448$25.8 萬0.01%
LeConte Wealth Management, LLC1,437$25.6 萬0.17%
Norden Group LLC1,418$25.3 萬0.03%
RFG Advisory, LLC1,365$24.3 萬0.01%
Drucker Wealth 3.0, LLC1,330$23.7 萬0.04%
Private Management Group Inc1,330$23.7 萬0.01%
TABR Capital Management, LLC1,327$23.4 萬0.16%
Quent Capital, LLC1,312$23.4 萬0.02%
Allen Mooney & Barnes Investment Advisors LLC1,294$23.0 萬0.04%
Alpha Zero LLC1,271$22.6 萬0.13%
Wedgewood Investors Inc1,268$22.6 萬0.25%
Cyndeo Wealth Partners, LLC1,261$22.5 萬0.01%
Centurion Wealth Management LLC1,260$22.4 萬0.05%
Cooper Financial Group1,254$22.3 萬0.02%
Beacon Financial Group1,250$22.3 萬0.02%
Compass Wealth Management, LLC1,250$22.3 萬0.10%
Samalin Investment Counsel, LLC1,240$22.1 萬0.08%
Old Port Advisors1,238$22.1 萬0.06%
Jackson Hole Capital Partners, LLC1,235$22.0 萬0.04%
Scotia Capital Inc.1,232$21.9 萬0.00%
Douglas Lane & Associates, LLC1,232$21.9 萬0.00%
Charter Trust Co1,226$21.8 萬0.01%
111 Capital1,223$21.8 萬0.04%
Court Place Advisors, LLC1,220$21.7 萬0.07%
FLC Capital Advisors1,215$21.6 萬0.04%
Argent Advisors, Inc.1,214$21.6 萬0.06%

清倉機構（83 家）

2025 年第 2 季季末持有 Welltower Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 WELL 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
HRT Financial LP712,929$1.10 億
AXA S.A.535,170$8,227 萬
Weiss Asset Management LP372,750$5,730 萬
Employees Retirement System of Texas305,591$4,698 萬
Gillson Capital LP250,955$3,858 萬
Brevan Howard Capital Management LP169,844$2,611 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund148,339$2,280 萬
Susquehanna Fundamental Investments, LLC81,819$1,258 萬
Cubist Systematic Strategies, LLC70,321$1,081 萬
Engineers Gate Manager LP53,206$817.9 萬
Quadrature Capital Ltd46,843$720.0 萬
ExodusPoint Capital Management, LP42,018$645.9 萬
Achmea Investment Management B.V.40,779$627.0 萬
Svenska Handelsbanken AB (publ)32,992$507.2 萬
Catalyst Funds Management Pty Ltd32,500$499.6 萬
Capital Fund Management S.A.31,686$487.1 萬
Jefferies Financial Group Inc.25,545$392.7 萬
SummitTX Capital, L.P.24,136$371.0 萬
BCJ Capital Management, LLC21,716$333.8 萬
Nicola Wealth Management Ltd.20,642$317.3 萬
Tudor Investment Corp Et Al17,206$264.5 萬
Dark Forest Capital Management LP15,687$241.2 萬
Blue Capital, Inc.15,128$232.6 萬
Twinbeech Capital LP9,983$153.5 萬
Union Bancaire Privee, UBP SA12,540$152.5 萬
Williamson Legacy Group, LLC9,885$152.0 萬
HBK Investments L P9,244$142.1 萬
Garland Capital Management Inc9,005$138.4 萬
Quantessence Capital LLC8,755$134.6 萬
XTX Topco Ltd6,886$105.9 萬
Axxcess Wealth Management, LLC6,713$103.2 萬
Fox Run Management, L.L.C.6,248$96.1 萬
Gsa Capital Partners LLP6,228$95.7 萬
USA Financial Portformulas Corp5,863$90.1 萬
Integrity Alliance, LLC.5,305$81.6 萬
Convergence Investment Partners, LLC5,154$79.2 萬
Proficio Capital Partners LLC4,399$67.6 萬
Sherbrooke Park Advisers LLC4,049$62.2 萬
Graham Capital Management, L.P.4,041$62.1 萬
Belpointe Asset Management LLC3,922$60.3 萬
Fortis Capital Advisors, LLC3,913$60.2 萬
ICONIQ Capital, LLC3,860$59.3 萬
Nebula Research & Development LLC3,625$55.7 萬
SMART Wealth LLC3,388$52.1 萬
Jackson Wealth Management, LLC3,185$49.0 萬
Net Worth Advisory Group3,069$47.2 萬
Farringdon Capital, Ltd.2,813$43.2 萬
Safeguard Investment Advisory Group, LLC2,624$40.3 萬
Carmel Capital Partners, LLC2,612$40.2 萬
World Equity Group, Inc.2,578$39.6 萬
Atom Investors LP2,294$35.3 萬
Park Square Financial Group, LLC2,173$33.4 萬
Scientech Research LLC2,013$30.9 萬
MBB Public Markets I LLC1,760$27.1 萬
Alpine Global Management, LLC1,636$25.2 萬
Cherokee Insurance Co1,600$24.6 萬
Gitterman Wealth Management, LLC1,488$22.9 萬
Argent Trust Co1,479$22.7 萬
Hancock Whitney Corp1,406$21.6 萬
Robertson Stephens Wealth Management, LLC1,382$21.2 萬
Phocas Financial Corp.1,334$20.5 萬
Beacon Capital Management, LLC951$14.6 萬
Virtus ETF Advisers LLC785$12.1 萬
Caitong International Asset Management Co., Ltd566$8.70 萬
Twin Peaks Wealth Advisors, LLC510$8.40 萬
Wood Tarver Financial Group, LLC435$6.60 萬
Opal Wealth Advisors, LLC387$5.95 萬
NewSquare Capital LLC362$5.57 萬
Sierra Ocean, LLC258$3.98 萬
Plante Moran Financial Advisors, LLC181$2.78 萬
MorganRosel Wealth Management, LLC130$2.00 萬
Game Plan Financial Advisors, LLC100$1.54 萬
Riggs Asset Managment Co. Inc.46$7,072
WealthTrak Capital Management LLC41$6,303
Total Investment Management Inc26$4,007
Traub Capital Management LLC25$3,843
GFG Capital, LLC19$2,921
Stephens Consulting, LLC16$2,460
Blume Capital Management, Inc.7$1,077
Atticus Wealth Management, LLC7$1,077
Transce3nd, LLC4$615
Crewe Advisors LLC3$462
LGT Financial Advisors LLC2$307

尚未申報 2025 年第 3 季的機構（21 家）

2025 年第 2 季季末持有 Welltower Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 WELL、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank31,897,184$49.0 億
CIBC World Markets Corp240,152$3,692 萬
EP Wealth Advisors, LLC192,007$2,952 萬
Congress Wealth Management LLC152,746$2,348 萬
Avantax Advisory Services, Inc.43,032$661.5 萬
Forte Capital LLC19,170$294.7 萬
Wambolt & Associates, LLC12,156$184.3 萬
Schnieders Capital Management LLC8,404$129.2 萬
Atria Wealth Solutions, Inc.5,864$90.1 萬
Good Life Advisors, LLC5,554$85.4 萬
Graypoint LLC3,710$57.0 萬
Prairie Sky Financial Group LLC3,332$51.2 萬
E Fund Management Co., Ltd.1,535$23.6 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH986$15.2 萬
First Horizon Advisors, Inc.616$9.47 萬
Iron Horse Wealth Management, LLC440$6.76 萬
Atlas Capital Advisors LLC394$6.06 萬
Oliver Lagore Vanvalin Investment Group156$2.39 萬
Semmax Financial Advisors Inc.55$9,242
Parkworth Wealth Management, Inc.11$1,691
Financial Gravity Companies, Inc.5$769