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 13F 持有人
Welltower Inc. 在 2025/9/30 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
- 1,337
- 較 2025 年第 2 季 +92 家
- 持有股數
- 6.25 億
- 較 2025 年第 2 季 +1,001 萬 (+1.6%)
- 總市值
- $1,113 億
- 較 2025 年第 2 季 +$168.2 億 (+17.8%)
- 新進機構
- 175
- 另有 588 家加碼
- 清倉機構
- 83
- 另有 357 家減碼
另有 21 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 19,796 | $352.6 萬 | 0.30% | −89−0.4% | 減碼 |
| Arkadios Wealth Advisors | 19,854 | $353.7 萬 | 0.09% | +10,152+104.6% | 加碼 |
| Bleichroeder LP | 20,000 | $356.3 萬 | 0.69% | 00.0% | 不變 |
| Marvin & Palmer Associates Inc | 19,691 | $356.5 萬 | 2.65% | −150−0.8% | 減碼 |
| Asset Planning,Inc | 20,111 | $358.3 萬 | 2.59% | −93−0.5% | 減碼 |
| Transamerica Financial Advisors, Inc. | 20,127 | $358.5 萬 | 0.30% | −830−4.0% | 減碼 |
| Omers Administration Corp | 20,194 | $359.7 萬 | 0.03% | 00.0% | 不變 |
| Sarasin & Partners LLP | 20,633 | $363.6 萬 | 0.04% | −48,926−70.3% | 減碼 |
| Red Cedar Investment Management, LLC | 20,440 | $364.1 萬 | 0.43% | +5,455+36.4% | 加碼 |
| Kestra Advisory Services, LLC | 20,507 | $365.3 萬 | 0.02% | +8,211+66.8% | 加碼 |
| Portfolio Design Labs, LLC | 21,002 | $374.1 萬 | 0.64% | −1,503−6.7% | 減碼 |
| UBS Asset Management Americas Inc | 21,095 | $375.8 萬 | 0.00% | −9,672,048−99.8% | 減碼 |
| Argentarii, LLC | 21,102 | $375.9 萬 | 1.61% | 00.0% | 不變 |
| Nations Financial Group Inc, | 21,131 | $376.4 萬 | 0.23% | +2,520+13.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,262 | $378.6 萬 | 0.03% | +6,573+44.7% | 加碼 |
| Commerce Bank | 21,304 | $379.5 萬 | 0.02% | +1,774+9.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,316 | $379.7 萬 | 0.05% | +1,496+7.5% | 加碼 |
| Verition Fund Management LLC | 21,351 | $380.3 萬 | 0.02% | −24,096−53.0% | 減碼 |
| Patton Fund Management, Inc. | 21,487 | $382.8 萬 | 0.69% | −359−1.6% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $386.8 萬 | 0.20% | 00.0% | 不變 |
| Allworth Financial LP | 21,756 | $387.6 萬 | 0.02% | +876+4.2% | 加碼 |
| Ascent Group, LLC | 21,785 | $388.1 萬 | 0.14% | −256−1.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 21,843 | $389.1 萬 | 0.15% | +5,946+37.4% | 加碼 |
| Private Advisor Group, LLC | 22,107 | $393.8 萬 | 0.02% | +3,409+18.2% | 加碼 |
| Machina Capital S.A.S. | 22,471 | $400.3 萬 | 0.70% | −2,052−8.4% | 減碼 |
| Spinnaker Trust | 22,500 | $400.8 萬 | 0.22% | −3,332−12.9% | 減碼 |
| United Capital Financial Advisers, LLC | 22,781 | $405.8 萬 | 0.03% | −337−1.5% | 減碼 |
| Bleakley Financial Group, LLC | 22,789 | $406.0 萬 | 0.09% | +1,276+5.9% | 加碼 |
| Summit Place Financial Advisors, LLC | 22,821 | $406.5 萬 | 1.92% | −1,219−5.1% | 減碼 |
| Perpetual Ltd | 23,086 | $411.3 萬 | 0.05% | −949−3.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 23,129 | $412.0 萬 | 0.15% | +864+3.9% | 加碼 |
| Assenagon Asset Management S.A. | 23,212 | $413.5 萬 | 0.01% | +458+2.0% | 加碼 |
| Lincluden Management Ltd | 23,650 | $421.3 萬 | 0.47% | 00.0% | 不變 |
| DRW Securities, LLC | 23,960 | $422.5 萬 | 0.22% | +14,807+161.8% | 加碼 |
| Hamilton Capital Partners Inc. | 23,998 | $427.5 萬 | 0.18% | +3,193+15.3% | 加碼 |
| AIA Group Ltd | 24,000 | $427.5 萬 | 0.08% | +8,400+53.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,137 | $430.0 萬 | 0.06% | −3,860−13.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 24,166 | $430.5 萬 | 0.04% | 00.0% | 不變 |
| Romano Brothers and Company | 24,332 | $433.5 萬 | 0.50% | −180−0.7% | 減碼 |
| La Banque Postale Asset Management SA | 24,449 | $435.5 萬 | 0.05% | −522−2.1% | 減碼 |
| Brown Advisory Inc | 24,600 | $438.2 萬 | 0.01% | −105−0.4% | 減碼 |
| MAI Capital Management | 24,838 | $442.5 萬 | 0.03% | −561−2.2% | 減碼 |
| Raiffeisen Bank International AG | 25,172 | $443.5 萬 | 0.06% | +7,339+41.2% | 加碼 |
| Westover Capital Advisors, LLC | 24,952 | $444.5 萬 | 0.82% | −687−2.7% | 減碼 |
| Atlantic Union Bankshares Corp | 25,092 | $447.0 萬 | 0.08% | +257+1.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $454.3 萬 | 0.03% | 00.0% | 不變 |
| Boston Family Office LLC | 25,659 | $456.7 萬 | 0.29% | −94−0.4% | 減碼 |
| AMF Pensionsforsakring AB | 26,507 | $472.2 萬 | 0.03% | +10,753+68.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,846 | $478.2 萬 | 0.36% | −221−0.8% | 減碼 |
| Azzad Asset Management Inc | 27,212 | $484.7 萬 | 0.48% | +4,742+21.1% | 加碼 |
| Rainey & Randall Investment Management Inc. | 27,578 | $491.3 萬 | 0.82% | +130.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 27,594 | $491.6 萬 | 0.12% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 27,890 | $496.8 萬 | 0.13% | −14,374−34.0% | 減碼 |
| New Mexico Educational Retirement Board | 28,048 | $499.7 萬 | 0.16% | +400+1.4% | 加碼 |
| Beacon Financial Planning, Inc | 28,119 | $500.9 萬 | 2.59% | +844+3.1% | 加碼 |
| Brinker Capital Investments, LLC | 28,189 | $502.2 萬 | 0.04% | +4,145+17.2% | 加碼 |
| Pensionfund Sabic | 28,559 | $508.8 萬 | 1.39% | −500−1.7% | 減碼 |
| FJ Capital Management LLC | 28,845 | $513.8 萬 | 0.55% | +391+1.4% | 加碼 |
| Allstate Corp | 28,956 | $515.8 萬 | 0.12% | +22,789+369.5% | 加碼 |
| Oppenheimer & Co Inc | 29,352 | $522.9 萬 | 0.06% | +92+0.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,407 | $523.5 萬 | 0.03% | +737+2.6% | 加碼 |
| Merit Financial Group, LLC | 29,647 | $528.2 萬 | 0.05% | +1,786+6.4% | 加碼 |
| Point72 Asset Management, L.P. | 29,998 | $534.4 萬 | 0.01% | −101,268−77.1% | 減碼 |
| D L Carlson Investment Group Inc | 30,701 | $546.9 萬 | 0.92% | +16+0.1% | 加碼 |
| Generali Asset Management SPA SGR | 30,781 | $548.3 萬 | 0.12% | +843+2.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $562.9 萬 | 0.43% | 00.0% | 不變 |
| Blair William & Co | 31,778 | $566.1 萬 | 0.02% | +175+0.6% | 加碼 |
| Westfield Capital Management Co LP | 32,189 | $573.4 萬 | 0.02% | +32,189 | 新進 |
| Securian Asset Management, Inc | 32,300 | $575.4 萬 | 0.15% | −180−0.6% | 減碼 |
| Legacy CG, LLC | 32,392 | $577.0 萬 | 1.62% | −48−0.1% | 減碼 |
| Easterly Investment Partners LLC | 32,436 | $577.8 萬 | 0.39% | −99,360−75.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 32,596 | $580.7 萬 | 0.02% | −7,391−18.5% | 減碼 |
| Catalytic Wealth RIA, LLC | 32,712 | $582.7 萬 | 0.19% | +5,138+18.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 32,948 | $586.9 萬 | 0.05% | +2,091+6.8% | 加碼 |
| Ostrum Asset Management | 33,003 | $587.9 萬 | 0.26% | +2,411+7.9% | 加碼 |
| Fairfield Financial Advisors, LTD | 33,052 | $588.8 萬 | 1.98% | +6,533+24.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 33,079 | $589.3 萬 | 0.08% | +100.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 33,201 | $591.4 萬 | 0.11% | −10,539−24.1% | 減碼 |
| First Pacific Financial | 33,277 | $592.8 萬 | 0.82% | +8,028+31.8% | 加碼 |
| Beck Capital Management, LLC | 33,280 | $592.8 萬 | 1.37% | +304+0.9% | 加碼 |
| Maryland State Retirement & Pension System | 33,359 | $594.3 萬 | 0.12% | +1,514+4.8% | 加碼 |
| Vontobel Holding Ltd. | 33,441 | $595.7 萬 | 0.02% | +5,685+20.5% | 加碼 |
| Vise Technologies, Inc. | 33,692 | $600.2 萬 | 0.22% | +526+1.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,920 | $604.3 萬 | 0.20% | +558+1.7% | 加碼 |
| Louisiana State Employees Retirement System | 35,100 | $625.3 萬 | 0.10% | +2,300+7.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 35,654 | $635.1 萬 | 0.43% | −238−0.7% | 減碼 |
| Sterling Capital Management LLC | 36,093 | $643.0 萬 | 0.09% | −423−1.2% | 減碼 |
| ING Groep NV | 37,812 | $673.6 萬 | 0.04% | +6,270+19.9% | 加碼 |
| DoubleLine ETF Adviser LP | 37,932 | $675.7 萬 | 2.04% | +2,086+5.8% | 加碼 |
| Brasada Capital Management, LP | 39,508 | $693.4 萬 | 1.18% | −1,607−3.9% | 減碼 |
| TCW Group Inc | 39,018 | $695.1 萬 | 0.06% | −48,329−55.3% | 減碼 |
| Hartford Investment Management Co | 39,272 | $699.6 萬 | 0.21% | +1,737+4.6% | 加碼 |
| Spirit of America Management Corp | 39,825 | $709.4 萬 | 1.42% | +700+1.8% | 加碼 |
| Banque Cantonale Vaudoise | 39,888 | $710.6 萬 | 0.27% | +570+1.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 40,329 | $718.4 萬 | 0.18% | +756+1.9% | 加碼 |
| Oddo BHF Asset Management SAS | 40,756 | $726.0 萬 | 0.28% | +25,586+168.7% | 加碼 |
| Warren Averett Asset Management, LLC | 41,112 | $732.4 萬 | 0.07% | −9,577−18.9% | 減碼 |
| Man Group plc | 41,561 | $740.4 萬 | 0.01% | +6,664+19.1% | 加碼 |
| Carret Asset Management, LLC | 41,611 | $741.3 萬 | 0.72% | −553−1.3% | 減碼 |
| Kentucky Retirement Systems | 42,016 | $748.5 萬 | 0.21% | +2,518+6.4% | 加碼 |