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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 42,614 | $759.2 萬 | 0.01% | +3,509+9.0% | 加碼 |
| Vanderbilt University | 43,609 | $776.9 萬 | 1.29% | +7,862+22.0% | 加碼 |
| MML Investors Services, LLC | 43,908 | $782.2 萬 | 0.02% | −578−1.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 43,912 | $782.2 萬 | 0.37% | −397−0.9% | 減碼 |
| Empowered Funds, LLC | 43,955 | $783.0 萬 | 0.08% | +8,449+23.8% | 加碼 |
| Peapack Gladstone Financial Corp | 43,963 | $783.2 萬 | 0.10% | +738+1.7% | 加碼 |
| Brookstone Capital Management | 45,359 | $808.0 萬 | 0.10% | +37,635+487.2% | 加碼 |
| Windward Capital Management Co | 45,765 | $815.3 萬 | 0.65% | −304−0.7% | 減碼 |
| Callahan Advisors, LLC | 45,797 | $815.8 萬 | 0.69% | +1,399+3.2% | 加碼 |
| Mizuho Securities USA LLC | 48,713 | $818.7 萬 | 0.17% | +5,782+13.5% | 加碼 |
| Horizon Investments, LLC | 46,367 | $822.8 萬 | 0.11% | +9,600+26.1% | 加碼 |
| Triasima Portfolio Management inc. | 46,209 | $823.2 萬 | 1.24% | +3,760+8.9% | 加碼 |
| Stevens Capital Management LP | 46,549 | $829.2 萬 | 1.10% | +5,560+13.6% | 加碼 |
| Advisors Management Group Inc | 46,726 | $832.4 萬 | 1.46% | −6,580−12.3% | 減碼 |
| Pathstone Holdings, LLC | 46,762 | $833.0 萬 | 0.03% | −254−0.5% | 減碼 |
| Naviter Wealth, LLC | 46,825 | $834.1 萬 | 0.97% | +3,804+8.8% | 加碼 |
| GeoWealth Management, LLC | 47,236 | $841.5 萬 | 0.31% | +1,192+2.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 47,380 | $844.0 萬 | 0.18% | +45,941+3,192.6% | 加碼 |
| Ieq Capital, LLC | 47,749 | $850.6 萬 | 0.03% | +27,399+134.6% | 加碼 |
| Vident Advisory, LLC | 48,320 | $860.8 萬 | 0.08% | +2,489+5.4% | 加碼 |
| Capital International Sarl | 48,727 | $868.0 萬 | 0.15% | +11,795+31.9% | 加碼 |
| Nearwater Capital Markets, Ltd | 50,000 | $890.7 萬 | 0.12% | −50,000−50.0% | 減碼 |
| CI Private Wealth, LLC | 50,152 | $893.4 萬 | 0.01% | +6,251+14.2% | 加碼 |
| US Bancorp | 50,400 | $897.8 萬 | 0.01% | +2,052+4.2% | 加碼 |
| Atria Investments LLC | 50,783 | $904.7 萬 | 0.10% | +1,865+3.8% | 加碼 |
| Truist Financial Corp | 50,974 | $908.1 萬 | 0.01% | +1,062+2.1% | 加碼 |
| Consolidated Planning Corp | 51,919 | $924.9 萬 | 0.98% | +649+1.3% | 加碼 |
| Aptus Capital Advisors, LLC | 52,148 | $929.0 萬 | 0.08% | +3,301+6.8% | 加碼 |
| Waterfront Capital Partners, LLC | 52,551 | $936.1 萬 | 6.13% | −58,185−52.5% | 減碼 |
| Pinnacle Associates Ltd | 52,597 | $937.0 萬 | 0.12% | −788−1.5% | 減碼 |
| Pensionfund DSM Netherlands | 52,753 | $939.7 萬 | 6.09% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 52,994 | $944.0 萬 | 1.92% | −915−1.7% | 減碼 |
| Pacer Advisors, Inc. | 53,353 | $950.4 萬 | 0.02% | −12,517−19.0% | 減碼 |
| Abn Amro Investment Solutions | 54,514 | $971.1 萬 | 0.20% | +44,187+427.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 54,226 | $972.7 萬 | 0.02% | +1,311+2.5% | 加碼 |
| Harbour Trust & Investment Management Co | 54,618 | $973.0 萬 | 1.01% | −484−0.9% | 減碼 |
| Windle Wealth, LLC | 56,040 | $998.3 萬 | 4.47% | −10.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 56,257 | $1,002 萬 | 0.27% | −1,980−3.4% | 減碼 |
| Azimuth Capital Investment Management LLC | 56,349 | $1,004 萬 | 0.36% | −745−1.3% | 減碼 |
| Advisors Asset Management, Inc. | 58,292 | $1,038 萬 | 0.18% | −5,202−8.2% | 減碼 |
| CWM, LLC | 58,540 | $1,043 萬 | 0.03% | +36,076+160.6% | 加碼 |
| Longbow Finance SA | 58,895 | $1,049 萬 | 1.04% | 00.0% | 不變 |
| Agf Management Ltd | 59,658 | $1,063 萬 | 0.05% | −1,177−1.9% | 減碼 |
| Greenland Capital Management LP | 61,656 | $1,063 萬 | 1.56% | +47,366+331.5% | 加碼 |
| Kingdon Capital Management, L.L.C. | 60,000 | $1,069 萬 | 1.67% | +5,000+9.1% | 加碼 |
| CWM Advisors, LLC | 61,041 | $1,087 萬 | 1.06% | −7,707−11.2% | 減碼 |
| LGT Group Foundation | 60,943 | $1,093 萬 | 0.13% | −3,175−5.0% | 減碼 |
| Entropy Technologies, LP | 61,635 | $1,098 萬 | 0.82% | +4,837+8.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 61,898 | $1,103 萬 | 0.18% | +13,644+28.3% | 加碼 |
| Investment Management Corp of Ontario | 62,090 | $1,106 萬 | 0.17% | +25,245+68.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 62,187 | $1,108 萬 | 0.12% | −1,992−3.1% | 減碼 |
| Intech Investment Management LLC | 62,354 | $1,111 萬 | 0.10% | −33,061−34.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 63,385 | $1,129 萬 | 0.72% | +50,324+385.3% | 加碼 |
| GDS Wealth Management | 63,763 | $1,136 萬 | 0.75% | +7,699+13.7% | 加碼 |
| DLD Asset Management, LP | 63,795 | $1,136 萬 | 1.46% | −24,155−27.5% | 減碼 |
| Jump Financial, LLC | 65,416 | $1,165 萬 | 0.15% | +11,903+22.2% | 加碼 |
| Norinchukin Bank, The | 66,615 | $1,187 萬 | 0.16% | +5,287+8.6% | 加碼 |
| Nomura Holdings Inc | 69,207 | $1,233 萬 | 0.06% | +69,207 | 新進 |
| OP Asset Management Ltd | 69,743 | $1,242 萬 | 0.16% | +1,984+2.9% | 加碼 |
| Central Trust Co | 70,368 | $1,254 萬 | 0.26% | −152−0.2% | 減碼 |
| Lido Advisors, LLC | 70,426 | $1,255 萬 | 0.05% | +28,007+66.0% | 加碼 |
| Avanza Fonder AB | 70,459 | $1,255 萬 | 0.33% | +6,055+9.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 70,833 | $1,262 萬 | 0.15% | +9,138+14.8% | 加碼 |
| QRG Capital Management, Inc. | 71,371 | $1,271 萬 | 0.15% | −16,442−18.7% | 減碼 |
| Janney Montgomery Scott LLC | 73,250 | $1,305 萬 | 0.03% | −3,936−5.1% | 減碼 |
| DuPont Capital Management Corp | 73,736 | $1,314 萬 | 1.36% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 73,822 | $1,315 萬 | 0.02% | −616,058−89.3% | 減碼 |
| Trust Co of Toledo NA | 75,155 | $1,339 萬 | 1.34% | −742−1.0% | 減碼 |
| Westpac Banking Corp | 75,991 | $1,354 萬 | 0.84% | 00.0% | 不變 |
| Fred Alger Management, LLC | 76,136 | $1,356 萬 | 0.05% | +9,243+13.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 76,500 | $1,363 萬 | 0.18% | +22,850+42.6% | 加碼 |
| Mutual of America Capital Management LLC | 76,550 | $1,364 萬 | 0.14% | +1,253+1.7% | 加碼 |
| Venture Visionary Partners LLC | 77,605 | $1,382 萬 | 0.48% | −2,967−3.7% | 減碼 |
| JustInvest LLC | 77,853 | $1,387 萬 | 0.14% | +1,965+2.6% | 加碼 |
| Wealthfront Advisers LLC | 77,935 | $1,388 萬 | 0.03% | +16,645+27.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 78,787 | $1,404 萬 | 0.02% | +78,787 | 新進 |
| Captrust Financial Advisors | 82,707 | $1,473 萬 | 0.03% | +1,537+1.9% | 加碼 |
| Rafferty Asset Management, LLC | 83,296 | $1,484 萬 | 0.05% | +4,564+5.8% | 加碼 |
| Chilton Capital Management LLC | 83,687 | $1,491 萬 | 0.50% | −5,009−5.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 84,770 | $1,510 萬 | 0.14% | −55,002−39.4% | 減碼 |
| Waratah Capital Advisors Ltd. | 84,837 | $1,511 萬 | 1.03% | −50,951−37.5% | 減碼 |
| Commonwealth Equity Services, LLC | 85,507 | $1,523 萬 | 0.02% | −6,588−7.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 85,899 | $1,530 萬 | 0.06% | −1,174−1.3% | 減碼 |
| Fifth Third Bancorp | 85,953 | $1,531 萬 | 0.05% | +1,048+1.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 86,803 | $1,546 萬 | 0.06% | +16,283+23.1% | 加碼 |
| Gradient Investments LLC | 87,143 | $1,552 萬 | 0.26% | +87,143 | 新進 |
| Northwestern Mutual Wealth Management Co | 87,298 | $1,555 萬 | 0.01% | +2,387+2.8% | 加碼 |
| Woodline Partners LP | 88,243 | $1,572 萬 | 0.07% | +21,187+31.6% | 加碼 |
| GSI Capital Advisors LLC | 88,409 | $1,575 萬 | 8.90% | −5,268−5.6% | 減碼 |
| Appleton Partners Inc | 89,580 | $1,596 萬 | 1.07% | +150+0.2% | 加碼 |
| Keybank National Association | 90,872 | $1,619 萬 | 0.06% | −1,743−1.9% | 減碼 |
| CIBC Asset Management Inc | 92,712 | $1,652 萬 | 0.05% | +6,596+7.7% | 加碼 |
| HighTower Advisors, LLC | 93,429 | $1,665 萬 | 0.02% | +3,422+3.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 93,967 | $1,674 萬 | 0.10% | +10,047+12.0% | 加碼 |
| British Columbia Investment Management Corp | 94,090 | $1,676 萬 | 0.10% | −7,932−7.8% | 減碼 |
| New York Life Investment Management LLC | 97,366 | $1,734 萬 | 0.15% | +4,019+4.3% | 加碼 |
| Connors Investor Services Inc | 100,220 | $1,785 萬 | 1.52% | +1,591+1.6% | 加碼 |
| Freestone Grove Partners LP | 101,272 | $1,804 萬 | 0.13% | +89,367+750.7% | 加碼 |
| Mackenzie Financial Corp | 102,504 | $1,826 萬 | 0.02% | +15,615+18.0% | 加碼 |
| Xponance, Inc. | 103,502 | $1,844 萬 | 0.15% | −3,336−3.1% | 減碼 |