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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 1,731 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Cercano Management LLC | 1,736 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Optas, LLC | 1,736 | $30.9 萬 | 0.05% | +97+5.9% | 加碼 |
| Carr Financial Group Corp | 1,748 | $31.1 萬 | 0.09% | +6+0.3% | 加碼 |
| Brucke Financial, Inc. | 1,733 | $31.4 萬 | 0.18% | +1,733 | 新進 |
| Chicago Partners Investment Group LLC | 1,747 | $31.4 萬 | 0.01% | +226+14.9% | 加碼 |
| Fourth Dimension Wealth, LLC | 1,765 | $31.4 萬 | 0.12% | +7+0.4% | 加碼 |
| Crestwood Advisors Group LLC | 1,776 | $31.6 萬 | 0.01% | +456+34.5% | 加碼 |
| Old Mission Capital LLC | 1,776 | $31.6 萬 | 0.01% | +1,776 | 新進 |
| Values Added Financial LLC | 1,776 | $31.6 萬 | 0.14% | +124+7.5% | 加碼 |
| Cromwell Holdings LLC | 1,781 | $31.7 萬 | 0.17% | 00.0% | 不變 |
| Hardy Reed LLC | 1,790 | $31.9 萬 | 0.02% | +217+13.8% | 加碼 |
| CMC Financial Group | 1,800 | $32.1 萬 | 0.59% | +1,800 | 新進 |
| Accurate Wealth Management, LLC | 1,896 | $32.1 萬 | 0.04% | +146+8.3% | 加碼 |
| Daymark Wealth Partners, LLC | 1,803 | $32.1 萬 | 0.01% | −11−0.6% | 減碼 |
| Modera Wealth Management, LLC | 1,807 | $32.2 萬 | 0.00% | +60+3.4% | 加碼 |
| Angeles Wealth Management, LLC | 1,842 | $32.8 萬 | 0.02% | +133+7.8% | 加碼 |
| TD Waterhouse Canada Inc. | 1,830 | $32.8 萬 | 0.00% | −1,278−41.1% | 減碼 |
| Bullock Wealth Management Group | 1,832 | $32.9 萬 | 0.16% | +6+0.3% | 加碼 |
| Clarius Group, LLC | 1,846 | $32.9 萬 | 0.02% | −382−17.1% | 減碼 |
| Prudent Man Advisors, LLC | 1,870 | $33.3 萬 | 0.12% | −2,960−61.3% | 減碼 |
| Smith, Moore & Co. | 1,872 | $33.4 萬 | 0.03% | +414+28.4% | 加碼 |
| Maia Wealth LLC | 1,750 | $33.4 萬 | 0.06% | +1,750 | 新進 |
| One Degree Advisors Inc | 1,883 | $33.5 萬 | 0.10% | −13−0.7% | 減碼 |
| American National Bank | 1,882 | $33.5 萬 | 0.03% | +1,827+3,321.8% | 加碼 |
| A4 Wealth Advisors LLC | 1,883 | $33.5 萬 | 0.28% | +1,883 | 新進 |
| First Affirmative Financial Network | 1,883 | $33.5 萬 | 0.16% | −32−1.7% | 減碼 |
| Capital Advisors Wealth Management, LLC | 1,892 | $33.7 萬 | 0.05% | +57+3.1% | 加碼 |
| Northcape Wealth Management, LLC | 1,896 | $33.8 萬 | 0.10% | −50−2.6% | 減碼 |
| Regions Financial Corp | 1,897 | $33.8 萬 | 0.00% | −1,003−34.6% | 減碼 |
| Foster Group, Inc. | 1,900 | $33.8 萬 | 0.01% | +6+0.3% | 加碼 |
| Fortis Group Advisors, LLC | 1,873 | $33.9 萬 | 0.06% | +241+14.8% | 加碼 |
| Western Wealth Management, LLC | 1,920 | $34.2 萬 | 0.02% | +81+4.4% | 加碼 |
| Discipline Wealth Solutions, LLC | 1,920 | $34.2 萬 | 0.09% | +1,920 | 新進 |
| GAM Holding AG | 1,927 | $34.3 萬 | 0.02% | +1,927 | 新進 |
| Flagship Harbor Advisors, LLC | 1,928 | $34.3 萬 | 0.01% | +533+38.2% | 加碼 |
| Parkside Financial Bank & Trust | 1,928 | $34.3 萬 | 0.03% | +63+3.4% | 加碼 |
| Bridge Creek Capital Management LLC | 1,928 | $34.4 萬 | 0.10% | −25−1.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,934 | $34.5 萬 | 0.01% | +68+3.6% | 加碼 |
| Commons Capital, LLC | 1,946 | $34.7 萬 | 0.23% | +4+0.2% | 加碼 |
| Prosperity Financial Group, Inc. | 1,947 | $34.7 萬 | 0.13% | +22+1.1% | 加碼 |
| SNS Financial Group, LLC | 2,000 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 2,000 | $35.6 萬 | 0.31% | 00.0% | 不變 |
| Trust Point Inc. | 2,002 | $35.7 萬 | 0.03% | +2,002 | 新進 |
| Evanson Asset Management, LLC | 2,003 | $35.7 萬 | 0.02% | +7+0.4% | 加碼 |
| Larson Financial Group LLC | 2,023 | $36.0 萬 | 0.01% | +381+23.2% | 加碼 |
| Aprio Wealth Management, LLC | 2,025 | $36.1 萬 | 0.04% | +2,025 | 新進 |
| Wealth Alliance | 2,033 | $36.2 萬 | 0.04% | +39+2.0% | 加碼 |
| Register Financial Advisors LLC | 2,034 | $36.2 萬 | 0.14% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 2,040 | $36.3 萬 | 0.07% | −42−2.0% | 減碼 |
| Woodmont Investment Counsel LLC | 2,071 | $36.9 萬 | 0.02% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 2,072 | $36.9 萬 | 0.02% | −65−3.0% | 減碼 |
| Walter & Keenan Financial Consulting Co | 2,072 | $36.9 萬 | 0.10% | +33+1.6% | 加碼 |
| Pitcairn Co | 2,096 | $37.3 萬 | 0.03% | −520−19.9% | 減碼 |
| GM Advisory Group, Inc. | 2,102 | $37.4 萬 | 0.02% | +2+0.1% | 加碼 |
| Catalyst Financial Partners LLC | 2,107 | $37.5 萬 | 0.05% | +116+5.8% | 加碼 |
| Boston Private Wealth LLC | 2,114 | $37.7 萬 | 0.02% | +47+2.3% | 加碼 |
| Mystic Asset Management, Inc. | 2,115 | $37.7 萬 | 0.09% | +234+12.4% | 加碼 |
| Aureus Asset Management, LLC | 2,116 | $37.7 萬 | 0.02% | 00.0% | 不變 |
| Krilogy Financial LLC | 2,030 | $37.8 萬 | 0.01% | +2,030 | 新進 |
| Lazard Asset Management LLC | 2,125 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 2,135 | $38.0 萬 | 0.16% | +257+13.7% | 加碼 |
| Cambiar Investors LLC | 2,167 | $38.6 萬 | 0.02% | −174−7.4% | 減碼 |
| CWA Asset Management Group, LLC | 2,169 | $38.6 萬 | 0.01% | +271+14.3% | 加碼 |
| Pflug Koory, LLC | 2,190 | $39.0 萬 | 0.18% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 2,193 | $39.1 萬 | 0.18% | +10+0.5% | 加碼 |
| Blue Fin Capital, Inc. | 2,196 | $39.1 萬 | 0.06% | −14−0.6% | 減碼 |
| Painted Porch Advisors LLC | 2,196 | $39.1 萬 | 0.15% | +7+0.3% | 加碼 |
| Zions Bancorporation, National Association | 2,216 | $39.5 萬 | 0.02% | +612+38.2% | 加碼 |
| Parsonex Advisory Services, Inc. | 2,221 | $39.6 萬 | 0.27% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 2,224 | $39.6 萬 | 0.03% | +748+50.7% | 加碼 |
| Triad Wealth Partners, LLC | 2,235 | $39.8 萬 | 0.05% | +136+6.5% | 加碼 |
| Sentinus, LLC | 2,238 | $39.9 萬 | 0.09% | +2,238 | 新進 |
| Advisor OS, LLC | 2,246 | $40.0 萬 | 0.03% | +2,246 | 新進 |
| VestGen Advisors, LLC | 2,275 | $40.5 萬 | 0.01% | +717+46.0% | 加碼 |
| Resonant Capital Advisors, LLC | 2,277 | $40.6 萬 | 0.02% | +292+14.7% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 2,277 | $40.6 萬 | 0.22% | +2,277 | 新進 |
| AGH Wealth Advisors, LLC | 2,294 | $40.9 萬 | 0.30% | +35+1.5% | 加碼 |
| MTM Investment Management, LLC | 2,300 | $41.0 萬 | 0.13% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,307 | $41.1 萬 | 0.14% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 2,308 | $41.1 萬 | 0.12% | +398+20.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 2,312 | $41.2 萬 | 0.00% | +634+37.8% | 加碼 |
| Miracle Mile Advisors, LLC | 2,324 | $41.4 萬 | 0.01% | +454+24.3% | 加碼 |
| Main Street Financial Solutions, LLC | 2,334 | $41.6 萬 | 0.03% | +2,334 | 新進 |
| Golden State Equity Partners | 2,363 | $42.1 萬 | 0.07% | +152+6.9% | 加碼 |
| Wedbush Securities Inc | 2,364 | $42.1 萬 | 0.01% | +217+10.1% | 加碼 |
| Chicago Trust Co NA | 2,365 | $42.1 萬 | 0.06% | +2,365 | 新進 |
| Foundations Investment Advisors, LLC | 2,366 | $42.2 萬 | 0.01% | −3,157−57.2% | 減碼 |
| Mather Group, LLC. | 2,377 | $42.4 萬 | 0.00% | +30+1.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,385 | $42.5 萬 | 0.09% | −70−2.9% | 減碼 |
| Advisory Services Network, LLC | 2,392 | $42.6 萬 | 0.01% | +149+6.6% | 加碼 |
| Clifford Swan Investment Counsel LLC | 2,423 | $43.2 萬 | 0.01% | +15+0.6% | 加碼 |
| bLong Financial, LLC | 2,450 | $43.6 萬 | 0.30% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 2,472 | $44.0 萬 | 0.01% | −121−4.7% | 減碼 |
| Retirement Planning Group, LLC | 2,477 | $44.1 萬 | 0.33% | +10.0% | 加碼 |
| Providence Financial Advisors, LLC | 2,487 | $44.3 萬 | 0.42% | +2,487 | 新進 |
| IFG Advisory, LLC | 2,489 | $44.3 萬 | 0.02% | +7+0.3% | 加碼 |
| Cetera Trust Company, N.A | 2,490 | $44.4 萬 | 0.25% | 00.0% | 不變 |
| Hudock, Inc. | 2,492 | $44.4 萬 | 0.07% | +4+0.2% | 加碼 |
| Corient IA LLC | 2,500 | $44.5 萬 | 0.33% | 00.0% | 不變 |