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 |
|---|---|---|---|---|---|
| Valued Retirements, Inc. | 2,904 | $44.6 萬 | 0.50% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 2,508 | $44.7 萬 | 0.00% | +1,399+126.1% | 加碼 |
| 44 Wealth Management LLC | 2,514 | $44.8 萬 | 0.15% | −13−0.5% | 減碼 |
| Gold Investment Management Ltd. | 2,515 | $44.8 萬 | 0.15% | 00.0% | 不變 |
| Rothschild Capital Partners, LLC | 2,524 | $45.0 萬 | 0.11% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 2,524 | $45.0 萬 | 0.03% | 00.0% | 不變 |
| Alps Advisors Inc | 2,535 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 2,573 | $45.8 萬 | 0.22% | +676+35.6% | 加碼 |
| Jacobi Capital Management LLC | 2,579 | $45.9 萬 | 0.03% | +3+0.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 2,582 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 2,568 | $46.1 萬 | 0.04% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 2,607 | $46.4 萬 | 0.32% | +2,607 | 新進 |
| Group One Trading, L.P. | 2,619 | $46.7 萬 | 0.01% | +2,619 | 新進 |
| Whalerock Point Partners, LLC | 2,638 | $47.0 萬 | 0.10% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 2,645 | $47.1 萬 | 0.08% | −451−14.6% | 減碼 |
| Hartline Investment Corp | 2,652 | $47.2 萬 | 0.05% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 2,659 | $47.4 萬 | 0.09% | 00.0% | 不變 |
| Bowman & Co S.C. | 2,665 | $47.5 萬 | 0.20% | 00.0% | 不變 |
| Intrua Financial, LLC | 2,675 | $47.7 萬 | 0.06% | +2,675 | 新進 |
| GWN Securities Inc. | 2,679 | $47.9 萬 | 0.11% | −277−9.4% | 減碼 |
| TCG Advisory Services, LLC | 2,703 | $48.2 萬 | 0.02% | +2,703 | 新進 |
| Whipplewood Advisors, LLC | 2,706 | $48.2 萬 | 0.32% | −94−3.4% | 減碼 |
| Visionary Wealth Advisors | 2,710 | $48.3 萬 | 0.02% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 2,730 | $48.6 萬 | 0.04% | +1,114+68.9% | 加碼 |
| Wakefield Asset Management LLLP | 2,740 | $48.8 萬 | 0.13% | −17−0.6% | 減碼 |
| Capital Analysts, LLC | 2,756 | $49.1 萬 | 0.01% | +62+2.3% | 加碼 |
| Warwick Investment Management, Inc. | 2,770 | $49.3 萬 | 0.09% | +2,770 | 新進 |
| Prosperity Consulting Group, LLC | 2,772 | $49.4 萬 | 0.02% | +278+11.1% | 加碼 |
| Simplicity Wealth,LLC | 2,784 | $49.6 萬 | 0.03% | +2,784 | 新進 |
| Mutual Advisors, LLC | 2,818 | $49.6 萬 | 0.01% | +134+5.0% | 加碼 |
| Stock Yards Bank & Trust Co | 2,813 | $50.1 萬 | 0.02% | −261−8.5% | 減碼 |
| Heartland Bank & Trust Co | 2,821 | $50.3 萬 | 0.21% | −40−1.4% | 減碼 |
| Alta Advisers Ltd | 2,833 | $50.5 萬 | 0.15% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 2,858 | $50.9 萬 | 0.05% | +2,858 | 新進 |
| Souders Financial Advisors | 2,858 | $50.9 萬 | 0.06% | +185+6.9% | 加碼 |
| Lynx Capital Group Ltd | 2,878 | $51.3 萬 | 0.24% | 00.0% | 不變 |
| Fiera Capital Corp | 2,902 | $51.7 萬 | 0.00% | 00.0% | 不變 |
| Keystone Financial Group | 2,910 | $51.8 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,918 | $52.0 萬 | 0.03% | −2,792−48.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,918 | $52.0 萬 | 0.00% | +458+18.6% | 加碼 |
| Monument Capital Management | 2,919 | $52.0 萬 | 0.13% | −347−10.6% | 減碼 |
| Koshinski Asset Management, Inc. | 2,923 | $52.1 萬 | 0.04% | −146−4.8% | 減碼 |
| Strategic Investment Advisors | 2,956 | $52.7 萬 | 0.05% | −155−5.0% | 減碼 |
| Brown Financial Advisors | 2,960 | $52.7 萬 | 0.19% | +2,960 | 新進 |
| Whittier Trust Co | 3,021 | $52.9 萬 | 0.01% | −1,386−31.4% | 減碼 |
| Valmark Advisers, Inc. | 2,979 | $53.1 萬 | 0.01% | −28−0.9% | 減碼 |
| Hilltop Holdings Inc. | 2,999 | $53.4 萬 | 0.03% | +148+5.2% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $53.4 萬 | 0.09% | 00.0% | 不變 |
| Walter Public Investments Inc. | 3,000 | $53.4 萬 | 0.09% | +3,000 | 新進 |
| Fiduciary Trust Co | 3,013 | $53.7 萬 | 0.01% | +382+14.5% | 加碼 |
| Massmutual Trust Co FSB | 3,018 | $53.8 萬 | 0.01% | +176+6.2% | 加碼 |
| Essex Financial Services, Inc. | 3,019 | $53.8 萬 | 0.03% | +349+13.1% | 加碼 |
| Childress Capital Advisors, LLC | 3,030 | $54.0 萬 | 0.10% | +544+21.9% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 3,033 | $54.0 萬 | 0.05% | +1,581+108.9% | 加碼 |
| National Asset Management, Inc. | 3,064 | $54.6 萬 | 0.03% | +256+9.1% | 加碼 |
| Waddell & Associates, LLC | 3,071 | $54.7 萬 | 0.05% | +3,071 | 新進 |
| Mosaic Family Wealth Partners, LLC | 3,117 | $54.9 萬 | 0.06% | +17+0.5% | 加碼 |
| Evoke Wealth, LLC | 3,127 | $55.7 萬 | 0.01% | +498+18.9% | 加碼 |
| L2 Asset Management, LLC | 3,145 | $56.0 萬 | 0.08% | +212+7.2% | 加碼 |
| Journey Strategic Wealth LLC | 3,145 | $56.0 萬 | 0.02% | +734+30.4% | 加碼 |
| TD Private Client Wealth LLC | 3,174 | $56.5 萬 | 0.01% | +250+8.5% | 加碼 |
| AE Wealth Management LLC | 3,188 | $56.8 萬 | 0.00% | +175+5.8% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,190 | $56.8 萬 | 0.13% | +230+7.8% | 加碼 |
| Harbor Investment Advisory, LLC | 3,193 | $56.9 萬 | 0.05% | +210+7.0% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,200 | $57.0 萬 | 0.09% | −134−4.0% | 減碼 |
| Ronald Blue Trust, Inc. | 3,208 | $57.1 萬 | 0.01% | +125+4.1% | 加碼 |
| GTS Securities LLC | 3,219 | $57.3 萬 | 0.02% | −4,752−59.6% | 減碼 |
| Hendershot Investments Inc. | 3,246 | $57.8 萬 | 0.07% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 3,250 | $57.9 萬 | 0.27% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 3,364 | $58.0 萬 | 0.01% | +85+2.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,265 | $58.2 萬 | 0.03% | −60−1.8% | 減碼 |
| CX Institutional | 3,268 | $58.2 萬 | 0.02% | −28−0.8% | 減碼 |
| Shelton Capital Management | 3,278 | $58.4 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 3,314 | $59.0 萬 | 0.04% | +165+5.2% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $59.1 萬 | 0.30% | 00.0% | 不變 |
| SFMG, LLC | 3,328 | $59.3 萬 | 0.04% | +39+1.2% | 加碼 |
| Conning Inc. | 3,331 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 3,352 | $59.7 萬 | 0.00% | −775−18.8% | 減碼 |
| IFP Advisors, Inc | 3,372 | $60.1 萬 | 0.02% | −189−5.3% | 減碼 |
| CoreCap Advisors, LLC | 3,401 | $60.6 萬 | 0.02% | +12+0.4% | 加碼 |
| Lake Street Financial LLC | 3,440 | $61.3 萬 | 0.08% | −19−0.5% | 減碼 |
| Strategy Asset Managers LLC | 3,443 | $61.3 萬 | 0.11% | −4−0.1% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,449 | $61.4 萬 | 0.24% | +125+3.8% | 加碼 |
| Capital Insight Partners, LLC | 3,470 | $61.8 萬 | 0.10% | −30−0.9% | 減碼 |
| Rehmann Capital Advisory Group | 3,472 | $61.9 萬 | 0.03% | +829+31.4% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $61.9 萬 | 0.19% | −488−12.3% | 減碼 |
| Stonebridge Financial Group, LLC | 3,474 | $61.9 萬 | 0.05% | +5+0.1% | 加碼 |
| West Family Investments, Inc. | 3,491 | $62.2 萬 | 0.14% | +48+1.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,522 | $62.7 萬 | 0.04% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 3,525 | $62.8 萬 | 0.01% | −492−12.2% | 減碼 |
| Balboa Wealth Partners | 3,529 | $62.9 萬 | 0.11% | −65−1.8% | 減碼 |
| AA Financial Advisors, LLC | 3,549 | $63.2 萬 | 0.12% | −33−0.9% | 減碼 |
| Flputnam Investment Management Co | 3,551 | $63.3 萬 | 0.01% | −290−7.6% | 減碼 |
| Moran Wealth Management, LLC | 3,553 | $63.3 萬 | 0.02% | +186+5.5% | 加碼 |
| Peak Planning Group, LLC | 3,556 | $63.3 萬 | 0.33% | +4+0.1% | 加碼 |
| Ashton Thomas Securities, LLC | 3,556 | $63.3 萬 | 0.09% | +199+5.9% | 加碼 |
| Family Wealth Partners, LLC | 3,565 | $63.5 萬 | 0.24% | +1,461+69.4% | 加碼 |
| LCNB Corp | 3,566 | $63.5 萬 | 0.22% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 3,609 | $64.3 萬 | 0.03% | 00.0% | 不變 |
| Panagora Asset Management Inc | 3,625 | $64.6 萬 | 0.00% | 00.0% | 不變 |