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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 3,685 | $65.6 萬 | 0.28% | −26−0.7% | 減碼 |
| HF Advisory Group, LLC | 3,689 | $65.7 萬 | 0.24% | −26−0.7% | 減碼 |
| Marshall Financial Group LLC | 3,736 | $66.6 萬 | 0.13% | −454−10.8% | 減碼 |
| River Street Advisors LLC | 3,740 | $66.6 萬 | 0.26% | +46+1.2% | 加碼 |
| Colony Capital, Inc. | 3,800 | $67.7 萬 | 0.06% | +3,800 | 新進 |
| Great Valley Advisor Group, Inc. | 3,803 | $67.7 萬 | 0.01% | +15+0.4% | 加碼 |
| Glenview Trust Co | 3,812 | $67.9 萬 | 0.01% | −77−2.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,861 | $68.8 萬 | 0.05% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 3,865 | $68.9 萬 | 0.04% | +520+15.5% | 加碼 |
| Comprehensive Money Management Services LLC | 3,876 | $69.0 萬 | 0.49% | −295−7.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,975 | $69.6 萬 | 0.01% | −31−0.8% | 減碼 |
| Southland Equity Partners LLC | 3,918 | $69.8 萬 | 0.14% | +7+0.2% | 加碼 |
| FORA Capital, LLC | 3,933 | $70.1 萬 | 0.12% | +3,933 | 新進 |
| Mount Yale Investment Advisors, LLC | 3,961 | $70.6 萬 | 0.05% | +2,996+310.5% | 加碼 |
| Florida Financial Advisors, LLC | 3,984 | $71.0 萬 | 0.22% | +1,263+46.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,988 | $71.0 萬 | 0.10% | +3,988 | 新進 |
| Harbour Investments, Inc. | 4,068 | $72.5 萬 | 0.02% | +91+2.3% | 加碼 |
| Baldwin Investment Management, LLC | 4,076 | $72.6 萬 | 0.08% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 4,081 | $72.7 萬 | 0.01% | +4,081 | 新進 |
| Marex Group plc | 4,100 | $73.0 萬 | 0.01% | −4,100−50.0% | 減碼 |
| Sage Mountain Advisors LLC | 4,115 | $73.3 萬 | 0.04% | −378−8.4% | 減碼 |
| Spire Wealth Management | 4,186 | $74.6 萬 | 0.03% | +4,026+2,516.3% | 加碼 |
| Howard Capital Management Inc. | 4,247 | $75.6 萬 | 0.01% | +133+3.2% | 加碼 |
| Panoramic Investment Advisors, LLC | 4,252 | $75.7 萬 | 0.43% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 4,275 | $76.2 萬 | 0.50% | +4,275 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 4,319 | $76.9 萬 | 0.09% | +1,147+36.2% | 加碼 |
| PDS Planning, Inc | 4,326 | $77.1 萬 | 0.05% | +59+1.4% | 加碼 |
| Plato Investment Management Ltd | 4,392 | $77.6 萬 | 0.05% | 00.0% | 不變 |
| Summit Global Investments | 4,381 | $78.0 萬 | 0.05% | −18,399−80.8% | 減碼 |
| IHT Wealth Management, LLC | 4,382 | $78.1 萬 | 0.02% | −54−1.2% | 減碼 |
| Manske Wealth Management | 4,386 | $78.1 萬 | 0.24% | −165−3.6% | 減碼 |
| Ingalls & Snyder LLC | 4,395 | $78.3 萬 | 0.03% | −1,395−24.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 4,394 | $78.3 萬 | 0.23% | −831−15.9% | 減碼 |
| Joel Isaacson & Co., LLC | 4,397 | $78.3 萬 | 0.03% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,406 | $78.5 萬 | 0.02% | +583+15.2% | 加碼 |
| Associated Banc-Corp | 4,422 | $78.8 萬 | 0.02% | −281−6.0% | 減碼 |
| Tower Bridge Advisors | 4,425 | $78.8 萬 | 0.08% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 4,443 | $79.1 萬 | 0.09% | −423−8.7% | 減碼 |
| Dogwood Wealth Management LLC | 4,455 | $79.4 萬 | 0.36% | −909−16.9% | 減碼 |
| Sageworth Trust Co | 4,467 | $79.6 萬 | 0.04% | +4,467 | 新進 |
| St Germain D J Co Inc | 4,475 | $79.7 萬 | 0.03% | +9+0.2% | 加碼 |
| First American Trust, FSB | 4,515 | $80.4 萬 | 0.06% | +19+0.4% | 加碼 |
| LRI Investments, LLC | 4,524 | $80.6 萬 | 0.07% | −140−3.0% | 減碼 |
| Valeo Financial Advisors, LLC | 4,535 | $80.8 萬 | 0.02% | +130+3.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,562 | $81.3 萬 | 0.10% | +27+0.6% | 加碼 |
| Caerus Investment Advisors, LLC | 4,611 | $82.1 萬 | 0.34% | +4,611 | 新進 |
| Global Retirement Partners, LLC | 4,614 | $82.2 萬 | 0.02% | +135+3.0% | 加碼 |
| Fidelis Capital Partners, LLC | 4,697 | $83.7 萬 | 0.07% | +61+1.3% | 加碼 |
| Fluent Financial, LLC | 4,719 | $84.1 萬 | 0.33% | +209+4.6% | 加碼 |
| Lederer & Associates Investment Counsel | 4,749 | $84.6 萬 | 0.55% | +53+1.1% | 加碼 |
| J. Safra Sarasin Holding AG | 4,773 | $85.0 萬 | 0.01% | +2,892+153.7% | 加碼 |
| Bard Associates Inc | 4,785 | $85.2 萬 | 0.23% | −9,409−66.3% | 減碼 |
| Quantitative Investment Management, LLC | 4,800 | $85.5 萬 | 0.12% | +4,800 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,825 | $86.0 萬 | 0.02% | +2,072+75.3% | 加碼 |
| Cresset Asset Management, LLC | 4,875 | $86.8 萬 | 0.00% | +53+1.1% | 加碼 |
| ProVise Management Group, LLC | 4,881 | $87.0 萬 | 0.06% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 4,918 | $87.6 萬 | 0.19% | +2,814+133.7% | 加碼 |
| Investment Advisory Group, LLC | 4,920 | $87.6 萬 | 0.24% | +30+0.6% | 加碼 |
| LongView Wealth Management | 4,952 | $88.2 萬 | 0.24% | +73+1.5% | 加碼 |
| Tuttle Tactical Management | 4,969 | $88.5 萬 | 3.35% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 4,988 | $88.9 萬 | 0.09% | −6−0.1% | 減碼 |
| Madden Advisory Services, Inc. | 4,990 | $88.9 萬 | 0.34% | −271−5.2% | 減碼 |
| Integrated Advisors Network LLC | 4,998 | $89.0 萬 | 0.04% | +89+1.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,042 | $89.8 萬 | 0.04% | +382+8.2% | 加碼 |
| SJS Investment Consulting Inc. | 5,053 | $90.0 萬 | 0.12% | +4,044+400.8% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $90.1 萬 | 0.52% | +5,060 | 新進 |
| Skopos Labs, Inc. | 5,974 | $90.9 萬 | 0.12% | +91+1.5% | 加碼 |
| Sara-Bay Financial | 5,156 | $91.8 萬 | 0.26% | +10+0.2% | 加碼 |
| Advisors Preferred, LLC | 5,135 | $92.1 萬 | 0.14% | −11,451−69.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,267 | $93.8 萬 | 0.38% | −5−0.1% | 減碼 |
| Fulcrum Capital LLC | 5,272 | $93.9 萬 | 0.19% | −110−2.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,274 | $94.0 萬 | 0.05% | +105+2.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,374 | $95.7 萬 | 0.01% | −11,006−67.2% | 減碼 |
| Finward Bancorp | 5,381 | $95.9 萬 | 0.73% | −337−5.9% | 減碼 |
| M&G Plc | 5,394 | $96.0 萬 | 0.01% | +213+4.1% | 加碼 |
| Geneos Wealth Management Inc. | 5,419 | $96.5 萬 | 0.02% | −1,655−23.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 5,443 | $97.0 萬 | 0.24% | +670+14.0% | 加碼 |
| Syon Capital LLC | 5,452 | $97.1 萬 | 0.05% | +621+12.9% | 加碼 |
| Alteri Wealth LLC | 5,454 | $97.1 萬 | 0.33% | −318−5.5% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $97.9 萬 | 0.36% | 00.0% | 不變 |
| Apella Capital, LLC | 5,758 | $99.1 萬 | 0.02% | −335−5.5% | 減碼 |
| Apollon Wealth Management, LLC | 5,577 | $99.3 萬 | 0.02% | −198−3.4% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 5,600 | $99.8 萬 | 1.35% | −900−13.8% | 減碼 |
| Monetary Management Group Inc | 5,600 | $99.8 萬 | 0.23% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 5,616 | $100.0 萬 | 0.19% | +11+0.2% | 加碼 |
| Stableford Capital II LLC | 5,649 | $100.6 萬 | 0.36% | +9+0.2% | 加碼 |
| AlphaCore Capital LLC | 5,674 | $101.1 萬 | 0.03% | +773+15.8% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,680 | $101.2 萬 | 0.22% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 5,692 | $101.4 萬 | 0.07% | +31+0.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $101.7 萬 | 0.04% | −700−10.9% | 減碼 |
| Busey Wealth Management | 5,751 | $102.4 萬 | 0.03% | −371−6.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,790 | $103.1 萬 | 0.01% | +396+7.3% | 加碼 |
| Ibex Wealth Advisors | 5,853 | $104.3 萬 | 0.10% | −52−0.9% | 減碼 |
| Summit Financial, LLC | 5,914 | $105.4 萬 | 0.02% | +103+1.8% | 加碼 |
| BSW Wealth Partners | 5,928 | $105.6 萬 | 0.13% | +1,151+24.1% | 加碼 |
| Continuum Advisory, LLC | 5,932 | $105.7 萬 | 0.11% | +644+12.2% | 加碼 |
| Qtron Investments LLC | 5,936 | $105.7 萬 | 0.13% | +560+10.4% | 加碼 |
| Hantz Financial Services, Inc. | 5,940 | $105.8 萬 | 0.02% | −2,348−28.3% | 減碼 |
| Texas Yale Capital Corp. | 6,002 | $106.9 萬 | 0.03% | +213+3.7% | 加碼 |
| Phoenix Holdings Ltd. | 6,006 | $107.0 萬 | 0.01% | −2,541−29.7% | 減碼 |