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 |
|---|---|---|---|---|---|
| Brant Point Investment Management LLC | 10,000 | $178.1 萬 | 0.40% | +10,000 | 新進 |
| NFP Retirement, Inc. | 10,120 | $180.3 萬 | 0.12% | −96−0.9% | 減碼 |
| Glenmede Investment Management, LP | 10,129 | $180.4 萬 | 0.01% | +105+1.0% | 加碼 |
| Quest Partners LLC | 10,153 | $180.9 萬 | 0.12% | +1,442+16.6% | 加碼 |
| Tema ETFs LLC | 10,214 | $182.0 萬 | 0.15% | +10,214 | 新進 |
| Baird Financial Group, Inc. | 10,531 | $187.6 萬 | 0.00% | −340−3.1% | 減碼 |
| Paradigm Asset Management Co LLC | 10,538 | $187.7 萬 | 0.43% | 00.0% | 不變 |
| Ballentine Partners, LLC | 10,663 | $190.0 萬 | 0.03% | +924+9.5% | 加碼 |
| Welch Group, LLC | 10,703 | $190.7 萬 | 0.07% | 00.0% | 不變 |
| Cullinan Associates Inc | 10,715 | $190.9 萬 | 0.12% | +1,500+16.3% | 加碼 |
| Principal Securities, Inc. | 10,843 | $193.2 萬 | 0.03% | +579+5.6% | 加碼 |
| American Financial Advisors, LLC | 10,863 | $193.5 萬 | 0.25% | −2,340−17.7% | 減碼 |
| Rakuten Investment Management, Inc. | 13,522 | $193.8 萬 | 0.01% | +13,522 | 新進 |
| GF Fund Management Co. Ltd. | 10,932 | $194.7 萬 | 0.04% | −505−4.4% | 減碼 |
| Resources Investment Advisors, LLC. | 11,109 | $197.9 萬 | 0.02% | −392−3.4% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 11,253 | $200.5 萬 | 0.06% | +1,911+20.5% | 加碼 |
| Mount Lucas Management LP | 11,382 | $202.8 萬 | 0.91% | +368+3.3% | 加碼 |
| Summit Trail Advisors, LLC | 11,423 | $203.5 萬 | 0.03% | +4,972+77.1% | 加碼 |
| Independent Advisor Alliance | 11,426 | $203.5 萬 | 0.05% | −229−2.0% | 減碼 |
| Ossiam | 11,499 | $204.8 萬 | 0.03% | −3,978−25.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 11,574 | $206.2 萬 | 0.59% | +2,145+22.7% | 加碼 |
| Triglav Skladi, D.O.O. | 11,600 | $206.6 萬 | 0.14% | +11,600 | 新進 |
| Pinebridge Investments, L.P. | 11,607 | $206.8 萬 | 0.02% | +3,643+45.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,649 | $207.5 萬 | 0.04% | −225−1.9% | 減碼 |
| Prospera Financial Services Inc | 11,866 | $211.5 萬 | 0.04% | +1,567+15.2% | 加碼 |
| Western Financial Corp | 11,874 | $211.5 萬 | 0.92% | +200+1.7% | 加碼 |
| Signaturefd, LLC | 12,038 | $214.4 萬 | 0.03% | +670+5.9% | 加碼 |
| Harvest Investment Services, LLC | 12,077 | $215.1 萬 | 0.43% | +2,660+28.2% | 加碼 |
| Pensionmark Financial Group, LLC | 12,296 | $219.1 萬 | 0.04% | +10,101+460.2% | 加碼 |
| Wesbanco Bank Inc | 12,335 | $219.7 萬 | 0.06% | −718−5.5% | 減碼 |
| HighPoint Advisor Group LLC | 12,372 | $220.4 萬 | 0.11% | +468+3.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 12,546 | $223.5 萬 | 0.01% | −1,348−9.7% | 減碼 |
| American Assets Capital Advisers, LLC | 12,723 | $226.6 萬 | 2.39% | +3,377+36.1% | 加碼 |
| RDA Financial Network | 12,729 | $226.8 萬 | 0.56% | −311−2.4% | 減碼 |
| MUFG Securities EMEA plc | 12,802 | $228.1 萬 | 0.06% | +10,966+597.3% | 加碼 |
| Waterloo Capital, L.P. | 12,895 | $229.7 萬 | 0.17% | +3,474+36.9% | 加碼 |
| SRS Capital Advisors, Inc. | 12,996 | $231.5 萬 | 0.03% | +11,250+644.3% | 加碼 |
| Garrison Bradford & Associates Inc | 13,251 | $236.1 萬 | 2.52% | +1,755+15.3% | 加碼 |
| NTV Asset Management LLC | 13,327 | $237.4 萬 | 0.26% | −197−1.5% | 減碼 |
| Centaurus Financial, Inc. | 13,621 | $242.6 萬 | 0.11% | +729+5.7% | 加碼 |
| Benjamin Edwards Inc | 13,624 | $242.8 萬 | 0.03% | +566+4.3% | 加碼 |
| Advance Capital Management, Inc. | 13,726 | $244.5 萬 | 0.11% | +48+0.4% | 加碼 |
| Diversified Trust Co | 13,821 | $246.2 萬 | 0.05% | −4,108−22.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,846 | $246.7 萬 | 0.01% | −1,239−8.2% | 減碼 |
| GAMMA Investing LLC | 13,872 | $247.1 萬 | 0.14% | +1,532+12.4% | 加碼 |
| Old Second National Bank of Aurora | 14,058 | $250.4 萬 | 0.52% | −312−2.2% | 減碼 |
| Change Path, LLC | 14,128 | $251.7 萬 | 0.06% | +2,703+23.7% | 加碼 |
| Coldstream Capital Management Inc | 14,540 | $259.0 萬 | 0.03% | +2,835+24.2% | 加碼 |
| RSM US Wealth Management LLC | 14,575 | $259.6 萬 | 0.03% | −14−0.1% | 減碼 |
| Twin Capital Management Inc | 14,613 | $260.3 萬 | 0.33% | −4,572−23.8% | 減碼 |
| Centiva Capital, LP | 14,636 | $260.7 萬 | 0.24% | +9,166+167.6% | 加碼 |
| Edgestream Partners, L.P. | 14,636 | $260.7 萬 | 0.08% | +13,044+819.3% | 加碼 |
| Sumitomo Life Insurance Co | 14,663 | $261.2 萬 | 0.08% | −474−3.1% | 減碼 |
| Algert Global LLC | 14,731 | $262.4 萬 | 0.04% | +14,731 | 新進 |
| O'Rourke & Company, Inc | 14,786 | $263.4 萬 | 1.10% | −151−1.0% | 減碼 |
| Meeder Advisory Services, Inc. | 14,958 | $266.5 萬 | 0.12% | +1,142+8.3% | 加碼 |
| BDF-Gestion | 15,015 | $267.5 萬 | 0.32% | +15,015 | 新進 |
| Simon Quick Advisors, LLC | 15,169 | $270.2 萬 | 0.12% | +79+0.5% | 加碼 |
| GWM Advisors LLC | 15,413 | $274.6 萬 | 0.01% | +2,978+23.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 15,526 | $276.6 萬 | 0.19% | +1,308+9.2% | 加碼 |
| YHB Investment Advisors, Inc. | 15,557 | $277.1 萬 | 0.20% | +1,399+9.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 17,622 | $279.7 萬 | 0.12% | −1,951−10.0% | 減碼 |
| Quadrant Capital Group LLC | 15,878 | $282.9 萬 | 0.09% | +93+0.6% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 15,885 | $283.0 萬 | 0.22% | −185−1.2% | 減碼 |
| CAPROCK Group, Inc. | 16,948 | $285.2 萬 | 0.07% | +16,948 | 新進 |
| HB Wealth Management, LLC | 16,025 | $285.5 萬 | 0.02% | +3,478+27.7% | 加碼 |
| Canada Post Corp Registered Pension Plan | 16,349 | $288.1 萬 | 0.13% | +3,229+24.6% | 加碼 |
| PEAK6 LLC | 16,175 | $288.1 萬 | 0.07% | +14,028+653.4% | 加碼 |
| Liberty Capital Management, Inc. | 16,257 | $289.6 萬 | 0.55% | −177−1.1% | 減碼 |
| Walleye Capital LLC | 16,273 | $289.9 萬 | 0.02% | −872−5.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 16,293 | $290.2 萬 | 0.08% | −35,732−68.7% | 減碼 |
| Walleye Trading LLC | 16,421 | $292.5 萬 | 0.05% | +16,421 | 新進 |
| Nilsine Partners, LLC | 16,444 | $292.9 萬 | 0.26% | +1,603+10.8% | 加碼 |
| D.A. Davidson & Co. | 16,451 | $293.1 萬 | 0.02% | +23+0.1% | 加碼 |
| Impax Asset Management Group plc | 16,548 | $294.8 萬 | 0.02% | −1,868−10.1% | 減碼 |
| Verde Capital Management | 16,584 | $295.4 萬 | 0.65% | +89+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 16,825 | $299.7 萬 | 0.05% | −353−2.1% | 減碼 |
| Shell Asset Management Co | 16,993 | $302.7 萬 | 0.30% | −22,939−57.4% | 減碼 |
| Drake & Associates, LLC | 16,299 | $303.7 萬 | 0.64% | −2,946−15.3% | 減碼 |
| Everence Capital Management Inc | 17,153 | $305.6 萬 | 0.18% | +2,733+19.0% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $308.1 萬 | 0.30% | −617−3.4% | 減碼 |
| Stance Capital LLC | 17,304 | $308.3 萬 | 1.13% | +1,312+8.2% | 加碼 |
| Steel Peak Wealth Management LLC | 17,330 | $308.7 萬 | 0.10% | +17,330 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $313.7 萬 | 0.21% | +847+5.1% | 加碼 |
| Squarepoint Ops LLC | 17,840 | $317.8 萬 | 0.01% | −81,732−82.1% | 減碼 |
| Kornitzer Capital Management Inc | 17,900 | $318.9 萬 | 0.06% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 17,956 | $319.9 萬 | 0.09% | +603+3.5% | 加碼 |
| MUFG Securities Americas Inc. | 18,036 | $321.3 萬 | 0.21% | +4,268+31.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 18,044 | $321.4 萬 | 0.02% | +3,470+23.8% | 加碼 |
| Chesley Taft & Associates LLC | 18,048 | $321.5 萬 | 0.14% | +1,768+10.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 18,117 | $322.7 萬 | 0.12% | +1,231+7.3% | 加碼 |
| Wahed Invest LLC | 18,306 | $326.1 萬 | 0.45% | +495+2.8% | 加碼 |
| Park Avenue Securities LLC | 18,365 | $327.2 萬 | 0.03% | +1,294+7.6% | 加碼 |
| M&T Bank Corp | 18,507 | $329.6 萬 | 0.01% | −61,720−76.9% | 減碼 |
| Siemens Fonds Invest GmbH | 18,547 | $330.4 萬 | 0.18% | −397−2.1% | 減碼 |
| Exchange Traded Concepts, LLC | 18,857 | $335.9 萬 | 0.03% | +9,148+94.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,500 | $347.4 萬 | 0.06% | −225−1.1% | 減碼 |
| iA Global Asset Management Inc. | 19,575 | $348.7 萬 | 0.05% | +19,575 | 新進 |
| Great Diamond Partners, LLC | 19,729 | $351.5 萬 | 0.68% | +2,710+15.9% | 加碼 |
| V-Square Quantitative Management LLC | 19,760 | $352.0 萬 | 0.59% | +784+4.1% | 加碼 |