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 |
|---|---|---|---|---|---|
| Windle Wealth, LLC | 56,040 | $998.3 萬 | 4.47% | −10.0% | 減碼 |
| Harbour Trust & Investment Management Co | 54,618 | $973.0 萬 | 1.01% | −484−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 54,226 | $972.7 萬 | 0.02% | +1,311+2.5% | 加碼 |
| Abn Amro Investment Solutions | 54,514 | $971.1 萬 | 0.20% | +44,187+427.9% | 加碼 |
| Pacer Advisors, Inc. | 53,353 | $950.4 萬 | 0.02% | −12,517−19.0% | 減碼 |
| WESPAC Advisors SoCal, LLC | 52,994 | $944.0 萬 | 1.92% | −915−1.7% | 減碼 |
| Pensionfund DSM Netherlands | 52,753 | $939.7 萬 | 6.09% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 52,597 | $937.0 萬 | 0.12% | −788−1.5% | 減碼 |
| Waterfront Capital Partners, LLC | 52,551 | $936.1 萬 | 6.13% | −58,185−52.5% | 減碼 |
| Aptus Capital Advisors, LLC | 52,148 | $929.0 萬 | 0.08% | +3,301+6.8% | 加碼 |
| Consolidated Planning Corp | 51,919 | $924.9 萬 | 0.98% | +649+1.3% | 加碼 |
| Truist Financial Corp | 50,974 | $908.1 萬 | 0.01% | +1,062+2.1% | 加碼 |
| Atria Investments LLC | 50,783 | $904.7 萬 | 0.10% | +1,865+3.8% | 加碼 |
| US Bancorp | 50,400 | $897.8 萬 | 0.01% | +2,052+4.2% | 加碼 |
| CI Private Wealth, LLC | 50,152 | $893.4 萬 | 0.01% | +6,251+14.2% | 加碼 |
| Nearwater Capital Markets, Ltd | 50,000 | $890.7 萬 | 0.12% | −50,000−50.0% | 減碼 |
| Capital International Sarl | 48,727 | $868.0 萬 | 0.15% | +11,795+31.9% | 加碼 |
| Vident Advisory, LLC | 48,320 | $860.8 萬 | 0.08% | +2,489+5.4% | 加碼 |
| Ieq Capital, LLC | 47,749 | $850.6 萬 | 0.03% | +27,399+134.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 47,380 | $844.0 萬 | 0.18% | +45,941+3,192.6% | 加碼 |
| GeoWealth Management, LLC | 47,236 | $841.5 萬 | 0.31% | +1,192+2.6% | 加碼 |
| Naviter Wealth, LLC | 46,825 | $834.1 萬 | 0.97% | +3,804+8.8% | 加碼 |
| Pathstone Holdings, LLC | 46,762 | $833.0 萬 | 0.03% | −254−0.5% | 減碼 |
| Advisors Management Group Inc | 46,726 | $832.4 萬 | 1.46% | −6,580−12.3% | 減碼 |
| Stevens Capital Management LP | 46,549 | $829.2 萬 | 1.10% | +5,560+13.6% | 加碼 |
| Triasima Portfolio Management inc. | 46,209 | $823.2 萬 | 1.24% | +3,760+8.9% | 加碼 |
| Horizon Investments, LLC | 46,367 | $822.8 萬 | 0.11% | +9,600+26.1% | 加碼 |
| Mizuho Securities USA LLC | 48,713 | $818.7 萬 | 0.17% | +5,782+13.5% | 加碼 |
| Callahan Advisors, LLC | 45,797 | $815.8 萬 | 0.69% | +1,399+3.2% | 加碼 |
| Windward Capital Management Co | 45,765 | $815.3 萬 | 0.65% | −304−0.7% | 減碼 |
| Brookstone Capital Management | 45,359 | $808.0 萬 | 0.10% | +37,635+487.2% | 加碼 |
| Peapack Gladstone Financial Corp | 43,963 | $783.2 萬 | 0.10% | +738+1.7% | 加碼 |
| Empowered Funds, LLC | 43,955 | $783.0 萬 | 0.08% | +8,449+23.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 43,912 | $782.2 萬 | 0.37% | −397−0.9% | 減碼 |
| MML Investors Services, LLC | 43,908 | $782.2 萬 | 0.02% | −578−1.3% | 減碼 |
| Vanderbilt University | 43,609 | $776.9 萬 | 1.29% | +7,862+22.0% | 加碼 |
| Colony Group, LLC | 42,614 | $759.2 萬 | 0.01% | +3,509+9.0% | 加碼 |
| Kentucky Retirement Systems | 42,016 | $748.5 萬 | 0.21% | +2,518+6.4% | 加碼 |
| Carret Asset Management, LLC | 41,611 | $741.3 萬 | 0.72% | −553−1.3% | 減碼 |
| Man Group plc | 41,561 | $740.4 萬 | 0.01% | +6,664+19.1% | 加碼 |
| Warren Averett Asset Management, LLC | 41,112 | $732.4 萬 | 0.07% | −9,577−18.9% | 減碼 |
| Oddo BHF Asset Management SAS | 40,756 | $726.0 萬 | 0.28% | +25,586+168.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 40,329 | $718.4 萬 | 0.18% | +756+1.9% | 加碼 |
| Banque Cantonale Vaudoise | 39,888 | $710.6 萬 | 0.27% | +570+1.4% | 加碼 |
| Spirit of America Management Corp | 39,825 | $709.4 萬 | 1.42% | +700+1.8% | 加碼 |
| Hartford Investment Management Co | 39,272 | $699.6 萬 | 0.21% | +1,737+4.6% | 加碼 |
| TCW Group Inc | 39,018 | $695.1 萬 | 0.06% | −48,329−55.3% | 減碼 |
| Brasada Capital Management, LP | 39,508 | $693.4 萬 | 1.18% | −1,607−3.9% | 減碼 |
| DoubleLine ETF Adviser LP | 37,932 | $675.7 萬 | 2.04% | +2,086+5.8% | 加碼 |
| ING Groep NV | 37,812 | $673.6 萬 | 0.04% | +6,270+19.9% | 加碼 |
| Sterling Capital Management LLC | 36,093 | $643.0 萬 | 0.09% | −423−1.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 35,654 | $635.1 萬 | 0.43% | −238−0.7% | 減碼 |
| Louisiana State Employees Retirement System | 35,100 | $625.3 萬 | 0.10% | +2,300+7.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,920 | $604.3 萬 | 0.20% | +558+1.7% | 加碼 |
| Vise Technologies, Inc. | 33,692 | $600.2 萬 | 0.22% | +526+1.6% | 加碼 |
| Vontobel Holding Ltd. | 33,441 | $595.7 萬 | 0.02% | +5,685+20.5% | 加碼 |
| Maryland State Retirement & Pension System | 33,359 | $594.3 萬 | 0.12% | +1,514+4.8% | 加碼 |
| Beck Capital Management, LLC | 33,280 | $592.8 萬 | 1.37% | +304+0.9% | 加碼 |
| First Pacific Financial | 33,277 | $592.8 萬 | 0.82% | +8,028+31.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 33,201 | $591.4 萬 | 0.11% | −10,539−24.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 33,079 | $589.3 萬 | 0.08% | +100.0% | 加碼 |
| Fairfield Financial Advisors, LTD | 33,052 | $588.8 萬 | 1.98% | +6,533+24.6% | 加碼 |
| Ostrum Asset Management | 33,003 | $587.9 萬 | 0.26% | +2,411+7.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 32,948 | $586.9 萬 | 0.05% | +2,091+6.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 32,712 | $582.7 萬 | 0.19% | +5,138+18.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 32,596 | $580.7 萬 | 0.02% | −7,391−18.5% | 減碼 |
| Easterly Investment Partners LLC | 32,436 | $577.8 萬 | 0.39% | −99,360−75.4% | 減碼 |
| Legacy CG, LLC | 32,392 | $577.0 萬 | 1.62% | −48−0.1% | 減碼 |
| Securian Asset Management, Inc | 32,300 | $575.4 萬 | 0.15% | −180−0.6% | 減碼 |
| Westfield Capital Management Co LP | 32,189 | $573.4 萬 | 0.02% | +32,189 | 新進 |
| Blair William & Co | 31,778 | $566.1 萬 | 0.02% | +175+0.6% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $562.9 萬 | 0.43% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 30,781 | $548.3 萬 | 0.12% | +843+2.8% | 加碼 |
| D L Carlson Investment Group Inc | 30,701 | $546.9 萬 | 0.92% | +16+0.1% | 加碼 |
| Point72 Asset Management, L.P. | 29,998 | $534.4 萬 | 0.01% | −101,268−77.1% | 減碼 |
| Merit Financial Group, LLC | 29,647 | $528.2 萬 | 0.05% | +1,786+6.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,407 | $523.5 萬 | 0.03% | +737+2.6% | 加碼 |
| Oppenheimer & Co Inc | 29,352 | $522.9 萬 | 0.06% | +92+0.3% | 加碼 |
| Allstate Corp | 28,956 | $515.8 萬 | 0.12% | +22,789+369.5% | 加碼 |
| FJ Capital Management LLC | 28,845 | $513.8 萬 | 0.55% | +391+1.4% | 加碼 |
| Pensionfund Sabic | 28,559 | $508.8 萬 | 1.39% | −500−1.7% | 減碼 |
| Brinker Capital Investments, LLC | 28,189 | $502.2 萬 | 0.04% | +4,145+17.2% | 加碼 |
| Beacon Financial Planning, Inc | 28,119 | $500.9 萬 | 2.59% | +844+3.1% | 加碼 |
| New Mexico Educational Retirement Board | 28,048 | $499.7 萬 | 0.16% | +400+1.4% | 加碼 |
| Boothbay Fund Management, LLC | 27,890 | $496.8 萬 | 0.13% | −14,374−34.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 27,594 | $491.6 萬 | 0.12% | 00.0% | 不變 |
| Rainey & Randall Investment Management Inc. | 27,578 | $491.3 萬 | 0.82% | +130.0% | 加碼 |
| Azzad Asset Management Inc | 27,212 | $484.7 萬 | 0.48% | +4,742+21.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,846 | $478.2 萬 | 0.36% | −221−0.8% | 減碼 |
| AMF Pensionsforsakring AB | 26,507 | $472.2 萬 | 0.03% | +10,753+68.3% | 加碼 |
| Boston Family Office LLC | 25,659 | $456.7 萬 | 0.29% | −94−0.4% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $454.3 萬 | 0.03% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 25,092 | $447.0 萬 | 0.08% | +257+1.0% | 加碼 |
| Westover Capital Advisors, LLC | 24,952 | $444.5 萬 | 0.82% | −687−2.7% | 減碼 |
| Raiffeisen Bank International AG | 25,172 | $443.5 萬 | 0.06% | +7,339+41.2% | 加碼 |
| MAI Capital Management | 24,838 | $442.5 萬 | 0.03% | −561−2.2% | 減碼 |
| Brown Advisory Inc | 24,600 | $438.2 萬 | 0.01% | −105−0.4% | 減碼 |
| La Banque Postale Asset Management SA | 24,449 | $435.5 萬 | 0.05% | −522−2.1% | 減碼 |
| Romano Brothers and Company | 24,332 | $433.5 萬 | 0.50% | −180−0.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 24,166 | $430.5 萬 | 0.04% | 00.0% | 不變 |