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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 24,137 | $430.0 萬 | 0.06% | −3,860−13.8% | 減碼 |
| AIA Group Ltd | 24,000 | $427.5 萬 | 0.08% | +8,400+53.8% | 加碼 |
| Hamilton Capital Partners Inc. | 23,998 | $427.5 萬 | 0.18% | +3,193+15.3% | 加碼 |
| DRW Securities, LLC | 23,960 | $422.5 萬 | 0.22% | +14,807+161.8% | 加碼 |
| Lincluden Management Ltd | 23,650 | $421.3 萬 | 0.47% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 23,212 | $413.5 萬 | 0.01% | +458+2.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 23,129 | $412.0 萬 | 0.15% | +864+3.9% | 加碼 |
| Perpetual Ltd | 23,086 | $411.3 萬 | 0.05% | −949−3.9% | 減碼 |
| Summit Place Financial Advisors, LLC | 22,821 | $406.5 萬 | 1.92% | −1,219−5.1% | 減碼 |
| Bleakley Financial Group, LLC | 22,789 | $406.0 萬 | 0.09% | +1,276+5.9% | 加碼 |
| United Capital Financial Advisers, LLC | 22,781 | $405.8 萬 | 0.03% | −337−1.5% | 減碼 |
| Spinnaker Trust | 22,500 | $400.8 萬 | 0.22% | −3,332−12.9% | 減碼 |
| Machina Capital S.A.S. | 22,471 | $400.3 萬 | 0.70% | −2,052−8.4% | 減碼 |
| Private Advisor Group, LLC | 22,107 | $393.8 萬 | 0.02% | +3,409+18.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 21,843 | $389.1 萬 | 0.15% | +5,946+37.4% | 加碼 |
| Ascent Group, LLC | 21,785 | $388.1 萬 | 0.14% | −256−1.2% | 減碼 |
| Allworth Financial LP | 21,756 | $387.6 萬 | 0.02% | +876+4.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 25,159 | $386.8 萬 | 0.20% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 21,487 | $382.8 萬 | 0.69% | −359−1.6% | 減碼 |
| Verition Fund Management LLC | 21,351 | $380.3 萬 | 0.02% | −24,096−53.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,316 | $379.7 萬 | 0.05% | +1,496+7.5% | 加碼 |
| Commerce Bank | 21,304 | $379.5 萬 | 0.02% | +1,774+9.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,262 | $378.6 萬 | 0.03% | +6,573+44.7% | 加碼 |
| Nations Financial Group Inc, | 21,131 | $376.4 萬 | 0.23% | +2,520+13.5% | 加碼 |
| Argentarii, LLC | 21,102 | $375.9 萬 | 1.61% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 21,095 | $375.8 萬 | 0.00% | −9,672,048−99.8% | 減碼 |
| Portfolio Design Labs, LLC | 21,002 | $374.1 萬 | 0.64% | −1,503−6.7% | 減碼 |
| Kestra Advisory Services, LLC | 20,507 | $365.3 萬 | 0.02% | +8,211+66.8% | 加碼 |
| Red Cedar Investment Management, LLC | 20,440 | $364.1 萬 | 0.43% | +5,455+36.4% | 加碼 |
| Sarasin & Partners LLP | 20,633 | $363.6 萬 | 0.04% | −48,926−70.3% | 減碼 |
| Omers Administration Corp | 20,194 | $359.7 萬 | 0.03% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 20,127 | $358.5 萬 | 0.30% | −830−4.0% | 減碼 |
| Asset Planning,Inc | 20,111 | $358.3 萬 | 2.59% | −93−0.5% | 減碼 |
| Marvin & Palmer Associates Inc | 19,691 | $356.5 萬 | 2.65% | −150−0.8% | 減碼 |
| Bleichroeder LP | 20,000 | $356.3 萬 | 0.69% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 19,854 | $353.7 萬 | 0.09% | +10,152+104.6% | 加碼 |
| Kinneret Advisory, LLC | 19,796 | $352.6 萬 | 0.30% | −89−0.4% | 減碼 |
| V-Square Quantitative Management LLC | 19,760 | $352.0 萬 | 0.59% | +784+4.1% | 加碼 |
| Great Diamond Partners, LLC | 19,729 | $351.5 萬 | 0.68% | +2,710+15.9% | 加碼 |
| iA Global Asset Management Inc. | 19,575 | $348.7 萬 | 0.05% | +19,575 | 新進 |
| Concurrent Investment Advisors, LLC | 19,500 | $347.4 萬 | 0.06% | −225−1.1% | 減碼 |
| Exchange Traded Concepts, LLC | 18,857 | $335.9 萬 | 0.03% | +9,148+94.2% | 加碼 |
| Siemens Fonds Invest GmbH | 18,547 | $330.4 萬 | 0.18% | −397−2.1% | 減碼 |
| M&T Bank Corp | 18,507 | $329.6 萬 | 0.01% | −61,720−76.9% | 減碼 |
| Park Avenue Securities LLC | 18,365 | $327.2 萬 | 0.03% | +1,294+7.6% | 加碼 |
| Wahed Invest LLC | 18,306 | $326.1 萬 | 0.45% | +495+2.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 18,117 | $322.7 萬 | 0.12% | +1,231+7.3% | 加碼 |
| Chesley Taft & Associates LLC | 18,048 | $321.5 萬 | 0.14% | +1,768+10.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 18,044 | $321.4 萬 | 0.02% | +3,470+23.8% | 加碼 |
| MUFG Securities Americas Inc. | 18,036 | $321.3 萬 | 0.21% | +4,268+31.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 17,956 | $319.9 萬 | 0.09% | +603+3.5% | 加碼 |
| Kornitzer Capital Management Inc | 17,900 | $318.9 萬 | 0.06% | 00.0% | 不變 |
| Squarepoint Ops LLC | 17,840 | $317.8 萬 | 0.01% | −81,732−82.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $313.7 萬 | 0.21% | +847+5.1% | 加碼 |
| Steel Peak Wealth Management LLC | 17,330 | $308.7 萬 | 0.10% | +17,330 | 新進 |
| Stance Capital LLC | 17,304 | $308.3 萬 | 1.13% | +1,312+8.2% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $308.1 萬 | 0.30% | −617−3.4% | 減碼 |
| Everence Capital Management Inc | 17,153 | $305.6 萬 | 0.18% | +2,733+19.0% | 加碼 |
| Drake & Associates, LLC | 16,299 | $303.7 萬 | 0.64% | −2,946−15.3% | 減碼 |
| Shell Asset Management Co | 16,993 | $302.7 萬 | 0.30% | −22,939−57.4% | 減碼 |
| Capital Investment Advisors, LLC | 16,825 | $299.7 萬 | 0.05% | −353−2.1% | 減碼 |
| Verde Capital Management | 16,584 | $295.4 萬 | 0.65% | +89+0.5% | 加碼 |
| Impax Asset Management Group plc | 16,548 | $294.8 萬 | 0.02% | −1,868−10.1% | 減碼 |
| D.A. Davidson & Co. | 16,451 | $293.1 萬 | 0.02% | +23+0.1% | 加碼 |
| Nilsine Partners, LLC | 16,444 | $292.9 萬 | 0.26% | +1,603+10.8% | 加碼 |
| Walleye Trading LLC | 16,421 | $292.5 萬 | 0.05% | +16,421 | 新進 |
| Tower Research Capital LLC (TRC) | 16,293 | $290.2 萬 | 0.08% | −35,732−68.7% | 減碼 |
| Walleye Capital LLC | 16,273 | $289.9 萬 | 0.02% | −872−5.1% | 減碼 |
| Liberty Capital Management, Inc. | 16,257 | $289.6 萬 | 0.55% | −177−1.1% | 減碼 |
| PEAK6 LLC | 16,175 | $288.1 萬 | 0.07% | +14,028+653.4% | 加碼 |
| Canada Post Corp Registered Pension Plan | 16,349 | $288.1 萬 | 0.13% | +3,229+24.6% | 加碼 |
| HB Wealth Management, LLC | 16,025 | $285.5 萬 | 0.02% | +3,478+27.7% | 加碼 |
| CAPROCK Group, Inc. | 16,948 | $285.2 萬 | 0.07% | +16,948 | 新進 |
| Edgemoor Investment Advisors, Inc. | 15,885 | $283.0 萬 | 0.22% | −185−1.2% | 減碼 |
| Quadrant Capital Group LLC | 15,878 | $282.9 萬 | 0.09% | +93+0.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 17,622 | $279.7 萬 | 0.12% | −1,951−10.0% | 減碼 |
| YHB Investment Advisors, Inc. | 15,557 | $277.1 萬 | 0.20% | +1,399+9.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 15,526 | $276.6 萬 | 0.19% | +1,308+9.2% | 加碼 |
| GWM Advisors LLC | 15,413 | $274.6 萬 | 0.01% | +2,978+23.9% | 加碼 |
| Simon Quick Advisors, LLC | 15,169 | $270.2 萬 | 0.12% | +79+0.5% | 加碼 |
| BDF-Gestion | 15,015 | $267.5 萬 | 0.32% | +15,015 | 新進 |
| Meeder Advisory Services, Inc. | 14,958 | $266.5 萬 | 0.12% | +1,142+8.3% | 加碼 |
| O'Rourke & Company, Inc | 14,786 | $263.4 萬 | 1.10% | −151−1.0% | 減碼 |
| Algert Global LLC | 14,731 | $262.4 萬 | 0.04% | +14,731 | 新進 |
| Sumitomo Life Insurance Co | 14,663 | $261.2 萬 | 0.08% | −474−3.1% | 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 |
| Twin Capital Management Inc | 14,613 | $260.3 萬 | 0.33% | −4,572−23.8% | 減碼 |
| RSM US Wealth Management LLC | 14,575 | $259.6 萬 | 0.03% | −14−0.1% | 減碼 |
| Coldstream Capital Management Inc | 14,540 | $259.0 萬 | 0.03% | +2,835+24.2% | 加碼 |
| Change Path, LLC | 14,128 | $251.7 萬 | 0.06% | +2,703+23.7% | 加碼 |
| Old Second National Bank of Aurora | 14,058 | $250.4 萬 | 0.52% | −312−2.2% | 減碼 |
| GAMMA Investing LLC | 13,872 | $247.1 萬 | 0.14% | +1,532+12.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 13,846 | $246.7 萬 | 0.01% | −1,239−8.2% | 減碼 |
| Diversified Trust Co | 13,821 | $246.2 萬 | 0.05% | −4,108−22.9% | 減碼 |
| Advance Capital Management, Inc. | 13,726 | $244.5 萬 | 0.11% | +48+0.4% | 加碼 |
| Benjamin Edwards Inc | 13,624 | $242.8 萬 | 0.03% | +566+4.3% | 加碼 |
| Centaurus Financial, Inc. | 13,621 | $242.6 萬 | 0.11% | +729+5.7% | 加碼 |
| NTV Asset Management LLC | 13,327 | $237.4 萬 | 0.26% | −197−1.5% | 減碼 |
| Garrison Bradford & Associates Inc | 13,251 | $236.1 萬 | 2.52% | +1,755+15.3% | 加碼 |