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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 12,996 | $231.5 萬 | 0.03% | +11,250+644.3% | 加碼 |
| Waterloo Capital, L.P. | 12,895 | $229.7 萬 | 0.17% | +3,474+36.9% | 加碼 |
| MUFG Securities EMEA plc | 12,802 | $228.1 萬 | 0.06% | +10,966+597.3% | 加碼 |
| RDA Financial Network | 12,729 | $226.8 萬 | 0.56% | −311−2.4% | 減碼 |
| American Assets Capital Advisers, LLC | 12,723 | $226.6 萬 | 2.39% | +3,377+36.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 12,546 | $223.5 萬 | 0.01% | −1,348−9.7% | 減碼 |
| HighPoint Advisor Group LLC | 12,372 | $220.4 萬 | 0.11% | +468+3.9% | 加碼 |
| Wesbanco Bank Inc | 12,335 | $219.7 萬 | 0.06% | −718−5.5% | 減碼 |
| Pensionmark Financial Group, LLC | 12,296 | $219.1 萬 | 0.04% | +10,101+460.2% | 加碼 |
| Harvest Investment Services, LLC | 12,077 | $215.1 萬 | 0.43% | +2,660+28.2% | 加碼 |
| Signaturefd, LLC | 12,038 | $214.4 萬 | 0.03% | +670+5.9% | 加碼 |
| Western Financial Corp | 11,874 | $211.5 萬 | 0.92% | +200+1.7% | 加碼 |
| Prospera Financial Services Inc | 11,866 | $211.5 萬 | 0.04% | +1,567+15.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,649 | $207.5 萬 | 0.04% | −225−1.9% | 減碼 |
| Pinebridge Investments, L.P. | 11,607 | $206.8 萬 | 0.02% | +3,643+45.7% | 加碼 |
| Triglav Skladi, D.O.O. | 11,600 | $206.6 萬 | 0.14% | +11,600 | 新進 |
| Virtus Investment Advisers, Inc. | 11,574 | $206.2 萬 | 0.59% | +2,145+22.7% | 加碼 |
| Ossiam | 11,499 | $204.8 萬 | 0.03% | −3,978−25.7% | 減碼 |
| Independent Advisor Alliance | 11,426 | $203.5 萬 | 0.05% | −229−2.0% | 減碼 |
| Summit Trail Advisors, LLC | 11,423 | $203.5 萬 | 0.03% | +4,972+77.1% | 加碼 |
| Mount Lucas Management LP | 11,382 | $202.8 萬 | 0.91% | +368+3.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 11,253 | $200.5 萬 | 0.06% | +1,911+20.5% | 加碼 |
| Resources Investment Advisors, LLC. | 11,109 | $197.9 萬 | 0.02% | −392−3.4% | 減碼 |
| GF Fund Management Co. Ltd. | 10,932 | $194.7 萬 | 0.04% | −505−4.4% | 減碼 |
| Rakuten Investment Management, Inc. | 13,522 | $193.8 萬 | 0.01% | +13,522 | 新進 |
| American Financial Advisors, LLC | 10,863 | $193.5 萬 | 0.25% | −2,340−17.7% | 減碼 |
| Principal Securities, Inc. | 10,843 | $193.2 萬 | 0.03% | +579+5.6% | 加碼 |
| Cullinan Associates Inc | 10,715 | $190.9 萬 | 0.12% | +1,500+16.3% | 加碼 |
| Welch Group, LLC | 10,703 | $190.7 萬 | 0.07% | 00.0% | 不變 |
| Ballentine Partners, LLC | 10,663 | $190.0 萬 | 0.03% | +924+9.5% | 加碼 |
| Paradigm Asset Management Co LLC | 10,538 | $187.7 萬 | 0.43% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 10,531 | $187.6 萬 | 0.00% | −340−3.1% | 減碼 |
| Tema ETFs LLC | 10,214 | $182.0 萬 | 0.15% | +10,214 | 新進 |
| Quest Partners LLC | 10,153 | $180.9 萬 | 0.12% | +1,442+16.6% | 加碼 |
| Glenmede Investment Management, LP | 10,129 | $180.4 萬 | 0.01% | +105+1.0% | 加碼 |
| NFP Retirement, Inc. | 10,120 | $180.3 萬 | 0.12% | −96−0.9% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $178.1 萬 | 0.13% | 00.0% | 不變 |
| Westerkirk Capital Inc. | 10,000 | $178.1 萬 | 0.20% | 00.0% | 不變 |
| Brant Point Investment Management LLC | 10,000 | $178.1 萬 | 0.40% | +10,000 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $178.1 萬 | 0.86% | +10,000 | 新進 |
| Coastal Bridge Advisors, LLC | 9,979 | $177.8 萬 | 0.13% | −31−0.3% | 減碼 |
| Dorsey Wright & Associates | 9,974 | $177.7 萬 | 0.40% | −32−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 9,825 | $175.0 萬 | 0.02% | −5,102−34.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 9,774 | $174.1 萬 | 0.11% | +55+0.6% | 加碼 |
| Stephens Inc | 9,666 | $172.2 萬 | 0.02% | +162+1.7% | 加碼 |
| Greenleaf Trust | 9,644 | $171.8 萬 | 0.02% | −77−0.8% | 減碼 |
| Agate Pass Investment Management, LLC | 9,585 | $170.7 萬 | 0.65% | −100−1.0% | 減碼 |
| Integrated Wealth Concepts LLC | 9,579 | $170.6 萬 | 0.02% | +1,715+21.8% | 加碼 |
| We Are One Seven, LLC | 9,574 | $170.6 萬 | 0.04% | +1,842+23.8% | 加碼 |
| Independent Financial Group, LLC | 9,496 | $169.2 萬 | 0.04% | −700−6.9% | 減碼 |
| Snowden Capital Advisors LLC | 9,459 | $168.5 萬 | 0.05% | −318−3.3% | 減碼 |
| Arbor Capital Management Inc | 9,461 | $167.3 萬 | 1.34% | −613−6.1% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 9,335 | $166.3 萬 | 0.50% | −194−2.0% | 減碼 |
| Denali Advisors LLC | 9,215 | $164.2 萬 | 0.19% | −5,181−36.0% | 減碼 |
| Grimes & Company, Inc. | 9,182 | $163.6 萬 | 0.04% | +6,451+236.2% | 加碼 |
| Trueblood Wealth Management, LLC | 8,983 | $160.0 萬 | 0.62% | +6+0.1% | 加碼 |
| Jeppson Wealth Management, LLC | 8,963 | $159.7 萬 | 0.51% | −400−4.3% | 減碼 |
| Wedmont Private Capital | 9,222 | $159.5 萬 | 0.06% | +516+5.9% | 加碼 |
| Callan Family Office, LLC | 8,822 | $157.2 萬 | 0.05% | −2,308−20.7% | 減碼 |
| Bailard, Inc. | 8,820 | $157.1 萬 | 0.03% | +2,304+35.4% | 加碼 |
| Wetherby Asset Management Inc | 8,813 | $157.0 萬 | 0.06% | +674+8.3% | 加碼 |
| Hartford Funds Management Co LLC | 8,806 | $156.9 萬 | 0.13% | −880−9.1% | 減碼 |
| Capital Square, LLC | 8,788 | $156.6 萬 | 0.80% | +686+8.5% | 加碼 |
| Bokf, NA | 8,764 | $156.1 萬 | 0.02% | +356+4.2% | 加碼 |
| Prestige Wealth Management Group LLC | 8,726 | $155.4 萬 | 0.30% | +350+4.2% | 加碼 |
| Everhart Financial Group, Inc. | 8,569 | $152.6 萬 | 0.15% | +1,230+16.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,537 | $152.1 萬 | 0.01% | −1,448−14.5% | 減碼 |
| Bessemer Group Inc | 8,520 | $151.8 萬 | 0.00% | +332+4.1% | 加碼 |
| Farther Finance Advisors, LLC | 8,468 | $150.8 萬 | 0.02% | +1,331+18.6% | 加碼 |
| Schnieders Capital Management, LLC. | 8,404 | $149.7 萬 | 0.27% | +8,404 | 新進 |
| Two Sigma Advisers, LP | 8,400 | $149.6 萬 | 0.00% | +8,400 | 新進 |
| Ritholtz Wealth Management | 8,385 | $149.4 萬 | 0.03% | +1,451+20.9% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 8,350 | $148.7 萬 | 0.43% | −906−9.8% | 減碼 |
| Sigma Planning Corp | 8,289 | $147.7 萬 | 0.04% | −1,402−14.5% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 8,244 | $146.9 萬 | 0.46% | +37+0.5% | 加碼 |
| Profund Advisors LLC | 8,217 | $146.4 萬 | 0.05% | −81−1.0% | 減碼 |
| Emergent Wealth Advisors, LLC | 8,185 | $145.8 萬 | 0.85% | +759+10.2% | 加碼 |
| Savvy Advisors, Inc. | 8,111 | $144.5 萬 | 0.07% | +4,265+110.9% | 加碼 |
| Allianz SE | 8,110 | $144.5 萬 | 0.03% | −140−1.7% | 減碼 |
| NorthRock Partners, LLC | 8,085 | $144.0 萬 | 0.03% | +1,166+16.9% | 加碼 |
| Wolverine Asset Management LLC | 8,067 | $143.7 萬 | 0.02% | +1,300+19.2% | 加碼 |
| PFG Investments, LLC | 7,950 | $141.6 萬 | 0.07% | −357−4.3% | 減碼 |
| Ancora Advisors, LLC | 7,940 | $141.4 萬 | 0.03% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 7,932 | $141.3 萬 | 0.02% | +629+8.6% | 加碼 |
| Custom Index Systems, LLC | 7,820 | $139.3 萬 | 0.41% | +2,586+49.4% | 加碼 |
| James Investment Research Inc | 7,815 | $139.2 萬 | 0.15% | +7,815 | 新進 |
| Sax Wealth Advisors, LLC | 7,764 | $138.3 萬 | 0.07% | +16+0.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 7,716 | $137.5 萬 | 0.03% | −92−1.2% | 減碼 |
| Savant Capital, LLC | 7,664 | $136.5 萬 | 0.01% | +797+11.6% | 加碼 |
| Fig Financial Advisory Services Inc | 7,564 | $134.7 萬 | 0.84% | −83−1.1% | 減碼 |
| Westwood Holdings Group Inc. | 7,504 | $133.7 萬 | 0.01% | −23,744−76.0% | 減碼 |
| Buckingham Strategic Partners | 7,125 | $133.2 萬 | 0.02% | −558−7.3% | 減碼 |
| Synovus Financial Corp | 7,439 | $132.7 萬 | 0.02% | +395+5.6% | 加碼 |
| Highview Capital Management LLC | 7,430 | $132.4 萬 | 0.49% | −249−3.2% | 減碼 |
| Midwest Trust Co | 7,322 | $130.4 萬 | 0.02% | −2,129−22.5% | 減碼 |
| Stiles Financial Services Inc | 7,229 | $128.8 萬 | 0.41% | −306−4.1% | 減碼 |
| Purkiss Capital Advisors LLC | 7,187 | $128.0 萬 | 0.61% | +227+3.3% | 加碼 |
| Huntington National Bank | 7,144 | $127.3 萬 | 0.01% | +513+7.7% | 加碼 |
| Community Bank & Trust, Waco, Texas | 7,139 | $127.2 萬 | 0.26% | −150−2.1% | 減碼 |
| Checchi Capital Advisers, LLC | 7,128 | $127.0 萬 | 0.09% | −3,614−33.6% | 減碼 |