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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 4 季與 2025 年第 3 季比較

持有 Welltower Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

WELL 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數1,337271,438+128
股數6.25 億86.6 萬6.76 億+5,244 萬 (+8.4%)
市值$1,113 億$1.54 億$1,255 億+$144.1 億 (+13.0%)

27 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（213 家）

2025 年第 4 季季末持有 Welltower Inc.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 213 家。

2025 年第 4 季新進 WELL 的機構
機構股數市值佔組合 %
Norges Bank29,450,268$54.7 億0.58%
Nomura Asset Management International Inc.1,215,273$2.26 億0.34%
Apollo Management Holdings, L.P.514,660$9,553 萬0.95%
Farallon Capital Management, L.L.C.343,000$6,366 萬0.33%
CIBC World Markets Corp260,546$4,836 萬0.24%
EP Wealth Advisors, LLC214,614$3,983 萬0.21%
Connor, Clark & Lunn Investment Management Ltd.150,147$2,787 萬0.07%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund148,420$2,755 萬0.23%
PensionDanmark Pensionsforsikringsaktieselskab107,160$1,989 萬0.18%
Cander Asset Management LP79,615$1,478 萬2.73%
Tudor Investment Corp Et Al49,300$915.1 萬0.05%
Osmosis Investment Management UK Ltd42,421$787.4 萬0.20%
Neo Ivy Capital Management40,704$755.5 萬1.19%
ExodusPoint Capital Management, LP40,031$743.0 萬0.08%
PFA Pension, Forsikringsaktieselskab39,099$735.1 萬0.02%
OpenArc Corporate Advisory, LLC36,456$676.7 萬0.11%
Asset Planning Services Inc35,035$650.3 萬2.87%
Indivisible Partners33,112$614.6 萬0.67%
Meiji Yasuda America Inc29,993$556.7 萬1.28%
VMS Asset Management Limited29,950$555.9 萬2.14%
Retirement Management Systems Inc.26,302$488.2 萬1.25%
Thames Capital Management LLC25,195$467.6 萬0.68%
Union Bancaire Privee, UBP SA29,950$445.4 萬0.07%
North Dakota State Investment Board22,951$426.0 萬0.16%
BCJ Capital Management, LLC21,472$398.5 萬0.23%
Brentview Investment Management LLC21,272$394.8 萬1.79%
Rational Advisors LLC21,000$389.8 萬0.40%
Pier 88 Investment Partners LLC21,000$389.8 萬0.87%
Jain Global LLC19,418$360.4 萬0.04%
Twinbeech Capital LP19,000$352.7 萬0.25%
Capital International Ltd18,909$351.0 萬0.12%
Laird Norton Trust Company, LLC18,776$348.5 萬0.07%
Hilton Capital Management, LLC17,990$333.9 萬0.25%
Anson Funds Management LP15,500$287.7 萬0.40%
XTX Topco Ltd14,590$270.8 萬0.07%
Blue Capital, Inc.13,781$255.8 萬1.82%
Donoghue Forlines LLC13,423$249.1 萬0.77%
Capital Group Investment Management Pte. Ltd.13,387$248.5 萬0.40%
Oak Thistle LLC13,192$244.9 萬0.34%
Taproot Management LP12,085$224.3 萬0.36%
Glenmede Trust Co NA12,039$223.5 萬0.01%
LDR Capital Management LLC10,830$201.0 萬2.79%
Y-Intercept (Hong Kong) Ltd10,302$191.2 萬0.04%
BNP Paribas9,800$181.9 萬0.05%
High Point Wealth Management, LLC9,390$174.3 萬1.64%
Wealth Enhancement Trust Services, Inc.8,853$164.3 萬0.21%
Dark Forest Capital Management LP8,326$154.5 萬0.07%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.7,988$148.3 萬0.05%
Pinnacle Financial Partners, Inc.7,839$145.6 萬0.01%
Fox Run Management, L.L.C.7,520$139.6 萬0.22%
Parallax Volatility Advisers, L.P.6,247$116.0 萬0.04%
Fideuram Asset Management (Ireland) dac6,842$105.8 萬0.08%
Evolve Private Wealth, LLC5,616$104.2 萬0.06%
Friedenthal Financial5,477$101.7 萬0.52%
MQS Management LLC5,405$100.3 萬0.59%
Park Edge Advisors, LLC5,248$97.4 萬0.22%
Inceptionr LLC5,177$96.1 萬0.27%
Integrity Alliance, LLC.5,139$95.4 萬0.03%
AlphaGrep UK Ltd4,605$85.5 萬0.29%
Pinebridge Investments LLC4,588$85.2 萬0.01%
Eurizon SLJ Capital Ltd4,427$82.2 萬0.33%
Vinva Investment Management Ltd4,177$78.5 萬0.01%
Foster Victor Wealth Advisors, LLC4,091$78.3 萬0.05%
Virtu Financial LLC4,171$77.4 萬0.03%
Churchill Financial Advisors, LLC4,095$76.0 萬0.23%
Farringdon Capital, Ltd.3,745$69.5 萬0.17%
Buckley Wealth Management, LLC3,738$69.4 萬0.18%
Beto Financial Group, LLC3,694$69.2 萬0.47%
Patriot Financial Group Insurance Agency, LLC3,561$66.1 萬0.08%
Dakota Wealth Management3,497$64.9 萬0.01%
Brevan Howard Capital Management LP3,484$64.7 萬0.01%
Frec Markets, Inc.3,375$62.7 萬0.18%
USA Financial Portformulas Corp3,366$62.5 萬0.11%
Index Technologies Group LLC3,294$61.1 萬0.64%
Retireful, LLC3,036$57.1 萬0.72%
Shrier Wealth Management, LLC2,891$53.7 萬0.21%
Fortress Wealth Group, LLC2,796$52.7 萬0.20%
RCW Management, LLC2,678$49.7 萬0.50%
Providence First Trust Co2,670$49.6 萬0.17%
Foresight Group Ltd Liability Partnership2,598$48.8 萬0.08%
Cynosure Management, LLC2,568$47.7 萬0.05%
Abc Arbitrage SA2,515$46.7 萬0.04%
SmartHarvest Portfolios, LLC2,472$45.9 萬0.16%
Jefferies Financial Group Inc.2,452$45.5 萬0.00%
Gardner Lewis Asset Management L P2,286$42.4 萬0.11%
Beese Fulmer Investment Management, Inc.2,192$40.7 萬0.03%
New Republic Capital, LLC2,184$40.5 萬0.11%
Basecamp Wealth Advisors LLC2,179$40.5 萬0.09%
AlTi Global, Inc.2,135$39.6 萬0.01%
Wellspring Financial Advisors, LLC2,101$39.3 萬0.03%
Income Insurance Ltd2,048$38.0 萬0.25%
Expressive Wealth LLC2,036$37.8 萬0.41%
Purpose Unlimited Inc.2,036$37.8 萬0.02%
Gross & Hartman Investments LLC2,016$37.4 萬0.21%
Safe Harbor Family Capital, LLC2,016$37.4 萬0.33%
Tempo Wealth, LLC2,014$37.4 萬0.07%
Atom Investors LP2,005$37.2 萬0.03%
World Equity Group, Inc.1,995$37.0 萬0.10%
Wealth Science Advisors LLC1,969$36.5 萬0.21%
First Foundation Advisors1,963$36.4 萬0.01%

清倉機構（85 家）

2025 年第 3 季季末持有 Welltower Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 WELL 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Alyeska Investment Group, L.P.551,331$9,821 萬
Jupiter Asset Management Ltd428,705$7,637 萬
Jane Street Group, LLC386,300$6,882 萬
Marshall Wace, LLP172,775$3,078 萬
Schonfeld Strategic Advisors LLC165,668$2,951 萬
Kovitz Investment Group Partners, LLC107,042$1,907 萬
Freestone Grove Partners LP101,272$1,804 萬
Gradient Investments LLC87,143$1,552 萬
Jump Financial, LLC65,416$1,165 萬
Waterfront Capital Partners, LLC52,551$936.1 萬
Nearwater Capital Markets, Ltd50,000$890.7 萬
Catalytic Wealth RIA, LLC32,712$582.7 萬
Westfield Capital Management Co LP32,189$573.4 萬
Point72 Asset Management, L.P.29,998$534.4 萬
Marvin & Palmer Associates Inc19,691$356.5 萬
iA Global Asset Management Inc.19,575$348.7 萬
Stance Capital LLC17,304$308.3 萬
Walleye Trading LLC16,421$292.5 萬
Algert Global LLC14,731$262.4 萬
Centiva Capital, LP14,636$260.7 萬
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$178.1 萬
Brighton Jones LLC6,923$123.3 萬
Mattson Financial Services, LLC6,387$113.8 萬
Flow Traders U.S. LLC6,010$107.1 萬
Ibex Wealth Advisors5,853$104.3 萬
Fluent Financial, LLC4,719$84.1 萬
Summit Global Investments4,381$78.0 萬
Legacy Financial Advisors, Inc.3,988$71.0 萬
FORA Capital, LLC3,933$70.1 萬
Capital Insight Partners, LLC3,470$61.8 萬
Brown Financial Advisors2,960$52.7 萬
Fiera Capital Corp2,902$51.7 萬
Intrua Financial, LLC2,675$47.7 萬
Group One Trading, L.P.2,619$46.7 萬
Copley Financial Group, Inc.2,607$46.4 萬
Caisse de Depot Et Placement du Quebec2,312$41.2 萬
Pitcairn Co2,096$37.3 萬
A4 Wealth Advisors LLC1,883$33.5 萬
Old Mission Capital LLC1,776$31.6 萬
Brucke Financial, Inc.1,733$31.4 萬
Fieldview Capital Management, LLC1,709$30.4 萬
QVR LLC1,628$29.0 萬
Campbell & CO Investment Adviser LLC1,570$28.0 萬
McElhenny Sheffield Capital Management, LLC1,552$27.6 萬
Community Trust & Investment Co1,520$27.1 萬
Investment Partners, Ltd.1,441$25.7 萬
LeConte Wealth Management, LLC1,437$25.6 萬
Cinctive Capital Management LP1,317$23.5 萬
Douglas Lane & Associates, LLC1,232$21.9 萬
Empower Advisory Group, LLC1,179$21.0 萬
Whalen Wealth Management Inc.1,149$20.5 萬
Baker Avenue Asset Management, LP1,128$20.1 萬
Pines Wealth Management, LLC1,124$20.0 萬
Bayforest Capital Ltd915$16.3 萬
Pathway Financial Advisers, LLC830$14.8 萬
Rise Advisors, LLC389$6.94 萬
JPL Wealth Management, LLC335$5.98 萬
City Holding Co334$5.95 萬
Affinity Wealth LLC307$5.47 萬
TruNorth Capital Management, LLC261$4.65 萬
Salem Investment Counselors Inc231$4.12 萬
Mma Asset Management LLC199$3.54 萬
GPS Wealth Strategies Group, LLC165$2.94 萬
Activest Wealth Management147$2.62 萬
Center for Financial Planning, Inc.133$2.37 萬
Palisade Asset Management, LLC131$2.33 萬
Washington Trust Advisors, Inc.100$1.78 萬
Marshall & Sterling Wealth Advisors Inc.65$1.16 萬
Navigoe, LLC60$1.00 萬
Crowley Wealth Management, Inc.55$9,798
Tortoise Investment Management, LLC37$6,591
Manning & Napier Advisors LLC29$5,166
Evergreen Private Wealth LLC23$4,097
Cloud Capital Management, LLC27$4,000
Moisand Fitzgerald Tamayo, LLC22$3,920
Montag A & Associates Inc17$3,029
Halbert Hargrove Global Advisors, LLC16$2,851
Trifecta Capital Advisors, LLC15$2,673
Core Alternative Capital14$2,494
Hoey Investments, Inc10$1,782
Tidemark, LLC6$1,074
Hurley Capital, LLC5$891
Heartwood Wealth Advisors LLC5$891
Retirement Wealth Solutions LLC1$100
Financial Life Planners0$76

尚未申報 2025 年第 4 季的機構（27 家）

2025 年第 3 季季末持有 Welltower Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 WELL、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.501,821$8,939 萬
CIBC Bancorp USA Inc.264,766$4,717 萬
Shell Asset Management Co16,993$302.7 萬
American Assets Capital Advisers, LLC12,723$226.6 萬
Pinebridge Investments, L.P.11,607$206.8 萬
Glenmede Investment Management, LP10,129$180.4 萬
Wetherby Asset Management Inc8,813$157.0 萬
Synovus Financial Corp7,439$132.7 萬
Wolverine Trading, LLC6,871$121.1 萬
Benchmark Investment Advisors LLC5,060$90.1 萬
Moloney Securities Asset Management, LLC4,443$79.1 萬
Bridge Creek Capital Management LLC1,928$34.4 萬
First Affirmative Financial Network1,883$33.5 萬
Eisler Capital Management Ltd.1,689$30.1 萬
Lokken Investment Group LLC1,661$29.6 萬
Corton Capital Inc.1,504$26.8 萬
Full Sail Capital, LLC1,448$25.8 萬
Pinnacle Financial Partners Inc1,327$23.6 萬
Court Place Advisors, LLC1,220$21.7 萬
Point72 (DIFC) Ltd906$16.1 萬
Franchise Capital Ltd569$10.1 萬
FSA Wealth Management LLC470$8.36 萬
Creekmur Asset Management LLC255$4.54 萬
Binnacle Investments Inc83$1.48 萬
Hemington Wealth Management57$1.00 萬
Guerra Advisors Inc23$4,097
Texas Capital Bancshares Inc14$2,494