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 13F 持有人
Welltower Inc. 在 2025/12/31 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
- 1,438
- 較 2025 年第 3 季 +128 家
- 持有股數
- 6.76 億
- 較 2025 年第 3 季 +5,244 萬 (+8.4%)
- 總市值
- $1,255 億
- 較 2025 年第 3 季 +$144.1 億 (+13.0%)
- 新進機構
- 213
- 另有 611 家加碼
- 清倉機構
- 85
- 另有 408 家減碼
另有 27 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 11,645 | $220.8 萬 | 0.10% | +5,671+94.9% | 加碼 |
| Glenmede Trust Co NA | 12,039 | $223.5 萬 | 0.01% | +12,039 | 新進 |
| Summit Trail Advisors, LLC | 12,083 | $224.3 萬 | 0.04% | +660+5.8% | 加碼 |
| Taproot Management LP | 12,085 | $224.3 萬 | 0.36% | +12,085 | 新進 |
| Wesbanco Bank Inc | 12,210 | $226.6 萬 | 0.06% | −125−1.0% | 減碼 |
| Global Retirement Partners, LLC | 12,412 | $230.4 萬 | 0.04% | +7,798+169.0% | 加碼 |
| Prospera Financial Services Inc | 12,416 | $230.6 萬 | 0.04% | +550+4.6% | 加碼 |
| NTV Asset Management LLC | 12,822 | $238.0 萬 | 0.25% | −505−3.8% | 減碼 |
| Twin Capital Management Inc | 12,930 | $240.0 萬 | 0.30% | −1,683−11.5% | 減碼 |
| Signaturefd, LLC | 13,056 | $242.3 萬 | 0.04% | +1,018+8.5% | 加碼 |
| Hartford Funds Management Co LLC | 13,115 | $243.5 萬 | 0.20% | +4,309+48.9% | 加碼 |
| Garrison Bradford & Associates Inc | 13,176 | $244.6 萬 | 2.66% | −75−0.6% | 減碼 |
| Oak Thistle LLC | 13,192 | $244.9 萬 | 0.34% | +13,192 | 新進 |
| PEAK6 LLC | 13,226 | $245.5 萬 | 0.07% | −2,949−18.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 13,276 | $246.4 萬 | 0.07% | +2,023+18.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 13,387 | $248.5 萬 | 0.40% | +13,387 | 新進 |
| Steward Partners Investment Advisory, LLC | 13,387 | $248.5 萬 | 0.01% | +841+6.7% | 加碼 |
| Donoghue Forlines LLC | 13,423 | $249.1 萬 | 0.77% | +13,423 | 新進 |
| Nations Financial Group Inc, | 13,546 | $251.4 萬 | 0.13% | −7,585−35.9% | 減碼 |
| RSM US Wealth Management LLC | 13,392 | $251.8 萬 | 0.03% | −1,183−8.1% | 減碼 |
| HighPoint Advisor Group LLC | 13,699 | $254.3 萬 | 0.06% | +1,327+10.7% | 加碼 |
| Advance Capital Management, Inc. | 13,723 | $254.7 萬 | 0.11% | −30.0% | 減碼 |
| Blue Capital, Inc. | 13,781 | $255.8 萬 | 1.82% | +13,781 | 新進 |
| Bessemer Group Inc | 13,909 | $258.3 萬 | 0.00% | +5,389+63.3% | 加碼 |
| Old Second National Bank of Aurora | 14,028 | $260.4 萬 | 0.52% | −30−0.2% | 減碼 |
| BDF-Gestion | 14,077 | $261.3 萬 | 0.32% | −938−6.2% | 減碼 |
| Coldstream Capital Management Inc | 14,110 | $261.9 萬 | 0.03% | −430−3.0% | 減碼 |
| Independent Advisor Alliance | 14,228 | $264.1 萬 | 0.06% | +2,802+24.5% | 加碼 |
| Change Path, LLC | 14,322 | $265.8 萬 | 0.06% | +194+1.4% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 14,400 | $267.3 萬 | 0.21% | −1,485−9.3% | 減碼 |
| O'Rourke & Company, Inc | 14,558 | $270.2 萬 | 1.05% | −228−1.5% | 減碼 |
| XTX Topco Ltd | 14,590 | $270.8 萬 | 0.07% | +14,590 | 新進 |
| Principal Securities, Inc. | 14,641 | $271.8 萬 | 0.04% | +3,798+35.0% | 加碼 |
| Sumitomo Life Insurance Co | 14,791 | $274.5 萬 | 0.08% | +128+0.9% | 加碼 |
| Centaurus Financial, Inc. | 14,946 | $277.4 萬 | 0.13% | +1,325+9.7% | 加碼 |
| Two Sigma Advisers, LP | 15,100 | $280.3 萬 | 0.01% | +6,700+79.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 15,110 | $280.5 萬 | 0.08% | −2,846−15.8% | 減碼 |
| CAPROCK Group, Inc. | 15,145 | $281.1 萬 | 0.06% | −1,803−10.6% | 減碼 |
| GAMMA Investing LLC | 15,266 | $283.4 萬 | 0.14% | +1,394+10.0% | 加碼 |
| Simon Quick Advisors, LLC | 15,356 | $285.0 萬 | 0.12% | +187+1.2% | 加碼 |
| Anson Funds Management LP | 15,500 | $287.7 萬 | 0.40% | +15,500 | 新進 |
| Pensionmark Financial Group, LLC | 15,723 | $291.8 萬 | 0.05% | +3,427+27.9% | 加碼 |
| Verde Capital Management | 15,748 | $292.3 萬 | 0.62% | −836−5.0% | 減碼 |
| Harvest Investment Services, LLC | 15,792 | $293.1 萬 | 0.55% | +3,715+30.8% | 加碼 |
| J. Safra Sarasin Holding AG | 15,833 | $293.9 萬 | 0.05% | +11,060+231.7% | 加碼 |
| Quadrant Capital Group LLC | 15,987 | $296.7 萬 | 0.09% | +109+0.7% | 加碼 |
| D.A. Davidson & Co. | 16,062 | $298.1 萬 | 0.02% | −389−2.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 16,190 | $300.5 萬 | 0.20% | +664+4.3% | 加碼 |
| Exchange Traded Concepts, LLC | 16,226 | $301.2 萬 | 0.03% | −2,631−14.0% | 減碼 |
| Liberty Capital Management, Inc. | 16,257 | $301.7 萬 | 0.56% | 00.0% | 不變 |
| Impax Asset Management Group plc | 16,548 | $307.1 萬 | 0.02% | 00.0% | 不變 |
| HB Wealth Management, LLC | 16,711 | $310.2 萬 | 0.02% | +686+4.3% | 加碼 |
| Benjamin Edwards Inc | 16,758 | $311.1 萬 | 0.03% | +3,134+23.0% | 加碼 |
| Capital Investment Advisors, LLC | 16,778 | $311.4 萬 | 0.05% | −47−0.3% | 減碼 |
| Nilsine Partners, LLC | 16,976 | $315.1 萬 | 0.27% | +532+3.2% | 加碼 |
| Brant Point Investment Management LLC | 17,000 | $315.5 萬 | 0.76% | +7,000+70.0% | 加碼 |
| YHB Investment Advisors, Inc. | 17,020 | $315.9 萬 | 0.22% | +1,463+9.4% | 加碼 |
| Everence Capital Management Inc | 17,153 | $318.4 萬 | 0.19% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 17,206 | $319.4 萬 | 0.14% | +2,248+15.0% | 加碼 |
| Oppenheimer & Co Inc | 17,397 | $322.9 萬 | 0.05% | −11,955−40.7% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $325.1 萬 | 0.31% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $326.9 萬 | 0.21% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 17,900 | $332.2 萬 | 0.07% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 17,990 | $333.9 萬 | 0.25% | +17,990 | 新進 |
| V-Square Quantitative Management LLC | 18,082 | $335.6 萬 | 0.35% | −1,678−8.5% | 減碼 |
| Wahed Invest LLC | 18,111 | $336.2 萬 | 0.44% | −195−1.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 20,873 | $340.0 萬 | 0.13% | +3,251+18.4% | 加碼 |
| Sarasin & Partners LLP | 18,434 | $342.2 萬 | 0.04% | −2,199−10.7% | 減碼 |
| GWM Advisors LLC | 18,485 | $343.1 萬 | 0.01% | +3,072+19.9% | 加碼 |
| MUFG Securities Americas Inc. | 18,490 | $343.2 萬 | 0.21% | +454+2.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 18,500 | $343.4 萬 | 0.12% | +383+2.1% | 加碼 |
| Securian Asset Management, Inc | 18,589 | $345.0 萬 | 0.13% | −13,711−42.4% | 減碼 |
| Laird Norton Trust Company, LLC | 18,776 | $348.5 萬 | 0.07% | +18,776 | 新進 |
| Capital International Ltd | 18,909 | $351.0 萬 | 0.12% | +18,909 | 新進 |
| Twinbeech Capital LP | 19,000 | $352.7 萬 | 0.25% | +19,000 | 新進 |
| Sequoia Financial Advisors, LLC | 19,002 | $352.7 萬 | 0.02% | +958+5.3% | 加碼 |
| Chesley Taft & Associates LLC | 19,165 | $355.7 萬 | 0.14% | +1,117+6.2% | 加碼 |
| Kinneret Advisory, LLC | 19,269 | $357.7 萬 | 0.30% | −527−2.7% | 減碼 |
| Lincluden Management Ltd | 19,273 | $357.7 萬 | 0.30% | −4,377−18.5% | 減碼 |
| Jain Global LLC | 19,418 | $360.4 萬 | 0.04% | +19,418 | 新進 |
| Great Diamond Partners, LLC | 19,489 | $361.7 萬 | 0.70% | −240−1.2% | 減碼 |
| Canada Post Corp Registered Pension Plan | 19,899 | $369.3 萬 | 0.14% | +3,550+21.7% | 加碼 |
| Asset Planning,Inc | 19,902 | $369.4 萬 | 2.60% | −209−1.0% | 減碼 |
| Bleichroeder LP | 20,000 | $371.2 萬 | 0.65% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 20,085 | $372.8 萬 | 0.09% | +3,792+23.3% | 加碼 |
| Omers Administration Corp | 20,194 | $374.8 萬 | 0.03% | 00.0% | 不變 |
| FJ Capital Management LLC | 20,975 | $389.3 萬 | 0.43% | −7,870−27.3% | 減碼 |
| Raiffeisen Bank International AG | 20,718 | $389.5 萬 | 0.05% | −4,454−17.7% | 減碼 |
| Rational Advisors LLC | 21,000 | $389.8 萬 | 0.40% | +21,000 | 新進 |
| Pier 88 Investment Partners LLC | 21,000 | $389.8 萬 | 0.87% | +21,000 | 新進 |
| Argentarii, LLC | 21,107 | $391.8 萬 | 1.32% | +50.0% | 加碼 |
| Steel Peak Wealth Management LLC | 21,115 | $391.9 萬 | 0.13% | +3,785+21.8% | 加碼 |
| Summit Place Financial Advisors, LLC | 21,146 | $392.5 萬 | 1.90% | −1,675−7.3% | 減碼 |
| Brentview Investment Management LLC | 21,272 | $394.8 萬 | 1.79% | +21,272 | 新進 |
| BCJ Capital Management, LLC | 21,472 | $398.5 萬 | 0.23% | +21,472 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 21,930 | $407.0 萬 | 0.05% | +614+2.9% | 加碼 |
| Boston Family Office LLC | 22,043 | $409.1 萬 | 0.26% | −3,616−14.1% | 減碼 |
| Allworth Financial LP | 22,041 | $409.1 萬 | 0.02% | +285+1.3% | 加碼 |
| Kestra Advisory Services, LLC | 22,152 | $411.2 萬 | 0.02% | +1,645+8.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 22,185 | $411.8 萬 | 0.16% | +342+1.6% | 加碼 |