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
- 1,437
- 較 2025 年第 3 季 +127 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
- 212
- 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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 22,251 | $413.0 萬 | 0.06% | −835−3.6% | 減碼 |
| United Capital Financial Advisers, LLC | 22,347 | $414.8 萬 | 0.03% | −434−1.9% | 減碼 |
| Hamilton Capital Partners Inc. | 22,352 | $414.9 萬 | 0.15% | −1,646−6.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 22,422 | $416.2 萬 | 0.05% | +2,922+15.0% | 加碼 |
| UBS Asset Management Americas Inc | 22,474 | $417.1 萬 | 0.00% | +1,379+6.5% | 加碼 |
| Brown Advisory Inc | 22,604 | $419.6 萬 | 0.01% | −1,996−8.1% | 減碼 |
| Portfolio Design Labs, LLC | 22,658 | $420.6 萬 | 0.69% | +1,656+7.9% | 加碼 |
| Park Avenue Securities LLC | 22,788 | $423.0 萬 | 0.04% | +4,423+24.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,845 | $424.2 萬 | 0.03% | +1,583+7.4% | 加碼 |
| North Dakota State Investment Board | 22,951 | $426.0 萬 | 0.16% | +22,951 | 新進 |
| Romano Brothers and Company | 23,060 | $428.0 萬 | 0.49% | −1,272−5.2% | 減碼 |
| Private Advisor Group, LLC | 23,421 | $434.7 萬 | 0.02% | +1,314+5.9% | 加碼 |
| Assenagon Asset Management S.A. | 23,468 | $435.6 萬 | 0.01% | +256+1.1% | 加碼 |
| Commerce Bank | 23,482 | $435.8 萬 | 0.02% | +2,178+10.2% | 加碼 |
| Westover Capital Advisors, LLC | 23,683 | $439.6 萬 | 0.80% | −1,269−5.1% | 減碼 |
| Ostrum Asset Management | 23,714 | $440.2 萬 | 0.21% | −9,289−28.1% | 減碼 |
| Horizon Investments, LLC | 23,842 | $442.5 萬 | 0.06% | −22,525−48.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 29,950 | $445.4 萬 | 0.07% | +29,950 | 新進 |
| Ascent Group, LLC | 24,081 | $447.0 萬 | 0.15% | +2,296+10.5% | 加碼 |
| Siemens Fonds Invest GmbH | 23,782 | $447.1 萬 | 0.24% | +5,235+28.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 24,158 | $448.4 萬 | 0.15% | +1,029+4.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,166 | $448.5 萬 | 0.04% | 00.0% | 不變 |
| Callan Family Office, LLC | 24,507 | $454.9 萬 | 0.10% | +15,685+177.8% | 加碼 |
| Bleakley Financial Group, LLC | 24,508 | $454.9 萬 | 0.08% | +1,719+7.5% | 加碼 |
| Atlantic Union Bankshares Corp | 25,117 | $466.2 萬 | 0.09% | +25+0.1% | 加碼 |
| Thames Capital Management LLC | 25,195 | $467.6 萬 | 0.68% | +25,195 | 新進 |
| Banque Cantonale Vaudoise | 25,204 | $467.8 萬 | 0.17% | −14,684−36.8% | 減碼 |
| Arkadios Wealth Advisors | 25,418 | $471.8 萬 | 0.09% | +5,564+28.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $473.3 萬 | 0.04% | 00.0% | 不變 |
| Advisors Preferred, LLC | 25,486 | $476.4 萬 | 0.78% | +20,351+396.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 25,759 | $478.1 萬 | 0.32% | −37,626−59.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 26,283 | $487.8 萬 | 0.02% | +12,437+89.8% | 加碼 |
| Retirement Management Systems Inc. | 26,302 | $488.2 萬 | 1.25% | +26,302 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,380 | $489.6 萬 | 0.34% | −466−1.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 26,386 | $489.7 萬 | 0.41% | +6,259+31.1% | 加碼 |
| AMF Pensionsforsakring AB | 26,507 | $492.0 萬 | 0.03% | 00.0% | 不變 |
| MAI Capital Management | 26,576 | $493.3 萬 | 0.03% | +1,738+7.0% | 加碼 |
| Rainey & Randall Investment Management Inc. | 26,647 | $494.6 萬 | 0.81% | −931−3.4% | 減碼 |
| Red Cedar Investment Management, LLC | 26,882 | $499.0 萬 | 0.54% | +6,442+31.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 27,131 | $503.6 萬 | 0.01% | −310,345−92.0% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 27,288 | $506.5 萬 | 0.22% | +2,129+8.5% | 加碼 |
| Spire Wealth Management | 27,333 | $507.3 萬 | 0.17% | +23,147+553.0% | 加碼 |
| MUFG Securities EMEA plc | 28,136 | $522.2 萬 | 0.06% | +15,334+119.8% | 加碼 |
| Pensionfund Sabic | 28,559 | $530.1 萬 | 1.44% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 29,185 | $541.7 萬 | 0.13% | +1,591+5.8% | 加碼 |
| Blair William & Co | 29,941 | $555.7 萬 | 0.01% | −1,837−5.8% | 減碼 |
| VMS Asset Management Limited | 29,950 | $555.9 萬 | 2.14% | +29,950 | 新進 |
| Meiji Yasuda America Inc | 29,993 | $556.7 萬 | 1.28% | +29,993 | 新進 |
| Beacon Financial Planning, Inc | 30,046 | $557.7 萬 | 2.69% | +1,927+6.9% | 加碼 |
| D L Carlson Investment Group Inc | 30,305 | $562.5 萬 | 0.95% | −396−1.3% | 減碼 |
| New Mexico Educational Retirement Board | 30,748 | $570.7 萬 | 0.17% | +2,700+9.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 31,138 | $578.3 萬 | 0.03% | +1,731+5.9% | 加碼 |
| Nomura Holdings Inc | 31,197 | $579.0 萬 | 0.02% | −38,010−54.9% | 減碼 |
| First Pacific Financial | 31,300 | $581.0 萬 | 0.76% | −1,977−5.9% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $586.5 萬 | 0.41% | 00.0% | 不變 |
| Legacy CG, LLC | 31,964 | $593.3 萬 | 1.66% | −428−1.3% | 減碼 |
| Merit Financial Group, LLC | 32,117 | $596.1 萬 | 0.05% | +2,470+8.3% | 加碼 |
| Azzad Asset Management Inc | 32,429 | $601.9 萬 | 0.59% | +5,217+19.2% | 加碼 |
| Brinker Capital Investments, LLC | 32,575 | $604.6 萬 | 0.04% | +4,386+15.6% | 加碼 |
| Stevens Capital Management LP | 32,746 | $607.8 萬 | 2.14% | −13,803−29.7% | 減碼 |
| Westwood Holdings Group Inc. | 32,983 | $612.2 萬 | 0.05% | +25,479+339.5% | 加碼 |
| Indivisible Partners | 33,112 | $614.6 萬 | 0.67% | +33,112 | 新進 |
| Bokf, NA | 33,310 | $618.3 萬 | 0.09% | +24,546+280.1% | 加碼 |
| Vontobel Holding Ltd. | 33,353 | $619.1 萬 | 0.02% | −88−0.3% | 減碼 |
| Sterling Capital Management LLC | 33,421 | $620.3 萬 | 0.10% | −2,672−7.4% | 減碼 |
| Patton Fund Management, Inc. | 33,422 | $620.3 萬 | 0.83% | +11,935+55.5% | 加碼 |
| Beck Capital Management, LLC | 33,826 | $627.8 萬 | 1.49% | +546+1.6% | 加碼 |
| Vident Advisory, LLC | 33,859 | $628.5 萬 | 0.06% | −14,461−29.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 33,976 | $630.6 萬 | 0.20% | +56+0.2% | 加碼 |
| Maryland State Retirement & Pension System | 34,659 | $643.3 萬 | 0.13% | +1,300+3.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 34,715 | $644.3 萬 | 0.17% | −5,614−13.9% | 減碼 |
| Asset Planning Services Inc | 35,035 | $650.3 萬 | 2.87% | +35,035 | 新進 |
| Louisiana State Employees Retirement System | 35,100 | $651.5 萬 | 0.11% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 35,458 | $658.1 萬 | 2.15% | +2,406+7.3% | 加碼 |
| KMG Fiduciary Partners, LLC | 35,506 | $659.0 萬 | 0.47% | −148−0.4% | 減碼 |
| Boothbay Fund Management, LLC | 35,515 | $659.2 萬 | 0.17% | +7,625+27.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 35,627 | $661.3 萬 | 0.06% | +2,679+8.1% | 加碼 |
| Longbow Finance SA | 35,681 | $662.3 萬 | 1.12% | −23,214−39.4% | 減碼 |
| Warren Averett Asset Management, LLC | 35,800 | $664.5 萬 | 0.05% | −5,312−12.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 35,831 | $665.1 萬 | 0.02% | +3,235+9.9% | 加碼 |
| OpenArc Corporate Advisory, LLC | 36,456 | $676.7 萬 | 0.11% | +36,456 | 新進 |
| Agf Management Ltd | 36,553 | $678.5 萬 | 0.03% | −23,105−38.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 36,607 | $679.5 萬 | 0.09% | +3,406+10.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 37,090 | $688.4 萬 | 0.10% | +12,953+53.7% | 加碼 |
| Brasada Capital Management, LP | 37,554 | $702.0 萬 | 1.21% | −1,954−4.9% | 減碼 |
| Walleye Capital LLC | 38,536 | $715.3 萬 | 0.04% | +22,263+136.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 38,845 | $721.0 萬 | 0.09% | +5,766+17.4% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 39,099 | $735.1 萬 | 0.02% | +39,099 | 新進 |
| Hartford Investment Management Co | 39,710 | $737.1 萬 | 0.22% | +438+1.1% | 加碼 |
| ExodusPoint Capital Management, LP | 40,031 | $743.0 萬 | 0.08% | +40,031 | 新進 |
| Carret Asset Management, LLC | 40,447 | $750.7 萬 | 0.71% | −1,164−2.8% | 減碼 |
| Empowered Funds, LLC | 40,704 | $755.5 萬 | 0.13% | −3,251−7.4% | 減碼 |
| Neo Ivy Capital Management | 40,704 | $755.5 萬 | 1.19% | +40,704 | 新進 |
| Generali Asset Management SPA SGR | 40,792 | $757.1 萬 | 0.15% | +10,011+32.5% | 加碼 |
| Spirit of America Management Corp | 41,425 | $768.9 萬 | 1.63% | +1,600+4.0% | 加碼 |
| DoubleLine ETF Adviser LP | 41,432 | $769.0 萬 | 2.31% | +3,500+9.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 41,651 | $773.1 萬 | 0.37% | −2,261−5.1% | 減碼 |
| Kentucky Retirement Systems | 42,016 | $779.9 萬 | 0.21% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 42,265 | $784.5 萬 | 0.10% | −1,698−3.9% | 減碼 |
| Allianz SE | 42,397 | $786.9 萬 | 0.10% | +34,287+422.8% | 加碼 |