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 |
|---|---|---|---|---|---|
| Osmosis Investment Management UK Ltd | 42,421 | $787.4 萬 | 0.20% | +42,421 | 新進 |
| Azimuth Capital Investment Management LLC | 42,797 | $794.4 萬 | 0.28% | −13,552−24.1% | 減碼 |
| Vise Technologies, Inc. | 42,890 | $796.1 萬 | 0.16% | +9,198+27.3% | 加碼 |
| Naviter Wealth, LLC | 42,929 | $796.8 萬 | 1.04% | −3,896−8.3% | 減碼 |
| Windward Capital Management Co | 42,995 | $798.0 萬 | 0.63% | −2,770−6.1% | 減碼 |
| Millennium Management LLC | 43,212 | $802.1 萬 | 0.01% | −422,794−90.7% | 減碼 |
| Vanderbilt University | 44,143 | $819.3 萬 | 1.40% | +534+1.2% | 加碼 |
| Advisors Management Group Inc | 44,275 | $821.8 萬 | 1.50% | −2,451−5.2% | 減碼 |
| Callahan Advisors, LLC | 44,585 | $827.5 萬 | 0.68% | −1,212−2.6% | 減碼 |
| Triasima Portfolio Management inc. | 44,659 | $828.9 萬 | 1.24% | −1,550−3.4% | 減碼 |
| Triglav Skladi, D.O.O. | 47,166 | $875.4 萬 | 0.55% | +35,566+306.6% | 加碼 |
| Consolidated Planning Corp | 47,374 | $879.3 萬 | 0.89% | −4,545−8.8% | 減碼 |
| Pathstone Holdings, LLC | 48,160 | $893.9 萬 | 0.03% | +1,398+3.0% | 加碼 |
| Man Group plc | 49,043 | $910.3 萬 | 0.02% | +7,482+18.0% | 加碼 |
| Tudor Investment Corp Et Al | 49,300 | $915.1 萬 | 0.05% | +49,300 | 新進 |
| Signature Estate & Investment Advisors LLC | 49,354 | $916.1 萬 | 0.18% | +1,974+4.2% | 加碼 |
| GeoWealth Management, LLC | 49,773 | $923.8 萬 | 0.34% | +2,537+5.4% | 加碼 |
| Kingdon Capital Management, L.L.C. | 50,000 | $928.0 萬 | 1.42% | −10,000−16.7% | 減碼 |
| Greenland Capital Management LP | 50,354 | $934.6 萬 | 1.35% | −11,302−18.3% | 減碼 |
| Intech Investment Management LLC | 50,599 | $939.2 萬 | 0.08% | −11,755−18.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 50,642 | $940.0 萬 | 0.14% | −11,256−18.2% | 減碼 |
| Pinnacle Associates Ltd | 51,643 | $958.5 萬 | 0.12% | −954−1.8% | 減碼 |
| Brookstone Capital Management | 52,177 | $968.5 萬 | 0.11% | +6,818+15.0% | 加碼 |
| Pensionfund DSM Netherlands | 52,753 | $979.1 萬 | 6.45% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 53,123 | $986.0 萬 | 1.99% | +129+0.2% | 加碼 |
| Atria Investments LLC | 53,196 | $987.4 萬 | 0.11% | +2,413+4.8% | 加碼 |
| Windle Wealth, LLC | 53,381 | $990.8 萬 | 4.44% | −2,659−4.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 53,553 | $994.0 萬 | 0.26% | −2,704−4.8% | 減碼 |
| CI Private Wealth, LLC | 54,067 | $1,004 萬 | 0.01% | +3,915+7.8% | 加碼 |
| Aptus Capital Advisors, LLC | 54,276 | $1,007 萬 | 0.09% | +2,128+4.1% | 加碼 |
| DuPont Capital Management Corp | 54,536 | $1,012 萬 | 1.14% | −19,200−26.0% | 減碼 |
| Harbour Trust & Investment Management Co | 54,607 | $1,014 萬 | 1.03% | −110.0% | 減碼 |
| Entropy Technologies, LP | 54,824 | $1,018 萬 | 0.55% | −6,811−11.1% | 減碼 |
| CWM, LLC | 54,923 | $1,019 萬 | 0.03% | −3,617−6.2% | 減碼 |
| Tiaa Trust, National Association | 55,469 | $1,030 萬 | 0.02% | −67,811−55.0% | 減碼 |
| AIA Group Ltd | 55,753 | $1,035 萬 | 0.15% | +31,753+132.3% | 加碼 |
| Mizuho Securities USA LLC | 49,974 | $1,038 萬 | 0.17% | +1,261+2.6% | 加碼 |
| LGT Group Foundation | 55,313 | $1,040 萬 | 0.11% | −5,630−9.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 57,943 | $1,076 萬 | 0.09% | −26,827−31.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 58,137 | $1,087 萬 | 0.02% | +3,911+7.2% | 加碼 |
| Pacer Advisors, Inc. | 58,697 | $1,089 萬 | 0.03% | +5,344+10.0% | 加碼 |
| Fred Alger Management, LLC | 59,419 | $1,103 萬 | 0.04% | −16,717−22.0% | 減碼 |
| Advisors Asset Management, Inc. | 60,213 | $1,118 萬 | 0.19% | +1,921+3.3% | 加碼 |
| US Bancorp | 62,337 | $1,157 萬 | 0.01% | +11,937+23.7% | 加碼 |
| Allstate Corp | 63,422 | $1,177 萬 | 0.16% | +34,466+119.0% | 加碼 |
| MML Investors Services, LLC | 63,502 | $1,179 萬 | 0.03% | +19,594+44.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 64,190 | $1,191 萬 | 0.05% | −234,427−78.5% | 減碼 |
| DLD Asset Management, LP | 65,720 | $1,220 萬 | 1.27% | +1,925+3.0% | 加碼 |
| Central Trust Co | 67,035 | $1,244 萬 | 0.24% | −3,333−4.7% | 減碼 |
| GDS Wealth Management | 67,828 | $1,259 萬 | 0.79% | +4,065+6.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 67,899 | $1,260 萬 | 0.15% | +5,712+9.2% | 加碼 |
| Norinchukin Bank, The | 69,123 | $1,283 萬 | 0.15% | +2,508+3.8% | 加碼 |
| CWM Advisors, LLC | 69,259 | $1,286 萬 | 1.16% | +8,218+13.5% | 加碼 |
| Mediolanum International Funds Ltd | 68,778 | $1,293 萬 | 0.13% | −100,519−59.4% | 減碼 |
| Lido Advisors, LLC | 71,555 | $1,295 萬 | 0.05% | +1,129+1.6% | 加碼 |
| Truist Financial Corp | 70,074 | $1,301 萬 | 0.02% | +19,100+37.5% | 加碼 |
| OP Asset Management Ltd | 73,075 | $1,356 萬 | 0.17% | +3,332+4.8% | 加碼 |
| Trust Co of Toledo NA | 73,277 | $1,360 萬 | 1.34% | −1,878−2.5% | 減碼 |
| Westpac Banking Corp | 73,591 | $1,366 萬 | 0.86% | −2,400−3.2% | 減碼 |
| QRG Capital Management, Inc. | 74,058 | $1,375 萬 | 0.15% | +2,687+3.8% | 加碼 |
| Investment Management Corp of Ontario | 74,836 | $1,389 萬 | 0.18% | +12,746+20.5% | 加碼 |
| Susquehanna International Group, LLP | 75,080 | $1,394 萬 | 0.02% | +1,258+1.7% | 加碼 |
| Avanza Fonder AB | 75,615 | $1,403 萬 | 0.36% | +5,156+7.3% | 加碼 |
| Chilton Capital Management LLC | 76,432 | $1,419 萬 | 0.49% | −7,255−8.7% | 減碼 |
| Janney Montgomery Scott LLC | 77,095 | $1,431 萬 | 0.03% | +3,845+5.2% | 加碼 |
| Mutual of America Capital Management LLC | 77,152 | $1,432 萬 | 0.15% | +602+0.8% | 加碼 |
| Venture Visionary Partners LLC | 74,144 | $1,433 萬 | 0.47% | −3,461−4.5% | 減碼 |
| Waratah Capital Advisors Ltd. | 77,730 | $1,443 萬 | 1.10% | −7,107−8.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 78,635 | $1,460 萬 | 0.19% | +2,135+2.8% | 加碼 |
| Cander Asset Management LP | 79,615 | $1,478 萬 | 2.73% | +79,615 | 新進 |
| Rafferty Asset Management, LLC | 79,903 | $1,483 萬 | 0.05% | −3,393−4.1% | 減碼 |
| Abn Amro Investment Solutions | 80,620 | $1,496 萬 | 0.22% | +26,106+47.9% | 加碼 |
| Captrust Financial Advisors | 82,000 | $1,522 萬 | 0.03% | −707−0.9% | 減碼 |
| Wealthfront Advisers LLC | 82,248 | $1,527 萬 | 0.03% | +4,313+5.5% | 加碼 |
| JustInvest LLC | 84,237 | $1,564 萬 | 0.15% | +6,384+8.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 85,817 | $1,593 萬 | 0.01% | −1,481−1.7% | 減碼 |
| Mariner, LLC | 85,839 | $1,594 萬 | 0.02% | −22,456−20.7% | 減碼 |
| Oddo BHF Asset Management SAS | 86,147 | $1,599 萬 | 0.60% | +45,391+111.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 86,211 | $1,600 萬 | 0.06% | +312+0.4% | 加碼 |
| Fifth Third Bancorp | 87,286 | $1,620 萬 | 0.05% | +1,333+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 88,257 | $1,638 萬 | 0.02% | +2,750+3.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 89,117 | $1,654 萬 | 0.06% | +2,314+2.7% | 加碼 |
| Keybank National Association | 89,545 | $1,662 萬 | 0.06% | −1,327−1.5% | 減碼 |
| GSI Capital Advisors LLC | 89,689 | $1,665 萬 | 9.32% | +1,280+1.4% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 90,757 | $1,685 萬 | 0.96% | −27,668−23.4% | 減碼 |
| Rakuten Investment Management, Inc. | 89,544 | $1,698 萬 | 0.06% | +76,022+562.2% | 加碼 |
| Easterly Investment Partners LLC | 92,403 | $1,715 萬 | 1.05% | +59,967+184.9% | 加碼 |
| Appleton Partners Inc | 92,966 | $1,726 萬 | 1.14% | +3,386+3.8% | 加碼 |
| M&T Bank Corp | 94,194 | $1,748 萬 | 0.06% | +75,687+409.0% | 加碼 |
| ASR Vermogensbeheer N.V. | 95,577 | $1,774 萬 | 0.21% | +24,744+34.9% | 加碼 |
| HighTower Advisors, LLC | 95,990 | $1,782 萬 | 0.02% | +2,561+2.7% | 加碼 |
| Connors Investor Services Inc | 96,991 | $1,800 萬 | 1.55% | −3,229−3.2% | 減碼 |
| New Age Alpha Advisors, LLC | 97,675 | $1,813 萬 | 0.78% | −10,307−9.5% | 減碼 |
| Ossiam | 98,616 | $1,830 萬 | 0.37% | +87,117+757.6% | 加碼 |
| New York Life Investment Management LLC | 99,222 | $1,842 萬 | 0.16% | +1,856+1.9% | 加碼 |
| La Banque Postale Asset Management SA | 99,444 | $1,846 萬 | 0.21% | +74,995+306.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 104,884 | $1,947 萬 | 0.11% | +10,917+11.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 104,967 | $1,948 萬 | 0.54% | −16,441−13.5% | 減碼 |
| Yousif Capital Management, LLC | 103,795 | $1,951 萬 | 0.21% | −3,264−3.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 105,233 | $1,953 萬 | 0.16% | −3,129−2.9% | 減碼 |