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 1,601 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 | 1,601 | $1,607 億 |
| 2026 年第 1 季 | 1,497 | $1,333 億 |
| 2025 年第 4 季 | 1,437 | $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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 2,715,378 | $4.96 億 | 0.11% | −56,869−2.1% | 減碼 |
| Russell Investments Group, Ltd. | 2,713,841 | $5.04 億 | 0.55% | −667,625−19.7% | 減碼 |
| HSBC Holdings PLC | 2,890,794 | $5.37 億 | 0.31% | +529,505+22.4% | 加碼 |
| Prudential Financial Inc | 2,929,178 | $5.44 億 | 0.66% | −178,728−5.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,185,340 | $5.91 億 | 0.35% | +16,150+0.5% | 加碼 |
| Cbre Clarion Securities LLC | 3,229,678 | $5.99 億 | 8.80% | +185,733+6.1% | 加碼 |
| WCM Investment Management, LLC | 3,281,537 | $6.17 億 | 1.27% | +3,139,923+2,217.2% | 加碼 |
| Amundi | 3,500,893 | $6.50 億 | 0.18% | −645,562−15.6% | 減碼 |
| Resolution Capital Ltd | 3,571,378 | $6.63 億 | 14.65% | −631,706−15.0% | 減碼 |
| Bank of New York Mellon Corp | 4,028,436 | $7.48 億 | 0.13% | +15,503+0.4% | 加碼 |
| Goldman Sachs Group Inc | 4,474,117 | $8.30 億 | 0.12% | −1,594,320−26.3% | 減碼 |
| Daiwa Securities Group Inc. | 4,477,906 | $8.31 億 | 2.70% | −429,532−8.8% | 減碼 |
| Nuveen, LLC | 5,065,776 | $9.40 億 | 0.25% | −7,485−0.1% | 減碼 |
| Centersquare Investment Management LLC | 5,542,002 | $10.3 億 | 10.15% | +284,812+5.4% | 加碼 |
| Deutsche Bank AG | 5,736,928 | $10.6 億 | 0.35% | +990,176+20.9% | 加碼 |
| Invesco Ltd. | 6,916,027 | $12.8 億 | 0.12% | −90,018−1.3% | 減碼 |
| Legal & General Group Plc | 7,307,319 | $13.6 億 | 0.30% | +586,323+8.7% | 加碼 |
| Dimensional Fund Advisors LP | 8,287,084 | $15.4 億 | 0.32% | +878,914+11.9% | 加碼 |
| Charles Schwab Investment Management Inc | 8,405,589 | $15.6 億 | 0.24% | +422,037+5.3% | 加碼 |
| JPMorgan Chase & Co | 8,440,994 | $15.7 億 | 0.11% | +626,311+8.0% | 加碼 |
| Northern Trust Corp | 8,986,312 | $16.7 億 | 0.21% | −119,756−1.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,223,095 | $17.1 億 | 1.50% | +2,043,356+28.5% | 加碼 |
| Morgan Stanley | 10,067,111 | $18.7 億 | 0.11% | +472,270+4.9% | 加碼 |
| Principal Financial Group Inc | 10,094,083 | $18.7 億 | 0.96% | −89,976−0.9% | 減碼 |
| Capital World Investors | 10,744,520 | $19.9 億 | 0.27% | +6,497,258+153.0% | 加碼 |
| Price T Rowe Associates Inc | 16,826,035 | $31.2 億 | 0.34% | +1,734,922+11.5% | 加碼 |
| Geode Capital Management, LLC | 17,007,371 | $31.6 億 | 0.19% | +774,692+4.8% | 加碼 |
| Wellington Management Group LLP | 18,654,487 | $34.6 億 | 0.61% | −1,363,479−6.8% | 減碼 |
| Bank of America Corp | 20,403,258 | $37.9 億 | 0.28% | +1,024,668+5.3% | 加碼 |
| FMR LLC | 20,823,073 | $38.6 億 | 0.20% | +929,150+4.7% | 加碼 |
| Norges Bank | 29,450,268 | $54.7 億 | 0.58% | +29,450,268 | 新進 |
| Cohen & Steers, Inc. | 33,513,672 | $62.2 億 | 11.25% | −55,663−0.2% | 減碼 |
| State Street Corp | 41,760,328 | $77.5 億 | 0.26% | +506,374+1.2% | 加碼 |
| Capital International Investors | 47,431,769 | $88.1 億 | 1.38% | +915,514+2.0% | 加碼 |
| BlackRock, Inc. | 72,780,654 | $135.1 億 | 0.23% | +3,365,563+4.8% | 加碼 |
| Vanguard Group Inc | 92,421,471 | $171.5 億 | 0.25% | +2,643,088+2.9% | 加碼 |
| CDKV Holdings LLC | 708 | – | – | +708 | 新進 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −551,331−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −428,705−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −386,300−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −172,775−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −165,668−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −107,042−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −101,272−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −87,143−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −65,416−100.0% | 清倉 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −52,551−100.0% | 清倉 |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −32,712−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −32,189−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −29,998−100.0% | 清倉 |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −19,691−100.0% | 清倉 |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −19,575−100.0% | 清倉 |
| Stance Capital LLC | 0 | $0 | 0.00% | −17,304−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −16,421−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −14,731−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,636−100.0% | 清倉 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,923−100.0% | 清倉 |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −6,387−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −6,010−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,853−100.0% | 清倉 |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −4,719−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −4,381−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,988−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,933−100.0% | 清倉 |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −3,470−100.0% | 清倉 |
| Brown Financial Advisors | 0 | $0 | 0.00% | −2,960−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −2,902−100.0% | 清倉 |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,675−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,619−100.0% | 清倉 |
| Copley Financial Group, Inc. | 0 | $0 | 0.00% | −2,607−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −2,312−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −2,096−100.0% | 清倉 |
| A4 Wealth Advisors LLC | 0 | $0 | 0.00% | −1,883−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,776−100.0% | 清倉 |
| Brucke Financial, Inc. | 0 | $0 | 0.00% | −1,733−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,709−100.0% | 清倉 |
| QVR LLC | 0 | $0 | 0.00% | −1,628−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,570−100.0% | 清倉 |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −1,552−100.0% | 清倉 |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −1,520−100.0% | 清倉 |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| LeConte Wealth Management, LLC | 0 | $0 | 0.00% | −1,437−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,317−100.0% | 清倉 |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −1,232−100.0% | 清倉 |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,179−100.0% | 清倉 |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,149−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,128−100.0% | 清倉 |
| Pines Wealth Management, LLC | 0 | $0 | 0.00% | −1,124−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −915−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −830−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −389−100.0% | 清倉 |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −335−100.0% | 清倉 |
| City Holding Co | 0 | $0 | 0.00% | −334−100.0% | 清倉 |
| Affinity Wealth LLC | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −231−100.0% | 清倉 |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −199−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −165−100.0% | 清倉 |