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 |
|---|---|---|---|---|---|
| Gross & Hartman Investments LLC | 2,016 | $37.4 萬 | 0.21% | +2,016 | 新進 |
| Safe Harbor Family Capital, LLC | 2,016 | $37.4 萬 | 0.33% | +2,016 | 新進 |
| Providence Financial Advisors, LLC | 2,022 | $37.5 萬 | 0.37% | −465−18.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 2,024 | $37.6 萬 | 0.02% | −500−19.8% | 減碼 |
| Expressive Wealth LLC | 2,036 | $37.8 萬 | 0.41% | +2,036 | 新進 |
| Purpose Unlimited Inc. | 2,036 | $37.8 萬 | 0.02% | +2,036 | 新進 |
| Income Insurance Ltd | 2,048 | $38.0 萬 | 0.25% | +2,048 | 新進 |
| Wealth Alliance | 2,058 | $38.2 萬 | 0.04% | +25+1.2% | 加碼 |
| Woodmont Investment Counsel LLC | 2,071 | $38.4 萬 | 0.02% | 00.0% | 不變 |
| Norden Group LLC | 2,073 | $38.5 萬 | 0.04% | +655+46.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,095 | $38.9 萬 | 0.10% | +23+1.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 2,101 | $39.3 萬 | 0.03% | +2,101 | 新進 |
| Mystic Asset Management, Inc. | 2,115 | $39.3 萬 | 0.09% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 2,131 | $39.6 萬 | 0.05% | +239+12.6% | 加碼 |
| AlTi Global, Inc. | 2,135 | $39.6 萬 | 0.01% | +2,135 | 新進 |
| Burke & Herbert Bank & Trust Co | 2,156 | $40.0 萬 | 0.11% | −3,524−62.0% | 減碼 |
| Basecamp Wealth Advisors LLC | 2,179 | $40.5 萬 | 0.09% | +2,179 | 新進 |
| Larson Financial Group LLC | 2,181 | $40.5 萬 | 0.01% | +158+7.8% | 加碼 |
| New Republic Capital, LLC | 2,184 | $40.5 萬 | 0.11% | +2,184 | 新進 |
| Pflug Koory, LLC | 2,190 | $40.6 萬 | 0.19% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 2,192 | $40.7 萬 | 0.03% | +2,192 | 新進 |
| Blue Fin Capital, Inc. | 2,196 | $40.8 萬 | 0.06% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 2,196 | $40.8 萬 | 0.16% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 2,201 | $40.8 萬 | 0.18% | +8+0.4% | 加碼 |
| Monument Capital Management | 2,218 | $41.2 萬 | 0.10% | −701−24.0% | 減碼 |
| Cetera Trust Company, N.A | 2,240 | $41.6 萬 | 0.22% | −250−10.0% | 減碼 |
| Catalyst Financial Partners LLC | 2,243 | $41.6 萬 | 0.05% | +136+6.5% | 加碼 |
| Sentinus, LLC | 2,255 | $41.9 萬 | 0.04% | +17+0.8% | 加碼 |
| Sivia Capital Partners, LLC | 2,267 | $42.1 萬 | 0.09% | −41−1.8% | 減碼 |
| Lazard Asset Management LLC | 2,276 | $42.2 萬 | 0.00% | +151+7.1% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 2,277 | $42.3 萬 | 0.21% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 2,286 | $42.4 萬 | 0.11% | +2,286 | 新進 |
| MTM Investment Management, LLC | 2,300 | $42.7 萬 | 0.14% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,302 | $42.7 萬 | 0.32% | +8+0.3% | 加碼 |
| Planned Solutions, Inc. | 2,307 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,312 | $42.9 萬 | 0.02% | +210+10.0% | 加碼 |
| Parsonex Advisory Services, Inc. | 2,327 | $43.2 萬 | 0.28% | +106+4.8% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 2,328 | $43.2 萬 | 0.07% | +288+14.1% | 加碼 |
| Western Wealth Management, LLC | 2,332 | $43.3 萬 | 0.02% | +412+21.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,351 | $43.6 萬 | 0.12% | +216+10.1% | 加碼 |
| Triad Wealth Partners, LLC | 2,370 | $44.0 萬 | 0.04% | +135+6.0% | 加碼 |
| Crestwood Advisors Group LLC | 2,374 | $44.1 萬 | 0.01% | +598+33.7% | 加碼 |
| Maia Wealth LLC | 2,123 | $44.2 萬 | 0.08% | +373+21.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,385 | $44.3 萬 | 0.10% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,386 | $44.3 萬 | 0.02% | +109+4.8% | 加碼 |
| Whalerock Point Partners, LLC | 2,398 | $44.5 萬 | 0.08% | −240−9.1% | 減碼 |
| Transcend Wealth Collective, LLC | 2,408 | $44.7 萬 | 0.03% | +184+8.3% | 加碼 |
| Advisor OS, LLC | 2,409 | $44.7 萬 | 0.04% | +163+7.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 2,423 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 2,424 | $45.0 萬 | 0.02% | +255+11.8% | 加碼 |
| bLong Financial, LLC | 2,450 | $45.5 萬 | 0.32% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 2,452 | $45.5 萬 | 0.00% | +2,452 | 新進 |
| Facet Wealth, Inc. | 2,483 | $45.7 萬 | 0.01% | +1,080+77.0% | 加碼 |
| Gold Investment Management Ltd. | 2,470 | $45.8 萬 | 0.15% | −45−1.8% | 減碼 |
| SmartHarvest Portfolios, LLC | 2,472 | $45.9 萬 | 0.16% | +2,472 | 新進 |
| Retirement Planning Group, LLC | 2,476 | $46.0 萬 | 0.31% | −10.0% | 減碼 |
| IFG Advisory, LLC | 2,491 | $46.2 萬 | 0.02% | +2+0.1% | 加碼 |
| Hudock, Inc. | 2,496 | $46.3 萬 | 0.07% | +4+0.2% | 加碼 |
| Whittier Trust Co | 2,498 | $46.4 萬 | 0.01% | −523−17.3% | 減碼 |
| Corient IA LLC | 2,500 | $46.4 萬 | 0.44% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 2,510 | $46.6 萬 | 0.01% | +186+8.0% | 加碼 |
| Abc Arbitrage SA | 2,515 | $46.7 萬 | 0.04% | +2,515 | 新進 |
| First Citizens Bank & Trust Co | 2,519 | $46.8 萬 | 0.01% | +1,054+71.9% | 加碼 |
| Driehaus Capital Management LLC | 2,522 | $46.8 萬 | 0.00% | −1,559−38.2% | 減碼 |
| Rothschild Capital Partners, LLC | 2,524 | $46.8 萬 | 0.11% | 00.0% | 不變 |
| Golden State Equity Partners | 2,537 | $47.1 萬 | 0.08% | +174+7.4% | 加碼 |
| Evoke Wealth, LLC | 2,537 | $47.1 萬 | 0.01% | −590−18.9% | 減碼 |
| 44 Wealth Management LLC | 2,557 | $47.5 萬 | 0.16% | +43+1.7% | 加碼 |
| Cynosure Management, LLC | 2,568 | $47.7 萬 | 0.05% | +2,568 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 2,571 | $47.7 萬 | 0.01% | −11−0.4% | 減碼 |
| Chicago Trust Co NA | 2,572 | $47.7 萬 | 0.07% | +207+8.8% | 加碼 |
| Visionary Wealth Advisors | 2,572 | $47.7 萬 | 0.02% | −138−5.1% | 減碼 |
| Jacobi Capital Management LLC | 2,577 | $47.8 萬 | 0.03% | −2−0.1% | 減碼 |
| TCG Advisory Services, LLC | 2,593 | $48.1 萬 | 0.01% | −110−4.1% | 減碼 |
| LGT Fund Management Co Ltd. | 2,568 | $48.3 萬 | 0.04% | 00.0% | 不變 |
| Wedbush Securities Inc | 2,621 | $48.6 萬 | 0.01% | +257+10.9% | 加碼 |
| Foresight Group Ltd Liability Partnership | 2,598 | $48.8 萬 | 0.08% | +2,598 | 新進 |
| First Horizon Corp | 2,636 | $48.9 萬 | 0.02% | +1,019+63.0% | 加碼 |
| Capital Analysts, LLC | 2,650 | $49.1 萬 | 0.01% | −106−3.8% | 減碼 |
| Hartline Investment Corp | 2,652 | $49.2 萬 | 0.05% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 2,660 | $49.4 萬 | 0.01% | +188+7.6% | 加碼 |
| Bowman & Co S.C. | 2,665 | $49.5 萬 | 0.21% | 00.0% | 不變 |
| Alps Advisors Inc | 2,670 | $49.6 萬 | 0.00% | +135+5.3% | 加碼 |
| Providence First Trust Co | 2,670 | $49.6 萬 | 0.17% | +2,670 | 新進 |
| Roehl & Yi Investment Advisors, LLC | 2,671 | $49.6 萬 | 0.20% | +978+57.8% | 加碼 |
| Mather Group, LLC. | 2,677 | $49.7 萬 | 0.01% | +300+12.6% | 加碼 |
| RCW Management, LLC | 2,678 | $49.7 萬 | 0.50% | +2,678 | 新進 |
| Fukoku Mutual Life Insurance Co | 2,700 | $50.1 萬 | 0.03% | −822−23.3% | 減碼 |
| Covenant Asset Management, LLC | 2,701 | $50.1 萬 | 0.10% | +42+1.6% | 加碼 |
| Strategic Investment Advisors | 2,701 | $50.1 萬 | 0.04% | −255−8.6% | 減碼 |
| Whipplewood Advisors, LLC | 2,727 | $50.6 萬 | 0.33% | +21+0.8% | 加碼 |
| Alta Advisers Ltd | 2,733 | $50.7 萬 | 0.18% | −100−3.5% | 減碼 |
| Heartland Bank & Trust Co | 2,772 | $51.5 萬 | 0.22% | −49−1.7% | 減碼 |
| Wakefield Asset Management LLLP | 2,777 | $51.5 萬 | 0.14% | +37+1.4% | 加碼 |
| QTR Family Wealth, LLC | 2,587 | $51.9 萬 | 0.23% | +14+0.5% | 加碼 |
| Mutual Advisors, LLC | 2,802 | $52.0 萬 | 0.01% | −16−0.6% | 減碼 |
| Marex Group plc | 2,802 | $52.0 萬 | 0.01% | −1,298−31.7% | 減碼 |
| Stock Yards Bank & Trust Co | 2,813 | $52.2 萬 | 0.02% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 2,796 | $52.7 萬 | 0.20% | +2,796 | 新進 |
| Fiduciary Trust Co | 2,840 | $52.7 萬 | 0.01% | −173−5.7% | 減碼 |