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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 4,091 | $78.3 萬 | 0.05% | +4,091 | 新進 |
| Vinva Investment Management Ltd | 4,177 | $78.5 萬 | 0.01% | +4,177 | 新進 |
| Panoramic Investment Advisors, LLC | 4,252 | $78.9 萬 | 0.43% | 00.0% | 不變 |
| St Germain D J Co Inc | 4,266 | $79.2 萬 | 0.03% | −209−4.7% | 減碼 |
| Howard Capital Management Inc. | 4,269 | $79.2 萬 | 0.01% | +22+0.5% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 4,291 | $79.6 萬 | 0.37% | +16+0.4% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,324 | $80.3 萬 | 0.24% | −70−1.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,362 | $81.0 萬 | 0.08% | +43+1.0% | 加碼 |
| Ingalls & Snyder LLC | 4,395 | $81.6 萬 | 0.03% | 00.0% | 不變 |
| Alteri Wealth LLC | 4,413 | $81.9 萬 | 0.27% | −1,041−19.1% | 減碼 |
| Plato Investment Management Ltd | 4,392 | $81.9 萬 | 0.05% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,424 | $82.1 萬 | 0.02% | +42+1.0% | 加碼 |
| Tower Bridge Advisors | 4,425 | $82.1 萬 | 0.08% | 00.0% | 不變 |
| Eurizon SLJ Capital Ltd | 4,427 | $82.2 萬 | 0.33% | +4,427 | 新進 |
| Bard Associates Inc | 4,432 | $82.3 萬 | 0.21% | −353−7.4% | 減碼 |
| Joel Isaacson & Co., LLC | 4,480 | $83.2 萬 | 0.03% | +83+1.9% | 加碼 |
| LRI Investments, LLC | 4,499 | $83.5 萬 | 0.07% | −25−0.6% | 減碼 |
| Buckingham Strategic Partners | 4,506 | $83.6 萬 | 0.01% | −2,619−36.8% | 減碼 |
| First American Trust, FSB | 4,522 | $83.9 萬 | 0.06% | +7+0.2% | 加碼 |
| Fulcrum Capital LLC | 4,534 | $84.2 萬 | 0.17% | −738−14.0% | 減碼 |
| Florida Financial Advisors, LLC | 4,570 | $84.8 萬 | 0.23% | +586+14.7% | 加碼 |
| Midwest Trust Co | 4,574 | $84.9 萬 | 0.01% | −2,748−37.5% | 減碼 |
| PDS Planning, Inc | 4,578 | $85.0 萬 | 0.06% | +252+5.8% | 加碼 |
| Pinebridge Investments LLC | 4,588 | $85.2 萬 | 0.01% | +4,588 | 新進 |
| AlphaGrep UK Ltd | 4,605 | $85.5 萬 | 0.29% | +4,605 | 新進 |
| Premier Path Wealth Partners, LLC | 4,629 | $85.9 萬 | 0.11% | +67+1.5% | 加碼 |
| Lederer & Associates Investment Counsel | 4,649 | $86.3 萬 | 0.58% | −100−2.1% | 減碼 |
| LongView Wealth Management | 4,693 | $87.6 萬 | 0.21% | −259−5.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,730 | $87.8 萬 | 0.00% | +1,812+62.1% | 加碼 |
| Sage Mountain Advisors LLC | 4,733 | $87.8 萬 | 0.05% | +618+15.0% | 加碼 |
| Edgestream Partners, L.P. | 4,760 | $88.4 萬 | 0.02% | −9,876−67.5% | 減碼 |
| M&G Plc | 4,752 | $88.4 萬 | 0.00% | −642−11.9% | 減碼 |
| Valeo Financial Advisors, LLC | 4,765 | $88.4 萬 | 0.02% | +230+5.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,795 | $89.0 萬 | 0.02% | −30−0.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,834 | $89.7 萬 | 0.22% | −609−11.2% | 減碼 |
| Madden Advisory Services, Inc. | 4,858 | $90.2 萬 | 0.36% | −132−2.6% | 減碼 |
| Cresset Asset Management, LLC | 4,864 | $90.3 萬 | 0.00% | −11−0.2% | 減碼 |
| Sigma Planning Corp | 4,864 | $90.3 萬 | 0.02% | −3,425−41.3% | 減碼 |
| ProVise Management Group, LLC | 4,877 | $90.5 萬 | 0.06% | −4−0.1% | 減碼 |
| Integrated Advisors Network LLC | 4,891 | $90.8 萬 | 0.04% | −107−2.1% | 減碼 |
| Investment Advisory Group, LLC | 4,920 | $91.3 萬 | 0.23% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 4,988 | $92.6 萬 | 0.08% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 5,027 | $93.3 萬 | 0.18% | +109+2.2% | 加碼 |
| SJS Investment Consulting Inc. | 5,072 | $94.1 萬 | 0.12% | +19+0.4% | 加碼 |
| Geneos Wealth Management Inc. | 5,082 | $94.3 萬 | 0.02% | −337−6.2% | 減碼 |
| Finward Bancorp | 5,096 | $94.6 萬 | 0.73% | −285−5.3% | 減碼 |
| Integrity Alliance, LLC. | 5,139 | $95.4 萬 | 0.03% | +5,139 | 新進 |
| Fidelis Capital Partners, LLC | 5,143 | $95.5 萬 | 0.07% | +446+9.5% | 加碼 |
| Machina Capital S.A.S. | 5,154 | $95.7 萬 | 0.18% | −17,317−77.1% | 減碼 |
| Inceptionr LLC | 5,177 | $96.1 萬 | 0.27% | +5,177 | 新進 |
| Sara-Bay Financial | 5,135 | $96.5 萬 | 0.29% | −21−0.4% | 減碼 |
| Ashton Thomas Securities, LLC | 5,219 | $96.9 萬 | 0.18% | +1,663+46.8% | 加碼 |
| Park Edge Advisors, LLC | 5,248 | $97.4 萬 | 0.22% | +5,248 | 新進 |
| Retirement Planning Co of New England, Inc. | 5,252 | $97.5 萬 | 0.39% | −15−0.3% | 減碼 |
| Quest Partners LLC | 5,267 | $97.8 萬 | 0.05% | −4,886−48.1% | 減碼 |
| Custom Index Systems, LLC | 5,344 | $99.2 萬 | 0.44% | −2,476−31.7% | 減碼 |
| ING Groep NV | 5,346 | $99.2 萬 | 0.01% | −32,466−85.9% | 減碼 |
| Monetary Management Group Inc | 5,350 | $99.3 萬 | 0.23% | −250−4.5% | 減碼 |
| Integrated Wealth Concepts LLC | 5,375 | $99.8 萬 | 0.01% | −4,204−43.9% | 減碼 |
| Contravisory Investment Management, Inc. | 5,387 | $100.0 萬 | 0.20% | −229−4.1% | 減碼 |
| Stableford Capital II LLC | 5,394 | $100.1 萬 | 0.36% | −255−4.5% | 減碼 |
| MQS Management LLC | 5,405 | $100.3 萬 | 0.59% | +5,405 | 新進 |
| Wealthspire Advisors, LLC | 5,420 | $100.6 萬 | 0.01% | +2,068+61.7% | 加碼 |
| Syon Capital LLC | 5,477 | $101.6 萬 | 0.05% | +25+0.5% | 加碼 |
| Friedenthal Financial | 5,477 | $101.7 萬 | 0.52% | +5,477 | 新進 |
| Lumbard & Kellner, LLC | 5,496 | $102.0 萬 | 0.36% | 00.0% | 不變 |
| Capital Square, LLC | 5,575 | $103.5 萬 | 0.53% | −3,213−36.6% | 減碼 |
| Evolve Private Wealth, LLC | 5,616 | $104.2 萬 | 0.06% | +5,616 | 新進 |
| Trustmark National Bank Trust Department | 5,648 | $104.8 萬 | 0.07% | −44−0.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,684 | $105.5 萬 | 0.06% | +410+7.8% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 6,842 | $105.8 萬 | 0.08% | +6,842 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $106.0 萬 | 0.04% | 00.0% | 不變 |
| Apella Capital, LLC | 5,777 | $107.2 萬 | 0.02% | +19+0.3% | 加碼 |
| Johnson Investment Counsel Inc | 5,793 | $107.5 萬 | 0.01% | −261−4.3% | 減碼 |
| Busey Wealth Management | 5,795 | $107.6 萬 | 0.03% | +44+0.8% | 加碼 |
| Ellevest, Inc. | 5,960 | $110.6 萬 | 0.15% | −187−3.0% | 減碼 |
| Harbor Investment Advisory, LLC | 5,990 | $111.2 萬 | 0.08% | +2,797+87.6% | 加碼 |
| Dodds Wealth, LLC | 6,017 | $111.7 萬 | 0.27% | −405−6.3% | 減碼 |
| Dudley Capital Management, LLC | 6,025 | $111.8 萬 | 0.49% | 00.0% | 不變 |
| Qtron Investments LLC | 6,057 | $112.4 萬 | 0.15% | +121+2.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,059 | $112.4 萬 | 0.04% | +1,017+20.2% | 加碼 |
| Pacific Sun Financial Corp | 6,063 | $112.5 萬 | 0.54% | −75−1.2% | 減碼 |
| Summit Financial, LLC | 6,082 | $112.9 萬 | 0.02% | +168+2.8% | 加碼 |
| Continuum Advisory, LLC | 6,084 | $112.9 萬 | 0.11% | +152+2.6% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 6,100 | $113.2 萬 | 1.57% | +500+8.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,143 | $114.0 萬 | 0.03% | +47+0.8% | 加碼 |
| GTS Securities LLC | 6,168 | $114.5 萬 | 0.04% | +2,949+91.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,203 | $115.1 萬 | 0.01% | +829+15.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,233 | $115.7 萬 | 0.01% | +443+7.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 6,247 | $116.0 萬 | 0.04% | +6,247 | 新進 |
| Texas Yale Capital Corp. | 6,265 | $116.3 萬 | 0.04% | +263+4.4% | 加碼 |
| Modern Wealth Management, LLC | 6,266 | $116.3 萬 | 0.02% | +37+0.6% | 加碼 |
| Hantz Financial Services, Inc. | 6,277 | $116.5 萬 | 0.02% | +337+5.7% | 加碼 |
| Penserra Capital Management LLC | 6,301 | $116.8 萬 | 0.01% | −564−8.2% | 減碼 |
| BSW Wealth Partners | 6,300 | $116.9 萬 | 0.14% | +372+6.3% | 加碼 |
| Fig Financial Advisory Services Inc | 6,341 | $117.7 萬 | 0.75% | −1,223−16.2% | 減碼 |
| Davy Global Fund Management Ltd | 6,357 | $118.0 萬 | 0.08% | +308+5.1% | 加碼 |
| Saturna Capital CORP | 6,360 | $118.0 萬 | 0.02% | +80+1.3% | 加碼 |
| Richwood Investment Advisors, LLC | 6,057 | $118.7 萬 | 0.85% | −175−2.8% | 減碼 |
| RiverFront Investment Group, LLC | 6,409 | $119.0 萬 | 0.02% | +63+1.0% | 加碼 |