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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 6,473 | $120.1 萬 | 0.03% | −576−8.2% | 減碼 |
| Evergreen Capital Management LLC | 6,520 | $121.0 萬 | 0.03% | +2,114+48.0% | 加碼 |
| Level Four Advisory Services, LLC | 6,532 | $121.2 萬 | 0.04% | +105+1.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,540 | $121.4 萬 | 0.04% | +243+3.9% | 加碼 |
| Perigon Wealth Management, LLC | 6,601 | $122.5 萬 | 0.02% | +450+7.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,604 | $122.6 萬 | 0.06% | +39+0.6% | 加碼 |
| Cigna Investments Inc | 6,608 | $122.6 萬 | 0.18% | +90+1.4% | 加碼 |
| Checchi Capital Advisers, LLC | 6,700 | $124.3 萬 | 0.08% | −428−6.0% | 減碼 |
| Values First Advisors, Inc. | 6,710 | $124.5 萬 | 0.65% | +481+7.7% | 加碼 |
| Apollon Wealth Management, LLC | 6,748 | $125.3 萬 | 0.02% | +1,171+21.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 6,750 | $125.3 萬 | 0.03% | −90−1.3% | 減碼 |
| Equitable Holdings, Inc. | 6,880 | $127.7 萬 | 0.01% | +680+11.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,911 | $128.3 萬 | 0.02% | +510+8.0% | 加碼 |
| Great Lakes Advisors, LLC | 6,912 | $128.3 萬 | 0.01% | +44+0.6% | 加碼 |
| Wealth Architects, LLC | 6,939 | $128.8 萬 | 0.12% | +33+0.5% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $129.9 萬 | 0.93% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 7,059 | $131.0 萬 | 0.27% | −80−1.1% | 減碼 |
| American National Bank | 7,071 | $131.2 萬 | 0.12% | +5,189+275.7% | 加碼 |
| Parallel Advisors, LLC | 7,111 | $132.0 萬 | 0.02% | +615+9.5% | 加碼 |
| Phoenix Holdings Ltd. | 7,121 | $132.1 萬 | 0.01% | +1,115+18.6% | 加碼 |
| Kingsview Wealth Management, LLC | 7,134 | $132.4 萬 | 0.02% | −798−10.1% | 減碼 |
| Illinois Municipal Retirement Fund | 7,155 | $132.8 萬 | 0.02% | −2,670−27.2% | 減碼 |
| Stiles Financial Services Inc | 7,240 | $134.4 萬 | 0.41% | +11+0.2% | 加碼 |
| Davenport & Co LLC | 7,276 | $135.1 萬 | 0.01% | +661+10.0% | 加碼 |
| Purkiss Capital Advisors LLC | 7,347 | $136.4 萬 | 0.64% | +160+2.2% | 加碼 |
| Smartleaf Asset Management LLC | 7,277 | $136.8 萬 | 0.05% | +338+4.9% | 加碼 |
| Clearstead Advisors, LLC | 7,371 | $136.8 萬 | 0.02% | +1,304+21.5% | 加碼 |
| TD Waterhouse Canada Inc. | 7,392 | $137.1 萬 | 0.01% | +5,562+303.9% | 加碼 |
| Fox Run Management, L.L.C. | 7,520 | $139.6 萬 | 0.22% | +7,520 | 新進 |
| Sax Wealth Advisors, LLC | 7,559 | $140.3 萬 | 0.07% | −205−2.6% | 減碼 |
| Highview Capital Management LLC | 7,584 | $140.8 萬 | 0.50% | +154+2.1% | 加碼 |
| Ancora Advisors, LLC | 7,624 | $141.5 萬 | 0.03% | −316−4.0% | 減碼 |
| Savant Capital, LLC | 7,743 | $143.7 萬 | 0.01% | +79+1.0% | 加碼 |
| Pinnacle Financial Partners, Inc. | 7,839 | $145.6 萬 | 0.01% | +7,839 | 新進 |
| Quantbot Technologies LP | 7,864 | $146.0 萬 | 0.05% | −97,165−92.5% | 減碼 |
| Quantitative Investment Management, LLC | 7,869 | $146.0 萬 | 0.14% | +3,069+63.9% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,988 | $148.3 萬 | 0.05% | +7,988 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 8,055 | $149.5 萬 | 0.42% | −295−3.5% | 減碼 |
| Wolverine Asset Management LLC | 8,067 | $149.7 萬 | 0.02% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 8,101 | $150.4 萬 | 0.85% | −84−1.0% | 減碼 |
| PFG Investments, LLC | 8,122 | $150.8 萬 | 0.07% | +172+2.2% | 加碼 |
| AlphaCore Capital LLC | 8,136 | $151.0 萬 | 0.03% | +2,462+43.4% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 8,275 | $153.6 萬 | 0.46% | +31+0.4% | 加碼 |
| We Are One Seven, LLC | 8,289 | $153.8 萬 | 0.03% | −1,285−13.4% | 減碼 |
| Trueblood Wealth Management, LLC | 8,298 | $154.0 萬 | 0.60% | −685−7.6% | 減碼 |
| Dark Forest Capital Management LP | 8,326 | $154.5 萬 | 0.07% | +8,326 | 新進 |
| Schnieders Capital Management, LLC. | 8,394 | $155.8 萬 | 0.24% | −10−0.1% | 減碼 |
| Savvy Advisors, Inc. | 8,677 | $161.0 萬 | 0.05% | +566+7.0% | 加碼 |
| Agate Pass Investment Management, LLC | 8,785 | $163.1 萬 | 0.61% | −800−8.3% | 減碼 |
| Verition Fund Management LLC | 8,847 | $164.2 萬 | 0.01% | −12,504−58.6% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 8,853 | $164.3 萬 | 0.21% | +8,853 | 新進 |
| GAM Holding AG | 8,879 | $164.8 萬 | 0.11% | +6,952+360.8% | 加碼 |
| Everhart Financial Group, Inc. | 8,938 | $165.9 萬 | 0.15% | +369+4.3% | 加碼 |
| Jeppson Wealth Management, LLC | 8,938 | $165.9 萬 | 0.53% | −25−0.3% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,942 | $166.0 萬 | 0.48% | −393−4.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,975 | $166.6 萬 | 0.03% | +1,259+16.3% | 加碼 |
| Atomi Financial Group, Inc. | 9,132 | $169.5 萬 | 0.05% | +2,122+30.3% | 加碼 |
| Ritholtz Wealth Management | 9,197 | $170.7 萬 | 0.03% | +812+9.7% | 加碼 |
| Wedmont Private Capital | 9,279 | $172.3 萬 | 0.06% | +57+0.6% | 加碼 |
| Denali Advisors LLC | 9,366 | $173.8 萬 | 0.19% | +151+1.6% | 加碼 |
| High Point Wealth Management, LLC | 9,390 | $174.3 萬 | 1.64% | +9,390 | 新進 |
| Arbor Capital Management Inc | 9,423 | $175.7 萬 | 1.47% | −38−0.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,591 | $178.0 萬 | 0.13% | −388−3.9% | 減碼 |
| Diversified Trust Co | 9,746 | $180.9 萬 | 0.03% | −4,075−29.5% | 減碼 |
| BNP Paribas | 9,800 | $181.9 萬 | 0.05% | +9,800 | 新進 |
| Greenleaf Trust | 9,805 | $182.0 萬 | 0.02% | +161+1.7% | 加碼 |
| Baird Financial Group, Inc. | 9,811 | $182.1 萬 | 0.00% | −720−6.8% | 減碼 |
| Huntington National Bank | 9,849 | $182.8 萬 | 0.01% | +2,705+37.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 9,873 | $183.3 萬 | 0.12% | +99+1.0% | 加碼 |
| Dorsey Wright & Associates | 9,894 | $183.6 萬 | 0.40% | −80−0.8% | 減碼 |
| Bailard, Inc. | 9,899 | $183.7 萬 | 0.04% | +1,079+12.2% | 加碼 |
| Paradigm Asset Management Co LLC | 9,938 | $184.5 萬 | 0.43% | −600−5.7% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $185.6 萬 | 0.13% | 00.0% | 不變 |
| Stephens Inc | 10,018 | $185.9 萬 | 0.02% | +352+3.6% | 加碼 |
| Snowden Capital Advisors LLC | 10,070 | $186.9 萬 | 0.05% | +611+6.5% | 加碼 |
| Cullinan Associates Inc | 10,075 | $187.0 萬 | 0.13% | −640−6.0% | 減碼 |
| NFP Retirement, Inc. | 10,127 | $188.0 萬 | 0.11% | +7+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 10,143 | $188.3 萬 | 0.02% | +1,675+19.8% | 加碼 |
| Profund Advisors LLC | 10,178 | $188.9 萬 | 0.06% | +1,961+23.9% | 加碼 |
| Tema ETFs LLC | 10,186 | $189.1 萬 | 0.15% | −28−0.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,302 | $191.2 萬 | 0.04% | +10,302 | 新進 |
| James Investment Research Inc | 10,332 | $191.8 萬 | 0.21% | +2,517+32.2% | 加碼 |
| American Financial Advisors, LLC | 10,449 | $193.9 萬 | 0.25% | −414−3.8% | 減碼 |
| Morangie Management LLC | 10,496 | $194.8 萬 | 1.55% | +3,663+53.6% | 加碼 |
| Waterloo Capital, L.P. | 10,503 | $194.9 萬 | 0.14% | −2,392−18.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,529 | $195.4 萬 | 0.01% | +1,992+23.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 10,614 | $197.0 萬 | 0.54% | −960−8.3% | 減碼 |
| RDA Financial Network | 10,670 | $198.0 萬 | 0.48% | −2,059−16.2% | 減碼 |
| Western Financial Corp | 10,696 | $198.5 萬 | 0.79% | −1,178−9.9% | 減碼 |
| Drake & Associates, LLC | 10,700 | $198.6 萬 | 0.40% | −5,599−34.4% | 減碼 |
| Welch Group, LLC | 10,731 | $199.2 萬 | 0.08% | +28+0.3% | 加碼 |
| Ballentine Partners, LLC | 10,813 | $200.7 萬 | 0.03% | +150+1.4% | 加碼 |
| LDR Capital Management LLC | 10,830 | $201.0 萬 | 2.79% | +10,830 | 新進 |
| Resources Investment Advisors, LLC. | 10,949 | $203.2 萬 | 0.02% | −160−1.4% | 減碼 |
| GF Fund Management Co. Ltd. | 11,082 | $205.7 萬 | 0.04% | +150+1.4% | 加碼 |
| Mount Lucas Management LP | 11,396 | $211.5 萬 | 0.94% | +14+0.1% | 加碼 |
| Ofi Invest Asset Management | 13,140 | $211.8 萬 | 0.03% | +4,952+60.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,784 | $212.2 萬 | 0.05% | +135+1.2% | 加碼 |
| Independent Financial Group, LLC | 11,533 | $214.1 萬 | 0.05% | +2,037+21.5% | 加碼 |
| Grimes & Company, Inc. | 11,658 | $216.4 萬 | 0.05% | +2,476+27.0% | 加碼 |