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 |
|---|---|---|---|---|---|
| Parsonex Advisory Services, Inc. | 2,327 | $43.2 萬 | 0.28% | +106+4.8% | 加碼 |
| GM Advisory Group, Inc. | 2,312 | $42.9 萬 | 0.02% | +210+10.0% | 加碼 |
| Planned Solutions, Inc. | 2,307 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,302 | $42.7 萬 | 0.32% | +8+0.3% | 加碼 |
| MTM Investment Management, LLC | 2,300 | $42.7 萬 | 0.14% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 2,286 | $42.4 萬 | 0.11% | +2,286 | 新進 |
| Barnes Pettey Financial Advisors, LLC | 2,277 | $42.3 萬 | 0.21% | 00.0% | 不變 |
| Lazard Asset Management LLC | 2,276 | $42.2 萬 | 0.00% | +151+7.1% | 加碼 |
| Sivia Capital Partners, LLC | 2,267 | $42.1 萬 | 0.09% | −41−1.8% | 減碼 |
| Sentinus, LLC | 2,255 | $41.9 萬 | 0.04% | +17+0.8% | 加碼 |
| Catalyst Financial Partners LLC | 2,243 | $41.6 萬 | 0.05% | +136+6.5% | 加碼 |
| Cetera Trust Company, N.A | 2,240 | $41.6 萬 | 0.22% | −250−10.0% | 減碼 |
| Monument Capital Management | 2,218 | $41.2 萬 | 0.10% | −701−24.0% | 減碼 |
| Shelton Wealth Management, LLC | 2,201 | $40.8 萬 | 0.18% | +8+0.4% | 加碼 |
| 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 |
| Beese Fulmer Investment Management, Inc. | 2,192 | $40.7 萬 | 0.03% | +2,192 | 新進 |
| Pflug Koory, LLC | 2,190 | $40.6 萬 | 0.19% | 00.0% | 不變 |
| New Republic Capital, LLC | 2,184 | $40.5 萬 | 0.11% | +2,184 | 新進 |
| Larson Financial Group LLC | 2,181 | $40.5 萬 | 0.01% | +158+7.8% | 加碼 |
| Basecamp Wealth Advisors LLC | 2,179 | $40.5 萬 | 0.09% | +2,179 | 新進 |
| Burke & Herbert Bank & Trust Co | 2,156 | $40.0 萬 | 0.11% | −3,524−62.0% | 減碼 |
| AlTi Global, Inc. | 2,135 | $39.6 萬 | 0.01% | +2,135 | 新進 |
| Capital Advisors Wealth Management, LLC | 2,131 | $39.6 萬 | 0.05% | +239+12.6% | 加碼 |
| Mystic Asset Management, Inc. | 2,115 | $39.3 萬 | 0.09% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 2,101 | $39.3 萬 | 0.03% | +2,101 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,095 | $38.9 萬 | 0.10% | +23+1.1% | 加碼 |
| Norden Group LLC | 2,073 | $38.5 萬 | 0.04% | +655+46.2% | 加碼 |
| Woodmont Investment Counsel LLC | 2,071 | $38.4 萬 | 0.02% | 00.0% | 不變 |
| Wealth Alliance | 2,058 | $38.2 萬 | 0.04% | +25+1.2% | 加碼 |
| Income Insurance Ltd | 2,048 | $38.0 萬 | 0.25% | +2,048 | 新進 |
| 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 |
| Guyasuta Investment Advisors Inc | 2,024 | $37.6 萬 | 0.02% | −500−19.8% | 減碼 |
| Providence Financial Advisors, LLC | 2,022 | $37.5 萬 | 0.37% | −465−18.7% | 減碼 |
| 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 |
| Tempo Wealth, LLC | 2,014 | $37.4 萬 | 0.07% | +2,014 | 新進 |
| Krilogy Financial LLC | 2,035 | $37.4 萬 | 0.01% | +5+0.2% | 加碼 |
| Phillips Wealth Planners LLC | 2,007 | $37.3 萬 | 0.30% | +541+36.9% | 加碼 |
| Evanson Asset Management, LLC | 2,010 | $37.3 萬 | 0.02% | +7+0.3% | 加碼 |
| Atom Investors LP | 2,005 | $37.2 萬 | 0.03% | +2,005 | 新進 |
| Gateway Investment Advisers LLC | 2,004 | $37.2 萬 | 0.00% | +413+26.0% | 加碼 |
| SNS Financial Group, LLC | 2,000 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 2,000 | $37.1 萬 | 0.31% | 00.0% | 不變 |
| Hardy Reed LLC | 2,000 | $37.1 萬 | 0.03% | +210+11.7% | 加碼 |
| World Equity Group, Inc. | 1,995 | $37.0 萬 | 0.10% | +1,995 | 新進 |
| Parkside Financial Bank & Trust | 1,977 | $36.7 萬 | 0.03% | +49+2.5% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 1,974 | $36.6 萬 | 0.02% | −98−4.7% | 減碼 |
| Wealth Science Advisors LLC | 1,969 | $36.5 萬 | 0.21% | +1,969 | 新進 |
| Main Street Financial Solutions, LLC | 1,966 | $36.5 萬 | 0.03% | −368−15.8% | 減碼 |
| First Foundation Advisors | 1,963 | $36.4 萬 | 0.01% | +1,963 | 新進 |
| Aureus Asset Management, LLC | 1,950 | $36.2 萬 | 0.02% | −166−7.8% | 減碼 |
| Commons Capital, LLC | 1,950 | $36.2 萬 | 0.25% | +4+0.2% | 加碼 |
| Prosperity Financial Group, Inc. | 1,948 | $36.2 萬 | 0.13% | +1+0.1% | 加碼 |
| Discipline Wealth Solutions, LLC | 1,931 | $35.8 萬 | 0.07% | +11+0.6% | 加碼 |
| Circle Wealth Management, LLC | 1,919 | $35.6 萬 | 0.01% | +1,919 | 新進 |
| Foster Group, Inc. | 1,910 | $35.5 萬 | 0.01% | +10+0.5% | 加碼 |
| Portfolio Resources Advisor Group, Inc. | 1,892 | $35.1 萬 | 0.35% | +1,892 | 新進 |
| Moss Adams Wealth Advisors LLC | 1,888 | $35.0 萬 | 0.03% | +229+13.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 1,882 | $34.9 萬 | 0.01% | +253+15.5% | 加碼 |
| Prudent Man Advisors, LLC | 1,877 | $34.8 萬 | 0.13% | +7+0.4% | 加碼 |
| Smith, Moore & Co. | 1,875 | $34.8 萬 | 0.03% | +3+0.2% | 加碼 |
| Angeles Wealth Management, LLC | 1,870 | $34.7 萬 | 0.02% | +28+1.5% | 加碼 |
| Boston Private Wealth LLC | 1,862 | $34.6 萬 | 0.02% | −252−11.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,859 | $34.5 萬 | 0.01% | +1,859 | 新進 |
| Register Financial Advisors LLC | 1,859 | $34.5 萬 | 0.13% | −175−8.6% | 減碼 |
| Foundations Investment Advisors, LLC | 1,851 | $34.4 萬 | 0.00% | −515−21.8% | 減碼 |
| Modera Wealth Management, LLC | 1,837 | $34.1 萬 | 0.00% | +30+1.7% | 加碼 |
| Bullock Wealth Management Group | 1,836 | $34.1 萬 | 0.17% | +4+0.2% | 加碼 |
| Daymark Wealth Partners, LLC | 1,835 | $34.1 萬 | 0.01% | +32+1.8% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,831 | $34.0 萬 | 0.26% | +1,831 | 新進 |
| CMC Financial Group | 1,827 | $33.9 萬 | 0.61% | +27+1.5% | 加碼 |
| Sentry Investment Management LLC | 1,790 | $33.2 萬 | 0.22% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,781 | $33.1 萬 | 0.18% | 00.0% | 不變 |
| Values Added Financial LLC | 1,776 | $33.0 萬 | 0.14% | 00.0% | 不變 |
| Sageworth Trust Co | 1,775 | $32.9 萬 | 0.01% | −2,692−60.3% | 減碼 |
| Fourth Dimension Wealth, LLC | 1,771 | $32.9 萬 | 0.12% | +6+0.3% | 加碼 |
| Fortis Group Advisors, LLC | 1,742 | $32.8 萬 | 0.06% | −131−7.0% | 減碼 |
| FSM Wealth Advisors, LLC | 1,766 | $32.8 萬 | 0.04% | +104+6.3% | 加碼 |
| Chicago Partners Investment Group LLC | 1,777 | $32.6 萬 | 0.01% | +30+1.7% | 加碼 |
| Accurate Wealth Management, LLC | 1,747 | $32.5 萬 | 0.04% | −149−7.9% | 減碼 |
| Cercano Management LLC | 1,736 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Sowell Financial Services LLC | 1,732 | $32.2 萬 | 0.01% | +478+38.1% | 加碼 |
| VestGen Advisors, LLC | 1,732 | $32.1 萬 | 0.01% | −543−23.9% | 減碼 |
| Crawford Investment Counsel Inc | 1,731 | $32.1 萬 | 0.01% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 1,723 | $32.0 萬 | 0.32% | +1,723 | 新進 |
| Optas, LLC | 1,721 | $31.9 萬 | 0.05% | −15−0.9% | 減碼 |
| Everpar Advisors LLC | 1,719 | $31.9 萬 | 0.12% | +1,719 | 新進 |
| Cahill Financial Advisors Inc | 1,719 | $31.9 萬 | 0.03% | +1+0.1% | 加碼 |
| Motco | 1,714 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 1,710 | $31.7 萬 | 0.00% | +123+7.8% | 加碼 |
| Onefund, LLC | 1,707 | $31.7 萬 | 0.19% | +125+7.9% | 加碼 |
| Trust Point Inc. | 1,706 | $31.7 萬 | 0.03% | −296−14.8% | 減碼 |
| Clarius Group, LLC | 1,703 | $31.6 萬 | 0.02% | −143−7.7% | 減碼 |
| Soltis Investment Advisors LLC | 1,701 | $31.6 萬 | 0.02% | +143+9.2% | 加碼 |
| Middleton & Co Inc | 1,700 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Fell Capital Management | 1,700 | $31.6 萬 | 0.31% | +1,700 | 新進 |
| Lafayette Investments, Inc. | 1,699 | $31.5 萬 | 0.06% | 00.0% | 不變 |
| Regions Financial Corp | 1,694 | $31.4 萬 | 0.00% | −203−10.7% | 減碼 |