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 |
|---|---|---|---|---|---|
| AMF Pensionsforsakring AB | 26,507 | $492.0 萬 | 0.03% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 26,386 | $489.7 萬 | 0.41% | +6,259+31.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,380 | $489.6 萬 | 0.34% | −466−1.7% | 減碼 |
| Retirement Management Systems Inc. | 26,302 | $488.2 萬 | 1.25% | +26,302 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 26,283 | $487.8 萬 | 0.02% | +12,437+89.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 25,759 | $478.1 萬 | 0.32% | −37,626−59.4% | 減碼 |
| Advisors Preferred, LLC | 25,486 | $476.4 萬 | 0.78% | +20,351+396.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $473.3 萬 | 0.04% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 25,418 | $471.8 萬 | 0.09% | +5,564+28.0% | 加碼 |
| Banque Cantonale Vaudoise | 25,204 | $467.8 萬 | 0.17% | −14,684−36.8% | 減碼 |
| Thames Capital Management LLC | 25,195 | $467.6 萬 | 0.68% | +25,195 | 新進 |
| Atlantic Union Bankshares Corp | 25,117 | $466.2 萬 | 0.09% | +25+0.1% | 加碼 |
| Bleakley Financial Group, LLC | 24,508 | $454.9 萬 | 0.08% | +1,719+7.5% | 加碼 |
| Callan Family Office, LLC | 24,507 | $454.9 萬 | 0.10% | +15,685+177.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,166 | $448.5 萬 | 0.04% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 24,158 | $448.4 萬 | 0.15% | +1,029+4.4% | 加碼 |
| Siemens Fonds Invest GmbH | 23,782 | $447.1 萬 | 0.24% | +5,235+28.2% | 加碼 |
| Ascent Group, LLC | 24,081 | $447.0 萬 | 0.15% | +2,296+10.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 29,950 | $445.4 萬 | 0.07% | +29,950 | 新進 |
| Horizon Investments, LLC | 23,842 | $442.5 萬 | 0.06% | −22,525−48.6% | 減碼 |
| Ostrum Asset Management | 23,714 | $440.2 萬 | 0.21% | −9,289−28.1% | 減碼 |
| Westover Capital Advisors, LLC | 23,683 | $439.6 萬 | 0.80% | −1,269−5.1% | 減碼 |
| Commerce Bank | 23,482 | $435.8 萬 | 0.02% | +2,178+10.2% | 加碼 |
| Assenagon Asset Management S.A. | 23,468 | $435.6 萬 | 0.01% | +256+1.1% | 加碼 |
| Private Advisor Group, LLC | 23,421 | $434.7 萬 | 0.02% | +1,314+5.9% | 加碼 |
| Romano Brothers and Company | 23,060 | $428.0 萬 | 0.49% | −1,272−5.2% | 減碼 |
| North Dakota State Investment Board | 22,951 | $426.0 萬 | 0.16% | +22,951 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,845 | $424.2 萬 | 0.03% | +1,583+7.4% | 加碼 |
| Park Avenue Securities LLC | 22,788 | $423.0 萬 | 0.04% | +4,423+24.1% | 加碼 |
| Portfolio Design Labs, LLC | 22,658 | $420.6 萬 | 0.69% | +1,656+7.9% | 加碼 |
| Brown Advisory Inc | 22,604 | $419.6 萬 | 0.01% | −1,996−8.1% | 減碼 |
| UBS Asset Management Americas Inc | 22,474 | $417.1 萬 | 0.00% | +1,379+6.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 22,422 | $416.2 萬 | 0.05% | +2,922+15.0% | 加碼 |
| Hamilton Capital Partners Inc. | 22,352 | $414.9 萬 | 0.15% | −1,646−6.9% | 減碼 |
| United Capital Financial Advisers, LLC | 22,347 | $414.8 萬 | 0.03% | −434−1.9% | 減碼 |
| Perpetual Ltd | 22,251 | $413.0 萬 | 0.06% | −835−3.6% | 減碼 |
| Spinnaker Trust | 22,200 | $412.1 萬 | 0.22% | −300−1.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 22,185 | $411.8 萬 | 0.16% | +342+1.6% | 加碼 |
| Kestra Advisory Services, LLC | 22,152 | $411.2 萬 | 0.02% | +1,645+8.0% | 加碼 |
| Allworth Financial LP | 22,041 | $409.1 萬 | 0.02% | +285+1.3% | 加碼 |
| Boston Family Office LLC | 22,043 | $409.1 萬 | 0.26% | −3,616−14.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,930 | $407.0 萬 | 0.05% | +614+2.9% | 加碼 |
| BCJ Capital Management, LLC | 21,472 | $398.5 萬 | 0.23% | +21,472 | 新進 |
| Brentview Investment Management LLC | 21,272 | $394.8 萬 | 1.79% | +21,272 | 新進 |
| Summit Place Financial Advisors, LLC | 21,146 | $392.5 萬 | 1.90% | −1,675−7.3% | 減碼 |
| Steel Peak Wealth Management LLC | 21,115 | $391.9 萬 | 0.13% | +3,785+21.8% | 加碼 |
| Argentarii, LLC | 21,107 | $391.8 萬 | 1.32% | +50.0% | 加碼 |
| Rational Advisors LLC | 21,000 | $389.8 萬 | 0.40% | +21,000 | 新進 |
| Pier 88 Investment Partners LLC | 21,000 | $389.8 萬 | 0.87% | +21,000 | 新進 |
| Raiffeisen Bank International AG | 20,718 | $389.5 萬 | 0.05% | −4,454−17.7% | 減碼 |
| FJ Capital Management LLC | 20,975 | $389.3 萬 | 0.43% | −7,870−27.3% | 減碼 |
| Omers Administration Corp | 20,194 | $374.8 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 20,085 | $372.8 萬 | 0.09% | +3,792+23.3% | 加碼 |
| Bleichroeder LP | 20,000 | $371.2 萬 | 0.65% | 00.0% | 不變 |
| Asset Planning,Inc | 19,902 | $369.4 萬 | 2.60% | −209−1.0% | 減碼 |
| Canada Post Corp Registered Pension Plan | 19,899 | $369.3 萬 | 0.14% | +3,550+21.7% | 加碼 |
| Great Diamond Partners, LLC | 19,489 | $361.7 萬 | 0.70% | −240−1.2% | 減碼 |
| Jain Global LLC | 19,418 | $360.4 萬 | 0.04% | +19,418 | 新進 |
| Lincluden Management Ltd | 19,273 | $357.7 萬 | 0.30% | −4,377−18.5% | 減碼 |
| Kinneret Advisory, LLC | 19,269 | $357.7 萬 | 0.30% | −527−2.7% | 減碼 |
| Chesley Taft & Associates LLC | 19,165 | $355.7 萬 | 0.14% | +1,117+6.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 19,002 | $352.7 萬 | 0.02% | +958+5.3% | 加碼 |
| Twinbeech Capital LP | 19,000 | $352.7 萬 | 0.25% | +19,000 | 新進 |
| Capital International Ltd | 18,909 | $351.0 萬 | 0.12% | +18,909 | 新進 |
| Laird Norton Trust Company, LLC | 18,776 | $348.5 萬 | 0.07% | +18,776 | 新進 |
| Securian Asset Management, Inc | 18,589 | $345.0 萬 | 0.13% | −13,711−42.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 18,500 | $343.4 萬 | 0.12% | +383+2.1% | 加碼 |
| MUFG Securities Americas Inc. | 18,490 | $343.2 萬 | 0.21% | +454+2.5% | 加碼 |
| GWM Advisors LLC | 18,485 | $343.1 萬 | 0.01% | +3,072+19.9% | 加碼 |
| Sarasin & Partners LLP | 18,434 | $342.2 萬 | 0.04% | −2,199−10.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 20,873 | $340.0 萬 | 0.13% | +3,251+18.4% | 加碼 |
| Wahed Invest LLC | 18,111 | $336.2 萬 | 0.44% | −195−1.1% | 減碼 |
| V-Square Quantitative Management LLC | 18,082 | $335.6 萬 | 0.35% | −1,678−8.5% | 減碼 |
| Hilton Capital Management, LLC | 17,990 | $333.9 萬 | 0.25% | +17,990 | 新進 |
| Kornitzer Capital Management Inc | 17,900 | $332.2 萬 | 0.07% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $326.9 萬 | 0.21% | 00.0% | 不變 |
| MASTERINVEST Kapitalanlage GmbH | 17,294 | $325.1 萬 | 0.31% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 17,397 | $322.9 萬 | 0.05% | −11,955−40.7% | 減碼 |
| Meeder Advisory Services, Inc. | 17,206 | $319.4 萬 | 0.14% | +2,248+15.0% | 加碼 |
| Everence Capital Management Inc | 17,153 | $318.4 萬 | 0.19% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 17,020 | $315.9 萬 | 0.22% | +1,463+9.4% | 加碼 |
| Brant Point Investment Management LLC | 17,000 | $315.5 萬 | 0.76% | +7,000+70.0% | 加碼 |
| Nilsine Partners, LLC | 16,976 | $315.1 萬 | 0.27% | +532+3.2% | 加碼 |
| Capital Investment Advisors, LLC | 16,778 | $311.4 萬 | 0.05% | −47−0.3% | 減碼 |
| Benjamin Edwards Inc | 16,758 | $311.1 萬 | 0.03% | +3,134+23.0% | 加碼 |
| HB Wealth Management, LLC | 16,711 | $310.2 萬 | 0.02% | +686+4.3% | 加碼 |
| Impax Asset Management Group plc | 16,548 | $307.1 萬 | 0.02% | 00.0% | 不變 |
| Liberty Capital Management, Inc. | 16,257 | $301.7 萬 | 0.56% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 16,226 | $301.2 萬 | 0.03% | −2,631−14.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 16,190 | $300.5 萬 | 0.20% | +664+4.3% | 加碼 |
| D.A. Davidson & Co. | 16,062 | $298.1 萬 | 0.02% | −389−2.4% | 減碼 |
| Quadrant Capital Group LLC | 15,987 | $296.7 萬 | 0.09% | +109+0.7% | 加碼 |
| J. Safra Sarasin Holding AG | 15,833 | $293.9 萬 | 0.05% | +11,060+231.7% | 加碼 |
| Harvest Investment Services, LLC | 15,792 | $293.1 萬 | 0.55% | +3,715+30.8% | 加碼 |
| Verde Capital Management | 15,748 | $292.3 萬 | 0.62% | −836−5.0% | 減碼 |
| Pensionmark Financial Group, LLC | 15,723 | $291.8 萬 | 0.05% | +3,427+27.9% | 加碼 |
| Anson Funds Management LP | 15,500 | $287.7 萬 | 0.40% | +15,500 | 新進 |
| Simon Quick Advisors, LLC | 15,356 | $285.0 萬 | 0.12% | +187+1.2% | 加碼 |
| GAMMA Investing LLC | 15,266 | $283.4 萬 | 0.14% | +1,394+10.0% | 加碼 |
| CAPROCK Group, Inc. | 15,145 | $281.1 萬 | 0.06% | −1,803−10.6% | 減碼 |