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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 15,110 | $280.5 萬 | 0.08% | −2,846−15.8% | 減碼 |
| Two Sigma Advisers, LP | 15,100 | $280.3 萬 | 0.01% | +6,700+79.8% | 加碼 |
| Centaurus Financial, Inc. | 14,946 | $277.4 萬 | 0.13% | +1,325+9.7% | 加碼 |
| Sumitomo Life Insurance Co | 14,791 | $274.5 萬 | 0.08% | +128+0.9% | 加碼 |
| Principal Securities, Inc. | 14,641 | $271.8 萬 | 0.04% | +3,798+35.0% | 加碼 |
| XTX Topco Ltd | 14,590 | $270.8 萬 | 0.07% | +14,590 | 新進 |
| O'Rourke & Company, Inc | 14,558 | $270.2 萬 | 1.05% | −228−1.5% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 14,400 | $267.3 萬 | 0.21% | −1,485−9.3% | 減碼 |
| Change Path, LLC | 14,322 | $265.8 萬 | 0.06% | +194+1.4% | 加碼 |
| Independent Advisor Alliance | 14,228 | $264.1 萬 | 0.06% | +2,802+24.5% | 加碼 |
| Coldstream Capital Management Inc | 14,110 | $261.9 萬 | 0.03% | −430−3.0% | 減碼 |
| BDF-Gestion | 14,077 | $261.3 萬 | 0.32% | −938−6.2% | 減碼 |
| Old Second National Bank of Aurora | 14,028 | $260.4 萬 | 0.52% | −30−0.2% | 減碼 |
| Bessemer Group Inc | 13,909 | $258.3 萬 | 0.00% | +5,389+63.3% | 加碼 |
| Blue Capital, Inc. | 13,781 | $255.8 萬 | 1.82% | +13,781 | 新進 |
| Advance Capital Management, Inc. | 13,723 | $254.7 萬 | 0.11% | −30.0% | 減碼 |
| HighPoint Advisor Group LLC | 13,699 | $254.3 萬 | 0.06% | +1,327+10.7% | 加碼 |
| RSM US Wealth Management LLC | 13,392 | $251.8 萬 | 0.03% | −1,183−8.1% | 減碼 |
| Nations Financial Group Inc, | 13,546 | $251.4 萬 | 0.13% | −7,585−35.9% | 減碼 |
| Donoghue Forlines LLC | 13,423 | $249.1 萬 | 0.77% | +13,423 | 新進 |
| Steward Partners Investment Advisory, LLC | 13,387 | $248.5 萬 | 0.01% | +841+6.7% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 13,387 | $248.5 萬 | 0.40% | +13,387 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 13,276 | $246.4 萬 | 0.07% | +2,023+18.0% | 加碼 |
| PEAK6 LLC | 13,226 | $245.5 萬 | 0.07% | −2,949−18.2% | 減碼 |
| Oak Thistle LLC | 13,192 | $244.9 萬 | 0.34% | +13,192 | 新進 |
| Garrison Bradford & Associates Inc | 13,176 | $244.6 萬 | 2.66% | −75−0.6% | 減碼 |
| Hartford Funds Management Co LLC | 13,115 | $243.5 萬 | 0.20% | +4,309+48.9% | 加碼 |
| Signaturefd, LLC | 13,056 | $242.3 萬 | 0.04% | +1,018+8.5% | 加碼 |
| Twin Capital Management Inc | 12,930 | $240.0 萬 | 0.30% | −1,683−11.5% | 減碼 |
| NTV Asset Management LLC | 12,822 | $238.0 萬 | 0.25% | −505−3.8% | 減碼 |
| Prospera Financial Services Inc | 12,416 | $230.6 萬 | 0.04% | +550+4.6% | 加碼 |
| Global Retirement Partners, LLC | 12,412 | $230.4 萬 | 0.04% | +7,798+169.0% | 加碼 |
| Wesbanco Bank Inc | 12,210 | $226.6 萬 | 0.06% | −125−1.0% | 減碼 |
| Taproot Management LP | 12,085 | $224.3 萬 | 0.36% | +12,085 | 新進 |
| Summit Trail Advisors, LLC | 12,083 | $224.3 萬 | 0.04% | +660+5.8% | 加碼 |
| Glenmede Trust Co NA | 12,039 | $223.5 萬 | 0.01% | +12,039 | 新進 |
| Skopos Labs, Inc. | 11,645 | $220.8 萬 | 0.10% | +5,671+94.9% | 加碼 |
| Grimes & Company, Inc. | 11,658 | $216.4 萬 | 0.05% | +2,476+27.0% | 加碼 |
| Independent Financial Group, LLC | 11,533 | $214.1 萬 | 0.05% | +2,037+21.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,784 | $212.2 萬 | 0.05% | +135+1.2% | 加碼 |
| Ofi Invest Asset Management | 13,140 | $211.8 萬 | 0.03% | +4,952+60.5% | 加碼 |
| Mount Lucas Management LP | 11,396 | $211.5 萬 | 0.94% | +14+0.1% | 加碼 |
| GF Fund Management Co. Ltd. | 11,082 | $205.7 萬 | 0.04% | +150+1.4% | 加碼 |
| Resources Investment Advisors, LLC. | 10,949 | $203.2 萬 | 0.02% | −160−1.4% | 減碼 |
| LDR Capital Management LLC | 10,830 | $201.0 萬 | 2.79% | +10,830 | 新進 |
| Ballentine Partners, LLC | 10,813 | $200.7 萬 | 0.03% | +150+1.4% | 加碼 |
| Welch Group, LLC | 10,731 | $199.2 萬 | 0.08% | +28+0.3% | 加碼 |
| Drake & Associates, LLC | 10,700 | $198.6 萬 | 0.40% | −5,599−34.4% | 減碼 |
| Western Financial Corp | 10,696 | $198.5 萬 | 0.79% | −1,178−9.9% | 減碼 |
| RDA Financial Network | 10,670 | $198.0 萬 | 0.48% | −2,059−16.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 10,614 | $197.0 萬 | 0.54% | −960−8.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,529 | $195.4 萬 | 0.01% | +1,992+23.3% | 加碼 |
| Waterloo Capital, L.P. | 10,503 | $194.9 萬 | 0.14% | −2,392−18.5% | 減碼 |
| Morangie Management LLC | 10,496 | $194.8 萬 | 1.55% | +3,663+53.6% | 加碼 |
| American Financial Advisors, LLC | 10,449 | $193.9 萬 | 0.25% | −414−3.8% | 減碼 |
| James Investment Research Inc | 10,332 | $191.8 萬 | 0.21% | +2,517+32.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 10,302 | $191.2 萬 | 0.04% | +10,302 | 新進 |
| Tema ETFs LLC | 10,186 | $189.1 萬 | 0.15% | −28−0.3% | 減碼 |
| Profund Advisors LLC | 10,178 | $188.9 萬 | 0.06% | +1,961+23.9% | 加碼 |
| Farther Finance Advisors, LLC | 10,143 | $188.3 萬 | 0.02% | +1,675+19.8% | 加碼 |
| NFP Retirement, Inc. | 10,127 | $188.0 萬 | 0.11% | +7+0.1% | 加碼 |
| Cullinan Associates Inc | 10,075 | $187.0 萬 | 0.13% | −640−6.0% | 減碼 |
| Snowden Capital Advisors LLC | 10,070 | $186.9 萬 | 0.05% | +611+6.5% | 加碼 |
| Stephens Inc | 10,018 | $185.9 萬 | 0.02% | +352+3.6% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $185.6 萬 | 0.13% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 9,938 | $184.5 萬 | 0.43% | −600−5.7% | 減碼 |
| Bailard, Inc. | 9,899 | $183.7 萬 | 0.04% | +1,079+12.2% | 加碼 |
| Dorsey Wright & Associates | 9,894 | $183.6 萬 | 0.40% | −80−0.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 9,873 | $183.3 萬 | 0.12% | +99+1.0% | 加碼 |
| Huntington National Bank | 9,849 | $182.8 萬 | 0.01% | +2,705+37.9% | 加碼 |
| Baird Financial Group, Inc. | 9,811 | $182.1 萬 | 0.00% | −720−6.8% | 減碼 |
| Greenleaf Trust | 9,805 | $182.0 萬 | 0.02% | +161+1.7% | 加碼 |
| BNP Paribas | 9,800 | $181.9 萬 | 0.05% | +9,800 | 新進 |
| Diversified Trust Co | 9,746 | $180.9 萬 | 0.03% | −4,075−29.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,591 | $178.0 萬 | 0.13% | −388−3.9% | 減碼 |
| Arbor Capital Management Inc | 9,423 | $175.7 萬 | 1.47% | −38−0.4% | 減碼 |
| High Point Wealth Management, LLC | 9,390 | $174.3 萬 | 1.64% | +9,390 | 新進 |
| Denali Advisors LLC | 9,366 | $173.8 萬 | 0.19% | +151+1.6% | 加碼 |
| Wedmont Private Capital | 9,279 | $172.3 萬 | 0.06% | +57+0.6% | 加碼 |
| Ritholtz Wealth Management | 9,197 | $170.7 萬 | 0.03% | +812+9.7% | 加碼 |
| Atomi Financial Group, Inc. | 9,132 | $169.5 萬 | 0.05% | +2,122+30.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,975 | $166.6 萬 | 0.03% | +1,259+16.3% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,942 | $166.0 萬 | 0.48% | −393−4.2% | 減碼 |
| Jeppson Wealth Management, LLC | 8,938 | $165.9 萬 | 0.53% | −25−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 8,938 | $165.9 萬 | 0.15% | +369+4.3% | 加碼 |
| GAM Holding AG | 8,879 | $164.8 萬 | 0.11% | +6,952+360.8% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 8,853 | $164.3 萬 | 0.21% | +8,853 | 新進 |
| Verition Fund Management LLC | 8,847 | $164.2 萬 | 0.01% | −12,504−58.6% | 減碼 |
| Agate Pass Investment Management, LLC | 8,785 | $163.1 萬 | 0.61% | −800−8.3% | 減碼 |
| Savvy Advisors, Inc. | 8,677 | $161.0 萬 | 0.05% | +566+7.0% | 加碼 |
| Schnieders Capital Management, LLC. | 8,394 | $155.8 萬 | 0.24% | −10−0.1% | 減碼 |
| Dark Forest Capital Management LP | 8,326 | $154.5 萬 | 0.07% | +8,326 | 新進 |
| Trueblood Wealth Management, LLC | 8,298 | $154.0 萬 | 0.60% | −685−7.6% | 減碼 |
| We Are One Seven, LLC | 8,289 | $153.8 萬 | 0.03% | −1,285−13.4% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 8,275 | $153.6 萬 | 0.46% | +31+0.4% | 加碼 |
| AlphaCore Capital LLC | 8,136 | $151.0 萬 | 0.03% | +2,462+43.4% | 加碼 |
| PFG Investments, LLC | 8,122 | $150.8 萬 | 0.07% | +172+2.2% | 加碼 |
| Emergent Wealth Advisors, LLC | 8,101 | $150.4 萬 | 0.85% | −84−1.0% | 減碼 |
| Wolverine Asset Management LLC | 8,067 | $149.7 萬 | 0.02% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 8,055 | $149.5 萬 | 0.42% | −295−3.5% | 減碼 |