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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 4,864 | $90.3 萬 | 0.00% | −11−0.2% | 減碼 |
| Madden Advisory Services, Inc. | 4,858 | $90.2 萬 | 0.36% | −132−2.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,834 | $89.7 萬 | 0.22% | −609−11.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,795 | $89.0 萬 | 0.02% | −30−0.6% | 減碼 |
| Valeo Financial Advisors, LLC | 4,765 | $88.4 萬 | 0.02% | +230+5.1% | 加碼 |
| M&G Plc | 4,752 | $88.4 萬 | 0.00% | −642−11.9% | 減碼 |
| Edgestream Partners, L.P. | 4,760 | $88.4 萬 | 0.02% | −9,876−67.5% | 減碼 |
| Sage Mountain Advisors LLC | 4,733 | $87.8 萬 | 0.05% | +618+15.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,730 | $87.8 萬 | 0.00% | +1,812+62.1% | 加碼 |
| LongView Wealth Management | 4,693 | $87.6 萬 | 0.21% | −259−5.2% | 減碼 |
| Lederer & Associates Investment Counsel | 4,649 | $86.3 萬 | 0.58% | −100−2.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,629 | $85.9 萬 | 0.11% | +67+1.5% | 加碼 |
| AlphaGrep UK Ltd | 4,605 | $85.5 萬 | 0.29% | +4,605 | 新進 |
| Pinebridge Investments LLC | 4,588 | $85.2 萬 | 0.01% | +4,588 | 新進 |
| PDS Planning, Inc | 4,578 | $85.0 萬 | 0.06% | +252+5.8% | 加碼 |
| Midwest Trust Co | 4,574 | $84.9 萬 | 0.01% | −2,748−37.5% | 減碼 |
| Florida Financial Advisors, LLC | 4,570 | $84.8 萬 | 0.23% | +586+14.7% | 加碼 |
| Fulcrum Capital LLC | 4,534 | $84.2 萬 | 0.17% | −738−14.0% | 減碼 |
| First American Trust, FSB | 4,522 | $83.9 萬 | 0.06% | +7+0.2% | 加碼 |
| Buckingham Strategic Partners | 4,506 | $83.6 萬 | 0.01% | −2,619−36.8% | 減碼 |
| LRI Investments, LLC | 4,499 | $83.5 萬 | 0.07% | −25−0.6% | 減碼 |
| Joel Isaacson & Co., LLC | 4,480 | $83.2 萬 | 0.03% | +83+1.9% | 加碼 |
| Bard Associates Inc | 4,432 | $82.3 萬 | 0.21% | −353−7.4% | 減碼 |
| Eurizon SLJ Capital Ltd | 4,427 | $82.2 萬 | 0.33% | +4,427 | 新進 |
| Tower Bridge Advisors | 4,425 | $82.1 萬 | 0.08% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,424 | $82.1 萬 | 0.02% | +42+1.0% | 加碼 |
| Plato Investment Management Ltd | 4,392 | $81.9 萬 | 0.05% | 00.0% | 不變 |
| Alteri Wealth LLC | 4,413 | $81.9 萬 | 0.27% | −1,041−19.1% | 減碼 |
| Ingalls & Snyder LLC | 4,395 | $81.6 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,362 | $81.0 萬 | 0.08% | +43+1.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,324 | $80.3 萬 | 0.24% | −70−1.6% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 4,291 | $79.6 萬 | 0.37% | +16+0.4% | 加碼 |
| Howard Capital Management Inc. | 4,269 | $79.2 萬 | 0.01% | +22+0.5% | 加碼 |
| St Germain D J Co Inc | 4,266 | $79.2 萬 | 0.03% | −209−4.7% | 減碼 |
| Panoramic Investment Advisors, LLC | 4,252 | $78.9 萬 | 0.43% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 4,177 | $78.5 萬 | 0.01% | +4,177 | 新進 |
| Foster Victor Wealth Advisors, LLC | 4,091 | $78.3 萬 | 0.05% | +4,091 | 新進 |
| IFP Advisors, Inc | 4,208 | $78.1 萬 | 0.02% | +836+24.8% | 加碼 |
| Virtu Financial LLC | 4,171 | $77.4 萬 | 0.03% | +4,171 | 新進 |
| Associated Banc-Corp | 4,166 | $77.3 萬 | 0.02% | −256−5.8% | 減碼 |
| Manske Wealth Management | 4,150 | $77.0 萬 | 0.23% | −236−5.4% | 減碼 |
| Rehmann Capital Advisory Group | 4,112 | $76.3 萬 | 0.04% | +640+18.4% | 加碼 |
| Tuttle Tactical Management | 4,112 | $76.3 萬 | 1.69% | −857−17.2% | 減碼 |
| Caerus Investment Advisors, LLC | 4,108 | $76.2 萬 | 0.25% | −503−10.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 4,105 | $76.2 萬 | 0.02% | +130+3.3% | 加碼 |
| Dogwood Wealth Management LLC | 4,106 | $76.2 萬 | 0.34% | −349−7.8% | 減碼 |
| Churchill Financial Advisors, LLC | 4,095 | $76.0 萬 | 0.23% | +4,095 | 新進 |
| Baldwin Investment Management, LLC | 4,076 | $75.7 萬 | 0.09% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 4,056 | $75.3 萬 | 0.12% | +1,026+33.9% | 加碼 |
| Harbour Investments, Inc. | 4,009 | $74.4 萬 | 0.02% | −59−1.5% | 減碼 |
| Brown Brothers Harriman & Co | 3,997 | $74.2 萬 | 0.00% | +1,489+59.4% | 加碼 |
| Southland Equity Partners LLC | 3,947 | $73.3 萬 | 0.14% | +29+0.7% | 加碼 |
| Aprio Wealth Management, LLC | 3,935 | $73.0 萬 | 0.04% | +1,910+94.3% | 加碼 |
| 180 Wealth Advisors, LLC | 3,903 | $72.4 萬 | 0.08% | −2,940−43.0% | 減碼 |
| Glenview Trust Co | 3,900 | $72.4 萬 | 0.01% | +88+2.3% | 加碼 |
| Personal Cfo Solutions, LLC | 3,885 | $72.1 萬 | 0.11% | +1,240+46.9% | 加碼 |
| Comprehensive Money Management Services LLC | 3,876 | $71.9 萬 | 0.50% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 3,866 | $71.8 萬 | 0.04% | +10.0% | 加碼 |
| River Street Advisors LLC | 3,843 | $71.3 萬 | 0.27% | +103+2.8% | 加碼 |
| AA Financial Advisors, LLC | 3,838 | $71.2 萬 | 0.13% | +289+8.1% | 加碼 |
| Zions Bancorporation, National Association | 3,805 | $70.6 萬 | 0.03% | +1,589+71.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,807 | $70.6 萬 | 0.01% | +4+0.1% | 加碼 |
| Essex Financial Services, Inc. | 3,790 | $70.3 萬 | 0.04% | +771+25.5% | 加碼 |
| Farringdon Capital, Ltd. | 3,745 | $69.5 萬 | 0.17% | +3,745 | 新進 |
| Buckley Wealth Management, LLC | 3,738 | $69.4 萬 | 0.18% | +3,738 | 新進 |
| Beto Financial Group, LLC | 3,694 | $69.2 萬 | 0.47% | +3,694 | 新進 |
| Ameritas Advisory Services, LLC | 3,717 | $69.0 萬 | 0.03% | +799+27.4% | 加碼 |
| Prosperity Consulting Group, LLC | 3,712 | $68.9 萬 | 0.03% | +940+33.9% | 加碼 |
| National Asset Management, Inc. | 3,669 | $68.1 萬 | 0.03% | +605+19.7% | 加碼 |
| Souders Financial Advisors | 3,669 | $68.1 萬 | 0.08% | +811+28.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,627 | $67.3 萬 | 0.29% | −58−1.6% | 減碼 |
| Panagora Asset Management Inc | 3,625 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,615 | $67.1 萬 | 0.02% | +214+6.3% | 加碼 |
| SRS Capital Advisors, Inc. | 3,610 | $67.0 萬 | 0.02% | −9,386−72.2% | 減碼 |
| HBK Sorce Advisory LLC | 3,384 | $66.3 萬 | 0.02% | +20+0.6% | 加碼 |
| Family Wealth Partners, LLC | 3,567 | $66.2 萬 | 0.24% | +2+0.1% | 加碼 |
| Peak Planning Group, LLC | 3,562 | $66.1 萬 | 0.19% | +6+0.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,561 | $66.1 萬 | 0.05% | −300−7.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,561 | $66.1 萬 | 0.08% | +3,561 | 新進 |
| Flputnam Investment Management Co | 3,553 | $66.0 萬 | 0.01% | +2+0.1% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,550 | $65.9 萬 | 0.17% | +360+11.3% | 加碼 |
| Keel Point, LLC | 3,509 | $65.1 萬 | 0.04% | +195+5.9% | 加碼 |
| CX Institutional | 3,499 | $65.0 萬 | 0.02% | +231+7.1% | 加碼 |
| Simplicity Wealth,LLC | 3,500 | $65.0 萬 | 0.04% | +716+25.7% | 加碼 |
| Stonebridge Financial Group, LLC | 3,497 | $64.9 萬 | 0.06% | +23+0.7% | 加碼 |
| Dakota Wealth Management | 3,497 | $64.9 萬 | 0.01% | +3,497 | 新進 |
| West Family Investments, Inc. | 3,491 | $64.8 萬 | 0.15% | 00.0% | 不變 |
| Valued Retirements, Inc. | 3,488 | $64.7 萬 | 0.63% | +584+20.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 3,488 | $64.7 萬 | 0.05% | +455+15.0% | 加碼 |
| Brevan Howard Capital Management LP | 3,484 | $64.7 萬 | 0.01% | +3,484 | 新進 |
| Strategy Asset Managers LLC | 3,480 | $64.6 萬 | 0.11% | +37+1.1% | 加碼 |
| Ninepoint Partners LP | 3,479 | $64.6 萬 | 0.08% | +2,013+137.3% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $64.5 萬 | 0.19% | 00.0% | 不變 |
| Westerkirk Capital Inc. | 3,471 | $64.4 萬 | 0.06% | −6,529−65.3% | 減碼 |
| AE Wealth Management LLC | 3,471 | $64.4 萬 | 0.00% | +283+8.9% | 加碼 |
| Conning Inc. | 3,467 | $64.4 萬 | 0.02% | +136+4.1% | 加碼 |
| L2 Asset Management, LLC | 3,459 | $64.2 萬 | 0.09% | +314+10.0% | 加碼 |
| Colony Capital, Inc. | 3,450 | $64.0 萬 | 0.05% | −350−9.2% | 減碼 |
| Balboa Wealth Partners | 3,447 | $64.0 萬 | 0.11% | −82−2.3% | 減碼 |
| Lake Street Financial LLC | 3,443 | $63.9 萬 | 0.08% | +3+0.1% | 加碼 |