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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Welltower Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

WELL 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數1,437171,497+77
股數6.76 億1.22 億6.75 億+1.21 億 (+21.8%)
市值$1,255 億$227.2 億$1,333 億+$305.0 億 (+29.7%)

17 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（178 家）

2026 年第 1 季季末持有 Welltower Inc.、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 178 家。

2026 年第 1 季新進 WELL 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC45,352,434$89.7 億0.22%
Vanguard Portfolio Management LLC41,863,049$82.8 億0.43%
Vanguard Fiduciary Trust Co3,926,660$7.76 億0.20%
Vanguard Global Advisers, LLC1,526,277$3.02 億0.16%
Vanguard Asset Management, Ltd1,198,867$2.37 億0.20%
Alphinity Investment Management Pty Ltd1,123,298$2.22 億3.91%
Vanguard Investments Australia, Ltd.799,976$1.58 億0.46%
Marshall Wace, LLP675,946$1.34 億0.14%
Holocene Advisors, LP443,765$8,774 萬0.21%
CIBC Bancorp USA Inc.258,678$5,114 萬0.07%
Hudson Bay Capital Management LP235,296$4,652 萬0.28%
Caisse de Depot Et Placement du Quebec210,328$4,158 萬0.07%
Eversept Partners, LP180,953$3,578 萬2.36%
Eurizon Capital SGR S.p.A.167,637$3,309 萬0.10%
SEB Asset Management AB143,334$2,834 萬0.12%
Alyeska Investment Group, L.P.139,764$2,763 萬0.08%
Gillson Capital LP137,998$2,728 萬2.24%
Cornerstone Advisors, LLC120,083$2,374 萬0.87%
Voloridge Investment Management, LLC112,931$2,233 萬0.09%
Capitolis Liquid Global Markets LLC112,691$2,228 萬0.14%
Kovitz Investment Group Partners, LLC80,600$1,594 萬0.37%
Blue Chip Partners, Inc.68,404$1,352 萬0.97%
Mizuho Markets Cayman LP67,061$1,326 萬0.71%
HBK Investments L P62,515$1,236 萬0.16%
Bayhunt Capital LLC57,671$1,070 萬10.14%
Quadrature Capital Ltd49,122$971.2 萬0.12%
TIAA Wealth Investment Management LLC28,997$573.3 萬0.04%
Saudi Central Bank25,333$500.9 萬0.11%
CSM Advisors, LLC25,121$497.1 萬0.12%
L & S Advisors Inc21,547$426.0 萬0.54%
Rice Partnership, LLC18,075$357.4 萬0.49%
Group One Trading, L.P.17,781$351.5 萬0.12%
Nearwater Capital Markets, Ltd14,600$288.7 萬0.07%
GLOBALT Investments LLC13,126$259.5 萬0.09%
iA Global Asset Management Inc.12,143$240.1 萬0.03%
AustralianSuper Pty Ltd11,417$225.7 萬0.01%
Banque Pictet & Cie SA10,671$211.0 萬0.02%
Gerald Baker Financial Group LLC10,466$206.9 萬0.66%
Walleye Trading LLC10,161$200.9 萬0.04%
Schonfeld Strategic Advisors LLC9,748$192.7 萬0.02%
Jump Financial, LLC9,282$183.5 萬0.03%
Banco BTG Pactual S.A.9,166$181.2 萬0.35%
Life Cycle Investment Partners Ltd8,378$165.6 萬0.01%
Summit Global Investments8,308$164.3 萬0.10%
Picton Mahoney Asset Management8,100$160.1 萬0.02%
Brighton Jones LLC7,099$140.4 萬0.03%
S&A Financial Services, Inc.6,967$137.7 萬0.95%
Northeast Investment Management6,562$129.7 萬0.05%
Sun Life Financial INC5,760$113.9 萬0.06%
CVFG LLC5,651$111.7 萬0.14%
Ninety One UK Ltd5,647$111.6 萬0.00%
Ibex Wealth Advisors5,571$110.1 萬0.10%
Benchmark Investment Advisors LLC5,060$100.0 萬0.58%
Supplemental Annuity Collective Trust of NJ4,647$91.9 萬0.26%
Bull Harbor Capital LLC4,028$79.6 萬0.21%
Saiph Capital, LLC3,949$78.1 萬0.30%
Tiaa-Cref Individual & Institutional Services, LLC3,834$75.8 萬0.00%
Kesler, Norman & Wride, LLC3,629$71.7 萬0.12%
First Affirmative Financial Network3,273$64.7 萬0.25%
PlanVest Financial, Inc3,072$60.8 萬0.46%
Two Sigma Securities, LLC2,717$53.7 萬0.06%
E Fund Management Co., Ltd.2,572$50.9 萬0.02%
Evergreen Wealth Solutions, LLC2,497$49.4 萬0.03%
Brucke Financial, Inc.2,370$46.9 萬0.24%
Advyzon Investment Management, LLC2,343$46.3 萬0.04%
Jane Street Group, LLC2,331$46.1 萬0.00%
Advisory Alpha, LLC2,286$45.2 萬0.01%
Defiance ETFs, LLC2,283$45.1 萬0.01%
Clear Wave Wealth Management LLC2,267$44.8 萬0.11%
Gateway Wealth Partners, LLC2,176$43.0 萬0.02%
Lifeworks Advisors, LLC2,072$41.0 萬0.05%
Dickmeyer Boyce Financial Management, Inc.2,066$40.8 萬0.24%
Leo Wealth, LLC1,975$39.1 萬0.03%
Gryphon Financial Partners LLC1,934$38.2 萬0.04%
Alerus Financial NA1,923$38.0 萬0.02%
Old Mission Capital LLC1,914$37.8 萬0.01%
Segment Wealth Management, LLC1,762$34.8 萬0.02%
TRB Wealth Management, LLC1,672$33.1 萬0.05%
OneAscent Financial Services LLC1,602$31.7 萬0.02%
Greenwood Capital Associates LLC1,599$31.6 萬0.03%
TFR Capital, LLC.1,550$30.6 萬0.09%
Pure Financial Advisors, Inc.1,485$29.4 萬0.00%
Range Advisory, LLC1,432$28.3 萬0.05%
Quadrant Private Wealth Management, LLC1,336$26.4 萬0.04%
Capital CS Group, LLC1,330$26.3 萬0.54%
Paradigm Financial Partners, LLC1,283$25.4 萬0.05%
Ashton Thomas Private Wealth, LLC1,273$25.2 萬0.01%
Financial Advisors Network, Inc.1,269$25.1 萬0.03%
Diversify Wealth Management, LLC1,164$24.7 萬0.00%
Campbell & CO Investment Adviser LLC1,248$24.7 萬0.01%
Financial Designs Corp1,224$24.2 萬0.13%
Empower Advisory Group, LLC1,194$23.6 萬0.00%
Convergence Financial, LLC1,170$23.1 萬0.02%
Renaissance Group LLC1,169$23.1 萬0.01%
Insigneo Advisory Services, LLC1,162$23.0 萬0.02%
Hexagon Capital Partners LLC1,144$22.6 萬0.03%
Ewa, LLC1,141$22.5 萬0.05%
Aviso Wealth Management1,139$22.5 萬0.10%
Owl Creek Wealth Partners LLC1,131$22.4 萬0.08%
Relyea Zuckerberg Hanson LLC1,128$22.3 萬0.02%

清倉機構（101 家）

2025 年第 4 季季末持有 Welltower Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 101 家。

2026 年第 1 季清倉 WELL 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Qube Research & Technologies Ltd665,830$1.24 億
Apollo Management Holdings, L.P.514,660$9,553 萬
Artisan Partners Limited Partnership262,930$4,880 萬
Skandinaviska Enskilda Banken AB (publ)180,643$3,353 萬
Renaissance Technologies LLC173,063$3,212 萬
Oddo BHF Asset Management SAS86,147$1,599 萬
DLD Asset Management, LP65,720$1,220 萬
Entropy Technologies, LP54,824$1,018 萬
Greenland Capital Management LP50,354$934.6 萬
Tudor Investment Corp Et Al49,300$915.1 萬
Consolidated Planning Corp47,374$879.3 萬
Neo Ivy Capital Management40,704$755.5 萬
VMS Asset Management Limited29,950$555.9 萬
Advisors Preferred, LLC25,486$476.4 萬
Thames Capital Management LLC25,195$467.6 萬
BCJ Capital Management, LLC21,472$398.5 萬
Steel Peak Wealth Management LLC21,115$391.9 萬
Twinbeech Capital LP19,000$352.7 萬
Anson Funds Management LP15,500$287.7 萬
Two Sigma Advisers, LP15,100$280.3 萬
Blue Capital, Inc.13,781$255.8 萬
PEAK6 LLC13,226$245.5 萬
Oak Thistle LLC13,192$244.9 萬
Mount Lucas Management LP11,396$211.5 萬
BNP Paribas9,800$181.9 萬
GAM Holding AG8,879$164.8 萬
Dark Forest Capital Management LP8,326$154.5 萬
Wolverine Asset Management LLC8,067$149.7 萬
Quantbot Technologies LP7,864$146.0 萬
MQS Management LLC5,405$100.3 萬
Quest Partners LLC5,267$97.8 萬
Inceptionr LLC5,177$96.1 萬
Machina Capital S.A.S.5,154$95.7 萬
Sage Mountain Advisors LLC4,733$87.8 萬
Virtu Financial LLC4,171$77.4 萬
Farringdon Capital, Ltd.3,745$69.5 萬
Brevan Howard Capital Management LP3,484$64.7 萬
Hutchens & Kramer Investment Management Group, LLC3,294$61.1 萬
Hilltop Holdings Inc.3,088$57.3 萬
Retireful, LLC3,036$57.1 萬
Dividend Assets Capital, LLC3,000$55.7 萬
Fiduciary Trust Co2,840$52.7 萬
Cynosure Management, LLC2,568$47.7 萬
Abc Arbitrage SA2,515$46.7 萬
IFG Advisory, LLC2,491$46.2 萬
Parsonex Advisory Services, Inc.2,327$43.2 萬
Gardner Lewis Asset Management L P2,286$42.4 萬
Expressive Wealth LLC2,036$37.8 萬
Evanson Asset Management, LLC2,010$37.3 萬
Atom Investors LP2,005$37.2 萬
CMC Financial Group1,827$33.9 萬
Sentry Investment Management LLC1,790$33.2 萬
Crawford Investment Counsel Inc1,731$32.1 萬
AlphaCentric Advisors LLC1,723$32.0 萬
Magnetar Financial LLC1,691$31.4 萬
Werba Rubin Papier Wealth Management1,450$26.9 萬
Jackson Thornton Asset Management, LLC1,418$26.3 萬
Prelude Capital Management, LLC1,382$25.7 萬
Carr Financial Group Corp1,358$25.2 萬
Focus Financial Network, Inc.1,301$24.2 萬
TABR Capital Management, LLC1,239$23.0 萬
London & Capital Asset Management Ltd1,237$22.9 萬
PUREfi Wealth, LLC1,235$22.9 萬
Kovack Advisors, Inc.1,217$22.6 萬
True North Advisors, LLC1,187$22.0 萬
Havemeyer Place LP1,136$21.1 萬
Calamos Wealth Management LLC1,109$20.6 萬
Longboard Asset Management, LP1,106$20.5 萬
Optimize Financial Inc1,098$20.4 萬
SageView Advisory Group, LLC940$17.5 萬
Camelot Portfolios, LLC900$16.7 萬
Reflection Asset Management834$15.5 萬
Turning Point Benefit Group, Inc.817$15.2 萬
Harbor Capital Advisors, Inc.757$14.1 萬
Inlight Wealth Management, LLC720$13.4 萬
Quarry LP671$12.5 萬
Cape Investment Advisory, Inc.591$11.0 萬
MidAtlantic Capital Management, Inc.500$9.28 萬
Garton & Associates Financial Advisors LLC419$7.77 萬
TCTC Holdings, LLC379$7.03 萬
Greenline Wealth Management LLC348$6.46 萬
Elyxium Wealth, LLC274$5.09 萬
Optima Capital LLC224$4.16 萬
Howard Hughes Medical Institute147$2.73 萬
Provenance Wealth Advisors, LLC139$2.58 萬
Strive Financial Group ,LLC79$1.47 萬
Jessup Wealth Management, Inc74$1.38 萬
Bangor Savings Bank67$1.24 萬
Legacy Bridge, LLC58$1.08 萬
Compass Financial Services Inc46$8,586
Maseco LLP46$8,534
Eq Wealth Advisors, LLC45$8,352
Atlantic Private Wealth, LLC29$5,403
Winnow Wealth LLC26$4,836
Wealth Watch Advisors, INC22$4,083
Quattro Advisors LLC16$2,985
HFM Investment Advisors, LLC10$1,857
Fairway Wealth LLC10$1,856
Strengthening Families & Communities, LLC6$1,114
Luken Investment Analytics, LLC5$928

尚未申報 2026 年第 1 季的機構（17 家）

2025 年第 4 季季末持有 Welltower Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 WELL、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc92,421,471$171.5 億
Norges Bank29,450,268$54.7 億
CIBC World Markets Corp260,546$4,836 萬
Forsta Ap-Fonden242,600$4,503 萬
Liberty Capital Management, Inc.16,257$301.7 萬
Global Retirement Partners, LLC12,412$230.4 萬
CIBC Private Wealth Group, LLC4,730$87.8 萬
Bowman & Co S.C.2,665$49.5 萬
Clarius Group, LLC1,703$31.6 萬
Alongside, LLC1,621$30.1 萬
FineMark National Bank & Trust1,486$27.6 萬
DV Equities, LLC967$17.9 萬
Trust Co of Vermont699$13.0 萬
ORG Partners LLC680$12.6 萬
New Millennium Group LLC91$1.69 萬
Redmont Wealth Advisors LLC46$8,538
Planning Project LLC37$6,896