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 13F 持有人
Welltower Inc. 在 2026/3/31 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
- 1,498
- 較 2025 年第 4 季 +77 家
- 持有股數
- 6.75 億
- 較 2025 年第 4 季 +1.21 億 (+21.8%)
- 總市值
- $1,333 億
- 較 2025 年第 4 季 +$305.0 億 (+29.7%)
- 新進機構
- 178
- 另有 670 家加碼
- 清倉機構
- 101
- 另有 444 家減碼
另有 17 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 1,810 | $35.8 萬 | 0.03% | −156−7.9% | 減碼 |
| PCM Encore, LLC | 1,811 | $35.8 萬 | 0.07% | +252+16.2% | 加碼 |
| Rothschild Capital Partners, LLC | 1,814 | $35.9 萬 | 0.09% | −710−28.1% | 減碼 |
| Cornerstone Wealth Group, LLC | 1,752 | $36.2 萬 | 0.02% | +120+7.4% | 加碼 |
| Private Trust Co NA | 1,838 | $36.3 萬 | 0.03% | +648+54.5% | 加碼 |
| Financial Management Professionals, Inc. | 1,848 | $36.5 萬 | 0.04% | +1,523+468.6% | 加碼 |
| Wealth Science Advisors LLC | 1,969 | $36.5 萬 | 0.21% | 00.0% | 不變 |
| Optas, LLC | 1,851 | $36.6 萬 | 0.06% | +130+7.6% | 加碼 |
| Bullock Wealth Management Group | 1,841 | $36.6 萬 | 0.18% | +5+0.3% | 加碼 |
| Prosperity Financial Group, Inc. | 1,857 | $36.7 萬 | 0.14% | −91−4.7% | 減碼 |
| Values Added Financial LLC | 1,865 | $36.9 萬 | 0.16% | +89+5.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,880 | $37.2 萬 | 0.01% | +190+11.2% | 加碼 |
| Colonial Trust Advisors | 1,892 | $37.4 萬 | 0.03% | +500+35.9% | 加碼 |
| Onefund, LLC | 1,888 | $37.5 萬 | 0.24% | +181+10.6% | 加碼 |
| Regions Financial Corp | 1,904 | $37.6 萬 | 0.00% | +210+12.4% | 加碼 |
| Old Mission Capital LLC | 1,914 | $37.8 萬 | 0.01% | +1,914 | 新進 |
| Zions Bancorporation, National Association | 1,915 | $37.9 萬 | 0.02% | −1,890−49.7% | 減碼 |
| Accurate Wealth Management, LLC | 1,828 | $38.0 萬 | 0.05% | +81+4.6% | 加碼 |
| Discipline Wealth Solutions, LLC | 1,920 | $38.0 萬 | 0.04% | −11−0.6% | 減碼 |
| Daymark Wealth Partners, LLC | 1,922 | $38.0 萬 | 0.01% | +87+4.7% | 加碼 |
| Alerus Financial NA | 1,923 | $38.0 萬 | 0.02% | +1,923 | 新進 |
| New Republic Capital, LLC | 1,929 | $38.1 萬 | 0.13% | −255−11.7% | 減碼 |
| Gryphon Financial Partners LLC | 1,934 | $38.2 萬 | 0.04% | +1,934 | 新進 |
| Prudent Man Advisors, LLC | 1,948 | $38.5 萬 | 0.12% | +71+3.8% | 加碼 |
| Commons Capital, LLC | 1,953 | $38.6 萬 | 0.32% | +3+0.2% | 加碼 |
| Providence Financial Advisors, LLC | 1,957 | $38.7 萬 | 0.22% | −65−3.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 1,969 | $38.9 萬 | 0.03% | −132−6.3% | 減碼 |
| Hardy Reed LLC | 1,970 | $39.0 萬 | 0.03% | −30−1.5% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 1,974 | $39.0 萬 | 0.02% | 00.0% | 不變 |
| Leo Wealth, LLC | 1,975 | $39.1 萬 | 0.03% | +1,975 | 新進 |
| Cetera Trust Company, N.A | 1,990 | $39.3 萬 | 0.22% | −250−11.2% | 減碼 |
| Chicago Partners Investment Group LLC | 1,979 | $39.5 萬 | 0.01% | +202+11.4% | 加碼 |
| C2C Wealth Management, LLC | 2,000 | $39.5 萬 | 0.33% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 1,824 | $39.5 萬 | 0.07% | +82+4.7% | 加碼 |
| Whipplewood Advisors, LLC | 2,005 | $39.6 萬 | 0.21% | −722−26.5% | 減碼 |
| Gross & Hartman Investments LLC | 2,016 | $39.9 萬 | 0.21% | 00.0% | 不變 |
| Safe Harbor Family Capital, LLC | 2,016 | $39.9 萬 | 0.31% | 00.0% | 不變 |
| Tempo Wealth, LLC | 2,021 | $40.0 萬 | 0.07% | +7+0.3% | 加碼 |
| SNS Financial Group, LLC | 2,021 | $40.0 萬 | 0.03% | +21+1.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 2,024 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Engineers Gate Manager LP | 2,029 | $40.1 萬 | 0.01% | +757+59.5% | 加碼 |
| Corient IA LLC | 2,030 | $40.1 萬 | 0.38% | −470−18.8% | 減碼 |
| Krilogy Financial LLC | 1,874 | $40.2 萬 | 0.01% | −161−7.9% | 減碼 |
| Parkside Financial Bank & Trust | 2,034 | $40.2 萬 | 0.03% | +57+2.9% | 加碼 |
| Purpose Unlimited Inc. | 2,036 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Income Insurance Ltd | 2,048 | $40.5 萬 | 0.28% | 00.0% | 不變 |
| Dickmeyer Boyce Financial Management, Inc. | 2,066 | $40.8 萬 | 0.24% | +2,066 | 新進 |
| Smith, Moore & Co. | 2,070 | $40.9 萬 | 0.03% | +195+10.4% | 加碼 |
| Woodmont Investment Counsel LLC | 2,071 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 2,072 | $41.0 萬 | 0.05% | +2,072 | 新進 |
| SmartHarvest Portfolios, LLC | 2,076 | $41.0 萬 | 0.17% | −396−16.0% | 減碼 |
| Foster Group, Inc. | 2,076 | $41.0 萬 | 0.01% | +166+8.7% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 2,076 | $41.1 萬 | 0.06% | −252−10.8% | 減碼 |
| Quent Capital, LLC | 2,084 | $41.2 萬 | 0.03% | +530+34.1% | 加碼 |
| Bridgewater Advisors Inc. | 1,987 | $41.7 萬 | 0.02% | +208+11.7% | 加碼 |
| Monument Capital Management | 2,109 | $41.7 萬 | 0.10% | −109−4.9% | 減碼 |
| Mystic Asset Management, Inc. | 2,115 | $41.8 萬 | 0.10% | 00.0% | 不變 |
| Facet Wealth, Inc. | 2,118 | $41.9 萬 | 0.01% | −365−14.7% | 減碼 |
| Howard Capital Management Inc. | 2,132 | $42.2 萬 | 0.01% | −2,137−50.1% | 減碼 |
| Capital Advisors Wealth Management, LLC | 2,138 | $42.3 萬 | 0.06% | +7+0.3% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,142 | $42.3 萬 | 0.03% | −50−2.3% | 減碼 |
| Circle Wealth Management, LLC | 2,154 | $42.6 萬 | 0.01% | +235+12.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 2,155 | $42.6 萬 | 0.01% | +273+14.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 2,156 | $42.6 萬 | 0.12% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 2,163 | $42.8 萬 | 0.01% | +326+17.7% | 加碼 |
| Phillips Wealth Planners LLC | 2,001 | $43.0 萬 | 0.32% | −6−0.3% | 減碼 |
| Gateway Wealth Partners, LLC | 2,176 | $43.0 萬 | 0.02% | +2,176 | 新進 |
| GM Advisory Group, Inc. | 2,187 | $43.2 萬 | 0.02% | −125−5.4% | 減碼 |
| Painted Porch Advisors LLC | 2,189 | $43.3 萬 | 0.21% | −7−0.3% | 減碼 |
| Pflug Koory, LLC | 2,190 | $43.3 萬 | 0.20% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 2,196 | $43.4 萬 | 0.07% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 2,209 | $43.7 萬 | 0.19% | +8+0.4% | 加碼 |
| Basecamp Wealth Advisors LLC | 2,213 | $43.8 萬 | 0.09% | +34+1.6% | 加碼 |
| Everpar Advisors LLC | 2,216 | $43.8 萬 | 0.15% | +497+28.9% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,220 | $43.9 萬 | 0.03% | +332+17.6% | 加碼 |
| Portfolio Resources Advisor Group, Inc. | 2,231 | $44.1 萬 | 0.44% | +339+17.9% | 加碼 |
| SRS Capital Advisors, Inc. | 2,216 | $44.2 萬 | 0.01% | −1,394−38.6% | 減碼 |
| Clear Wave Wealth Management LLC | 2,267 | $44.8 萬 | 0.11% | +2,267 | 新進 |
| Cullinan Associates Inc | 2,275 | $45.0 萬 | 0.04% | −7,800−77.4% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,277 | $45.0 萬 | 0.20% | 00.0% | 不變 |
| Defiance ETFs, LLC | 2,283 | $45.1 萬 | 0.01% | +2,283 | 新進 |
| Advisory Alpha, LLC | 2,286 | $45.2 萬 | 0.01% | +2,286 | 新進 |
| Strategic Investment Advisors | 2,292 | $45.4 萬 | 0.03% | −409−15.1% | 減碼 |
| MTM Investment Management, LLC | 2,300 | $45.5 萬 | 0.14% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,307 | $45.6 萬 | 0.15% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 2,312 | $45.7 萬 | 0.04% | −96−4.0% | 減碼 |
| Norden Group LLC | 2,314 | $45.8 萬 | 0.04% | +241+11.6% | 加碼 |
| Jane Street Group, LLC | 2,331 | $46.1 萬 | 0.00% | +2,331 | 新進 |
| Sentinus, LLC | 2,331 | $46.1 萬 | 0.04% | +76+3.4% | 加碼 |
| Family Capital Trust Co | 2,342 | $46.3 萬 | 0.17% | +1,411+151.6% | 加碼 |
| Advyzon Investment Management, LLC | 2,343 | $46.3 萬 | 0.04% | +2,343 | 新進 |
| First Foundation Advisors | 2,353 | $46.5 萬 | 0.02% | +390+19.9% | 加碼 |
| Brucke Financial, Inc. | 2,370 | $46.9 萬 | 0.24% | +2,370 | 新進 |
| Whalerock Point Partners, LLC | 2,398 | $47.4 萬 | 0.09% | 00.0% | 不變 |
| Alps Advisors Inc | 2,400 | $47.5 萬 | 0.00% | −270−10.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 2,401 | $47.5 萬 | 0.01% | −170−6.6% | 減碼 |
| Index Technologies Group LLC | 2,402 | $47.5 萬 | 0.52% | −892−27.1% | 減碼 |
| AGH Wealth Advisors, LLC | 2,411 | $47.7 萬 | 0.35% | +109+4.7% | 加碼 |
| Evoke Wealth, LLC | 2,423 | $47.9 萬 | 0.01% | −114−4.5% | 減碼 |
| Larson Financial Group LLC | 2,444 | $48.3 萬 | 0.02% | +263+12.1% | 加碼 |