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 |
|---|---|---|---|---|---|
| bLong Financial, LLC | 2,450 | $48.4 萬 | 0.37% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,461 | $48.7 萬 | 0.01% | −189−7.1% | 減碼 |
| Triad Wealth Partners, LLC | 2,466 | $48.8 萬 | 0.04% | +96+4.1% | 加碼 |
| Gold Investment Management Ltd. | 2,470 | $48.8 萬 | 0.15% | 00.0% | 不變 |
| Retirement Planning Group, LLC | 2,477 | $49.0 萬 | 0.32% | +10.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,479 | $49.0 萬 | 0.03% | −221−8.2% | 減碼 |
| Caerus Investment Advisors, LLC | 2,495 | $49.3 萬 | 0.21% | −1,613−39.3% | 減碼 |
| Whittier Trust Co | 2,457 | $49.4 萬 | 0.01% | −41−1.6% | 減碼 |
| Evergreen Wealth Solutions, LLC | 2,497 | $49.4 萬 | 0.03% | +2,497 | 新進 |
| Hudock, Inc. | 2,500 | $49.4 萬 | 0.07% | +4+0.2% | 加碼 |
| 44 Wealth Management LLC | 2,503 | $49.5 萬 | 0.17% | −54−2.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,505 | $49.5 萬 | 0.13% | +154+6.6% | 加碼 |
| Advisor OS, LLC | 2,514 | $49.7 萬 | 0.04% | +105+4.4% | 加碼 |
| West Family Investments, Inc. | 2,521 | $49.8 萬 | 0.17% | −970−27.8% | 減碼 |
| Crestwood Advisors Group LLC | 2,536 | $50.1 萬 | 0.01% | +162+6.8% | 加碼 |
| Western Wealth Management, LLC | 2,539 | $50.2 萬 | 0.02% | +207+8.9% | 加碼 |
| CWA Asset Management Group, LLC | 2,548 | $50.4 萬 | 0.02% | +124+5.1% | 加碼 |
| Chicago Trust Co NA | 2,552 | $50.5 萬 | 0.08% | −20−0.8% | 減碼 |
| Jacobi Capital Management LLC | 2,562 | $50.6 萬 | 0.03% | −15−0.6% | 減碼 |
| Foresight Group Ltd Liability Partnership | 2,598 | $50.7 萬 | 0.09% | 00.0% | 不變 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,568 | $50.8 萬 | 0.02% | −5,420−67.9% | 減碼 |
| E Fund Management Co., Ltd. | 2,572 | $50.9 萬 | 0.02% | +2,572 | 新進 |
| Visionary Wealth Advisors | 2,572 | $50.9 萬 | 0.02% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 2,514 | $50.9 萬 | 0.02% | +1,295+106.2% | 加碼 |
| Covenant Asset Management, LLC | 2,589 | $51.2 萬 | 0.10% | −112−4.1% | 減碼 |
| First Citizens Bank & Trust Co | 2,594 | $51.3 萬 | 0.01% | +75+3.0% | 加碼 |
| First Horizon Corp | 2,619 | $51.8 萬 | 0.02% | −17−0.6% | 減碼 |
| Moran Wealth Management, LLC | 2,639 | $52.2 萬 | 0.02% | −310−10.5% | 減碼 |
| Hartline Investment Corp | 2,652 | $52.4 萬 | 0.06% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,674 | $52.9 萬 | 0.01% | −2,091−43.9% | 減碼 |
| Quotient Wealth Partners, LLC | 2,679 | $53.0 萬 | 0.01% | +19+0.7% | 加碼 |
| RCW Management, LLC | 2,689 | $53.2 萬 | 0.54% | +11+0.4% | 加碼 |
| Resonant Capital Advisors, LLC | 2,698 | $53.3 萬 | 0.03% | +312+13.1% | 加碼 |
| Two Sigma Securities, LLC | 2,717 | $53.7 萬 | 0.06% | +2,717 | 新進 |
| Roehl & Yi Investment Advisors, LLC | 2,727 | $53.9 萬 | 0.20% | +56+2.1% | 加碼 |
| Maia Wealth LLC | 2,732 | $54.0 萬 | 0.09% | +609+28.7% | 加碼 |
| Alta Advisers Ltd | 2,733 | $54.0 萬 | 0.20% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 2,563 | $54.1 萬 | 0.23% | −24−0.9% | 減碼 |
| Providence First Trust Co | 2,736 | $54.1 萬 | 0.19% | +66+2.5% | 加碼 |
| TCG Advisory Services, LLC | 2,741 | $54.2 萬 | 0.01% | +148+5.7% | 加碼 |
| World Equity Group, Inc. | 2,751 | $54.4 萬 | 0.14% | +756+37.9% | 加碼 |
| Wakefield Asset Management LLLP | 2,754 | $54.4 萬 | 0.14% | −23−0.8% | 減碼 |
| Mather Group, LLC. | 2,800 | $55.4 萬 | 0.01% | +123+4.6% | 加碼 |
| Keel Point, LLC | 2,816 | $55.7 萬 | 0.04% | −693−19.7% | 減碼 |
| Wedbush Securities Inc | 2,822 | $55.8 萬 | 0.02% | +201+7.7% | 加碼 |
| Stock Yards Bank & Trust Co | 2,824 | $55.8 萬 | 0.02% | +11+0.4% | 加碼 |
| Aureus Asset Management, LLC | 2,850 | $56.3 萬 | 0.04% | +900+46.2% | 加碼 |
| Heartland Bank & Trust Co | 2,854 | $56.4 萬 | 0.13% | +82+3.0% | 加碼 |
| LGT Fund Management Co Ltd. | 2,857 | $56.5 萬 | 0.02% | +289+11.3% | 加碼 |
| Childress Capital Advisors, LLC | 2,873 | $56.8 萬 | 0.10% | −1,183−29.2% | 減碼 |
| Dakota Wealth Management | 2,876 | $56.9 萬 | 0.01% | −621−17.8% | 減碼 |
| Lynx Capital Group Ltd | 2,878 | $56.9 萬 | 0.26% | 00.0% | 不變 |
| Shrier Wealth Management, LLC | 2,897 | $57.3 萬 | 0.21% | +6+0.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 2,947 | $58.3 萬 | 0.04% | −6,644−69.3% | 減碼 |
| Ronald Blue Trust, Inc. | 2,971 | $58.7 萬 | 0.01% | −108−3.5% | 減碼 |
| Sageworth Trust Co | 2,976 | $58.8 萬 | 0.03% | +1,201+67.7% | 加碼 |
| Valmark Advisers, Inc. | 2,990 | $59.1 萬 | 0.01% | −5−0.2% | 減碼 |
| Massmutual Trust Co FSB | 2,997 | $59.3 萬 | 0.02% | −177−5.6% | 減碼 |
| Walter Public Investments Inc. | 3,000 | $59.3 萬 | 0.14% | 00.0% | 不變 |
| Conning Inc. | 3,007 | $59.5 萬 | 0.02% | −460−13.3% | 減碼 |
| Spirepoint Private Client, LLC | 3,018 | $59.7 萬 | 0.06% | −217−6.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 3,033 | $60.0 萬 | 0.01% | −407−11.8% | 減碼 |
| Fortress Wealth Group, LLC | 2,987 | $60.0 萬 | 0.23% | +191+6.8% | 加碼 |
| AlphaGrep UK Ltd | 3,053 | $60.4 萬 | 0.18% | −1,552−33.7% | 減碼 |
| Waddell & Associates, LLC | 3,071 | $60.7 萬 | 0.03% | 00.0% | 不變 |
| PlanVest Financial, Inc | 3,072 | $60.8 萬 | 0.46% | +3,072 | 新進 |
| HighPoint Advisor Group LLC | 3,093 | $61.2 萬 | 0.03% | −10,606−77.4% | 減碼 |
| Angeles Wealth Management, LLC | 3,095 | $61.2 萬 | 0.03% | +1,225+65.5% | 加碼 |
| National Asset Management, Inc. | 3,136 | $61.2 萬 | 0.04% | −533−14.5% | 減碼 |
| SFMG, LLC | 3,110 | $61.5 萬 | 0.04% | −143−4.4% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 3,114 | $61.6 萬 | 0.06% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,120 | $61.7 萬 | 0.01% | +610+24.3% | 加碼 |
| Moors & Cabot, Inc. | 3,123 | $61.7 萬 | 0.03% | +75+2.5% | 加碼 |
| Hendershot Investments Inc. | 3,126 | $61.8 萬 | 0.08% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 3,162 | $62.5 萬 | 0.04% | −213−6.3% | 減碼 |
| Lake Street Financial LLC | 3,167 | $62.6 萬 | 0.08% | −276−8.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,200 | $63.3 萬 | 0.03% | −4−0.1% | 減碼 |
| Buckingham Strategic Partners | 3,251 | $64.2 萬 | 0.01% | −1,255−27.9% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $64.3 萬 | 0.32% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 3,252 | $64.3 萬 | 0.04% | −614−15.9% | 減碼 |
| First Affirmative Financial Network | 3,273 | $64.7 萬 | 0.25% | +3,273 | 新進 |
| Shelton Capital Management | 3,278 | $64.8 萬 | 0.01% | 00.0% | 不變 |
| Keystone Financial Group | 3,283 | $64.9 萬 | 0.04% | +118+3.7% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 3,284 | $64.9 萬 | 0.32% | +8+0.2% | 加碼 |
| Eurizon SLJ Capital Ltd | 3,297 | $65.2 萬 | 0.31% | −1,130−25.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,325 | $65.7 萬 | 0.03% | −17,548−84.1% | 減碼 |
| HF Advisory Group, LLC | 3,339 | $66.0 萬 | 0.22% | −48−1.4% | 減碼 |
| Gateway Investment Advisers LLC | 3,364 | $66.5 萬 | 0.01% | +1,360+67.9% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,374 | $66.7 萬 | 0.11% | 00.0% | 不變 |
| Golden State Equity Partners | 3,379 | $66.8 萬 | 0.05% | +842+33.2% | 加碼 |
| LCNB Corp | 3,392 | $67.1 萬 | 0.23% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 3,400 | $67.2 萬 | 0.09% | +1,634+92.5% | 加碼 |
| GWN Securities Inc. | 3,430 | $67.8 萬 | 0.13% | +221+6.9% | 加碼 |
| Westerkirk Capital Inc. | 3,471 | $68.6 萬 | 0.07% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $68.7 萬 | 0.20% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 3,486 | $68.9 萬 | 0.08% | +1,243+55.4% | 加碼 |
| Stonebridge Financial Group, LLC | 3,505 | $69.3 萬 | 0.06% | +8+0.2% | 加碼 |
| Strategy Asset Managers LLC | 3,516 | $69.5 萬 | 0.11% | +36+1.0% | 加碼 |
| Peak Planning Group, LLC | 3,540 | $70.0 萬 | 0.19% | −22−0.6% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,567 | $70.5 萬 | 0.05% | +6+0.2% | 加碼 |