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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 3,593 | $71.1 萬 | 0.21% | −4,682−56.6% | 減碼 |
| Ameritas Advisory Services, LLC | 3,598 | $71.1 萬 | 0.03% | −119−3.2% | 減碼 |
| CoreCap Advisors, LLC | 3,603 | $71.2 萬 | 0.02% | −12−0.3% | 減碼 |
| Panagora Asset Management Inc | 3,625 | $71.7 萬 | 0.00% | 00.0% | 不變 |
| Flputnam Investment Management Co | 3,625 | $71.7 萬 | 0.01% | +72+2.0% | 加碼 |
| Kesler, Norman & Wride, LLC | 3,629 | $71.7 萬 | 0.12% | +3,629 | 新進 |
| Family Wealth Partners, LLC | 3,630 | $71.7 萬 | 0.24% | +63+1.8% | 加碼 |
| CX Institutional | 3,637 | $71.9 萬 | 0.02% | +138+3.9% | 加碼 |
| Rehmann Capital Advisory Group | 3,642 | $72.0 萬 | 0.04% | −470−11.4% | 減碼 |
| L2 Asset Management, LLC | 3,709 | $73.3 萬 | 0.07% | +250+7.2% | 加碼 |
| Dogwood Wealth Management LLC | 3,726 | $73.7 萬 | 0.32% | −380−9.3% | 減碼 |
| Driehaus Capital Management LLC | 3,734 | $73.8 萬 | 0.01% | +1,212+48.1% | 加碼 |
| Simplicity Wealth,LLC | 3,736 | $73.9 萬 | 0.04% | +236+6.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,797 | $75.1 萬 | 0.01% | −10−0.3% | 減碼 |
| Madden Advisory Services, Inc. | 3,810 | $75.3 萬 | 0.30% | −1,048−21.6% | 減碼 |
| TD Private Client Wealth LLC | 3,834 | $75.8 萬 | 0.02% | +645+20.2% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,834 | $75.8 萬 | 0.00% | +3,834 | 新進 |
| Southland Equity Partners LLC | 3,843 | $76.0 萬 | 0.15% | −104−2.6% | 減碼 |
| Advisory Services Network, LLC | 3,845 | $76.0 萬 | 0.01% | +485+14.4% | 加碼 |
| Baldwin Investment Management, LLC | 3,876 | $76.6 萬 | 0.09% | −200−4.9% | 減碼 |
| Donoghue Forlines LLC | 3,879 | $76.7 萬 | 0.21% | −9,544−71.1% | 減碼 |
| 180 Wealth Advisors, LLC | 3,889 | $76.9 萬 | 0.09% | −14−0.4% | 減碼 |
| Glenview Trust Co | 3,902 | $77.1 萬 | 0.01% | +2+0.1% | 加碼 |
| Comprehensive Money Management Services LLC | 3,921 | $77.5 萬 | 0.51% | +45+1.2% | 加碼 |
| Silver Oak Securities, Inc | 3,922 | $77.5 萬 | 0.06% | +710+22.1% | 加碼 |
| Saiph Capital, LLC | 3,949 | $78.1 萬 | 0.30% | +3,949 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $78.1 萬 | 0.26% | +400+11.3% | 加碼 |
| Churchill Financial Advisors, LLC | 3,970 | $78.5 萬 | 0.16% | −125−3.1% | 減碼 |
| Valued Retirements, Inc. | 3,972 | $78.5 萬 | 0.77% | +484+13.9% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 3,981 | $78.7 萬 | 0.03% | −2,559−39.1% | 減碼 |
| Beto Financial Group, LLC | 3,722 | $79.3 萬 | 0.46% | +28+0.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 4,014 | $79.4 萬 | 0.32% | +387+10.7% | 加碼 |
| Souders Financial Advisors | 4,016 | $79.4 萬 | 0.09% | +347+9.5% | 加碼 |
| Manske Wealth Management | 4,025 | $79.6 萬 | 0.22% | −125−3.0% | 減碼 |
| Bull Harbor Capital LLC | 4,028 | $79.6 萬 | 0.21% | +4,028 | 新進 |
| Johnson Investment Counsel Inc | 4,037 | $79.8 萬 | 0.01% | −1,756−30.3% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 4,040 | $79.9 萬 | 0.06% | +552+15.8% | 加碼 |
| Prosperity Consulting Group, LLC | 4,050 | $80.1 萬 | 0.04% | +338+9.1% | 加碼 |
| HBK Sorce Advisory LLC | 3,734 | $80.1 萬 | 0.02% | +350+10.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,059 | $80.3 萬 | 0.24% | −265−6.1% | 減碼 |
| River Street Advisors LLC | 4,073 | $80.5 萬 | 0.27% | +230+6.0% | 加碼 |
| Integrated Advisors Network LLC | 4,094 | $80.9 萬 | 0.04% | −797−16.3% | 減碼 |
| AE Wealth Management LLC | 4,102 | $81.1 萬 | 0.00% | +631+18.2% | 加碼 |
| Tuttle Tactical Management | 4,112 | $81.3 萬 | 1.34% | 00.0% | 不變 |
| St Germain D J Co Inc | 4,159 | $82.2 萬 | 0.03% | −107−2.5% | 減碼 |
| Associated Banc-Corp | 4,174 | $82.5 萬 | 0.02% | +8+0.2% | 加碼 |
| Balboa Wealth Partners | 4,181 | $82.7 萬 | 0.14% | +734+21.3% | 加碼 |
| Panoramic Investment Advisors, LLC | 4,204 | $83.1 萬 | 0.45% | −48−1.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 4,142 | $83.2 萬 | 0.02% | +37+0.9% | 加碼 |
| LRI Investments, LLC | 4,220 | $83.4 萬 | 0.07% | −279−6.2% | 減碼 |
| Custom Index Systems, LLC | 4,266 | $84.3 萬 | 0.37% | −1,078−20.2% | 減碼 |
| Bard Associates Inc | 4,277 | $84.6 萬 | 0.21% | −155−3.5% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 4,290 | $84.8 萬 | 0.39% | −10.0% | 減碼 |
| AA Financial Advisors, LLC | 4,344 | $85.9 萬 | 0.12% | +506+13.2% | 加碼 |
| Journey Strategic Wealth LLC | 4,350 | $86.0 萬 | 0.02% | +1,306+42.9% | 加碼 |
| Buckley Wealth Management, LLC | 4,355 | $86.1 萬 | 0.22% | +617+16.5% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 4,091 | $86.3 萬 | 0.05% | 00.0% | 不變 |
| Alteri Wealth LLC | 4,385 | $86.7 萬 | 0.28% | −28−0.6% | 減碼 |
| ProVise Management Group, LLC | 4,386 | $86.7 萬 | 0.06% | −491−10.1% | 減碼 |
| Ingalls & Snyder LLC | 4,395 | $86.9 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,397 | $86.9 萬 | 0.09% | +35+0.8% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 4,400 | $87.0 萬 | 1.46% | −1,700−27.9% | 減碼 |
| Tower Bridge Advisors | 4,425 | $87.5 萬 | 0.08% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,434 | $87.7 萬 | 0.02% | +226+5.4% | 加碼 |
| Midwest Trust Co | 4,436 | $87.7 萬 | 0.01% | −138−3.0% | 減碼 |
| Joel Isaacson & Co., LLC | 4,480 | $88.6 萬 | 0.03% | 00.0% | 不變 |
| Fulcrum Capital LLC | 4,483 | $88.6 萬 | 0.19% | −51−1.1% | 減碼 |
| Marex Group plc | 4,511 | $89.2 萬 | 0.01% | +1,709+61.0% | 加碼 |
| Clear Trail Advisors, LLC | 4,531 | $89.6 萬 | 0.15% | +2,892+176.4% | 加碼 |
| First American Trust, FSB | 4,593 | $90.8 萬 | 0.06% | +71+1.6% | 加碼 |
| SJS Investment Consulting Inc. | 4,604 | $91.0 萬 | 0.11% | −468−9.2% | 減碼 |
| Wealthspire Advisors, LLC | 4,632 | $91.6 萬 | 0.01% | −788−14.5% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 4,647 | $91.9 萬 | 0.26% | +4,647 | 新進 |
| Lederer & Associates Investment Counsel | 4,649 | $91.9 萬 | 0.65% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 4,673 | $92.4 萬 | 0.02% | −5,629−54.6% | 減碼 |
| PDS Planning, Inc | 4,713 | $93.2 萬 | 0.06% | +135+2.9% | 加碼 |
| Dodds Wealth, LLC | 4,748 | $93.9 萬 | 0.23% | −1,269−21.1% | 減碼 |
| Capital Square, LLC | 4,538 | $94.7 萬 | 0.44% | −1,037−18.6% | 減碼 |
| M&G Plc | 4,786 | $94.8 萬 | 0.00% | +34+0.7% | 加碼 |
| Quantitative Investment Management, LLC | 4,808 | $95.0 萬 | 0.10% | −3,061−38.9% | 減碼 |
| Investment Advisory Group, LLC | 4,817 | $95.2 萬 | 0.24% | −103−2.1% | 減碼 |
| Aprio Wealth Management, LLC | 4,871 | $96.3 萬 | 0.05% | +936+23.8% | 加碼 |
| Geneos Wealth Management Inc. | 4,921 | $97.3 萬 | 0.02% | −161−3.2% | 減碼 |
| Monetary Management Group Inc | 4,925 | $97.4 萬 | 0.23% | −425−7.9% | 減碼 |
| LongView Wealth Management | 4,647 | $98.0 萬 | 0.25% | −46−1.0% | 減碼 |
| Finward Bancorp | 4,971 | $98.3 萬 | 0.79% | −125−2.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,985 | $98.6 萬 | 0.24% | +151+3.1% | 加碼 |
| Personal Cfo Solutions, LLC | 4,991 | $98.7 萬 | 0.14% | +1,106+28.5% | 加碼 |
| Frec Markets, Inc. | 5,013 | $99.1 萬 | 0.17% | +1,638+48.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,047 | $99.8 萬 | 0.13% | +418+9.0% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $100.0 萬 | 0.58% | +5,060 | 新進 |
| ARS Wealth Advisors Group, LLC | 5,113 | $101.1 萬 | 0.09% | +125+2.5% | 加碼 |
| Perigon Wealth Management, LLC | 5,120 | $101.2 萬 | 0.02% | −1,481−22.4% | 減碼 |
| Jackson Square Capital, LLC | 5,121 | $101.2 萬 | 0.21% | +94+1.9% | 加碼 |
| Sara-Bay Financial | 5,135 | $101.5 萬 | 0.31% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 5,200 | $102.8 萬 | 0.13% | −19−0.4% | 減碼 |
| Fidelis Capital Partners, LLC | 5,268 | $104.2 萬 | 0.07% | +125+2.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,269 | $104.2 萬 | 0.42% | +17+0.3% | 加碼 |
| Diversified Trust Co | 5,343 | $105.6 萬 | 0.02% | −4,403−45.2% | 減碼 |
| Florida Financial Advisors, LLC | 5,357 | $106.0 萬 | 0.25% | +787+17.2% | 加碼 |