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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 5,377 | $106.3 萬 | 0.39% | −17−0.3% | 減碼 |
| Friedenthal Financial | 5,403 | $106.8 萬 | 0.54% | −74−1.4% | 減碼 |
| Busey Wealth Management | 5,440 | $107.6 萬 | 0.03% | −355−6.1% | 減碼 |
| Park Edge Advisors, LLC | 5,451 | $107.8 萬 | 0.25% | +203+3.9% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $108.7 萬 | 0.38% | 00.0% | 不變 |
| Harbour Investments, Inc. | 5,496 | $108.7 萬 | 0.02% | +1,487+37.1% | 加碼 |
| Syon Capital LLC | 5,568 | $110.1 萬 | 0.06% | +91+1.7% | 加碼 |
| Ibex Wealth Advisors | 5,571 | $110.1 萬 | 0.10% | +5,571 | 新進 |
| Evolve Private Wealth, LLC | 5,595 | $110.6 萬 | 0.06% | −21−0.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 5,616 | $111.0 萬 | 0.02% | −1,134−16.8% | 減碼 |
| Continuum Advisory, LLC | 5,646 | $111.6 萬 | 0.11% | −438−7.2% | 減碼 |
| Ninety One UK Ltd | 5,647 | $111.6 萬 | 0.00% | +5,647 | 新進 |
| CVFG LLC | 5,651 | $111.7 萬 | 0.14% | +5,651 | 新進 |
| Davy Global Fund Management Ltd | 5,661 | $111.9 萬 | 0.08% | −696−10.9% | 減碼 |
| Pinebridge Investments LLC | 5,667 | $112.0 萬 | 0.01% | +1,079+23.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,713 | $113.0 萬 | 0.05% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 5,742 | $113.5 萬 | 0.01% | +3,290+134.2% | 加碼 |
| Essex Financial Services, Inc. | 5,756 | $113.8 萬 | 0.06% | +1,966+51.9% | 加碼 |
| Sun Life Financial INC | 5,760 | $113.9 萬 | 0.06% | +5,760 | 新進 |
| Clearstead Advisors, LLC | 5,794 | $114.5 萬 | 0.01% | −1,577−21.4% | 減碼 |
| Ellevest, Inc. | 5,923 | $117.1 萬 | 0.16% | −37−0.6% | 減碼 |
| Trustmark National Bank Trust Department | 5,929 | $117.2 萬 | 0.08% | +281+5.0% | 加碼 |
| BSW Wealth Partners | 6,017 | $119.0 萬 | 0.15% | −283−4.5% | 減碼 |
| Dudley Capital Management, LLC | 6,025 | $119.1 萬 | 0.53% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 6,057 | $119.8 萬 | 0.92% | 00.0% | 不變 |
| Qtron Investments LLC | 6,060 | $119.8 萬 | 0.16% | +30.0% | 加碼 |
| Pacific Sun Financial Corp | 6,063 | $119.9 萬 | 0.58% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 6,087 | $121.1 萬 | 0.02% | −179−2.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,128 | $121.2 萬 | 0.07% | +444+7.8% | 加碼 |
| RiverFront Investment Group, LLC | 6,239 | $123.4 萬 | 0.02% | −170−2.7% | 減碼 |
| IHT Wealth Management, LLC | 6,240 | $123.4 萬 | 0.03% | +1,816+41.0% | 加碼 |
| Texas Yale Capital Corp. | 6,252 | $123.6 萬 | 0.04% | −13−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,257 | $123.7 萬 | 0.04% | +114+1.9% | 加碼 |
| Apollon Wealth Management, LLC | 6,263 | $123.8 萬 | 0.02% | −485−7.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,292 | $124.4 萬 | 0.01% | +89+1.4% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 6,315 | $124.9 萬 | 0.98% | +4,484+244.9% | 加碼 |
| Summit Financial, LLC | 6,344 | $125.4 萬 | 0.02% | +262+4.3% | 加碼 |
| Fig Financial Advisory Services Inc | 6,353 | $125.6 萬 | 0.79% | +12+0.2% | 加碼 |
| Harbor Investment Advisory, LLC | 6,366 | $125.9 萬 | 0.10% | +376+6.3% | 加碼 |
| Farmers & Merchants Investments Inc | 6,378 | $126.1 萬 | 0.03% | −95−1.5% | 減碼 |
| Apella Capital, LLC | 6,016 | $126.7 萬 | 0.02% | +239+4.1% | 加碼 |
| Kentucky Retirement Systems | 23,833 | $127.7 萬 | 0.10% | −18,183−43.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,460 | $127.7 萬 | 0.01% | +227+3.6% | 加碼 |
| Penserra Capital Management LLC | 6,473 | $127.8 萬 | 0.01% | +172+2.7% | 加碼 |
| Level Four Advisory Services, LLC | 6,480 | $128.1 萬 | 0.04% | −52−0.8% | 減碼 |
| AlphaCore Capital LLC | 6,493 | $128.4 萬 | 0.03% | −1,643−20.2% | 減碼 |
| Cigna Investments Inc | 6,558 | $129.6 萬 | 0.20% | −50−0.8% | 減碼 |
| Northeast Investment Management | 6,562 | $129.7 萬 | 0.05% | +6,562 | 新進 |
| Kingswood Wealth Advisors, LLC | 6,631 | $131.1 萬 | 0.06% | +27+0.4% | 加碼 |
| Hantz Financial Services, Inc. | 6,757 | $133.6 萬 | 0.02% | +480+7.6% | 加碼 |
| Values First Advisors, Inc. | 6,795 | $134.3 萬 | 0.70% | +85+1.3% | 加碼 |
| Great Lakes Advisors, LLC | 6,813 | $134.7 萬 | 0.01% | −99−1.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,844 | $135.3 萬 | 0.04% | +785+13.0% | 加碼 |
| Colony Capital, Inc. | 6,850 | $135.4 萬 | 0.09% | +3,400+98.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,891 | $136.2 萬 | 0.02% | −20−0.3% | 減碼 |
| Wealth Architects, LLC | 6,945 | $137.3 萬 | 0.12% | +6+0.1% | 加碼 |
| S&A Financial Services, Inc. | 6,967 | $137.7 萬 | 0.95% | +6,967 | 新進 |
| Checchi Capital Advisers, LLC | 6,969 | $137.8 萬 | 0.09% | +269+4.0% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 6,998 | $138.4 萬 | 0.98% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 7,054 | $139.5 萬 | 0.28% | −5−0.1% | 減碼 |
| Stiles Financial Services Inc | 7,056 | $139.5 萬 | 0.43% | −184−2.5% | 減碼 |
| Sax Wealth Advisors, LLC | 7,559 | $140.3 萬 | 0.07% | 00.0% | 不變 |
| Brighton Jones LLC | 7,099 | $140.4 萬 | 0.03% | +7,099 | 新進 |
| Parallel Advisors, LLC | 7,161 | $141.6 萬 | 0.03% | +50+0.7% | 加碼 |
| Saturna Capital CORP | 7,205 | $142.4 萬 | 0.02% | +845+13.3% | 加碼 |
| Drake & Associates, LLC | 7,207 | $142.5 萬 | 0.27% | −3,493−32.6% | 減碼 |
| Kingsview Wealth Management, LLC | 7,298 | $144.3 萬 | 0.02% | +164+2.3% | 加碼 |
| Vinva Investment Management Ltd | 7,431 | $145.1 萬 | 0.02% | +3,254+77.9% | 加碼 |
| Ancora Advisors, LLC | 7,379 | $145.9 萬 | 0.03% | −245−3.2% | 減碼 |
| American National Bank | 7,398 | $146.3 萬 | 0.14% | +327+4.6% | 加碼 |
| Profund Advisors LLC | 7,484 | $148.0 萬 | 0.05% | −2,694−26.5% | 減碼 |
| Highview Capital Management LLC | 7,738 | $153.0 萬 | 0.56% | +154+2.0% | 加碼 |
| Kornitzer Capital Management Inc | 7,900 | $156.2 萬 | 0.03% | −10,000−55.9% | 減碼 |
| Stephens Inc | 7,925 | $156.7 萬 | 0.02% | −2,093−20.9% | 減碼 |
| Emergent Wealth Advisors, LLC | 7,947 | $157.1 萬 | 0.93% | −154−1.9% | 減碼 |
| PFG Investments, LLC | 8,013 | $158.4 萬 | 0.07% | −109−1.3% | 減碼 |
| Savant Capital, LLC | 8,020 | $158.6 萬 | 0.01% | +277+3.6% | 加碼 |
| Pinnacle Financial Partners, Inc. | 8,027 | $158.8 萬 | 0.01% | +188+2.4% | 加碼 |
| Smartleaf Asset Management LLC | 8,160 | $159.4 萬 | 0.06% | +883+12.1% | 加碼 |
| Picton Mahoney Asset Management | 8,100 | $160.1 萬 | 0.02% | +8,100 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 8,107 | $160.3 萬 | 0.43% | +52+0.6% | 加碼 |
| Evergreen Capital Management LLC | 8,237 | $162.9 萬 | 0.04% | +1,717+26.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,239 | $162.9 萬 | 0.03% | +3,444+71.8% | 加碼 |
| Trueblood Wealth Management, LLC | 8,270 | $163.5 萬 | 0.64% | −28−0.3% | 減碼 |
| Allianz SE | 8,270 | $163.5 萬 | 0.02% | −34,127−80.5% | 減碼 |
| Summit Global Investments | 8,308 | $164.3 萬 | 0.10% | +8,308 | 新進 |
| Schnieders Capital Management, LLC. | 8,344 | $165.0 萬 | 0.26% | −50−0.6% | 減碼 |
| Life Cycle Investment Partners Ltd | 8,378 | $165.6 萬 | 0.01% | +8,378 | 新進 |
| Sigma Planning Corp | 8,574 | $169.5 萬 | 0.05% | +3,710+76.3% | 加碼 |
| Independent Advisor Alliance | 8,684 | $171.7 萬 | 0.02% | −5,544−39.0% | 減碼 |
| Agate Pass Investment Management, LLC | 8,785 | $173.7 萬 | 0.68% | 00.0% | 不變 |
| VestGen Advisors, LLC | 7,996 | $173.9 萬 | 0.05% | +6,264+361.7% | 加碼 |
| Jeppson Wealth Management, LLC | 8,899 | $175.9 萬 | 0.55% | −39−0.4% | 減碼 |
| Purkiss Capital Advisors LLC | 8,943 | $176.8 萬 | 0.78% | +1,596+21.7% | 加碼 |
| Plato Investment Management Ltd | 8,947 | $177.0 萬 | 0.12% | +4,555+103.7% | 加碼 |
| We Are One Seven, LLC | 8,958 | $177.1 萬 | 0.04% | +669+8.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,966 | $177.3 萬 | 0.03% | −9−0.1% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,986 | $177.7 萬 | 0.52% | +44+0.5% | 加碼 |
| Arbor Capital Management Inc | 8,764 | $177.9 萬 | 1.45% | −659−7.0% | 減碼 |
| Prestige Wealth Management Group LLC | 9,082 | $179.6 萬 | 0.35% | +8,968+7,866.7% | 加碼 |