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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 68,404 | $1,352 萬 | 0.97% | +68,404 | 新進 |
| Brookstone Capital Management | 67,752 | $1,340 萬 | 0.15% | +15,575+29.9% | 加碼 |
| Mizuho Markets Cayman LP | 67,061 | $1,326 萬 | 0.71% | +67,061 | 新進 |
| Central Trust Co | 66,875 | $1,322 萬 | 0.26% | −160−0.2% | 減碼 |
| Groupe la Francaise | 66,226 | $1,309 萬 | 0.18% | −41,588−38.6% | 減碼 |
| ExodusPoint Capital Management, LP | 66,207 | $1,309 萬 | 0.13% | +26,176+65.4% | 加碼 |
| Osmosis Investment Management UK Ltd | 65,303 | $1,292 萬 | 0.35% | +22,882+53.9% | 加碼 |
| Truist Financial Corp | 65,089 | $1,287 萬 | 0.02% | −4,985−7.1% | 減碼 |
| US Bancorp | 62,847 | $1,243 萬 | 0.02% | +510+0.8% | 加碼 |
| HBK Investments L P | 62,515 | $1,236 萬 | 0.16% | +62,515 | 新進 |
| Signature Estate & Investment Advisors LLC | 62,129 | $1,228 萬 | 0.25% | +12,775+25.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 61,913 | $1,224 萬 | 0.14% | +25,306+69.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 60,457 | $1,202 萬 | 0.02% | +2,320+4.0% | 加碼 |
| Pensionfund DSM Netherlands | 60,253 | $1,191 萬 | 6.89% | +7,500+14.2% | 加碼 |
| Rafferty Asset Management, LLC | 59,279 | $1,172 萬 | 0.05% | −20,624−25.8% | 減碼 |
| TD Waterhouse Canada Inc. | 58,329 | $1,159 萬 | 0.03% | +50,937+689.1% | 加碼 |
| CWM, LLC | 55,856 | $1,104 萬 | 0.03% | +933+1.7% | 加碼 |
| Harbour Trust & Investment Management Co | 55,080 | $1,089 萬 | 1.16% | +473+0.9% | 加碼 |
| Advisors Asset Management, Inc. | 54,894 | $1,085 萬 | 0.18% | −5,319−8.8% | 減碼 |
| Investment Management Corp of Ontario | 54,788 | $1,083 萬 | 0.14% | −20,048−26.8% | 減碼 |
| Windle Wealth, LLC | 54,222 | $1,072 萬 | 4.53% | +841+1.6% | 加碼 |
| Bayhunt Capital LLC | 57,671 | $1,070 萬 | 10.14% | +57,671 | 新進 |
| WESPAC Advisors SoCal, LLC | 53,926 | $1,066 萬 | 2.27% | +803+1.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 53,806 | $1,064 萬 | 0.27% | +253+0.5% | 加碼 |
| Pathstone Holdings, LLC | 53,805 | $1,064 萬 | 0.04% | +5,645+11.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 53,125 | $1,050 萬 | 0.23% | +19,149+56.4% | 加碼 |
| Aptus Capital Advisors, LLC | 52,419 | $1,036 萬 | 0.09% | −1,857−3.4% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 53,599 | $1,015 萬 | 1.30% | +46,757+683.4% | 加碼 |
| Atria Investments LLC | 50,975 | $1,008 萬 | 0.11% | −2,221−4.2% | 減碼 |
| Pinnacle Associates Ltd | 50,948 | $1,007 萬 | 0.13% | −695−1.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 50,265 | $993.8 萬 | 0.16% | −377−0.7% | 減碼 |
| Kingdon Capital Management, L.L.C. | 50,000 | $988.5 萬 | 1.66% | 00.0% | 不變 |
| Lido Advisors, LLC | 49,880 | $986.2 萬 | 0.04% | −21,675−30.3% | 減碼 |
| Naviter Wealth, LLC | 49,313 | $975.0 萬 | 1.22% | +6,384+14.9% | 加碼 |
| Quadrature Capital Ltd | 49,122 | $971.2 萬 | 0.12% | +49,122 | 新進 |
| Easterly Investment Partners LLC | 47,345 | $927.6 萬 | 0.71% | −45,058−48.8% | 減碼 |
| Vanderbilt University | 45,913 | $907.7 萬 | 1.72% | +1,770+4.0% | 加碼 |
| Triasima Portfolio Management inc. | 45,206 | $893.8 萬 | 1.35% | +547+1.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,932 | $868.6 萬 | 0.25% | +9,217+26.6% | 加碼 |
| Vident Advisory, LLC | 43,827 | $866.5 萬 | 0.07% | +9,968+29.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 43,552 | $861.1 萬 | 0.32% | +755+1.8% | 加碼 |
| Indivisible Partners | 43,224 | $854.6 萬 | 0.76% | +10,112+30.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 43,130 | $852.7 萬 | 0.03% | −83,667−66.0% | 減碼 |
| Rational Advisors LLC | 44,400 | $852.4 萬 | 0.87% | +23,400+111.4% | 加碼 |
| Windward Capital Management Co | 43,064 | $851.4 萬 | 0.69% | +69+0.2% | 加碼 |
| Beacon Financial Planning, Inc | 42,632 | $842.9 萬 | 3.26% | +12,586+41.9% | 加碼 |
| Empowered Funds, LLC | 42,551 | $841.3 萬 | 0.05% | +1,847+4.5% | 加碼 |
| Callahan Advisors, LLC | 42,367 | $837.6 萬 | 0.70% | −2,218−5.0% | 減碼 |
| Mizuho Securities USA LLC | 42,182 | $834.0 萬 | 0.20% | −7,792−15.6% | 減碼 |
| Advisors Management Group Inc | 42,049 | $831.3 萬 | 1.52% | −2,226−5.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 42,002 | $830.4 萬 | 0.22% | +21,917+109.1% | 加碼 |
| DuPont Capital Management Corp | 41,770 | $825.8 萬 | 0.94% | −12,766−23.4% | 減碼 |
| Spirit of America Management Corp | 41,425 | $819.0 萬 | 1.62% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 41,342 | $817.4 萬 | 0.10% | +2,497+6.4% | 加碼 |
| Peapack Gladstone Financial Corp | 41,069 | $812.0 萬 | 0.10% | −1,196−2.8% | 減碼 |
| Carret Asset Management, LLC | 40,525 | $801.2 萬 | 0.78% | +78+0.2% | 加碼 |
| Vise Technologies, Inc. | 42,890 | $796.1 萬 | 0.16% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 40,258 | $795.9 萬 | 0.40% | −1,393−3.3% | 減碼 |
| Azzad Asset Management Inc | 40,189 | $794.6 萬 | 0.80% | +7,760+23.9% | 加碼 |
| Hartford Investment Management Co | 39,798 | $786.8 萬 | 0.25% | +88+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 39,658 | $784.1 萬 | 0.07% | +7,083+21.7% | 加碼 |
| DRW Securities, LLC | 39,622 | $783.4 萬 | 0.43% | +38,272+2,835.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 39,539 | $781.7 萬 | 0.12% | +2,449+6.6% | 加碼 |
| Generali Asset Management SPA SGR | 39,474 | $780.4 萬 | 0.16% | −1,318−3.2% | 減碼 |
| Pacer Advisors, Inc. | 39,434 | $779.6 萬 | 0.02% | −19,263−32.8% | 減碼 |
| Walleye Capital LLC | 39,283 | $776.7 萬 | 0.05% | +747+1.9% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 39,236 | $775.7 萬 | 0.02% | +137+0.4% | 加碼 |
| Bokf, NA | 38,870 | $768.5 萬 | 0.12% | +5,560+16.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 38,567 | $762.5 萬 | 0.07% | +2,940+8.3% | 加碼 |
| Longbow Finance SA | 38,372 | $758.7 萬 | 1.37% | +2,691+7.5% | 加碼 |
| GeoWealth Management, LLC | 38,059 | $752.5 萬 | 0.27% | −11,714−23.5% | 減碼 |
| AMF Pensionsforsakring AB | 37,040 | $732.3 萬 | 0.05% | +10,533+39.7% | 加碼 |
| Fairfield Financial Advisors, LTD | 36,731 | $726.2 萬 | 2.50% | +1,273+3.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 36,292 | $717.4 萬 | 0.04% | +5,154+16.6% | 加碼 |
| Brasada Capital Management, LP | 35,484 | $712.9 萬 | 1.31% | −2,070−5.5% | 減碼 |
| LGT Group Foundation | 35,687 | $705.6 萬 | 0.09% | −19,626−35.5% | 減碼 |
| Louisiana State Employees Retirement System | 35,600 | $703.8 萬 | 0.12% | +500+1.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 35,505 | $702.0 萬 | 0.52% | −10.0% | 減碼 |
| Asset Planning Services Inc | 35,100 | $694.0 萬 | 3.04% | +65+0.2% | 加碼 |
| OpenArc Corporate Advisory, LLC | 34,816 | $688.3 萬 | 0.10% | −1,640−4.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,746 | $687.0 萬 | 0.02% | −1,085−3.0% | 減碼 |
| Maryland State Retirement & Pension System | 34,659 | $685.2 萬 | 0.14% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 34,380 | $679.7 萬 | 0.07% | −23,563−40.7% | 減碼 |
| Westwood Holdings Group Inc. | 33,978 | $671.8 萬 | 0.05% | +995+3.0% | 加碼 |
| Warren Averett Asset Management, LLC | 33,966 | $671.5 萬 | 0.05% | −1,834−5.1% | 減碼 |
| Beck Capital Management, LLC | 33,965 | $671.5 萬 | 1.54% | +139+0.4% | 加碼 |
| Meiji Yasuda America Inc | 33,755 | $667.4 萬 | 1.65% | +3,762+12.5% | 加碼 |
| Merit Financial Group, LLC | 33,720 | $666.7 萬 | 0.05% | +1,603+5.0% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 33,066 | $653.7 萬 | 1.41% | +30,681+1,286.4% | 加碼 |
| Boothbay Fund Management, LLC | 32,794 | $648.4 萬 | 0.15% | −2,721−7.7% | 減碼 |
| Atlantic Union Bankshares Corp | 32,697 | $646.5 萬 | 0.12% | +7,580+30.2% | 加碼 |
| Legacy CG, LLC | 32,658 | $645.7 萬 | 1.79% | +694+2.2% | 加碼 |
| DoubleLine ETF Adviser LP | 32,367 | $639.9 萬 | 2.44% | −9,065−21.9% | 減碼 |
| Vontobel Holding Ltd. | 32,174 | $636.1 萬 | 0.02% | −1,179−3.5% | 減碼 |
| Agf Management Ltd | 32,018 | $633.0 萬 | 0.03% | −4,535−12.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 31,896 | $630.6 萬 | 0.40% | +6,137+23.8% | 加碼 |
| Sterling Capital Management LLC | 31,606 | $624.9 萬 | 0.12% | −1,815−5.4% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $624.8 萬 | 0.33% | 00.0% | 不變 |
| AIA Group Ltd | 31,204 | $616.9 萬 | 0.09% | −24,549−44.0% | 減碼 |
| Verition Fund Management LLC | 31,171 | $616.3 萬 | 0.06% | +22,324+252.3% | 加碼 |