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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 31,059 | $614.1 萬 | 7.40% | +2,500+8.8% | 加碼 |
| New Mexico Educational Retirement Board | 30,748 | $607.9 萬 | 0.19% | 00.0% | 不變 |
| Blair William & Co | 30,320 | $599.5 萬 | 0.02% | +379+1.3% | 加碼 |
| D L Carlson Investment Group Inc | 30,228 | $597.6 萬 | 1.03% | −77−0.3% | 減碼 |
| Callan Family Office, LLC | 29,580 | $584.8 萬 | 0.13% | +5,073+20.7% | 加碼 |
| Bleakley Financial Group, LLC | 29,424 | $581.7 萬 | 0.09% | +4,916+20.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 29,385 | $581.0 萬 | 0.15% | +200+0.7% | 加碼 |
| TIAA Wealth Investment Management LLC | 28,997 | $573.3 萬 | 0.04% | +28,997 | 新進 |
| Capital International Ltd | 28,943 | $572.2 萬 | 0.21% | +10,034+53.1% | 加碼 |
| MUFG Securities EMEA plc | 28,606 | $565.6 萬 | 0.08% | +470+1.7% | 加碼 |
| Banque Cantonale Vaudoise | 28,408 | $561.6 萬 | 0.21% | +3,204+12.7% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 28,311 | $559.7 萬 | 0.25% | +1,023+3.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 28,217 | $557.9 萬 | 0.13% | +26,740+1,810.4% | 加碼 |
| XTX Topco Ltd | 28,175 | $557.0 萬 | 0.10% | +13,585+93.1% | 加碼 |
| MAI Capital Management | 27,630 | $546.3 萬 | 0.03% | +1,054+4.0% | 加碼 |
| Omers Administration Corp | 27,244 | $538.6 萬 | 0.03% | +7,050+34.9% | 加碼 |
| Commerce Bank | 27,063 | $535.1 萬 | 0.03% | +3,581+15.2% | 加碼 |
| Red Cedar Investment Management, LLC | 26,713 | $528.1 萬 | 0.55% | −169−0.6% | 減碼 |
| Rainey & Randall Investment Management Inc. | 26,557 | $525.1 萬 | 0.85% | −90−0.3% | 減碼 |
| First Pacific Financial | 26,275 | $519.5 萬 | 0.67% | −5,025−16.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,127 | $516.6 萬 | 0.35% | −253−1.0% | 減碼 |
| Taproot Management LP | 25,993 | $513.9 萬 | 0.97% | +13,908+115.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 25,821 | $510.5 萬 | 0.19% | +3,636+16.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 25,743 | $509.0 萬 | 0.18% | +1,585+6.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 25,594 | $506.0 萬 | 0.43% | −792−3.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $504.2 萬 | 0.04% | 00.0% | 不變 |
| Spire Wealth Management | 25,461 | $503.4 萬 | 0.17% | −1,872−6.8% | 減碼 |
| Ostrum Asset Management | 25,431 | $502.8 萬 | 0.28% | +1,717+7.2% | 加碼 |
| Saudi Central Bank | 25,333 | $500.9 萬 | 0.11% | +25,333 | 新進 |
| CSM Advisors, LLC | 25,121 | $497.1 萬 | 0.12% | +25,121 | 新進 |
| Illinois Municipal Retirement Fund | 25,134 | $496.9 萬 | 0.06% | +17,979+251.3% | 加碼 |
| Nomura Holdings Inc | 24,996 | $494.2 萬 | 0.04% | −6,201−19.9% | 減碼 |
| Horizon Investments, LLC | 25,027 | $493.1 萬 | 0.06% | +1,185+5.0% | 加碼 |
| Jain Global LLC | 24,663 | $487.6 萬 | 0.06% | +5,245+27.0% | 加碼 |
| Hamilton Capital Partners Inc. | 24,652 | $487.4 萬 | 0.16% | +2,300+10.3% | 加碼 |
| Brant Point Investment Management LLC | 24,514 | $484.7 萬 | 1.33% | +7,514+44.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,173 | $477.9 萬 | 0.05% | +70.0% | 加碼 |
| Kestra Advisory Services, LLC | 24,002 | $474.6 萬 | 0.02% | +1,850+8.4% | 加碼 |
| Assenagon Asset Management S.A. | 23,985 | $474.2 萬 | 0.01% | +517+2.2% | 加碼 |
| Park Avenue Securities LLC | 23,789 | $470.3 萬 | 0.04% | +1,001+4.4% | 加碼 |
| Siemens Fonds Invest GmbH | 23,565 | $465.9 萬 | 0.27% | −217−0.9% | 減碼 |
| Westover Capital Advisors, LLC | 23,471 | $464.0 萬 | 0.85% | −212−0.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,456 | $463.5 萬 | 0.03% | +611+2.7% | 加碼 |
| Pier 88 Investment Partners LLC | 23,400 | $462.6 萬 | 1.19% | +2,400+11.4% | 加碼 |
| Private Advisor Group, LLC | 23,353 | $461.7 萬 | 0.02% | −68−0.3% | 減碼 |
| Boston Family Office LLC | 23,091 | $456.5 萬 | 0.30% | +1,048+4.8% | 加碼 |
| Ascent Group, LLC | 23,065 | $456.0 萬 | 0.16% | −1,016−4.2% | 減碼 |
| Dorsey Wright & Associates | 22,908 | $452.9 萬 | 0.56% | +13,014+131.5% | 加碼 |
| Romano Brothers and Company | 22,880 | $452.4 萬 | 0.51% | −180−0.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 22,817 | $451.1 萬 | 0.77% | +9,430+70.4% | 加碼 |
| Brown Advisory Inc | 22,679 | $448.4 萬 | 0.01% | +75+0.3% | 加碼 |
| Acadian Asset Management LLC | 22,665 | $447.5 萬 | 0.01% | −144,574−86.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 22,587 | $446.6 萬 | 0.05% | +165+0.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,560 | $446.0 萬 | 0.02% | +9,173+68.5% | 加碼 |
| Brentview Investment Management LLC | 22,442 | $443.7 萬 | 1.92% | +1,170+5.5% | 加碼 |
| Perpetual Ltd | 22,416 | $443.2 萬 | 0.07% | +165+0.7% | 加碼 |
| United Capital Financial Advisers, LLC | 22,388 | $442.6 萬 | 0.03% | +41+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,326 | $441.4 萬 | 0.07% | +396+1.8% | 加碼 |
| L & S Advisors Inc | 21,547 | $426.0 萬 | 0.54% | +21,547 | 新進 |
| Spinnaker Trust | 21,380 | $422.7 萬 | 0.23% | −820−3.7% | 減碼 |
| Argentarii, LLC | 21,116 | $417.5 萬 | 1.46% | +90.0% | 加碼 |
| Union Bancaire Privee, UBP SA | 30,439 | $407.2 萬 | 0.07% | +489+1.6% | 加碼 |
| Portfolio Design Labs, LLC | 20,501 | $405.3 萬 | 0.72% | −2,157−9.5% | 減碼 |
| Allworth Financial LP | 20,259 | $400.5 萬 | 0.02% | −1,782−8.1% | 減碼 |
| Asset Planning,Inc | 20,108 | $397.5 萬 | 2.83% | +206+1.0% | 加碼 |
| Bleichroeder LP | 20,000 | $395.4 萬 | 0.68% | 00.0% | 不變 |
| North Dakota State Investment Board | 19,920 | $393.8 萬 | 0.17% | −3,031−13.2% | 減碼 |
| Great Diamond Partners, LLC | 19,836 | $392.2 萬 | 0.75% | +347+1.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 19,477 | $385.1 萬 | 0.02% | +475+2.5% | 加碼 |
| Chesley Taft & Associates LLC | 19,335 | $382.3 萬 | 0.16% | +170+0.9% | 加碼 |
| MUFG Securities Americas Inc. | 19,307 | $381.7 萬 | 0.25% | +817+4.4% | 加碼 |
| FJ Capital Management LLC | 19,277 | $381.1 萬 | 0.43% | −1,698−8.1% | 減碼 |
| Laird Norton Trust Company, LLC | 19,236 | $380.3 萬 | 0.08% | +460+2.4% | 加碼 |
| Nilsine Partners, LLC | 18,108 | $380.3 萬 | 0.30% | +1,132+6.7% | 加碼 |
| Benjamin Edwards Inc | 19,174 | $379.2 萬 | 0.04% | +2,416+14.4% | 加碼 |
| Harvest Investment Services, LLC | 19,154 | $378.7 萬 | 0.69% | +3,362+21.3% | 加碼 |
| Summit Place Financial Advisors, LLC | 19,096 | $377.5 萬 | 1.81% | −2,050−9.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 18,973 | $375.1 萬 | 0.13% | +473+2.6% | 加碼 |
| Securian Asset Management, Inc | 18,929 | $374.2 萬 | 0.15% | +340+1.8% | 加碼 |
| Exchange Traded Concepts, LLC | 18,916 | $374.0 萬 | 0.03% | +2,690+16.6% | 加碼 |
| V-Square Quantitative Management LLC | 18,875 | $373.2 萬 | 0.39% | +793+4.4% | 加碼 |
| Quadrant Capital Group LLC | 18,689 | $369.5 萬 | 0.11% | +2,702+16.9% | 加碼 |
| Kinneret Advisory, LLC | 18,451 | $364.8 萬 | 0.35% | −818−4.2% | 減碼 |
| Hilton Capital Management, LLC | 18,437 | $364.5 萬 | 0.28% | +447+2.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 18,414 | $364.1 萬 | 0.02% | −7,869−29.9% | 減碼 |
| Retirement Management Systems Inc. | 18,205 | $359.9 萬 | 0.87% | −8,097−30.8% | 減碼 |
| YHB Investment Advisors, Inc. | 18,184 | $359.5 萬 | 0.26% | +1,164+6.8% | 加碼 |
| Meeder Advisory Services, Inc. | 18,170 | $359.2 萬 | 0.15% | +964+5.6% | 加碼 |
| Pensionmark Financial Group, LLC | 18,152 | $358.9 萬 | 0.06% | +2,429+15.4% | 加碼 |
| Rice Partnership, LLC | 18,075 | $357.4 萬 | 0.49% | +18,075 | 新進 |
| Edgestream Partners, L.P. | 17,991 | $355.7 萬 | 0.12% | +13,231+278.0% | 加碼 |
| Lincluden Management Ltd | 17,970 | $355.2 萬 | 0.38% | −1,303−6.8% | 減碼 |
| HB Wealth Management, LLC | 17,860 | $353.1 萬 | 0.02% | +1,149+6.9% | 加碼 |
| Oppenheimer & Co Inc | 17,789 | $351.7 萬 | 0.04% | +392+2.3% | 加碼 |
| Group One Trading, L.P. | 17,781 | $351.5 萬 | 0.12% | +17,781 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $348.2 萬 | 0.24% | 00.0% | 不變 |
| Sarasin & Partners LLP | 17,441 | $344.8 萬 | 0.04% | −993−5.4% | 減碼 |
| Wahed Invest LLC | 17,343 | $342.9 萬 | 0.45% | −768−4.2% | 減碼 |
| Canada Post Corp Registered Pension Plan | 17,339 | $342.8 萬 | 0.14% | −2,560−12.9% | 減碼 |
| Arkadios Wealth Advisors | 17,235 | $340.8 萬 | 0.06% | −8,183−32.2% | 減碼 |