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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 17,189 | $339.8 萬 | 0.02% | +641+3.9% | 加碼 |
| Everence Capital Management Inc | 17,153 | $339.1 萬 | 0.21% | 00.0% | 不變 |
| Morangie Management LLC | 17,151 | $339.1 萬 | 3.12% | +6,655+63.4% | 加碼 |
| Raiffeisen Bank International AG | 17,303 | $337.9 萬 | 0.05% | −3,415−16.5% | 減碼 |
| Capital Investment Advisors, LLC | 16,953 | $335.2 萬 | 0.05% | +175+1.0% | 加碼 |
| Bessemer Group Inc | 16,738 | $331.0 萬 | 0.01% | +2,829+20.3% | 加碼 |
| Summit Trail Advisors, LLC | 16,574 | $327.7 萬 | 0.05% | +4,491+37.2% | 加碼 |
| GAMMA Investing LLC | 16,528 | $326.8 萬 | 0.15% | +1,262+8.3% | 加碼 |
| Principal Securities, Inc. | 16,506 | $326.3 萬 | 0.05% | +1,865+12.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 16,405 | $324.3 萬 | 0.02% | +5,876+55.8% | 加碼 |
| Skopos Labs, Inc. | 16,015 | $316.6 萬 | 0.10% | +4,370+37.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 15,966 | $315.7 萬 | 0.21% | −224−1.4% | 減碼 |
| Coldstream Capital Management Inc | 15,904 | $314.4 萬 | 0.04% | +1,794+12.7% | 加碼 |
| Centaurus Financial, Inc. | 15,724 | $310.9 萬 | 0.15% | +778+5.2% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 15,295 | $302.4 萬 | 0.31% | −1,999−11.6% | 減碼 |
| Sumitomo Life Insurance Co | 15,173 | $300.0 萬 | 0.07% | +382+2.6% | 加碼 |
| Triglav Skladi, D.O.O. | 14,866 | $293.9 萬 | 0.21% | −32,300−68.5% | 減碼 |
| Nearwater Capital Markets, Ltd | 14,600 | $288.7 萬 | 0.07% | +14,600 | 新進 |
| Meiji Yasuda Life Insurance Co | 14,450 | $285.7 萬 | 0.10% | −660−4.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 14,385 | $284.4 萬 | 0.22% | −15−0.1% | 減碼 |
| Nations Financial Group Inc, | 14,124 | $279.3 萬 | 0.14% | +578+4.3% | 加碼 |
| BDF-Gestion | 14,077 | $278.3 萬 | 0.37% | 00.0% | 不變 |
| Verde Capital Management | 14,036 | $277.5 萬 | 0.59% | −1,712−10.9% | 減碼 |
| O'Rourke & Company, Inc | 13,924 | $275.3 萬 | 1.09% | −634−4.4% | 減碼 |
| Simon Quick Advisors, LLC | 13,841 | $273.7 萬 | 0.13% | −1,515−9.9% | 減碼 |
| Change Path, LLC | 13,841 | $273.7 萬 | 0.06% | −481−3.4% | 減碼 |
| Los Angeles Capital Management LLC | 13,823 | $273.3 萬 | 0.01% | −629,751−97.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 13,811 | $273.1 萬 | 0.08% | +535+4.0% | 加碼 |
| Signaturefd, LLC | 13,774 | $272.3 萬 | 0.04% | +718+5.5% | 加碼 |
| Advance Capital Management, Inc. | 13,755 | $272.0 萬 | 0.10% | +32+0.2% | 加碼 |
| Old Second National Bank of Aurora | 13,735 | $271.6 萬 | 0.56% | −293−2.1% | 減碼 |
| Glenmede Trust Co NA | 13,403 | $265.0 萬 | 0.01% | +1,364+11.3% | 加碼 |
| Garrison Bradford & Associates Inc | 13,276 | $262.5 萬 | 2.97% | +100+0.8% | 加碼 |
| GLOBALT Investments LLC | 13,126 | $259.5 萬 | 0.09% | +13,126 | 新進 |
| RSM US Wealth Management LLC | 12,791 | $252.9 萬 | 0.03% | −601−4.5% | 減碼 |
| Independent Financial Group, LLC | 12,743 | $251.9 萬 | 0.06% | +1,210+10.5% | 加碼 |
| Grimes & Company, Inc. | 12,678 | $250.7 萬 | 0.07% | +1,020+8.7% | 加碼 |
| NTV Asset Management LLC | 12,592 | $249.0 萬 | 0.27% | −230−1.8% | 減碼 |
| Patton Fund Management, Inc. | 12,428 | $245.7 萬 | 0.42% | −20,994−62.8% | 減碼 |
| LDR Capital Management LLC | 12,401 | $245.2 萬 | 3.30% | +1,571+14.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,178 | $240.8 萬 | 0.08% | +394+3.3% | 加碼 |
| iA Global Asset Management Inc. | 12,143 | $240.1 萬 | 0.03% | +12,143 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 12,134 | $239.9 萬 | 0.14% | +8,573+240.7% | 加碼 |
| Wesbanco Bank Inc | 12,099 | $239.2 萬 | 0.07% | −111−0.9% | 減碼 |
| Prospera Financial Services Inc | 11,929 | $235.9 萬 | 0.04% | −487−3.9% | 減碼 |
| Twin Capital Management Inc | 11,749 | $232.3 萬 | 0.30% | −1,181−9.1% | 減碼 |
| Savvy Advisors, Inc. | 11,619 | $229.7 萬 | 0.06% | +2,942+33.9% | 加碼 |
| AustralianSuper Pty Ltd | 11,417 | $225.7 萬 | 0.01% | +11,417 | 新進 |
| Farther Finance Advisors, LLC | 11,284 | $224.4 萬 | 0.02% | +1,141+11.2% | 加碼 |
| CAPROCK Group, Inc. | 11,160 | $220.7 萬 | 0.05% | −3,985−26.3% | 減碼 |
| Snowden Capital Advisors LLC | 11,137 | $220.2 萬 | 0.06% | +1,067+10.6% | 加碼 |
| Stevens Capital Management LP | 11,119 | $219.8 萬 | 0.34% | −21,627−66.0% | 減碼 |
| High Point Wealth Management, LLC | 11,112 | $219.7 萬 | 2.12% | +1,722+18.3% | 加碼 |
| GTS Securities LLC | 11,108 | $219.6 萬 | 0.08% | +4,940+80.1% | 加碼 |
| Resources Investment Advisors, LLC. | 11,058 | $218.6 萬 | 0.02% | +109+1.0% | 加碼 |
| Contravisory Investment Management, Inc. | 11,017 | $217.8 萬 | 0.45% | +5,630+104.5% | 加碼 |
| RDA Financial Network | 10,928 | $216.0 萬 | 0.54% | +258+2.4% | 加碼 |
| Davenport & Co LLC | 10,878 | $215.1 萬 | 0.01% | +3,602+49.5% | 加碼 |
| Welch Group, LLC | 10,731 | $212.2 萬 | 0.08% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 10,671 | $211.0 萬 | 0.02% | +10,671 | 新進 |
| Hartford Funds Management Co LLC | 10,660 | $210.8 萬 | 0.18% | −2,455−18.7% | 減碼 |
| Ritholtz Wealth Management | 10,656 | $210.7 萬 | 0.04% | +1,459+15.9% | 加碼 |
| Ballentine Partners, LLC | 10,605 | $209.7 萬 | 0.03% | −208−1.9% | 減碼 |
| Integrated Wealth Concepts LLC | 10,584 | $209.2 萬 | 0.02% | +5,209+96.9% | 加碼 |
| Greenleaf Trust | 10,497 | $207.5 萬 | 0.02% | +692+7.1% | 加碼 |
| Gerald Baker Financial Group LLC | 10,466 | $206.9 萬 | 0.66% | +10,466 | 新進 |
| Everhart Financial Group, Inc. | 10,396 | $205.5 萬 | 0.18% | +1,458+16.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 10,342 | $204.5 萬 | 0.56% | −272−2.6% | 減碼 |
| Phoenix Holdings Ltd. | 10,340 | $204.4 萬 | 0.02% | +3,219+45.2% | 加碼 |
| Tema ETFs LLC | 10,235 | $202.4 萬 | 0.14% | +49+0.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 10,196 | $201.6 萬 | 0.13% | +323+3.3% | 加碼 |
| Walleye Trading LLC | 10,161 | $200.9 萬 | 0.04% | +10,161 | 新進 |
| GF Fund Management Co. Ltd. | 10,108 | $199.8 萬 | 0.03% | −974−8.8% | 減碼 |
| James Investment Research Inc | 10,096 | $199.6 萬 | 0.22% | −236−2.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 9,625 | $198.7 萬 | 0.09% | +3,378+54.1% | 加碼 |
| Atomi Financial Group, Inc. | 10,029 | $198.3 萬 | 0.06% | +897+9.8% | 加碼 |
| NFP Retirement, Inc. | 10,009 | $197.9 萬 | 0.12% | −118−1.2% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $197.7 萬 | 0.13% | 00.0% | 不變 |
| Western Financial Corp | 9,953 | $196.8 萬 | 0.77% | −743−6.9% | 減碼 |
| Paradigm Asset Management Co LLC | 9,938 | $196.5 萬 | 0.46% | 00.0% | 不變 |
| Huntington National Bank | 9,897 | $195.7 萬 | 0.01% | +48+0.5% | 加碼 |
| Wedmont Private Capital | 9,524 | $194.9 萬 | 0.06% | +245+2.6% | 加碼 |
| American Financial Advisors, LLC | 9,851 | $194.8 萬 | 0.26% | −598−5.7% | 減碼 |
| Bailard, Inc. | 9,802 | $193.8 萬 | 0.04% | −97−1.0% | 減碼 |
| Baird Financial Group, Inc. | 9,764 | $193.1 萬 | 0.00% | −47−0.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 9,748 | $192.7 萬 | 0.02% | +9,748 | 新進 |
| Waterloo Capital, L.P. | 9,540 | $188.6 萬 | 0.13% | −963−9.2% | 減碼 |
| Ieq Capital, LLC | 9,523 | $188.3 萬 | 0.01% | +8,435+775.3% | 加碼 |
| Ossiam | 9,478 | $187.4 萬 | 0.03% | −89,138−90.4% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 9,413 | $186.1 萬 | 0.23% | +560+6.3% | 加碼 |
| J. Safra Sarasin Holding AG | 9,419 | $185.9 萬 | 0.03% | −6,414−40.5% | 減碼 |
| Equitable Holdings, Inc. | 9,804 | $185.0 萬 | 0.01% | +2,924+42.5% | 加碼 |
| Denali Advisors LLC | 9,335 | $184.6 萬 | 0.21% | −31−0.3% | 減碼 |
| D.A. Davidson & Co. | 9,310 | $184.1 萬 | 0.01% | −6,752−42.0% | 減碼 |
| Jump Financial, LLC | 9,282 | $183.5 萬 | 0.03% | +9,282 | 新進 |
| Mutual Advisors, LLC | 9,279 | $183.4 萬 | 0.04% | +6,477+231.2% | 加碼 |
| Brown Brothers Harriman & Co | 9,236 | $182.6 萬 | 0.01% | +5,239+131.1% | 加碼 |
| Banco BTG Pactual S.A. | 9,166 | $181.2 萬 | 0.35% | +9,166 | 新進 |
| Prestige Wealth Management Group LLC | 9,082 | $179.6 萬 | 0.35% | +8,968+7,866.7% | 加碼 |
| Arbor Capital Management Inc | 8,764 | $177.9 萬 | 1.45% | −659−7.0% | 減碼 |