跳到主要內容

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 2 季與 2026 年第 1 季比較

持有 Welltower Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

WELL 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數1,498181,602+122
股數6.75 億104.1 萬7.09 億+3,498 萬 (+5.2%)
市值$1,333 億$2.06 億$1,607 億+$276.4 億 (+20.8%)

18 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(204 家)

2026 年第 2 季季末持有 Welltower Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 204 家。

2026 年第 2 季新進 WELL 的機構
機構股數市值佔組合 %
Norges Bank18,146,984$41.2 億0.41%
Jupiter Topco LLC874,893$1.98 億0.08%
Nykredit A/S324,783$7,372 萬0.28%
Oddo BHF Asset Management SAS115,936$2,631 萬1.22%
Bahl & Gaynor Inc101,622$2,307 萬0.11%
Moore Capital Management, LP90,277$2,049 萬0.47%
Arrowstreet Capital, Limited Partnership78,081$1,772 萬0.01%
Hamilton Wealth, LLC53,352$1,211 萬2.22%
Bellars Harris Wealth Management, LLC46,790$1,062 萬2.16%
Clearbridge Investments, LLC40,305$914.8 萬0.01%
Arini Captial Management Ltd40,000$907.9 萬0.93%
Lombard Odier Asset Management (Switzerland) SA39,690$900.8 萬0.29%
Cinctive Capital Management LP28,380$644.1 萬0.26%
Pinnbrook Capital Management LP25,500$578.8 萬0.96%
Dockside LLC23,680$537.5 萬1.26%
Steel Peak Wealth Management LLC17,697$401.7 萬0.11%
Liberty Capital Management, Inc.16,257$369.0 萬0.63%
Entropy Technologies, LP15,468$351.1 萬0.14%
Global Retirement Partners, LLC14,473$328.5 萬0.05%
RMR Wealth Builders14,308$324.7 萬0.20%
Anchor Bay Capital, Inc.11,393$267.8 萬1.45%
Csenge Advisory Group11,091$251.7 萬0.10%
IPG Investment Advisors LLC8,302$188.4 萬0.27%
IMC-Chicago, LLC8,055$182.8 萬0.02%
WESPAC Advisors, LLC7,987$181.3 萬0.88%
Mitsubishi UFJ Asset Management (UK) Ltd.6,500$147.5 萬0.69%
PeakShares LLC6,007$136.3 萬1.01%
Elevatus Welath Management5,967$135.4 萬0.33%
Markowski Investments5,720$129.8 萬0.29%
McDonald Partners LLC5,506$125.0 萬0.30%
Sapient Capital LLC4,922$111.7 萬0.01%
Proficio Capital Partners LLC4,862$110.4 萬0.04%
Caisse des Depots Et Consignations3,563$80.9 萬0.01%
Hamrick Investment Counsel, llc3,340$75.8 萬0.50%
Cannon Advisors, Inc.3,155$74.5 萬0.45%
MOR Wealth Management, LLC2,969$67.4 萬0.27%
Money Concepts Capital Corp2,770$62.9 萬0.03%
Ausdal Financial Partners, Inc.2,717$61.7 萬0.02%
ZWJ Investment Counsel Inc2,683$60.9 萬0.02%
Brown Miller Wealth Management, LLC2,682$60.9 萬0.15%
IFG Advisory, LLC2,508$56.9 萬0.02%
Severin Investments, LLC2,329$52.9 萬0.40%
Parkwoods Wealth Partners, LLC2,306$52.3 萬0.08%
Mission Financial Group, LLC2,211$50.2 萬0.42%
Third View Private Wealth, LLC2,210$50.2 萬0.06%
Itau Unibanco Holding S.A.2,166$49.2 萬0.01%
Accent Capital Management, LLC2,158$49.0 萬0.21%
Sagewood Asset Management LP2,048$46.5 萬0.11%
SMART Wealth LLC2,010$45.6 萬0.10%
Colter Lewis Investment Partners LLC2,000$45.4 萬0.20%
Sompo Asset Management Co., Ltd.1,810$41.1 萬0.07%
Diversify Advisory Services, LLC1,571$39.0 萬0.01%
Edmond de Rothschild Holding S.A.1,696$38.5 萬0.01%
Donaldson Capital Management, LLC1,676$38.0 萬0.01%
Fulton Bank, N.A.1,670$37.9 萬0.01%
True North Advisors, LLC1,549$35.2 萬0.03%
New Covenant Trust Company, N.A.1,540$35.0 萬0.26%
Avantra Family Wealth, Inc.1,520$34.5 萬0.22%
Jackson Thornton Asset Management, LLC1,433$32.5 萬0.03%
InTrack Investment Management Inc1,420$32.2 萬0.16%
Welch & Forbes LLC1,380$31.3 萬0.00%
McGowan Group Asset Management, Inc.1,370$31.1 萬0.04%
LeConte Wealth Management, LLC1,316$29.9 萬0.16%
49 Wealth Management, LLC1,305$29.6 萬0.06%
Alongside, LLC1,305$29.6 萬0.06%
Mission Wealth Management, LP1,267$28.8 萬0.00%
VisionPoint Advisory Group, LLC1,220$27.7 萬0.05%
Bennett Associates Wealth Management1,203$27.3 萬0.17%
Basso Capital Management, L.P.1,193$27.1 萬0.07%
Vantus Wealth LLC1,192$27.1 萬0.15%
Symphony Financial, Ltd. Co.1,187$27.0 萬0.03%
TritonPoint Partners, LLC1,171$26.6 萬0.02%
Haverford Trust Co1,157$26.3 萬0.00%
Victory Financial Group, LLC1,107$25.1 萬0.03%
Centiva Capital, LP1,094$24.8 萬0.01%
Storgate, LLC1,088$24.7 萬0.05%
Klingman & Associates, LLC1,076$24.4 萬0.01%
Power Wealth Management LLC1,076$24.4 萬0.08%
Collaborative Fund Advisors, LLC1,076$24.4 萬0.14%
Verus Capital Partners, LLC1,070$24.3 萬0.01%
Nicolet Bankshares Inc1,036$24.1 萬0.01%
WealthTrust Asset Management, LLC1,058$24.0 萬0.13%
Intelligence Driven Advisers, LLC1,055$23.9 萬0.04%
Monticello Wealth Management, LLC1,042$23.7 萬0.01%
Magnus Financial Group LLC1,040$23.6 萬0.02%
Mayflower Financial Advisors, LLC1,039$23.6 萬0.02%
Stonebridge Financial Group, LLC1,038$23.5 萬0.03%
First National Bank of Omaha1,000$22.8 萬0.01%
Community Trust & Investment Co1,000$22.7 萬0.01%
Provident Investment Management, Inc.1,000$22.7 萬0.02%
Fortem Financial Group, LLC1,000$22.7 萬0.05%
Mill Capital Management, LLC1,000$22.7 萬0.02%
Legacy Financial Independent Advisors LLC1,000$22.7 萬0.11%
Ballast, Inc.992$22.5 萬0.04%
Beacon Financial Advisory LLC990$22.5 萬0.04%
Yoffe Investment Management, LLC989$22.4 萬0.26%
Samara Investment Management, LLC989$22.4 萬0.21%
S-Bank Fund Management Ltd984$22.3 萬0.03%
Hengehold Capital Management LLC981$22.3 萬0.02%
David R. Rahn & Associates Inc.980$22.2 萬0.05%

清倉機構(82 家)

2026 年第 1 季季末持有 Welltower Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 WELL 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Commonwealth of Pennsylvania Public School Empls Retrmt Sys475,209$9,395 萬
Hudson Bay Capital Management LP235,296$4,652 萬
Alyeska Investment Group, L.P.139,764$2,763 萬
Mizuho Markets Cayman LP67,061$1,326 萬
ExodusPoint Capital Management, LP66,207$1,309 萬
HBK Investments L P62,515$1,236 萬
Quadrature Capital Ltd49,122$971.2 萬
DuPont Capital Management Corp41,770$825.8 萬
Beck Capital Management, LLC33,965$671.5 萬
Verition Fund Management LLC31,171$616.3 萬
Taproot Management LP25,993$513.9 萬
L & S Advisors Inc21,547$426.0 萬
Quadrant Capital Group LLC18,689$369.5 萬
Edgestream Partners, L.P.17,991$355.7 萬
Nearwater Capital Markets, Ltd14,600$288.7 萬
Patton Fund Management, Inc.12,428$245.7 萬
iA Global Asset Management Inc.12,143$240.1 萬
Banque Pictet & Cie SA10,671$211.0 萬
Parallax Volatility Advisers, L.P.9,625$198.7 萬
Jump Financial, LLC9,282$183.5 萬
Banco BTG Pactual S.A.9,166$181.2 萬
Colony Capital, Inc.6,850$135.4 萬
RiverFront Investment Group, LLC6,239$123.4 萬
Evolve Private Wealth, LLC5,595$110.6 萬
Friedenthal Financial5,403$106.8 萬
Y-Intercept (Hong Kong) Ltd4,673$92.4 萬
Bard Associates Inc4,277$84.6 萬
Donoghue Forlines LLC3,879$76.7 萬
Golden State Equity Partners3,379$66.8 萬
Sageworth Trust Co2,976$58.8 萬
World Equity Group, Inc.2,751$54.4 萬
Two Sigma Securities, LLC2,717$53.7 萬
NorthCrest Asset Manangement, LLC2,514$50.9 萬
Evoke Wealth, LLC2,423$47.9 萬
Jane Street Group, LLC2,331$46.1 萬
Beese Fulmer Investment Management, Inc.2,142$42.3 萬
Engineers Gate Manager LP2,029$40.1 萬
Old Mission Capital LLC1,914$37.8 萬
Capstone Wealth Management Group, LLC1,450$28.7 萬
Capital CS Group, LLC1,330$26.3 萬
Stonebridge Capital Advisors LLC1,288$25.5 萬
Campbell & CO Investment Adviser LLC1,248$24.7 萬
DV Trading LLC1,200$23.7 萬
Insigneo Advisory Services, LLC1,162$23.0 萬
Fox Run Management, L.L.C.1,172$22.9 萬
Greenwich Wealth Management LLC1,081$21.4 萬
West Michigan Advisors, LLC1,079$21.3 萬
111 Capital1,055$20.9 萬
Reuter James Wealth Management, LLC1,050$20.8 萬
Intrua Financial, LLC1,041$20.6 萬
Zacks Investment Management1,038$20.5 萬
Blueshift Asset Management, LLC1,017$20.1 萬
Opal Wealth Advisors, LLC704$13.9 萬
Elequin Capital LP702$13.9 萬
Twin Peaks Wealth Advisors, LLC658$13.0 萬
Wall Street Financial Group, Inc.564$11.2 萬
Capula Management Ltd549$10.9 萬
Intentional Wealth Strategies, LLC395$7.81 萬
RWM Asset Management, LLC335$6.62 萬
Global Assets Advisory, LLC270$5.34 萬
Root Financial Partners, LLC217$4.29 萬
Wealth Preservation Advisors, LLC150$2.97 萬
Scarborough Advisors, LLC148$2.93 萬
Burkett Financial Services, LLC147$2.91 萬
Sound Income Strategies, LLC137$2.73 萬
Sachetta, LLC133$2.63 萬
Global Wealth Strategies & Associates97$1.92 萬
REAP Financial Group, LLC75$1.48 萬
Johnson Financial Group, Inc.47$9,293
Operose Advisors LLC44$8,699
Clayton Financial Group LLC35$6,920
Legacy Wealth Managment, LLC28$5,536
Portus Wealth Advisors, LLC25$4,943
Richardson Capital Management LLC21$4,152
Washington Trust Advisors, Inc.14$2,768
1620 Investment Advisors, Inc.9$1,878
TopTier Wealth Management, LLC9$1,779
Vision Retirement, LLC5$989
Pittenger & Anderson Inc3$594
Napier Financial, LLC2$395
Toth Financial Advisory Corp1$198
Innovative Asset Advisors Group, LLC1$198

尚未申報 2026 年第 2 季的機構(18 家)

2026 年第 1 季季末持有 Welltower Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 WELL、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC898,586$1.78 億
CWM, LLC55,856$1,104 萬
U.S. Capital Wealth Advisors, LLC53,806$1,064 萬
Skopos Labs, Inc.16,015$316.6 萬
Journey Strategic Wealth LLC4,350$86.0 萬
First Affirmative Financial Network3,273$64.7 萬
GM Advisory Group, Inc.2,187$43.2 萬
Leo Wealth, LLC1,975$39.1 萬
Jaffetilchin Investment Partners, LLC1,597$31.6 萬
Jackson Hole Capital Partners, LLC1,235$24.4 萬
Arcadia Investment Management Corp1,103$21.8 萬
Sunbelt Securities, Inc.244$4.83 萬
McIlrath & Eck, LLC184$3.64 萬
Red Tortoise LLC81$1.60 萬
Anfield Capital Management, LLC14$2,768
Sofos Investments, Inc.5$989
USA Financial Portformulas Corp4$791
My Portfolio Guide, LLC3$593