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 13F 持有人
Welltower Inc. 在 2026/6/30 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
- 1,602
- 較 2026 年第 1 季 +122 家
- 持有股數
- 7.09 億
- 較 2026 年第 1 季 +3,498 萬 (+5.2%)
- 總市值
- $1,607 億
- 較 2026 年第 1 季 +$276.4 億 (+20.8%)
- 新進機構
- 204
- 另有 672 家加碼
- 清倉機構
- 82
- 另有 487 家減碼
另有 18 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 1,892 | $42.9 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 1,892 | $42.9 萬 | 0.03% | +140+8.0% | 加碼 |
| Zions Bancorporation, National Association | 1,898 | $43.1 萬 | 0.03% | −17−0.9% | 減碼 |
| Regions Financial Corp | 1,909 | $43.3 萬 | 0.00% | +5+0.3% | 加碼 |
| Onefund, LLC | 1,920 | $43.6 萬 | 0.25% | +32+1.7% | 加碼 |
| Gryphon Financial Partners LLC | 1,925 | $43.7 萬 | 0.04% | −9−0.5% | 減碼 |
| Optas, LLC | 1,944 | $44.1 萬 | 0.06% | +93+5.0% | 加碼 |
| PCM Encore, LLC | 1,945 | $44.1 萬 | 0.08% | +134+7.4% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 1,952 | $44.3 萬 | 0.02% | −22−1.1% | 減碼 |
| Discipline Wealth Solutions, LLC | 1,954 | $44.3 萬 | 0.04% | +34+1.8% | 加碼 |
| New Republic Capital, LLC | 1,956 | $44.4 萬 | 0.10% | +27+1.4% | 加碼 |
| Commons Capital, LLC | 1,957 | $44.4 萬 | 0.31% | +4+0.2% | 加碼 |
| Providence Financial Advisors, LLC | 1,965 | $44.6 萬 | 0.25% | +8+0.4% | 加碼 |
| Wellspring Financial Advisors, LLC | 1,967 | $44.6 萬 | 0.03% | −2−0.1% | 減碼 |
| Private Trust Co NA | 1,977 | $44.9 萬 | 0.04% | +139+7.6% | 加碼 |
| Fisher Asset Management, LLC | 1,983 | $45.0 萬 | 0.00% | +583+41.6% | 加碼 |
| Cetera Trust Company, N.A | 1,990 | $45.2 萬 | 0.23% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 2,000 | $45.4 萬 | 0.36% | 00.0% | 不變 |
| Colter Lewis Investment Partners LLC | 2,000 | $45.4 萬 | 0.20% | +2,000 | 新進 |
| Hardy Reed LLC | 2,003 | $45.5 萬 | 0.03% | +33+1.7% | 加碼 |
| Blue Fin Capital, Inc. | 2,009 | $45.6 萬 | 0.07% | −187−8.5% | 減碼 |
| SMART Wealth LLC | 2,010 | $45.6 萬 | 0.10% | +2,010 | 新進 |
| Gross & Hartman Investments LLC | 2,016 | $45.8 萬 | 0.20% | 00.0% | 不變 |
| Safe Harbor Family Capital, LLC | 2,016 | $45.8 萬 | 0.31% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 2,024 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| Corient IA LLC | 2,030 | $46.1 萬 | 0.42% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 2,030 | $46.1 萬 | 0.11% | +82+4.2% | 加碼 |
| Abel Hall, LLC | 2,031 | $46.1 萬 | 0.08% | +305+17.7% | 加碼 |
| Tempo Wealth, LLC | 2,034 | $46.2 萬 | 0.07% | +13+0.6% | 加碼 |
| Purpose Unlimited Inc. | 2,036 | $46.2 萬 | 0.02% | 00.0% | 不變 |
| Quent Capital, LLC | 2,048 | $46.5 萬 | 0.03% | −36−1.7% | 減碼 |
| Sagewood Asset Management LP | 2,048 | $46.5 萬 | 0.11% | +2,048 | 新進 |
| Dickmeyer Boyce Financial Management, Inc. | 2,062 | $46.8 萬 | 0.24% | −4−0.2% | 減碼 |
| Cullinan Associates Inc | 2,065 | $46.9 萬 | 0.04% | −210−9.2% | 減碼 |
| Mystic Asset Management, Inc. | 2,065 | $46.9 萬 | 0.10% | −50−2.4% | 減碼 |
| Woodmont Investment Counsel LLC | 2,071 | $47.0 萬 | 0.03% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 2,074 | $47.1 萬 | 0.01% | +589+39.7% | 加碼 |
| Values Added Financial LLC | 2,074 | $47.1 萬 | 0.17% | +209+11.2% | 加碼 |
| Monument Capital Management | 2,077 | $47.1 萬 | 0.09% | −32−1.5% | 減碼 |
| Bridgewater Advisors Inc. | 2,069 | $47.2 萬 | 0.03% | +82+4.1% | 加碼 |
| Phillips Wealth Planners LLC | 1,992 | $47.3 萬 | 0.35% | −9−0.4% | 減碼 |
| SNS Financial Group, LLC | 2,098 | $47.6 萬 | 0.01% | +77+3.8% | 加碼 |
| Segment Wealth Management, LLC | 2,101 | $47.7 萬 | 0.02% | +339+19.2% | 加碼 |
| Chicago Partners Investment Group LLC | 1,944 | $48.0 萬 | 0.01% | −35−1.8% | 減碼 |
| Gateway Investment Advisers LLC | 2,131 | $48.4 萬 | 0.00% | −1,233−36.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,132 | $48.4 萬 | 0.00% | +1,950+1,071.4% | 加碼 |
| Capital Advisors Wealth Management, LLC | 2,144 | $48.7 萬 | 0.06% | +6+0.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 2,156 | $48.9 萬 | 0.12% | 00.0% | 不變 |
| Accent Capital Management, LLC | 2,158 | $49.0 萬 | 0.21% | +2,158 | 新進 |
| Foundations Investment Advisors, LLC | 2,159 | $49.0 萬 | 0.01% | +531+32.6% | 加碼 |
| Itau Unibanco Holding S.A. | 2,166 | $49.2 萬 | 0.01% | +2,166 | 新進 |
| Pflug Koory, LLC | 2,174 | $49.3 萬 | 0.20% | −16−0.7% | 減碼 |
| Moss Adams Wealth Advisors LLC | 2,183 | $49.5 萬 | 0.03% | −37−1.7% | 減碼 |
| Modera Wealth Management, LLC | 2,183 | $49.6 萬 | 0.01% | +20+0.9% | 加碼 |
| Painted Porch Advisors LLC | 2,189 | $49.7 萬 | 0.22% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 2,193 | $49.8 萬 | 0.16% | +117+5.6% | 加碼 |
| Foster Group, Inc. | 2,194 | $49.8 萬 | 0.01% | +118+5.7% | 加碼 |
| Circle Wealth Management, LLC | 2,210 | $50.2 萬 | 0.01% | +56+2.6% | 加碼 |
| Third View Private Wealth, LLC | 2,210 | $50.2 萬 | 0.06% | +2,210 | 新進 |
| Mission Financial Group, LLC | 2,211 | $50.2 萬 | 0.42% | +2,211 | 新進 |
| Basecamp Wealth Advisors LLC | 2,213 | $50.2 萬 | 0.09% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 2,216 | $50.3 萬 | 0.20% | +7+0.3% | 加碼 |
| Portfolio Resources Advisor Group, Inc. | 2,218 | $50.3 萬 | 0.43% | −13−0.6% | 減碼 |
| Advisors Capital Management, LLC | 2,221 | $50.4 萬 | 0.01% | +518+30.4% | 加碼 |
| Index Technologies Group LLC | 2,229 | $50.6 萬 | 0.40% | −173−7.2% | 減碼 |
| Parkside Financial Bank & Trust | 2,233 | $50.7 萬 | 0.03% | +199+9.8% | 加碼 |
| AlTi Global, Inc. | 2,243 | $50.9 萬 | 0.01% | +618+38.0% | 加碼 |
| Childress Capital Advisors, LLC | 2,245 | $51.0 萬 | 0.08% | −628−21.9% | 減碼 |
| Income Insurance Ltd | 2,248 | $51.0 萬 | 0.30% | +200+9.8% | 加碼 |
| RCW Management, LLC | 2,265 | $51.4 萬 | 0.46% | −424−15.8% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,277 | $51.7 萬 | 0.16% | 00.0% | 不變 |
| MTM Investment Management, LLC | 2,300 | $52.2 萬 | 0.15% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 2,302 | $52.2 萬 | 0.18% | −193−7.7% | 減碼 |
| Parkwoods Wealth Partners, LLC | 2,306 | $52.3 萬 | 0.08% | +2,306 | 新進 |
| Smith, Moore & Co. | 2,313 | $52.5 萬 | 0.03% | +243+11.7% | 加碼 |
| Wealth Science Advisors LLC | 2,316 | $52.6 萬 | 0.23% | +347+17.6% | 加碼 |
| Keebeck Wealth Management, LLC | 2,324 | $52.7 萬 | 0.05% | +537+30.1% | 加碼 |
| Planned Solutions, Inc. | 2,326 | $52.8 萬 | 0.15% | +19+0.8% | 加碼 |
| Clear Wave Wealth Management LLC | 2,327 | $52.8 萬 | 0.12% | +60+2.6% | 加碼 |
| Severin Investments, LLC | 2,329 | $52.9 萬 | 0.40% | +2,329 | 新進 |
| Strategic Investment Advisors | 2,331 | $52.9 萬 | 0.03% | +39+1.7% | 加碼 |
| Advisor OS, LLC | 2,339 | $53.1 萬 | 0.04% | −175−7.0% | 減碼 |
| Sentinus, LLC | 2,353 | $53.4 萬 | 0.04% | +22+0.9% | 加碼 |
| Soltis Investment Advisors LLC | 2,362 | $53.6 萬 | 0.03% | +712+43.2% | 加碼 |
| 44 Wealth Management LLC | 2,383 | $54.1 萬 | 0.18% | −120−4.8% | 減碼 |
| Whalerock Point Partners, LLC | 2,398 | $54.4 萬 | 0.09% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 2,399 | $54.5 萬 | 0.01% | −2−0.1% | 減碼 |
| AGH Wealth Advisors, LLC | 2,400 | $54.5 萬 | 0.34% | −11−0.5% | 減碼 |
| Capital Analysts, LLC | 2,405 | $54.6 萬 | 0.01% | −56−2.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,410 | $54.7 萬 | 0.11% | −95−3.8% | 減碼 |
| Everpar Advisors LLC | 2,410 | $54.7 萬 | 0.16% | +194+8.8% | 加碼 |
| Whittier Trust Co | 2,356 | $54.8 萬 | 0.01% | −101−4.1% | 減碼 |
| Gold Investment Management Ltd. | 2,433 | $55.2 萬 | 0.15% | −37−1.5% | 減碼 |
| bLong Financial, LLC | 2,450 | $55.6 萬 | 0.36% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 2,470 | $56.1 萬 | 0.01% | −563−18.6% | 減碼 |
| Retirement Planning Group, LLC | 2,476 | $56.2 萬 | 0.31% | −10.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,479 | $56.3 萬 | 0.03% | 00.0% | 不變 |
| Hudock, Inc. | 2,503 | $56.8 萬 | 0.07% | +3+0.1% | 加碼 |
| IFG Advisory, LLC | 2,508 | $56.9 萬 | 0.02% | +2,508 | 新進 |
| Stock Yards Bank & Trust Co | 2,514 | $57.1 萬 | 0.02% | −310−11.0% | 減碼 |