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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 2,518 | $57.2 萬 | 0.02% | −30−1.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 2,534 | $57.5 萬 | 0.04% | −413−14.0% | 減碼 |
| West Family Investments, Inc. | 2,569 | $58.3 萬 | 0.17% | +48+1.9% | 加碼 |
| Visionary Wealth Advisors | 2,578 | $58.5 萬 | 0.02% | +6+0.2% | 加碼 |
| QTR Family Wealth, LLC | 2,580 | $58.6 萬 | 0.20% | +17+0.7% | 加碼 |
| Chicago Trust Co NA | 2,594 | $58.9 萬 | 0.09% | +42+1.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,620 | $59.5 萬 | 0.01% | +1,347+105.8% | 加碼 |
| Brucke Financial, Inc. | 2,622 | $59.5 萬 | 0.26% | +252+10.6% | 加碼 |
| Foresight Group Ltd Liability Partnership | 2,598 | $59.5 萬 | 0.11% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 2,639 | $59.9 萬 | 0.03% | +77+3.0% | 加碼 |
| ING Groep NV | 2,640 | $59.9 萬 | 0.00% | −88,147−97.1% | 減碼 |
| Hartline Investment Corp | 2,652 | $60.2 萬 | 0.05% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,658 | $60.3 萬 | 0.01% | +86+3.3% | 加碼 |
| Wedbush Securities Inc | 2,662 | $60.4 萬 | 0.02% | −160−5.7% | 減碼 |
| Dakota Wealth Management | 2,666 | $60.5 萬 | 0.01% | −210−7.3% | 減碼 |
| Brown Miller Wealth Management, LLC | 2,682 | $60.9 萬 | 0.15% | +2,682 | 新進 |
| ZWJ Investment Counsel Inc | 2,683 | $60.9 萬 | 0.02% | +2,683 | 新進 |
| Valeo Financial Advisors, LLC | 2,711 | $61.5 萬 | 0.01% | +37+1.4% | 加碼 |
| Covenant Asset Management, LLC | 2,711 | $61.5 萬 | 0.11% | +122+4.7% | 加碼 |
| First Horizon Corp | 2,713 | $61.6 萬 | 0.02% | +94+3.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 2,717 | $61.7 萬 | 0.02% | +2,717 | 新進 |
| Larson Financial Group LLC | 2,728 | $61.9 萬 | 0.02% | +284+11.6% | 加碼 |
| Alta Advisers Ltd | 2,733 | $62.0 萬 | 0.14% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,753 | $62.5 萬 | 0.03% | +55+2.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,769 | $62.8 萬 | 0.02% | −556−16.7% | 減碼 |
| Money Concepts Capital Corp | 2,770 | $62.9 萬 | 0.03% | +2,770 | 新進 |
| Moors & Cabot, Inc. | 2,773 | $62.9 萬 | 0.02% | −350−11.2% | 減碼 |
| Buckingham Strategic Partners | 2,777 | $63.0 萬 | 0.01% | −474−14.6% | 減碼 |
| First Citizens Bank & Trust Co | 2,815 | $63.9 萬 | 0.01% | +221+8.5% | 加碼 |
| Heartland Bank & Trust Co | 2,816 | $63.9 萬 | 0.13% | −38−1.3% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 2,816 | $63.9 萬 | 0.21% | +89+3.3% | 加碼 |
| Norden Group LLC | 2,817 | $64.0 萬 | 0.05% | +503+21.7% | 加碼 |
| Wakefield Asset Management LLLP | 2,828 | $64.2 萬 | 0.14% | +74+2.7% | 加碼 |
| First Foundation Advisors | 2,841 | $64.5 萬 | 0.02% | +488+20.7% | 加碼 |
| LGT Fund Management Co Ltd. | 2,857 | $64.8 萬 | 0.03% | 00.0% | 不變 |
| Mather Group, LLC. | 2,864 | $65.0 萬 | 0.01% | +64+2.3% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,776 | $65.1 萬 | 0.03% | +279+11.2% | 加碼 |
| Lynx Capital Group Ltd | 2,878 | $65.3 萬 | 0.26% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 2,887 | $65.5 萬 | 0.02% | +208+7.8% | 加碼 |
| Shrier Wealth Management, LLC | 2,899 | $65.8 萬 | 0.22% | +2+0.1% | 加碼 |
| Lazard Asset Management LLC | 2,913 | $66.1 萬 | 0.00% | +1,693+138.8% | 加碼 |
| Ronald Blue Trust, Inc. | 2,920 | $66.3 萬 | 0.01% | −51−1.7% | 減碼 |
| Facet Wealth, Inc. | 2,940 | $66.7 萬 | 0.01% | +822+38.8% | 加碼 |
| Crestwood Advisors Group LLC | 2,943 | $66.8 萬 | 0.01% | +407+16.0% | 加碼 |
| Western Wealth Management, LLC | 2,948 | $66.9 萬 | 0.02% | +409+16.1% | 加碼 |
| Dogwood Wealth Management LLC | 2,953 | $67.0 萬 | 0.26% | −773−20.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,959 | $67.2 萬 | 0.02% | +1,079+57.4% | 加碼 |
| Spirepoint Private Client, LLC | 2,962 | $67.2 萬 | 0.05% | −56−1.9% | 減碼 |
| MOR Wealth Management, LLC | 2,969 | $67.4 萬 | 0.27% | +2,969 | 新進 |
| Transcend Wealth Collective, LLC | 2,970 | $67.4 萬 | 0.05% | +658+28.5% | 加碼 |
| Massmutual Trust Co FSB | 2,973 | $67.5 萬 | 0.02% | −24−0.8% | 減碼 |
| Defiance ETFs, LLC | 2,961 | $68.2 萬 | 0.01% | +678+29.7% | 加碼 |
| Conning Inc. | 3,007 | $68.2 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 3,009 | $68.3 萬 | 0.01% | +19+0.6% | 加碼 |
| Triad Wealth Partners, LLC | 2,935 | $68.4 萬 | 0.04% | +469+19.0% | 加碼 |
| Alpha Zero LLC | 2,837 | $68.5 萬 | 0.26% | +1,187+71.9% | 加碼 |
| Keel Point, LLC | 3,063 | $69.5 萬 | 0.04% | +247+8.8% | 加碼 |
| Waddell & Associates, LLC | 3,071 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| PlanVest Financial, Inc | 3,073 | $69.7 萬 | 0.47% | +10.0% | 加碼 |
| HF Advisory Group, LLC | 3,086 | $70.0 萬 | 0.22% | −253−7.6% | 減碼 |
| Continuum Advisory, LLC | 3,117 | $70.7 萬 | 0.06% | −2,529−44.8% | 減碼 |
| SFMG, LLC | 3,117 | $70.7 萬 | 0.04% | +7+0.2% | 加碼 |
| Hendershot Investments Inc. | 3,126 | $71.0 萬 | 0.09% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 3,141 | $71.3 萬 | 0.02% | +502+19.0% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,156 | $71.6 萬 | 0.10% | −218−6.5% | 減碼 |
| Maia Wealth LLC | 3,164 | $71.8 萬 | 0.11% | +432+15.8% | 加碼 |
| National Asset Management, Inc. | 3,157 | $71.9 萬 | 0.04% | +21+0.7% | 加碼 |
| Angeles Wealth Management, LLC | 3,196 | $72.5 萬 | 0.03% | +101+3.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,197 | $72.6 萬 | 0.03% | −3−0.1% | 減碼 |
| Lake Street Financial LLC | 3,221 | $73.1 萬 | 0.08% | +54+1.7% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $73.8 萬 | 0.33% | 00.0% | 不變 |
| GWN Securities Inc. | 3,275 | $74.3 萬 | 0.12% | −155−4.5% | 減碼 |
| Shelton Capital Management | 3,278 | $74.4 萬 | 0.01% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 3,280 | $74.4 萬 | 0.05% | +430+15.1% | 加碼 |
| Cannon Advisors, Inc. | 3,155 | $74.5 萬 | 0.45% | +3,155 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 3,284 | $74.5 萬 | 0.35% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 3,190 | $74.8 萬 | 0.25% | −869−21.4% | 減碼 |
| Eurizon SLJ Capital Ltd | 3,297 | $74.8 萬 | 0.28% | 00.0% | 不變 |
| Balboa Wealth Partners | 3,306 | $75.0 萬 | 0.10% | −875−20.9% | 減碼 |
| CoreCap Advisors, LLC | 3,337 | $75.7 萬 | 0.02% | −266−7.4% | 減碼 |
| Hamrick Investment Counsel, llc | 3,340 | $75.8 萬 | 0.50% | +3,340 | 新進 |
| Providence First Trust Co | 3,342 | $75.9 萬 | 0.21% | +606+22.1% | 加碼 |
| Miracle Mile Advisors, LLC | 3,385 | $76.8 萬 | 0.01% | +265+8.5% | 加碼 |
| LCNB Corp | 3,392 | $77.0 萬 | 0.24% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 3,404 | $77.3 萬 | 0.03% | +311+10.1% | 加碼 |
| Peak Planning Group, LLC | 3,406 | $77.3 萬 | 0.17% | −134−3.8% | 減碼 |
| Westerkirk Capital Inc. | 3,471 | $78.8 萬 | 0.08% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,474 | $78.8 萬 | 0.21% | 00.0% | 不變 |
| Values First Advisors, Inc. | 3,484 | $79.1 萬 | 0.36% | −3,311−48.7% | 減碼 |
| FSM Wealth Advisors, LLC | 3,489 | $79.2 萬 | 0.08% | +89+2.6% | 加碼 |
| Koshinski Asset Management, Inc. | 3,511 | $79.7 萬 | 0.04% | +349+11.0% | 加碼 |
| Widmann Financial Services, Inc. | 3,521 | $79.9 萬 | 0.43% | +2,492+242.2% | 加碼 |
| Stonebridge Financial Group, LLC | 3,527 | $80.1 萬 | 0.06% | +22+0.6% | 加碼 |
| Fortress Wealth Group, LLC | 3,177 | $80.1 萬 | 0.28% | +190+6.4% | 加碼 |
| Integrated Advisors Network LLC | 3,550 | $80.6 萬 | 0.04% | −544−13.3% | 減碼 |
| Caisse des Depots Et Consignations | 3,563 | $80.9 萬 | 0.01% | +3,563 | 新進 |
| Catalyst Financial Partners LLC | 3,566 | $80.9 萬 | 0.08% | +80+2.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,596 | $81.6 萬 | 0.06% | +29+0.8% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 3,605 | $81.8 萬 | 0.22% | +12+0.3% | 加碼 |
| Panagora Asset Management Inc | 3,625 | $82.3 萬 | 0.00% | 00.0% | 不變 |