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 |
|---|---|---|---|---|---|
| AlphaGrep UK Ltd | 3,634 | $82.5 萬 | 0.25% | +581+19.0% | 加碼 |
| Family Wealth Partners, LLC | 3,678 | $83.5 萬 | 0.26% | +48+1.3% | 加碼 |
| Rehmann Capital Advisory Group | 3,681 | $83.6 萬 | 0.04% | +39+1.1% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,692 | $83.8 萬 | 0.32% | −322−8.0% | 減碼 |
| Madden Advisory Services, Inc. | 3,693 | $83.8 萬 | 0.30% | −117−3.1% | 減碼 |
| Driehaus Capital Management LLC | 3,734 | $84.8 萬 | 0.00% | 00.0% | 不變 |
| Drake & Associates, LLC | 3,742 | $84.9 萬 | 0.14% | −3,465−48.1% | 減碼 |
| 180 Wealth Advisors, LLC | 3,748 | $85.1 萬 | 0.09% | −141−3.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,813 | $86.5 萬 | 0.01% | +16+0.4% | 加碼 |
| TD Private Client Wealth LLC | 3,823 | $86.8 萬 | 0.02% | −11−0.3% | 減碼 |
| Southland Equity Partners LLC | 3,852 | $87.4 萬 | 0.15% | +9+0.2% | 加碼 |
| Glenview Trust Co | 3,877 | $88.0 萬 | 0.01% | −25−0.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 3,881 | $88.1 萬 | 0.03% | −100−2.5% | 減碼 |
| Comprehensive Money Management Services LLC | 3,921 | $89.0 萬 | 0.56% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 3,922 | $89.0 萬 | 0.00% | −9,901−71.6% | 減碼 |
| Churchill Financial Advisors, LLC | 3,970 | $90.1 萬 | 0.17% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 3,980 | $90.3 萬 | 0.05% | −60−1.5% | 減碼 |
| HBK Sorce Advisory LLC | 3,821 | $90.7 萬 | 0.02% | +87+2.3% | 加碼 |
| LRI Investments, LLC | 3,995 | $90.7 萬 | 0.07% | −225−5.3% | 減碼 |
| Custom Index Systems, LLC | 3,999 | $90.8 萬 | 0.33% | −267−6.3% | 減碼 |
| Manske Wealth Management | 4,025 | $91.4 萬 | 0.23% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 4,031 | $91.5 萬 | 0.05% | +779+24.0% | 加碼 |
| L2 Asset Management, LLC | 4,037 | $91.6 萬 | 0.10% | +328+8.8% | 加碼 |
| Bull Harbor Capital LLC | 4,039 | $91.7 萬 | 0.18% | +11+0.3% | 加碼 |
| Beto Financial Group, LLC | 3,749 | $91.8 萬 | 0.48% | +27+0.7% | 加碼 |
| River Street Advisors LLC | 4,087 | $92.8 萬 | 0.27% | +14+0.3% | 加碼 |
| Simplicity Wealth,LLC | 4,100 | $93.1 萬 | 0.03% | +364+9.7% | 加碼 |
| Souders Financial Advisors | 4,108 | $93.2 萬 | 0.09% | +92+2.3% | 加碼 |
| Tuttle Tactical Management | 4,112 | $93.3 萬 | 0.63% | 00.0% | 不變 |
| Life Cycle Investment Partners Ltd | 4,121 | $93.5 萬 | 0.00% | −4,257−50.8% | 減碼 |
| Stevens Capital Management LP | 4,140 | $94.0 萬 | 0.23% | −6,979−62.8% | 減碼 |
| St Germain D J Co Inc | 4,159 | $94.4 萬 | 0.03% | 00.0% | 不變 |
| Associated Banc-Corp | 4,166 | $94.6 萬 | 0.02% | −8−0.2% | 減碼 |
| Johnson Investment Counsel Inc | 4,174 | $94.7 萬 | 0.01% | +137+3.4% | 加碼 |
| Saiph Capital, LLC | 4,197 | $95.3 萬 | 0.29% | +248+6.3% | 加碼 |
| Panoramic Investment Advisors, LLC | 4,204 | $95.4 萬 | 0.46% | 00.0% | 不變 |
| Foster Victor Wealth Advisors, LLC | 4,069 | $96.0 萬 | 0.05% | −22−0.5% | 減碼 |
| Valued Retirements, Inc. | 4,238 | $96.2 萬 | 0.86% | +266+6.7% | 加碼 |
| Midwest Trust Co | 4,321 | $98.1 萬 | 0.01% | −115−2.6% | 減碼 |
| Fulcrum Capital LLC | 4,328 | $98.2 萬 | 0.20% | −155−3.5% | 減碼 |
| J.Safra Asset Management Corp | 4,343 | $98.6 萬 | 0.05% | +4,233+3,848.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 4,177 | $99.2 萬 | 0.02% | +35+0.8% | 加碼 |
| ProVise Management Group, LLC | 4,386 | $99.5 萬 | 0.07% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 4,395 | $99.8 萬 | 0.03% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 4,408 | $100.1 萬 | 0.02% | +3,277+289.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,413 | $100.2 萬 | 0.10% | +16+0.4% | 加碼 |
| Tower Bridge Advisors | 4,425 | $100.4 萬 | 0.09% | 00.0% | 不變 |
| Capital Square, LLC | 4,360 | $101.0 萬 | 0.44% | −178−3.9% | 減碼 |
| TCG Advisory Services, LLC | 4,450 | $101.0 萬 | 0.02% | +1,709+62.3% | 加碼 |
| Alerus Financial NA | 4,459 | $101.2 萬 | 0.04% | +2,536+131.9% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,471 | $101.5 萬 | 0.29% | +521+13.2% | 加碼 |
| AA Financial Advisors, LLC | 4,475 | $101.6 萬 | 0.12% | +131+3.0% | 加碼 |
| Joel Isaacson & Co., LLC | 4,480 | $101.7 萬 | 0.03% | 00.0% | 不變 |
| Alteri Wealth LLC | 4,483 | $101.8 萬 | 0.28% | +98+2.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 4,528 | $102.8 萬 | 0.26% | −119−2.6% | 減碼 |
| LongView Wealth Management | 4,539 | $103.0 萬 | 0.26% | −108−2.3% | 減碼 |
| Investment Advisory Group, LLC | 4,541 | $103.1 萬 | 0.22% | −276−5.7% | 減碼 |
| Strategy Asset Managers LLC | 4,553 | $103.3 萬 | 0.15% | +1,037+29.5% | 加碼 |
| Fidelis Capital Partners, LLC | 4,558 | $103.5 萬 | 0.06% | −710−13.5% | 減碼 |
| Buckley Wealth Management, LLC | 4,574 | $103.8 萬 | 0.26% | +219+5.0% | 加碼 |
| Lederer & Associates Investment Counsel | 4,649 | $105.5 萬 | 0.69% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 4,706 | $106.8 萬 | 0.12% | +102+2.2% | 加碼 |
| Monetary Management Group Inc | 4,725 | $107.2 萬 | 0.22% | −200−4.1% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,748 | $107.8 萬 | 0.03% | +2,180+84.9% | 加碼 |
| Dodds Wealth, LLC | 4,748 | $107.8 萬 | 0.24% | 00.0% | 不變 |
| PDS Planning, Inc | 4,748 | $107.8 萬 | 0.06% | +35+0.7% | 加碼 |
| Advyzon Investment Management, LLC | 4,806 | $109.1 萬 | 0.08% | +2,463+105.1% | 加碼 |
| Geneos Wealth Management Inc. | 4,809 | $109.2 萬 | 0.02% | −112−2.3% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,812 | $109.2 萬 | 0.24% | −173−3.5% | 減碼 |
| Flputnam Investment Management Co | 4,832 | $109.7 萬 | 0.01% | +1,207+33.3% | 加碼 |
| Proficio Capital Partners LLC | 4,862 | $110.4 萬 | 0.04% | +4,862 | 新進 |
| IFP Advisors, Inc | 4,887 | $110.9 萬 | 0.02% | +453+10.2% | 加碼 |
| Sapient Capital LLC | 4,922 | $111.7 萬 | 0.01% | +4,922 | 新進 |
| Finward Bancorp | 4,936 | $112.0 萬 | 0.85% | −35−0.7% | 減碼 |
| Prosperity Consulting Group, LLC | 4,961 | $112.6 萬 | 0.04% | +911+22.5% | 加碼 |
| First American Trust, FSB | 4,968 | $112.7 萬 | 0.07% | +375+8.2% | 加碼 |
| Silver Oak Securities, Inc | 4,977 | $113.0 萬 | 0.07% | +1,055+26.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,982 | $113.1 萬 | 0.41% | −287−5.4% | 減碼 |
| Diversified Trust Co | 5,007 | $113.6 萬 | 0.02% | −336−6.3% | 減碼 |
| Commerzbank Aktiengesellschaft | 5,016 | $113.8 萬 | 0.02% | −600−10.7% | 減碼 |
| Benchmark Investment Advisors LLC | 5,060 | $114.8 萬 | 0.50% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 5,066 | $115.0 萬 | 0.13% | +19+0.4% | 加碼 |
| Cresset Asset Management, LLC | 5,087 | $115.5 萬 | 0.00% | +3,418+204.8% | 加碼 |
| Howard Capital Management Inc. | 5,095 | $115.6 萬 | 0.01% | +2,963+139.0% | 加碼 |
| Jackson Square Capital, LLC | 5,096 | $115.7 萬 | 0.16% | −25−0.5% | 減碼 |
| Busey Wealth Management | 5,111 | $116.0 萬 | 0.03% | −329−6.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,130 | $116.4 萬 | 0.09% | +17+0.3% | 加碼 |
| Sara-Bay Financial | 5,135 | $116.5 萬 | 0.31% | 00.0% | 不變 |
| Advisory Alpha, LLC | 5,162 | $117.2 萬 | 0.03% | +2,876+125.8% | 加碼 |
| Hanlon Investment Management, Inc. | 5,165 | $117.2 萬 | 0.62% | +4,114+391.4% | 加碼 |
| AE Wealth Management LLC | 5,195 | $117.9 萬 | 0.01% | +1,093+26.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,213 | $118.2 萬 | 0.04% | −500−8.8% | 減碼 |
| CX Institutional | 5,219 | $118.5 萬 | 0.03% | +1,582+43.5% | 加碼 |
| Stableford Capital II LLC | 5,272 | $119.7 萬 | 0.41% | −105−2.0% | 減碼 |
| Prestige Wealth Management Group LLC | 5,283 | $119.9 萬 | 0.22% | −3,799−41.8% | 減碼 |
| Perigon Wealth Management, LLC | 5,411 | $122.8 萬 | 0.02% | +291+5.7% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,421 | $123.0 萬 | 0.00% | +1,587+41.4% | 加碼 |
| Picton Mahoney Asset Management | 5,443 | $123.5 萬 | 0.01% | −2,657−32.8% | 減碼 |
| Ibex Wealth Advisors | 5,495 | $124.7 萬 | 0.10% | −76−1.4% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $124.7 萬 | 0.38% | 00.0% | 不變 |