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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 70,711 | $1,605 萬 | 0.07% | +45,715+182.9% | 加碼 |
| Blue Chip Partners, Inc. | 70,337 | $1,596 萬 | 1.01% | +1,933+2.8% | 加碼 |
| Longbow Finance SA | 70,272 | $1,595 萬 | 2.04% | +31,900+83.1% | 加碼 |
| Westpac Banking Corp | 70,125 | $1,592 萬 | 0.98% | +715+1.0% | 加碼 |
| Janney Montgomery Scott LLC | 68,059 | $1,545 萬 | 0.03% | −840−1.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 67,922 | $1,542 萬 | 0.01% | −18,136−21.1% | 減碼 |
| Central Trust Co | 66,895 | $1,518 萬 | 0.27% | +200.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 66,692 | $1,514 萬 | 0.27% | +4,563+7.3% | 加碼 |
| US Bancorp | 66,374 | $1,507 萬 | 0.02% | +3,527+5.6% | 加碼 |
| TD Waterhouse Canada Inc. | 65,218 | $1,502 萬 | 0.04% | +6,889+11.8% | 加碼 |
| Truist Financial Corp | 65,454 | $1,486 萬 | 0.02% | +365+0.6% | 加碼 |
| Groupe la Francaise | 63,338 | $1,438 萬 | 0.18% | −2,888−4.4% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 66,988 | $1,434 萬 | 0.28% | +13,389+25.0% | 加碼 |
| Naviter Wealth, LLC | 61,832 | $1,403 萬 | 1.27% | +12,519+25.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 61,077 | $1,386 萬 | 0.13% | −836−1.4% | 減碼 |
| Pensionfund DSM Netherlands | 60,253 | $1,368 萬 | 7.04% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 59,902 | $1,360 萬 | 0.12% | +21,335+55.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 58,884 | $1,355 萬 | 0.02% | −1,573−2.6% | 減碼 |
| Atria Investments LLC | 59,553 | $1,352 萬 | 0.14% | +8,578+16.8% | 加碼 |
| Brookstone Capital Management | 59,171 | $1,343 萬 | 0.13% | −8,581−12.7% | 減碼 |
| Pathstone Holdings, LLC | 57,081 | $1,303 萬 | 0.04% | +3,276+6.1% | 加碼 |
| Empowered Funds, LLC | 57,241 | $1,299 萬 | 0.07% | +14,690+34.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 56,980 | $1,293 萬 | 1.09% | +31,386+122.6% | 加碼 |
| Man Group plc | 56,674 | $1,286 萬 | 0.02% | −43,836−43.6% | 減碼 |
| Mariner, LLC | 56,452 | $1,281 萬 | 0.01% | −39,130−40.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 56,347 | $1,280 萬 | 0.03% | +13,217+30.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 55,879 | $1,268 萬 | 0.16% | +5,614+11.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 55,269 | $1,254 萬 | 0.25% | +2,144+4.0% | 加碼 |
| Mizuho Securities USA LLC | 55,265 | $1,254 萬 | 0.20% | +13,083+31.0% | 加碼 |
| Pacer Advisors, Inc. | 55,242 | $1,254 萬 | 0.03% | +15,808+40.1% | 加碼 |
| WESPAC Advisors SoCal, LLC | 55,045 | $1,249 萬 | 2.24% | +1,119+2.1% | 加碼 |
| Omers Administration Corp | 54,644 | $1,240 萬 | 0.07% | +27,400+100.6% | 加碼 |
| Windle Wealth, LLC | 54,154 | $1,229 萬 | 4.94% | −68−0.1% | 減碼 |
| Harbour Trust & Investment Management Co | 54,086 | $1,228 萬 | 1.18% | −994−1.8% | 減碼 |
| Aptus Capital Advisors, LLC | 53,550 | $1,215 萬 | 0.09% | +1,131+2.2% | 加碼 |
| Hamilton Wealth, LLC | 53,352 | $1,211 萬 | 2.22% | +53,352 | 新進 |
| Vanderbilt University | 52,539 | $1,192 萬 | 1.64% | +6,626+14.4% | 加碼 |
| Advisors Asset Management, Inc. | 52,334 | $1,188 萬 | 0.18% | −2,560−4.7% | 減碼 |
| Agf Management Ltd | 51,195 | $1,162 萬 | 0.05% | +19,177+59.9% | 加碼 |
| Pinnacle Associates Ltd | 51,177 | $1,162 萬 | 0.13% | +229+0.4% | 加碼 |
| Lido Advisors, LLC | 50,575 | $1,148 萬 | 0.04% | +695+1.4% | 加碼 |
| Dorsey Wright & Associates | 49,572 | $1,125 萬 | 1.91% | +26,664+116.4% | 加碼 |
| Saudi Central Bank | 49,317 | $1,119 萬 | 0.15% | +23,984+94.7% | 加碼 |
| Triasima Portfolio Management inc. | 48,359 | $1,098 萬 | 1.48% | +3,153+7.0% | 加碼 |
| Alps Advisors Inc | 48,127 | $1,092 萬 | 0.05% | +45,727+1,905.3% | 加碼 |
| Jain Global LLC | 46,924 | $1,065 萬 | 0.13% | +22,261+90.3% | 加碼 |
| Bellars Harris Wealth Management, LLC | 46,790 | $1,062 萬 | 2.16% | +46,790 | 新進 |
| Capital International Ltd | 46,551 | $1,057 萬 | 0.34% | +17,608+60.8% | 加碼 |
| SRS Capital Advisors, Inc. | 45,461 | $1,032 萬 | 0.07% | +43,245+1,951.5% | 加碼 |
| Easterly Investment Partners LLC | 45,321 | $1,029 萬 | 0.52% | −2,024−4.3% | 減碼 |
| Vident Advisory, LLC | 45,285 | $1,028 萬 | 0.08% | +1,458+3.3% | 加碼 |
| Rational Advisors LLC | 43,800 | $994.1 萬 | 0.91% | −600−1.4% | 減碼 |
| Pier 88 Investment Partners LLC | 43,800 | $994.1 萬 | 2.36% | +20,400+87.2% | 加碼 |
| Kentucky Retirement Systems | 43,410 | $985.3 萬 | 0.24% | +19,577+82.1% | 加碼 |
| Azimuth Capital Investment Management LLC | 43,391 | $984.8 萬 | 0.33% | −161−0.4% | 減碼 |
| Windward Capital Management Co | 43,385 | $984.7 萬 | 0.75% | +321+0.7% | 加碼 |
| Indivisible Partners | 43,211 | $980.7 萬 | 0.55% | −130.0% | 減碼 |
| Bokf, NA | 43,157 | $979.5 萬 | 0.14% | +4,287+11.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 42,737 | $970.0 萬 | 0.08% | +8,357+24.3% | 加碼 |
| Beacon Financial Planning, Inc | 42,657 | $968.2 萬 | 3.29% | +25+0.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 42,188 | $957.4 萬 | 0.04% | +5,896+16.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 41,957 | $952.3 萬 | 0.43% | +1,699+4.2% | 加碼 |
| Callahan Advisors, LLC | 41,924 | $951.5 萬 | 0.72% | −443−1.0% | 減碼 |
| Spirit of America Management Corp | 41,725 | $947.0 萬 | 1.79% | +300+0.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 41,567 | $943.4 萬 | 0.61% | +9,671+30.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 41,482 | $941.5 萬 | 0.05% | +18,922+83.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 41,281 | $937.0 萬 | 0.10% | −61−0.1% | 減碼 |
| Advisors Management Group Inc | 41,264 | $936.5 萬 | 1.55% | −785−1.9% | 減碼 |
| Azzad Asset Management Inc | 40,361 | $916.1 萬 | 0.81% | +172+0.4% | 加碼 |
| Clearbridge Investments, LLC | 40,305 | $914.8 萬 | 0.01% | +40,305 | 新進 |
| Fairfield Financial Advisors, LTD | 40,229 | $913.1 萬 | 3.60% | +3,498+9.5% | 加碼 |
| Carret Asset Management, LLC | 40,094 | $910.0 萬 | 0.80% | −431−1.1% | 減碼 |
| Arini Captial Management Ltd | 40,000 | $907.9 萬 | 0.93% | +40,000 | 新進 |
| Osmosis Investment Management UK Ltd | 39,982 | $907.5 萬 | 0.42% | −25,321−38.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 39,847 | $904.4 萬 | 0.12% | +308+0.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 39,690 | $900.8 萬 | 0.29% | +39,690 | 新進 |
| GeoWealth Management, LLC | 39,630 | $899.5 萬 | 0.28% | +1,571+4.1% | 加碼 |
| Peapack Gladstone Financial Corp | 39,432 | $895.0 萬 | 0.10% | −1,637−4.0% | 減碼 |
| Hartford Investment Management Co | 39,042 | $886.1 萬 | 0.25% | −756−1.9% | 減碼 |
| Meiji Yasuda America Inc | 38,649 | $877.2 萬 | 1.47% | +4,894+14.5% | 加碼 |
| Brinker Capital Investments, LLC | 38,400 | $871.6 萬 | 0.07% | −1,258−3.2% | 減碼 |
| Maryland State Retirement & Pension System | 37,758 | $857.0 萬 | 0.15% | +3,099+8.9% | 加碼 |
| Vinva Investment Management Ltd | 37,468 | $853.3 萬 | 0.06% | +30,037+404.2% | 加碼 |
| AMF Pensionsforsakring AB | 37,040 | $840.7 萬 | 0.05% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 36,100 | $819.4 萬 | 0.12% | +500+1.4% | 加碼 |
| Generali Asset Management SPA SGR | 35,591 | $807.8 萬 | 0.15% | −3,883−9.8% | 減碼 |
| Atlantic Union Bankshares Corp | 35,400 | $803.5 萬 | 0.13% | +2,703+8.3% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 34,976 | $793.9 萬 | 1.20% | +12,159+53.3% | 加碼 |
| New Mexico Educational Retirement Board | 34,748 | $788.7 萬 | 0.20% | +4,000+13.0% | 加碼 |
| Merit Financial Group, LLC | 34,745 | $788.6 萬 | 0.05% | +1,025+3.0% | 加碼 |
| LGT Group Foundation | 34,468 | $782.3 萬 | 0.09% | −1,219−3.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,401 | $780.8 萬 | 0.02% | −345−1.0% | 減碼 |
| Brasada Capital Management, LP | 34,114 | $774.3 萬 | 1.40% | −1,370−3.9% | 減碼 |
| OpenArc Corporate Advisory, LLC | 33,806 | $767.3 萬 | 0.09% | −1,010−2.9% | 減碼 |
| Two Sigma Investments, LP | 33,799 | $767.1 萬 | 0.01% | −141,152−80.7% | 減碼 |
| Asset Planning Services Inc | 33,415 | $758.4 萬 | 3.22% | −1,685−4.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 32,947 | $747.8 萬 | 0.69% | −2,558−7.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 32,878 | $746.2 萬 | 1.49% | −188−0.6% | 減碼 |
| Westwood Holdings Group Inc. | 32,711 | $742.4 萬 | 0.06% | −1,267−3.7% | 減碼 |
| Warren Averett Asset Management, LLC | 31,880 | $723.6 萬 | 0.04% | −2,086−6.1% | 減碼 |