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 |
|---|---|---|---|---|---|
| AG2R la Mondiale Gestion D'Actifs | 31,632 | $718.0 萬 | 0.26% | +3,321+11.7% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $717.2 萬 | 0.34% | 00.0% | 不變 |
| Legacy CG, LLC | 31,196 | $708.1 萬 | 1.81% | −1,462−4.5% | 減碼 |
| Pensionfund Sabic | 31,059 | $704.9 萬 | 7.54% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 31,039 | $704.5 萬 | 0.02% | +7,037+29.3% | 加碼 |
| Bleakley Financial Group, LLC | 30,695 | $696.7 萬 | 0.09% | +1,271+4.3% | 加碼 |
| Callan Family Office, LLC | 30,679 | $696.3 萬 | 0.14% | +1,099+3.7% | 加碼 |
| Vontobel Holding Ltd. | 30,485 | $691.9 萬 | 0.02% | −1,689−5.2% | 減碼 |
| MAI Capital Management | 29,917 | $679.0 萬 | 0.03% | +2,287+8.3% | 加碼 |
| Blair William & Co | 29,219 | $663.2 萬 | 0.02% | −1,101−3.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 28,441 | $645.5 萬 | 0.20% | +2,698+10.5% | 加碼 |
| Cinctive Capital Management LP | 28,380 | $644.1 萬 | 0.26% | +28,380 | 新進 |
| DoubleLine ETF Adviser LP | 28,313 | $642.6 萬 | 2.65% | −4,054−12.5% | 減碼 |
| Daymark Wealth Partners, LLC | 28,224 | $640.6 萬 | 0.16% | +26,302+1,368.5% | 加碼 |
| Boothbay Fund Management, LLC | 28,112 | $638.1 萬 | 0.12% | −4,682−14.3% | 減碼 |
| Horizon Investments, LLC | 27,805 | $628.7 萬 | 0.07% | +2,778+11.1% | 加碼 |
| MUFG Securities EMEA plc | 27,630 | $627.1 萬 | 0.07% | −976−3.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 27,630 | $627.1 萬 | 0.12% | −587−2.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 27,362 | $621.0 萬 | 0.20% | +1,541+6.0% | 加碼 |
| Union Bancaire Privee, UBP SA | 35,700 | $608.0 萬 | 0.09% | +5,261+17.3% | 加碼 |
| Red Cedar Investment Management, LLC | 26,713 | $606.3 萬 | 0.57% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 26,452 | $600.4 萬 | 0.17% | +1,800+7.3% | 加碼 |
| TIAA Wealth Investment Management LLC | 26,163 | $593.8 萬 | 0.04% | −2,834−9.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,066 | $591.6 萬 | 0.35% | −61−0.2% | 減碼 |
| Walter Public Investments Inc. | 25,895 | $587.7 萬 | 1.41% | +22,895+763.2% | 加碼 |
| Commerce Bank | 25,712 | $583.6 萬 | 0.03% | −1,351−5.0% | 減碼 |
| Pinnbrook Capital Management LP | 25,500 | $578.8 萬 | 0.96% | +25,500 | 新進 |
| Spire Wealth Management | 25,459 | $578.3 萬 | 0.17% | −20.0% | 減碼 |
| B&I Capital AG | 25,325 | $574.8 萬 | 12.68% | −151,033−85.6% | 減碼 |
| Rainey & Randall Investment Management Inc. | 25,107 | $569.9 萬 | 0.81% | −1,450−5.5% | 減碼 |
| CSM Advisors, LLC | 25,076 | $569.4 萬 | 0.12% | −45−0.2% | 減碼 |
| Kingdon Capital Management, L.L.C. | 25,000 | $567.4 萬 | 0.77% | −25,000−50.0% | 減碼 |
| First Pacific Financial | 24,992 | $567.2 萬 | 0.68% | −1,283−4.9% | 減碼 |
| Benjamin Edwards Inc | 24,629 | $559.1 萬 | 0.05% | +5,455+28.4% | 加碼 |
| Siemens Fonds Invest GmbH | 24,200 | $549.3 萬 | 0.27% | +635+2.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,173 | $548.7 萬 | 0.05% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 24,143 | $548.0 萬 | 0.05% | +1,556+6.9% | 加碼 |
| Ascent Group, LLC | 23,986 | $544.4 萬 | 0.16% | +921+4.0% | 加碼 |
| Ostrum Asset Management | 23,782 | $539.8 萬 | 0.26% | −1,649−6.5% | 減碼 |
| Bayhunt Capital LLC | 29,003 | $538.3 萬 | 6.98% | −28,668−49.7% | 減碼 |
| Dockside LLC | 23,680 | $537.5 萬 | 1.26% | +23,680 | 新進 |
| D L Carlson Investment Group Inc | 23,666 | $537.1 萬 | 0.86% | −6,562−21.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 23,555 | $534.6 萬 | 0.12% | −5,830−19.8% | 減碼 |
| Perpetual Ltd | 23,510 | $533.6 萬 | 0.08% | +1,094+4.9% | 加碼 |
| Westover Capital Advisors, LLC | 23,389 | $530.9 萬 | 0.88% | −82−0.3% | 減碼 |
| Brown Advisory Inc | 23,295 | $528.7 萬 | 0.01% | +616+2.7% | 加碼 |
| Brentview Investment Management LLC | 23,070 | $523.6 萬 | 2.07% | +628+2.8% | 加碼 |
| Northeast Investment Management | 23,016 | $522.4 萬 | 0.19% | +16,454+250.7% | 加碼 |
| Assenagon Asset Management S.A. | 22,863 | $518.9 萬 | 0.01% | −1,122−4.7% | 減碼 |
| DRW Securities, LLC | 22,846 | $518.5 萬 | 0.31% | −16,776−42.3% | 減碼 |
| United Capital Financial Advisers, LLC | 22,702 | $515.3 萬 | 0.03% | +314+1.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,633 | $513.7 萬 | 0.06% | +307+1.4% | 加碼 |
| Romano Brothers and Company | 22,570 | $512.3 萬 | 0.52% | −310−1.4% | 減碼 |
| Rice Partnership, LLC | 22,411 | $508.7 萬 | 0.62% | +4,336+24.0% | 加碼 |
| Boston Family Office LLC | 22,400 | $508.4 萬 | 0.31% | −691−3.0% | 減碼 |
| Park Avenue Securities LLC | 21,771 | $494.1 萬 | 0.03% | −2,018−8.5% | 減碼 |
| Raiffeisen Bank International AG | 21,369 | $486.6 萬 | 0.06% | +4,066+23.5% | 加碼 |
| MUFG Securities Americas Inc. | 21,261 | $482.6 萬 | 0.25% | +1,954+10.1% | 加碼 |
| V-Square Quantitative Management LLC | 21,261 | $482.6 萬 | 0.46% | +2,386+12.6% | 加碼 |
| Spinnaker Trust | 21,000 | $476.6 萬 | 0.23% | −380−1.8% | 減碼 |
| Argentarii, LLC | 20,987 | $474.3 萬 | 1.43% | −129−0.6% | 減碼 |
| Laird Norton Trust Company, LLC | 20,808 | $472.3 萬 | 0.09% | +1,572+8.2% | 加碼 |
| Savant Capital, LLC | 21,653 | $471.3 萬 | 0.01% | +13,633+170.0% | 加碼 |
| Retirement Management Systems Inc. | 20,729 | $470.5 萬 | 0.96% | +2,524+13.9% | 加碼 |
| Portfolio Design Labs, LLC | 20,560 | $466.7 萬 | 0.77% | +59+0.3% | 加碼 |
| Asset Planning,Inc | 20,453 | $464.2 萬 | 3.01% | +345+1.7% | 加碼 |
| North Dakota State Investment Board | 20,447 | $464.1 萬 | 0.19% | +527+2.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 20,305 | $460.7 萬 | 0.02% | +3,900+23.8% | 加碼 |
| Securian Asset Management, Inc | 18,758 | $456.3 萬 | 0.16% | −171−0.9% | 減碼 |
| Bleichroeder LP | 20,000 | $453.9 萬 | 0.81% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 19,910 | $451.9 萬 | 0.78% | +74+0.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 19,901 | $451.7 萬 | 0.02% | +424+2.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 19,813 | $449.7 萬 | 0.13% | +840+4.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 19,790 | $449.2 萬 | 0.02% | +1,376+7.5% | 加碼 |
| Hilton Capital Management, LLC | 19,653 | $446.1 萬 | 0.30% | +1,216+6.6% | 加碼 |
| Chesley Taft & Associates LLC | 19,540 | $443.5 萬 | 0.17% | +205+1.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 19,257 | $437.1 萬 | 0.02% | +9,509+97.5% | 加碼 |
| Exchange Traded Concepts, LLC | 19,106 | $433.6 萬 | 0.02% | +190+1.0% | 加碼 |
| FJ Capital Management LLC | 19,095 | $433.4 萬 | 0.56% | −182−0.9% | 減碼 |
| YHB Investment Advisors, Inc. | 18,819 | $427.1 萬 | 0.27% | +635+3.5% | 加碼 |
| GAMMA Investing LLC | 18,496 | $419.8 萬 | 0.16% | +1,968+11.9% | 加碼 |
| Kinneret Advisory, LLC | 18,451 | $418.8 萬 | 0.34% | 00.0% | 不變 |
| HB Wealth Management, LLC | 18,444 | $418.6 萬 | 0.02% | +584+3.3% | 加碼 |
| Allworth Financial LP | 18,436 | $418.4 萬 | 0.02% | −1,823−9.0% | 減碼 |
| Bessemer Group Inc | 18,394 | $417.4 萬 | 0.01% | +1,656+9.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,014 | $408.9 萬 | 0.24% | +403+2.3% | 加碼 |
| Lincluden Management Ltd | 17,970 | $407.9 萬 | 0.40% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 17,952 | $407.5 萬 | 0.15% | −218−1.2% | 減碼 |
| Nilsine Partners, LLC | 17,946 | $407.3 萬 | 0.28% | −162−0.9% | 減碼 |
| Steel Peak Wealth Management LLC | 17,697 | $401.7 萬 | 0.11% | +17,697 | 新進 |
| Summit Place Financial Advisors, LLC | 17,666 | $401.0 萬 | 1.76% | −1,430−7.5% | 減碼 |
| Oppenheimer & Co Inc | 17,619 | $399.9 萬 | 0.04% | −170−1.0% | 減碼 |
| Morangie Management LLC | 17,435 | $395.7 萬 | 3.29% | +284+1.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,385 | $394.7 萬 | 0.02% | −6,071−25.9% | 減碼 |
| Canada Post Corp Registered Pension Plan | 17,339 | $393.5 萬 | 0.14% | 00.0% | 不變 |
| MASTERINVEST Kapitalanlage GmbH | 17,176 | $389.8 萬 | 0.33% | +1,881+12.3% | 加碼 |
| Everence Capital Management Inc | 17,153 | $389.3 萬 | 0.20% | 00.0% | 不變 |
| Ritholtz Wealth Management | 17,040 | $386.8 萬 | 0.06% | +6,384+59.9% | 加碼 |
| Principal Securities, Inc. | 16,941 | $384.5 萬 | 0.05% | +435+2.6% | 加碼 |
| Harvest Investment Services, LLC | 16,911 | $383.8 萬 | 0.59% | −2,243−11.7% | 減碼 |