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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 16,826 | $381.9 萬 | 0.40% | −517−3.0% | 減碼 |
| Sterling Capital Management LLC | 16,804 | $381.4 萬 | 0.06% | −14,802−46.8% | 減碼 |
| Summit Trail Advisors, LLC | 16,508 | $374.7 萬 | 0.05% | −66−0.4% | 減碼 |
| Arkadios Wealth Advisors | 16,507 | $374.7 萬 | 0.06% | −728−4.2% | 減碼 |
| Centaurus Financial, Inc. | 16,460 | $373.6 萬 | 0.15% | +736+4.7% | 加碼 |
| Liberty Capital Management, Inc. | 16,257 | $369.0 萬 | 0.63% | +16,257 | 新進 |
| Sound View Wealth Advisors Group, LLC | 16,200 | $367.7 萬 | 0.23% | +234+1.5% | 加碼 |
| Impax Asset Management Group plc | 16,081 | $365.0 萬 | 0.02% | −1,108−6.4% | 減碼 |
| Private Advisor Group, LLC | 16,063 | $364.6 萬 | 0.02% | −7,290−31.2% | 減碼 |
| Grimes & Company, Inc. | 15,957 | $362.2 萬 | 0.08% | +3,279+25.9% | 加碼 |
| Capital Investment Advisors, LLC | 15,898 | $360.8 萬 | 0.05% | −1,055−6.2% | 減碼 |
| Pensionmark Financial Group, LLC | 17,975 | $360.3 萬 | 0.06% | −177−1.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 15,694 | $356.2 萬 | 0.12% | +1,244+8.6% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 15,500 | $351.8 萬 | 0.02% | −10,000−39.2% | 減碼 |
| Entropy Technologies, LP | 15,468 | $351.1 萬 | 0.14% | +15,468 | 新進 |
| Tower Research Capital LLC (TRC) | 15,267 | $346.5 萬 | 0.08% | −26,735−63.7% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 15,170 | $344.3 萬 | 0.09% | +1,359+9.8% | 加碼 |
| Brant Point Investment Management LLC | 15,014 | $340.8 萬 | 0.76% | −9,500−38.8% | 減碼 |
| CAPROCK Group, Inc. | 14,624 | $331.9 萬 | 0.06% | +3,464+31.0% | 加碼 |
| Global Retirement Partners, LLC | 14,473 | $328.5 萬 | 0.05% | +14,473 | 新進 |
| Edgemoor Investment Advisors, Inc. | 14,360 | $325.9 萬 | 0.22% | −25−0.2% | 減碼 |
| Sumitomo Life Insurance Co | 14,344 | $325.6 萬 | 0.05% | −829−5.5% | 減碼 |
| RMR Wealth Builders | 14,308 | $324.7 萬 | 0.20% | +14,308 | 新進 |
| Glenmede Trust Co NA | 14,271 | $323.9 萬 | 0.01% | +868+6.5% | 加碼 |
| Signaturefd, LLC | 14,174 | $321.7 萬 | 0.04% | +400+2.9% | 加碼 |
| Nations Financial Group Inc, | 14,115 | $320.4 萬 | 0.15% | −9−0.1% | 減碼 |
| Change Path, LLC | 14,109 | $320.2 萬 | 0.07% | +268+1.9% | 加碼 |
| James Investment Research Inc | 14,049 | $318.9 萬 | 0.32% | +3,953+39.2% | 加碼 |
| Plato Investment Management Ltd | 14,060 | $317.3 萬 | 0.18% | +5,113+57.1% | 加碼 |
| O'Rourke & Company, Inc | 13,961 | $316.9 萬 | 1.11% | +37+0.3% | 加碼 |
| GLOBALT Investments LLC | 13,771 | $312.6 萬 | 0.11% | +645+4.9% | 加碼 |
| Simon Quick Advisors, LLC | 13,768 | $312.5 萬 | 0.13% | −73−0.5% | 減碼 |
| Twin Capital Management Inc | 13,734 | $311.7 萬 | 0.34% | +1,985+16.9% | 加碼 |
| Advance Capital Management, Inc. | 13,722 | $311.4 萬 | 0.10% | −33−0.2% | 減碼 |
| Triglav Skladi, D.O.O. | 13,666 | $310.2 萬 | 0.16% | −1,200−8.1% | 減碼 |
| Banque Cantonale Vaudoise | 13,663 | $310.1 萬 | 0.12% | −14,745−51.9% | 減碼 |
| Sarasin & Partners LLP | 13,657 | $310.0 萬 | 0.04% | −3,784−21.7% | 減碼 |
| Verde Capital Management | 13,469 | $305.7 萬 | 0.57% | −567−4.0% | 減碼 |
| Farther Finance Advisors, LLC | 13,408 | $304.3 萬 | 0.02% | +2,124+18.8% | 加碼 |
| Savvy Advisors, Inc. | 13,261 | $301.0 萬 | 0.06% | +1,642+14.1% | 加碼 |
| Group One Trading, L.P. | 13,235 | $300.4 萬 | 0.09% | −4,546−25.6% | 減碼 |
| Garrison Bradford & Associates Inc | 13,126 | $297.9 萬 | 3.23% | −150−1.1% | 減碼 |
| Coldstream Capital Management Inc | 13,091 | $297.1 萬 | 0.04% | −2,813−17.7% | 減碼 |
| Walleye Trading LLC | 13,048 | $296.2 萬 | 0.04% | +2,887+28.4% | 加碼 |
| RSM US Wealth Management LLC | 13,006 | $295.2 萬 | 0.03% | +215+1.7% | 加碼 |
| Brown Brothers Harriman & Co | 12,934 | $293.6 萬 | 0.01% | +3,698+40.0% | 加碼 |
| NTV Asset Management LLC | 12,592 | $285.8 萬 | 0.28% | 00.0% | 不變 |
| Huntington National Bank | 12,389 | $281.2 萬 | 0.01% | +2,492+25.2% | 加碼 |
| Penserra Capital Management LLC | 12,394 | $281.1 萬 | 0.02% | +5,921+91.5% | 加碼 |
| Park Edge Advisors, LLC | 12,381 | $281.0 萬 | 0.60% | +6,930+127.1% | 加碼 |
| Old Second National Bank of Aurora | 12,363 | $280.6 萬 | 0.53% | −1,372−10.0% | 減碼 |
| LDR Capital Management LLC | 12,276 | $278.6 萬 | 3.22% | −125−1.0% | 減碼 |
| Bailard, Inc. | 12,098 | $274.6 萬 | 0.06% | +2,296+23.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,058 | $273.7 萬 | 0.05% | −120−1.0% | 減碼 |
| Davenport & Co LLC | 11,936 | $270.9 萬 | 0.01% | +1,058+9.7% | 加碼 |
| Anchor Bay Capital, Inc. | 11,393 | $267.8 萬 | 1.45% | +11,393 | 新進 |
| High Point Wealth Management, LLC | 11,535 | $261.8 萬 | 2.14% | +423+3.8% | 加碼 |
| Ossiam | 11,533 | $261.8 萬 | 0.03% | +2,055+21.7% | 加碼 |
| Wesbanco Bank Inc | 11,456 | $260.0 萬 | 0.06% | −643−5.3% | 減碼 |
| Contravisory Investment Management, Inc. | 11,263 | $255.6 萬 | 0.45% | +246+2.2% | 加碼 |
| Tema ETFs LLC | 11,250 | $255.3 萬 | 0.08% | +1,015+9.9% | 加碼 |
| Advisory Services Network, LLC | 11,244 | $255.2 萬 | 0.03% | +7,399+192.4% | 加碼 |
| Csenge Advisory Group | 11,091 | $251.7 萬 | 0.10% | +11,091 | 新進 |
| Quantitative Investment Management, LLC | 10,943 | $248.3 萬 | 0.27% | +6,135+127.6% | 加碼 |
| Hartford Funds Management Co LLC | 10,891 | $247.3 萬 | 0.20% | +231+2.2% | 加碼 |
| Snowden Capital Advisors LLC | 10,829 | $245.8 萬 | 0.06% | −308−2.8% | 減碼 |
| Welch Group, LLC | 10,731 | $243.6 萬 | 0.08% | 00.0% | 不變 |
| Caisse de Depot Et Placement du Quebec | 10,721 | $243.3 萬 | 0.00% | −199,607−94.9% | 減碼 |
| Ballentine Partners, LLC | 10,536 | $239.1 萬 | 0.03% | −69−0.7% | 減碼 |
| Gerald Baker Financial Group LLC | 10,493 | $238.2 萬 | 0.68% | +27+0.3% | 加碼 |
| Atomi Financial Group, Inc. | 10,460 | $237.4 萬 | 0.06% | +431+4.3% | 加碼 |
| Prospera Financial Services Inc | 10,400 | $236.2 萬 | 0.03% | −1,529−12.8% | 減碼 |
| Integrated Wealth Concepts LLC | 10,374 | $235.5 萬 | 0.02% | −210−2.0% | 減碼 |
| Fig Financial Advisory Services Inc | 10,365 | $235.3 萬 | 1.38% | +4,012+63.2% | 加碼 |
| Resources Investment Advisors, LLC. | 10,280 | $233.3 萬 | 0.02% | −778−7.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 10,221 | $232.0 萬 | 0.13% | +25+0.2% | 加碼 |
| Purkiss Capital Advisors LLC | 10,208 | $231.7 萬 | 0.88% | +1,265+14.1% | 加碼 |
| Greenleaf Trust | 10,180 | $231.1 萬 | 0.02% | −317−3.0% | 減碼 |
| Baird Financial Group, Inc. | 10,165 | $230.7 萬 | 0.00% | +401+4.1% | 加碼 |
| Western Financial Corp | 10,140 | $230.1 萬 | 0.67% | +187+1.9% | 加碼 |
| Everhart Financial Group, Inc. | 10,138 | $230.1 萬 | 0.15% | −258−2.5% | 減碼 |
| Wedmont Private Capital | 9,931 | $230.0 萬 | 0.06% | +407+4.3% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $227.0 萬 | 0.14% | 00.0% | 不變 |
| NFP Retirement, Inc. | 9,965 | $226.2 萬 | 0.12% | −44−0.4% | 減碼 |
| Mutual Advisors, LLC | 9,928 | $225.3 萬 | 0.04% | +649+7.0% | 加碼 |
| BDF-Gestion | 19,654 | $222.7 萬 | 0.66% | +5,577+39.6% | 加碼 |
| Clearstead Advisors, LLC | 9,777 | $221.9 萬 | 0.02% | +3,983+68.7% | 加碼 |
| American Financial Advisors, LLC | 9,594 | $217.8 萬 | 0.26% | −257−2.6% | 減碼 |
| RDA Financial Network | 9,586 | $217.6 萬 | 0.47% | −1,342−12.3% | 減碼 |
| We Are One Seven, LLC | 9,549 | $216.7 萬 | 0.04% | +591+6.6% | 加碼 |
| Waterloo Capital, L.P. | 9,501 | $215.6 萬 | 0.12% | −39−0.4% | 減碼 |
| Denali Advisors LLC | 9,499 | $215.6 萬 | 0.22% | +164+1.8% | 加碼 |
| GF Fund Management Co. Ltd. | 9,481 | $215.2 萬 | 0.03% | −627−6.2% | 減碼 |
| Pinnacle Financial Partners, Inc. | 9,397 | $213.3 萬 | 0.01% | +1,370+17.1% | 加碼 |
| D.A. Davidson & Co. | 9,137 | $207.4 萬 | 0.01% | −173−1.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,095 | $206.4 萬 | 0.03% | +856+10.4% | 加碼 |
| Independent Advisor Alliance | 9,027 | $204.9 萬 | 0.05% | +343+3.9% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 9,018 | $204.7 萬 | 0.55% | +32+0.4% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 8,962 | $203.4 萬 | 0.23% | −451−4.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,898 | $202.0 萬 | 0.04% | −68−0.8% | 減碼 |