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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 8,874 | $201.4 萬 | 0.04% | −3,869−30.4% | 減碼 |
| Kingsview Wealth Management, LLC | 8,824 | $200.3 萬 | 0.02% | +1,526+20.9% | 加碼 |
| Jeppson Wealth Management, LLC | 8,799 | $199.7 萬 | 0.59% | −100−1.1% | 減碼 |
| Agate Pass Investment Management, LLC | 8,785 | $199.4 萬 | 0.74% | 00.0% | 不變 |
| XTX Topco Ltd | 8,755 | $198.7 萬 | 0.03% | −19,420−68.9% | 減碼 |
| J. Safra Sarasin Holding AG | 9,009 | $197.0 萬 | 0.03% | −410−4.4% | 減碼 |
| AlphaCore Capital LLC | 8,651 | $196.3 萬 | 0.04% | +2,158+33.2% | 加碼 |
| Virtus Investment Advisers, Inc. | 8,582 | $194.8 萬 | 0.45% | −1,760−17.0% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 8,538 | $193.8 萬 | 0.74% | +4,248+99.0% | 加碼 |
| Trueblood Wealth Management, LLC | 8,513 | $193.2 萬 | 0.67% | +243+2.9% | 加碼 |
| Summit Global Investments | 8,449 | $191.8 萬 | 0.10% | +141+1.7% | 加碼 |
| Clear Trail Advisors, LLC | 8,438 | $191.5 萬 | 0.29% | +3,907+86.2% | 加碼 |
| Sigma Planning Corp | 8,406 | $190.8 萬 | 0.05% | −168−2.0% | 減碼 |
| Schnieders Capital Management, LLC. | 8,346 | $189.4 萬 | 0.25% | +20.0% | 加碼 |
| IPG Investment Advisors LLC | 8,302 | $188.4 萬 | 0.27% | +8,302 | 新進 |
| PFG Investments, LLC | 8,278 | $187.9 萬 | 0.07% | +265+3.3% | 加碼 |
| Smartleaf Asset Management LLC | 8,160 | $185.8 萬 | 0.06% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 8,160 | $185.2 萬 | 0.03% | −77−0.9% | 減碼 |
| VestGen Advisors, LLC | 8,144 | $184.8 萬 | 0.05% | +148+1.9% | 加碼 |
| Allianz SE | 8,110 | $184.1 萬 | 0.02% | −160−1.9% | 減碼 |
| Illinois Municipal Retirement Fund | 8,084 | $183.5 萬 | 0.02% | −17,050−67.8% | 減碼 |
| IMC-Chicago, LLC | 8,055 | $182.8 萬 | 0.02% | +8,055 | 新進 |
| Emergent Wealth Advisors, LLC | 8,069 | $181.9 萬 | 0.95% | +122+1.5% | 加碼 |
| American National Bank | 7,992 | $181.4 萬 | 0.15% | +594+8.0% | 加碼 |
| WESPAC Advisors, LLC | 7,987 | $181.3 萬 | 0.88% | +7,987 | 新進 |
| Marex Group plc | 7,986 | $181.3 萬 | 0.01% | +3,475+77.0% | 加碼 |
| Highview Capital Management LLC | 7,981 | $181.1 萬 | 0.52% | +243+3.1% | 加碼 |
| Kornitzer Capital Management Inc | 7,900 | $179.3 萬 | 0.04% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 7,851 | $178.2 萬 | 0.02% | +1,391+21.5% | 加碼 |
| Pinebridge Investments LLC | 7,777 | $176.5 萬 | 0.01% | +2,110+37.2% | 加碼 |
| Arbor Capital Management Inc | 7,501 | $175.9 萬 | 1.73% | −1,263−14.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 7,634 | $173.3 萬 | 0.02% | +1,342+21.3% | 加碼 |
| Stephens Inc | 7,625 | $173.1 萬 | 0.02% | −300−3.8% | 減碼 |
| Parallel Advisors, LLC | 7,614 | $172.8 萬 | 0.03% | +453+6.3% | 加碼 |
| Harbor Investment Advisory, LLC | 7,613 | $172.8 萬 | 0.12% | +1,247+19.6% | 加碼 |
| Equitable Holdings, Inc. | 7,584 | $172.1 萬 | 0.01% | −2,220−22.6% | 減碼 |
| Profund Advisors LLC | 7,576 | $172.0 萬 | 0.05% | +92+1.2% | 加碼 |
| IHT Wealth Management, LLC | 7,489 | $170.0 萬 | 0.04% | +1,249+20.0% | 加碼 |
| Frec Markets, Inc. | 7,392 | $167.8 萬 | 0.15% | +2,379+47.5% | 加碼 |
| Florida Financial Advisors, LLC | 7,353 | $167.0 萬 | 0.28% | +1,996+37.3% | 加碼 |
| Saturna Capital CORP | 7,350 | $166.8 萬 | 0.02% | +145+2.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 7,338 | $166.6 萬 | 0.03% | +447+6.5% | 加碼 |
| GTS Securities LLC | 7,188 | $163.1 萬 | 0.03% | −3,920−35.3% | 減碼 |
| Phoenix Holdings Ltd. | 7,152 | $162.3 萬 | 0.01% | −3,188−30.8% | 減碼 |
| Community Bank & Trust, Waco, Texas | 7,054 | $160.1 萬 | 0.29% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 7,043 | $159.9 萬 | 0.02% | +780+12.5% | 加碼 |
| Stiles Financial Services Inc | 7,033 | $159.6 萬 | 0.40% | −23−0.3% | 減碼 |
| Ancora Advisors, LLC | 7,005 | $159.0 萬 | 0.03% | −374−5.1% | 減碼 |
| Checchi Capital Advisers, LLC | 6,998 | $158.8 萬 | 0.10% | +29+0.4% | 加碼 |
| Wealth Architects, LLC | 6,968 | $158.2 萬 | 0.12% | +23+0.3% | 加碼 |
| S&A Financial Services, Inc. | 6,768 | $153.6 萬 | 0.94% | −199−2.9% | 減碼 |
| Cigna Investments Inc | 6,759 | $153.4 萬 | 0.20% | +201+3.1% | 加碼 |
| Brighton Jones LLC | 6,751 | $153.2 萬 | 0.03% | −348−4.9% | 減碼 |
| Wealthspire Advisors, LLC | 6,687 | $151.8 萬 | 0.01% | +2,055+44.4% | 加碼 |
| Modern Wealth Management, LLC | 6,649 | $150.9 萬 | 0.02% | +562+9.2% | 加碼 |
| Hantz Financial Services, Inc. | 6,642 | $150.8 萬 | 0.02% | −115−1.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,590 | $149.6 萬 | 0.06% | −41−0.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,564 | $149.0 萬 | 0.15% | −5,570−45.9% | 減碼 |
| ASR Vermogensbeheer N.V. | 6,546 | $148.6 萬 | 0.02% | −89,876−93.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,540 | $148.4 萬 | 0.07% | +412+6.7% | 加碼 |
| Ieq Capital, LLC | 6,504 | $147.6 萬 | 0.01% | −3,019−31.7% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,500 | $147.5 萬 | 0.69% | +6,500 | 新進 |
| Great Lakes Advisors, LLC | 6,478 | $147.0 萬 | 0.01% | −335−4.9% | 減碼 |
| Sax Wealth Advisors, LLC | 7,417 | $146.6 萬 | 0.06% | −142−1.9% | 減碼 |
| Farmers & Merchants Investments Inc | 6,442 | $146.2 萬 | 0.04% | +64+1.0% | 加碼 |
| Ashton Thomas Securities, LLC | 6,242 | $146.1 萬 | 0.22% | +1,042+20.0% | 加碼 |
| Level Four Advisory Services, LLC | 6,408 | $145.5 萬 | 0.04% | −72−1.1% | 減碼 |
| Baldwin Investment Management, LLC | 6,392 | $145.1 萬 | 0.14% | +2,516+64.9% | 加碼 |
| Texas Yale Capital Corp. | 6,354 | $144.2 萬 | 0.03% | +102+1.6% | 加碼 |
| Summit Financial, LLC | 6,343 | $144.0 萬 | 0.02% | −10.0% | 減碼 |
| Apella Capital, LLC | 6,033 | $143.3 萬 | 0.02% | +17+0.3% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 6,315 | $143.3 萬 | 0.99% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,315 | $143.3 萬 | 0.03% | +2,717+75.5% | 加碼 |
| Kesler, Norman & Wride, LLC | 6,309 | $143.2 萬 | 0.23% | +2,680+73.8% | 加碼 |
| Davy Global Fund Management Ltd | 6,282 | $142.6 萬 | 0.09% | +621+11.0% | 加碼 |
| Brookfield Asset Management Inc. | 6,233 | $141.5 萬 | 0.00% | −300,786−98.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,183 | $140.3 萬 | 0.05% | −661−9.7% | 減碼 |
| Pacific Sun Financial Corp | 6,063 | $137.6 萬 | 0.57% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,055 | $137.4 萬 | 0.04% | −202−3.2% | 減碼 |
| M&G Plc | 6,047 | $137.3 萬 | 0.01% | +1,261+26.3% | 加碼 |
| Essex Financial Services, Inc. | 6,027 | $136.8 萬 | 0.07% | +271+4.7% | 加碼 |
| PeakShares LLC | 6,007 | $136.3 萬 | 1.01% | +6,007 | 新進 |
| Gordian Capital Singapore Pte Ltd | 6,000 | $136.2 萬 | 2.34% | +1,600+36.4% | 加碼 |
| Qtron Investments LLC | 5,978 | $135.7 萬 | 0.18% | −82−1.4% | 減碼 |
| Elevatus Welath Management | 5,967 | $135.4 萬 | 0.33% | +5,967 | 新進 |
| Dudley Capital Management, LLC | 5,950 | $135.0 萬 | 0.54% | −75−1.2% | 減碼 |
| Syon Capital LLC | 5,908 | $134.1 萬 | 0.06% | +340+6.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,904 | $134.0 萬 | 0.09% | +2,790+89.6% | 加碼 |
| Trustmark National Bank Trust Department | 5,872 | $133.3 萬 | 0.08% | −57−1.0% | 減碼 |
| BSW Wealth Partners | 5,831 | $132.3 萬 | 0.15% | −186−3.1% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,819 | $132.1 萬 | 0.32% | −2,288−28.2% | 減碼 |
| Ellevest, Inc. | 5,830 | $131.9 萬 | 0.16% | −93−1.6% | 減碼 |
| Richwood Investment Advisors, LLC | 5,808 | $131.8 萬 | 0.93% | −249−4.1% | 減碼 |
| Sun Life Financial INC | 5,760 | $130.7 萬 | 0.07% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 5,728 | $130.0 萬 | 0.19% | +737+14.8% | 加碼 |
| Markowski Investments | 5,720 | $129.8 萬 | 0.29% | +5,720 | 新進 |
| Morey & Quinn Wealth Partners, LLC | 5,698 | $129.3 萬 | 0.83% | −1,300−18.6% | 減碼 |
| CVFG LLC | 5,651 | $128.3 萬 | 0.13% | 00.0% | 不變 |
| Ninety One UK Ltd | 5,647 | $128.2 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 5,626 | $127.7 萬 | 0.02% | +130+2.4% | 加碼 |