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。
2021 年第 2 季 13F 持有人
Welltower Inc. 在 2021/6/30 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
- 759
- 較 2021 年第 1 季 +31 家
- 持有股數
- 4.02 億
- 較 2021 年第 1 季 +2,216 萬 (+5.8%)
- 總市值
- $334.3 億
- 較 2021 年第 1 季 +$62.1 億 (+22.8%)
- 新進機構
- 88
- 另有 267 家加碼
- 清倉機構
- 57
- 另有 265 家減碼
另有 7 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 2,575 | $21.3 萬 | 0.01% | +42+1.7% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 2,612 | $21.7 萬 | 0.17% | +2,612 | 新進 |
| Hoylecohen, LLC | 2,625 | $21.8 萬 | 0.02% | −675−20.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 2,675 | $22.2 萬 | 0.06% | 00.0% | 不變 |
| Moseley Investment Management Inc | 2,670 | $22.2 萬 | 0.11% | +2,670 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 2,691 | $22.4 萬 | 0.01% | +2,691 | 新進 |
| Brooks, Moore & Associates, Inc. | 2,700 | $22.4 萬 | 0.14% | +2,700 | 新進 |
| Moloney Securities Asset Management, LLC | 2,724 | $22.6 萬 | 0.04% | −442−14.0% | 減碼 |
| Financial Advocates Investment Management | 2,726 | $22.6 萬 | 0.02% | +2,726 | 新進 |
| Seeyond | 2,739 | $22.7 萬 | 0.02% | +12+0.4% | 加碼 |
| Regentatlantic Capital LLC | 2,733 | $22.7 萬 | 0.01% | +2,733 | 新進 |
| Horizon Investments, LLC | 2,753 | $22.7 萬 | 0.01% | +2,753 | 新進 |
| Koshinski Asset Management, Inc. | 2,757 | $22.9 萬 | 0.03% | −915−24.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,782 | $23.1 萬 | 0.05% | −50−1.8% | 減碼 |
| Keystone Financial Group | 2,808 | $23.3 萬 | 0.04% | −230−7.6% | 減碼 |
| Signaturefd, LLC | 2,805 | $23.3 萬 | 0.01% | +858+44.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 2,895 | $24.1 萬 | 0.03% | +2+0.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 2,900 | $24.1 萬 | 0.04% | +2,900 | 新進 |
| National Asset Management, Inc. | 2,920 | $24.3 萬 | 0.01% | +13+0.4% | 加碼 |
| Hilltop Holdings Inc. | 2,958 | $24.5 萬 | 0.03% | +2,958 | 新進 |
| Great Valley Advisor Group, Inc. | 3,080 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $24.9 萬 | 0.05% | 00.0% | 不變 |
| Shelton Capital Management | 2,992 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Wexford Capital LP | 3,000 | $24.9 萬 | 0.04% | +3,000 | 新進 |
| Glenview Trust Co | 3,007 | $24.9 萬 | 0.01% | +3,007 | 新進 |
| Atlantic Trust, LLC | 3,040 | $25.2 萬 | 0.16% | +715+30.8% | 加碼 |
| Weil Company, Inc. | 3,034 | $25.2 萬 | 0.13% | +3,034 | 新進 |
| Deseret Mutual Benefit Administrators | 3,044 | $25.3 萬 | 0.06% | +3,044 | 新進 |
| TrinityPoint Wealth, LLC | 3,058 | $25.4 萬 | 0.05% | −62−2.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 3,056 | $25.4 萬 | 0.01% | +3,056 | 新進 |
| Stonnington Group, LLC | 3,000 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Ellevest, Inc. | 3,106 | $25.8 萬 | 0.03% | −14−0.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,122 | $25.9 萬 | 0.12% | +39+1.3% | 加碼 |
| SFMG, LLC | 3,209 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Tectonic Advisors LLC | 3,233 | $26.9 萬 | 0.06% | +3,233 | 新進 |
| American Portfolios Advisors | 3,363 | $27.9 萬 | 0.01% | −106−3.1% | 減碼 |
| Sawtooth Solutions, LLC | 3,388 | $28.2 萬 | 0.06% | +538+18.9% | 加碼 |
| Clarius Group, LLC | 3,404 | $28.3 萬 | 0.03% | +43+1.3% | 加碼 |
| Toroso Investments, LLC | 3,412 | $28.4 萬 | 0.01% | +3,412 | 新進 |
| Flputnam Investment Management Co | 3,426 | $28.5 萬 | 0.01% | −129−3.6% | 減碼 |
| FineMark National Bank & Trust | 3,429 | $28.5 萬 | 0.01% | +80+2.4% | 加碼 |
| Regions Financial Corp | 3,480 | $28.9 萬 | 0.00% | −250−6.7% | 減碼 |
| Archford Capital Strategies, LLC | 3,507 | $29.1 萬 | 0.07% | −1,076−23.5% | 減碼 |
| Somerville Kurt F | 3,500 | $29.1 萬 | 0.04% | −1,000−22.2% | 減碼 |
| Bluestein R H & Co | 3,500 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 3,500 | $29.1 萬 | 0.08% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 3,521 | $29.3 萬 | 0.04% | +14+0.4% | 加碼 |
| Regal Investment Advisors LLC | 3,532 | $29.4 萬 | 0.03% | +3,532 | 新進 |
| Scotia Capital Inc. | 3,546 | $29.5 萬 | 0.00% | +583+19.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,627 | $30.1 萬 | 0.01% | −362−9.1% | 減碼 |
| Kingsview Wealth Management, LLC | 3,596 | $30.1 萬 | 0.01% | +133+3.8% | 加碼 |
| King Luther Capital Management Corp | 3,637 | $30.2 萬 | 0.00% | +3,637 | 新進 |
| Tokio Marine Asset Management Co Ltd | 3,663 | $30.4 萬 | 0.03% | −318−8.0% | 減碼 |
| Cresset Asset Management, LLC | 3,669 | $30.5 萬 | 0.00% | −1,226−25.0% | 減碼 |
| Harbour Investments, Inc. | 3,666 | $30.5 萬 | 0.01% | −50−1.3% | 減碼 |
| Pathstone Family Office, LLC | 3,678 | $30.5 萬 | 0.01% | +3,678 | 新進 |
| Whalerock Point Partners, LLC | 3,680 | $30.6 萬 | 0.12% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $30.7 萬 | 0.03% | +3,700 | 新進 |
| Dearborn Partners LLC | 3,734 | $31.0 萬 | 0.01% | −240−6.0% | 減碼 |
| Canandaigua National Corp | 3,727 | $31.0 萬 | 0.05% | −20−0.5% | 減碼 |
| Valeo Financial Advisors, LLC | 3,750 | $31.2 萬 | 0.02% | −23−0.6% | 減碼 |
| Beech Hill Advisors, Inc. | 3,750 | $31.2 萬 | 0.13% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 3,768 | $31.3 萬 | 0.28% | +3,768 | 新進 |
| Unigestion Holding SA | 3,796 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 3,843 | $31.9 萬 | 0.00% | +322+9.1% | 加碼 |
| Southland Equity Partners LLC | 3,842 | $31.9 萬 | 0.15% | +100+2.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,872 | $32.1 萬 | 0.01% | −2,025−34.3% | 減碼 |
| Nwam LLC | 3,875 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| American National Registered Investment Advisor, Inc. | 3,950 | $32.8 萬 | 0.12% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 3,955 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Ergoteles LLC | 3,961 | $32.9 萬 | 0.01% | +3,961 | 新進 |
| Cutter & CO Brokerage, Inc. | 4,030 | $33.5 萬 | 0.08% | +13+0.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,047 | $33.6 萬 | 0.04% | +344+9.3% | 加碼 |
| Integrated Advisors Network LLC | 4,070 | $33.8 萬 | 0.02% | +571+16.3% | 加碼 |
| First American Trust, FSB | 4,124 | $34.3 萬 | 0.05% | +4,124 | 新進 |
| Carmichael Hill & Associates, Inc. | 4,138 | $34.4 萬 | 0.19% | +6+0.1% | 加碼 |
| Federated Hermes, Inc. | 4,178 | $34.7 萬 | 0.00% | +1,028+32.6% | 加碼 |
| 9258 Wealth Management, LLC | 4,213 | $35.0 萬 | 0.09% | +383+10.0% | 加碼 |
| Glenmede Trust Co NA | 4,252 | $35.3 萬 | 0.00% | +903+27.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,286 | $35.6 萬 | 0.01% | −241−5.3% | 減碼 |
| Parkside Financial Bank & Trust | 4,330 | $36.0 萬 | 0.10% | +138+3.3% | 加碼 |
| Alpha Paradigm Partners, LLC | 4,359 | $36.2 萬 | 0.14% | +4,359 | 新進 |
| Checchi Capital Advisers, LLC | 4,371 | $36.3 萬 | 0.04% | +6+0.1% | 加碼 |
| Good Life Advisors, LLC | 4,384 | $36.4 萬 | 0.07% | +113+2.6% | 加碼 |
| Greenleaf Trust | 4,386 | $36.4 萬 | 0.00% | +427+10.8% | 加碼 |
| Wetherby Asset Management Inc | 4,388 | $36.5 萬 | 0.02% | +216+5.2% | 加碼 |
| Personal Cfo Solutions, LLC | 4,415 | $36.7 萬 | 0.08% | +80+1.8% | 加碼 |
| Donaldson Capital Management, LLC | 4,450 | $37.0 萬 | 0.02% | +300+7.2% | 加碼 |
| Moors & Cabot, Inc. | 4,460 | $37.1 萬 | 0.03% | +1,360+43.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $37.3 萬 | 0.02% | −1,816−28.8% | 減碼 |
| Prospera Financial Services Inc | 4,488 | $37.3 萬 | 0.02% | +82+1.9% | 加碼 |
| Crescent Capital Consulting, LLC | 4,586 | $38.0 萬 | 0.07% | 00.0% | 不變 |
| ARS Wealth Advisors, LLC | 4,708 | $39.1 萬 | 0.07% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,732 | $39.3 萬 | 0.02% | −616−11.5% | 減碼 |
| LCNB Corp | 4,735 | $39.3 萬 | 0.20% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 4,793 | $39.8 萬 | 0.00% | −30,000−86.2% | 減碼 |
| AlphaMark Advisors, LLC | 4,805 | $39.9 萬 | 0.15% | 00.0% | 不變 |
| Conning Inc. | 4,811 | $40.0 萬 | 0.01% | −491−9.3% | 減碼 |
| Spire Wealth Management | 4,819 | $40.1 萬 | 0.01% | −2,811−36.8% | 減碼 |
| Tower Bridge Advisors | 4,850 | $40.3 萬 | 0.03% | 00.0% | 不變 |