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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 11,421 | $94.9 萬 | 0.01% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,523 | $95.8 萬 | 0.09% | −450−3.8% | 減碼 |
| Ingalls & Snyder LLC | 11,541 | $95.9 萬 | 0.04% | −250−2.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 11,682 | $97.1 萬 | 0.02% | +1,000+9.4% | 加碼 |
| IBM Retirement Fund | 11,774 | $97.8 萬 | 0.08% | −2,487−17.4% | 減碼 |
| Cadent Capital Advisors, LLC | 11,913 | $99.0 萬 | 0.41% | −1,479−11.0% | 減碼 |
| First Hawaiian Bank | 11,976 | $99.5 萬 | 0.04% | −2,090−14.9% | 減碼 |
| Los Angeles Capital Management LLC | 12,001 | $99.7 萬 | 0.00% | +1,315+12.3% | 加碼 |
| Snowden Capital Advisors LLC | 12,065 | $100.3 萬 | 0.05% | −815−6.3% | 減碼 |
| Cetera Investment Advisers | 12,067 | $100.3 萬 | 0.02% | +372+3.2% | 加碼 |
| Arkadios Wealth Advisors | 12,209 | $101.4 萬 | 0.12% | +8,715+249.4% | 加碼 |
| FORA Capital, LLC | 12,458 | $103.5 萬 | 0.19% | +12,458 | 新進 |
| Koss-Olinger Consulting, LLC | 12,607 | $104.8 萬 | 0.16% | +1,485+13.4% | 加碼 |
| Bamco Inc | 12,901 | $107.2 萬 | 0.00% | +1,755+15.7% | 加碼 |
| Cigna Investments Inc | 12,944 | $107.7 萬 | 0.08% | −2,073−13.8% | 減碼 |
| NFP Retirement, Inc. | 13,012 | $108.1 萬 | 0.42% | −649−4.8% | 減碼 |
| Exane Derivatives | 12,786 | $111.2 萬 | 0.26% | −2,519−16.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 13,500 | $112.2 萬 | 0.01% | +13,500 | 新進 |
| Advisor Partners LLC | 13,510 | $112.3 萬 | 0.07% | −60−0.4% | 減碼 |
| Intersect Capital LLC | 13,540 | $112.5 萬 | 0.20% | +20.0% | 加碼 |
| Comerica Securities,inc. | 13,542 | $112.5 萬 | 0.08% | +377+2.9% | 加碼 |
| Welch Group, LLC | 13,570 | $112.8 萬 | 0.08% | +170+1.3% | 加碼 |
| Cetera Advisors LLC | 13,704 | $113.9 萬 | 0.03% | −59−0.4% | 減碼 |
| Schnieders Capital Management LLC | 13,786 | $114.6 萬 | 0.31% | −77−0.6% | 減碼 |
| Jupiter Asset Management Ltd | 14,031 | $116.6 萬 | 0.01% | +14,031 | 新進 |
| Eudaimonia Partners, LLC | 14,344 | $119.2 萬 | 0.22% | +14,344 | 新進 |
| Jane Street Group, LLC | 14,515 | $120.6 萬 | 0.00% | −286,263−95.2% | 減碼 |
| World Asset Management Inc | 14,682 | $122.0 萬 | 0.11% | −612−4.0% | 減碼 |
| Alerus Financial NA | 14,782 | $122.8 萬 | 0.12% | +14,782 | 新進 |
| Colony Group LLC | 15,111 | $125.6 萬 | 0.02% | +396+2.7% | 加碼 |
| Panagora Asset Management Inc | 15,161 | $126.0 萬 | 0.01% | −529−3.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,180 | $126.2 萬 | 0.03% | −47,071−75.6% | 減碼 |
| D.A. Davidson & Co. | 15,311 | $127.2 萬 | 0.01% | −2,203−12.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $127.7 萬 | 1.09% | −825−5.1% | 減碼 |
| Sumitomo Life Insurance Co | 15,797 | $131.3 萬 | 0.04% | −2,476−13.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 15,826 | $131.5 萬 | 0.06% | −1,565−9.0% | 減碼 |
| Fred Alger Management, LLC | 16,004 | $133.0 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 16,111 | $133.8 萬 | 0.02% | +3,711+29.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 16,266 | $135.2 萬 | 0.34% | +16,266 | 新進 |
| Paradigm Asset Management Co LLC | 16,300 | $135.5 萬 | 0.35% | 00.0% | 不變 |
| We Are One Seven, LLC | 16,329 | $135.7 萬 | 0.19% | 00.0% | 不變 |
| Bard Associates Inc | 16,363 | $136.0 萬 | 0.45% | −112−0.7% | 減碼 |
| Spirit of America Management Corp | 16,635 | $138.2 萬 | 0.30% | +600+3.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 16,682 | $138.6 萬 | 0.02% | +5,492+49.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 16,704 | $138.8 萬 | 0.04% | 00.0% | 不變 |
| South Dakota Investment Council | 17,196 | $142.9 萬 | 0.03% | −3,620−17.4% | 減碼 |
| NTV Asset Management LLC | 17,213 | $143.0 萬 | 0.25% | −300−1.7% | 減碼 |
| Independent Advisor Alliance | 17,285 | $143.6 萬 | 0.08% | −3,350−16.2% | 減碼 |
| Liberty Capital Management, Inc. | 17,489 | $145.3 萬 | 0.44% | +2,271+14.9% | 加碼 |
| Profund Advisors LLC | 17,587 | $146.2 萬 | 0.05% | +6,052+52.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 17,758 | $147.6 萬 | 0.93% | −175−1.0% | 減碼 |
| RDA Financial Network | 17,803 | $147.9 萬 | 0.65% | −258−1.4% | 減碼 |
| HighTower Advisors, LLC | 17,997 | $148.6 萬 | 0.00% | −1,468−7.5% | 減碼 |
| Forte Capital LLC | 18,020 | $149.7 萬 | 0.20% | −98−0.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 18,130 | $150.7 萬 | 0.01% | −600−3.2% | 減碼 |
| M Holdings Securities, Inc. | 18,384 | $152.8 萬 | 0.15% | +1,016+5.8% | 加碼 |
| MML Investors Services, LLC | 18,432 | $153.2 萬 | 0.01% | −1,187−6.1% | 減碼 |
| RVB Capital Management LLC | 18,500 | $153.7 萬 | 1.35% | −41,000−68.9% | 減碼 |
| Ethic Inc. | 18,694 | $155.4 萬 | 0.19% | +4,482+31.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,960 | $157.6 萬 | 0.03% | +39+0.2% | 加碼 |
| FDx Advisors, Inc. | 19,026 | $158.1 萬 | 0.05% | +2,615+15.9% | 加碼 |
| OPSEU Pension Plan Trust Fund | 18,759 | $158.1 萬 | 0.41% | +7,487+66.4% | 加碼 |
| Aevitas Wealth Management, Inc. | 19,189 | $159.5 萬 | 1.02% | +46+0.2% | 加碼 |
| Mariner, LLC | 19,202 | $159.6 萬 | 0.01% | +4,218+28.2% | 加碼 |
| Oxford Financial Group Ltd | 19,544 | $162.4 萬 | 0.22% | 00.0% | 不變 |
| Hotaling Investment Management, LLC | 19,590 | $162.8 萬 | 0.66% | −134−0.7% | 減碼 |
| Avantax Advisory Services, Inc. | 19,608 | $162.9 萬 | 0.03% | +4,138+26.7% | 加碼 |
| Caption Management, LLC | 20,000 | $166.1 萬 | 0.15% | +20,000 | 新進 |
| Bridgewater Associates, LP | 20,020 | $166.4 萬 | 0.01% | +20,020 | 新進 |
| Mercer Global Advisors Inc | 20,365 | $169.2 萬 | 0.01% | +320+1.6% | 加碼 |
| Raymond James Trust N.A. | 20,452 | $169.9 萬 | 0.06% | −683−3.2% | 減碼 |
| Summit Place Financial Advisors, LLC | 20,855 | $173.3 萬 | 1.27% | −180−0.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 21,140 | $175.7 萬 | 0.04% | +310+1.5% | 加碼 |
| Wesbanco Bank Inc | 21,460 | $178.3 萬 | 0.07% | −4,422−17.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 21,749 | $180.7 萬 | 0.17% | −202−0.9% | 減碼 |
| Pacer Advisors, Inc. | 21,768 | $180.9 萬 | 0.03% | −1,071−4.7% | 減碼 |
| ProVise Management Group, LLC | 22,881 | $190.1 萬 | 0.19% | −277−1.2% | 減碼 |
| PFG Advisors | 23,044 | $191.5 萬 | 0.22% | −75−0.3% | 減碼 |
| Xponance, Inc. | 23,165 | $192.5 萬 | 0.04% | +5,214+29.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 23,242 | $193.1 萬 | 0.14% | +801+3.6% | 加碼 |
| QS Investors, LLC | 23,466 | $195.1 萬 | 0.02% | −3,084−11.6% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 23,954 | $199.1 萬 | 0.09% | +1,218+5.4% | 加碼 |
| Commerce Bank | 24,008 | $199.5 萬 | 0.01% | +4,290+21.8% | 加碼 |
| Kentucky Retirement Systems | 24,313 | $202.0 萬 | 0.10% | −1,928−7.3% | 減碼 |
| Boston Family Office LLC | 24,449 | $203.2 萬 | 0.15% | +161+0.7% | 加碼 |
| Creative Planning | 24,508 | $203.7 萬 | 0.00% | −6,825−21.8% | 減碼 |
| Pinebridge Investments, L.P. | 25,051 | $208.2 萬 | 0.02% | −7,246−22.4% | 減碼 |
| Busey Wealth Management | 25,232 | $209.6 萬 | 0.10% | −1,241−4.7% | 減碼 |
| Morningstar Investment Services LLC | 25,253 | $210.6 萬 | 0.03% | −145,617−85.2% | 減碼 |
| Spouting Rock Asset Management, LLC | 25,698 | $213.6 萬 | 0.66% | +6,318+32.6% | 加碼 |
| Louisiana State Employees Retirement System | 26,000 | $216.1 萬 | 0.05% | +100+0.4% | 加碼 |
| Blair William & Co | 26,078 | $216.7 萬 | 0.01% | −8,139−23.8% | 減碼 |
| Wealthfront Advisers LLC | 26,088 | $216.8 萬 | 0.01% | +5,792+28.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 26,342 | $218.9 萬 | 0.05% | +26+0.1% | 加碼 |
| Baird Financial Group, Inc. | 26,668 | $221.6 萬 | 0.01% | −38,952−59.4% | 減碼 |
| Capital Investment Advisors, LLC | 27,178 | $225.8 萬 | 0.08% | −92−0.3% | 減碼 |
| American National Insurance Co | 27,580 | $229.2 萬 | 0.09% | −75−0.3% | 減碼 |
| New Mexico Educational Retirement Board | 27,848 | $231.4 萬 | 0.08% | +1,500+5.7% | 加碼 |
| Stephens Inc | 28,684 | $238.4 萬 | 0.04% | −504−1.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 29,314 | $243.6 萬 | 0.08% | −792−2.6% | 減碼 |