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 |
|---|---|---|---|---|---|
| RVB Capital Management LLC | 18,500 | $153.7 萬 | 1.35% | −41,000−68.9% | 減碼 |
| MML Investors Services, LLC | 18,432 | $153.2 萬 | 0.01% | −1,187−6.1% | 減碼 |
| M Holdings Securities, Inc. | 18,384 | $152.8 萬 | 0.15% | +1,016+5.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 18,130 | $150.7 萬 | 0.01% | −600−3.2% | 減碼 |
| Forte Capital LLC | 18,020 | $149.7 萬 | 0.20% | −98−0.5% | 減碼 |
| HighTower Advisors, LLC | 17,997 | $148.6 萬 | 0.00% | −1,468−7.5% | 減碼 |
| RDA Financial Network | 17,803 | $147.9 萬 | 0.65% | −258−1.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 17,758 | $147.6 萬 | 0.93% | −175−1.0% | 減碼 |
| Profund Advisors LLC | 17,587 | $146.2 萬 | 0.05% | +6,052+52.5% | 加碼 |
| Liberty Capital Management, Inc. | 17,489 | $145.3 萬 | 0.44% | +2,271+14.9% | 加碼 |
| Independent Advisor Alliance | 17,285 | $143.6 萬 | 0.08% | −3,350−16.2% | 減碼 |
| NTV Asset Management LLC | 17,213 | $143.0 萬 | 0.25% | −300−1.7% | 減碼 |
| South Dakota Investment Council | 17,196 | $142.9 萬 | 0.03% | −3,620−17.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 16,704 | $138.8 萬 | 0.04% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 16,682 | $138.6 萬 | 0.02% | +5,492+49.1% | 加碼 |
| Spirit of America Management Corp | 16,635 | $138.2 萬 | 0.30% | +600+3.7% | 加碼 |
| Bard Associates Inc | 16,363 | $136.0 萬 | 0.45% | −112−0.7% | 減碼 |
| We Are One Seven, LLC | 16,329 | $135.7 萬 | 0.19% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 16,300 | $135.5 萬 | 0.35% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 16,266 | $135.2 萬 | 0.34% | +16,266 | 新進 |
| Penserra Capital Management LLC | 16,111 | $133.8 萬 | 0.02% | +3,711+29.9% | 加碼 |
| Fred Alger Management, LLC | 16,004 | $133.0 萬 | 0.00% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 15,826 | $131.5 萬 | 0.06% | −1,565−9.0% | 減碼 |
| Sumitomo Life Insurance Co | 15,797 | $131.3 萬 | 0.04% | −2,476−13.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $127.7 萬 | 1.09% | −825−5.1% | 減碼 |
| D.A. Davidson & Co. | 15,311 | $127.2 萬 | 0.01% | −2,203−12.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,180 | $126.2 萬 | 0.03% | −47,071−75.6% | 減碼 |
| Panagora Asset Management Inc | 15,161 | $126.0 萬 | 0.01% | −529−3.4% | 減碼 |
| Colony Group LLC | 15,111 | $125.6 萬 | 0.02% | +396+2.7% | 加碼 |
| Alerus Financial NA | 14,782 | $122.8 萬 | 0.12% | +14,782 | 新進 |
| World Asset Management Inc | 14,682 | $122.0 萬 | 0.11% | −612−4.0% | 減碼 |
| Jane Street Group, LLC | 14,515 | $120.6 萬 | 0.00% | −286,263−95.2% | 減碼 |
| Eudaimonia Partners, LLC | 14,344 | $119.2 萬 | 0.22% | +14,344 | 新進 |
| Jupiter Asset Management Ltd | 14,031 | $116.6 萬 | 0.01% | +14,031 | 新進 |
| Schnieders Capital Management LLC | 13,786 | $114.6 萬 | 0.31% | −77−0.6% | 減碼 |
| Cetera Advisors LLC | 13,704 | $113.9 萬 | 0.03% | −59−0.4% | 減碼 |
| Welch Group, LLC | 13,570 | $112.8 萬 | 0.08% | +170+1.3% | 加碼 |
| 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 |
| Advisor Partners LLC | 13,510 | $112.3 萬 | 0.07% | −60−0.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 13,500 | $112.2 萬 | 0.01% | +13,500 | 新進 |
| Exane Derivatives | 12,786 | $111.2 萬 | 0.26% | −2,519−16.5% | 減碼 |
| NFP Retirement, Inc. | 13,012 | $108.1 萬 | 0.42% | −649−4.8% | 減碼 |
| Cigna Investments Inc | 12,944 | $107.7 萬 | 0.08% | −2,073−13.8% | 減碼 |
| Bamco Inc | 12,901 | $107.2 萬 | 0.00% | +1,755+15.7% | 加碼 |
| Koss-Olinger Consulting, LLC | 12,607 | $104.8 萬 | 0.16% | +1,485+13.4% | 加碼 |
| FORA Capital, LLC | 12,458 | $103.5 萬 | 0.19% | +12,458 | 新進 |
| Arkadios Wealth Advisors | 12,209 | $101.4 萬 | 0.12% | +8,715+249.4% | 加碼 |
| Cetera Investment Advisers | 12,067 | $100.3 萬 | 0.02% | +372+3.2% | 加碼 |
| Snowden Capital Advisors LLC | 12,065 | $100.3 萬 | 0.05% | −815−6.3% | 減碼 |
| Los Angeles Capital Management LLC | 12,001 | $99.7 萬 | 0.00% | +1,315+12.3% | 加碼 |
| First Hawaiian Bank | 11,976 | $99.5 萬 | 0.04% | −2,090−14.9% | 減碼 |
| Cadent Capital Advisors, LLC | 11,913 | $99.0 萬 | 0.41% | −1,479−11.0% | 減碼 |
| IBM Retirement Fund | 11,774 | $97.8 萬 | 0.08% | −2,487−17.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 11,682 | $97.1 萬 | 0.02% | +1,000+9.4% | 加碼 |
| Ingalls & Snyder LLC | 11,541 | $95.9 萬 | 0.04% | −250−2.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,523 | $95.8 萬 | 0.09% | −450−3.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 11,421 | $94.9 萬 | 0.01% | 00.0% | 不變 |
| Cinctive Capital Management LP | 11,406 | $94.8 萬 | 0.05% | −41,512−78.4% | 減碼 |
| Whittier Trust Co | 11,405 | $94.7 萬 | 0.02% | 00.0% | 不變 |
| Brookstone Capital Management | 10,855 | $94.4 萬 | 0.02% | +10,855 | 新進 |
| JustInvest LLC | 11,316 | $94.0 萬 | 0.10% | +3,668+48.0% | 加碼 |
| Wolverine Trading, LLC | 11,131 | $92.8 萬 | 0.03% | +7,033+171.6% | 加碼 |
| Laurel Wealth Advisors, Inc. | 10,930 | $90.8 萬 | 0.12% | −551−4.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,867 | $90.3 萬 | 0.10% | −1,086−9.1% | 減碼 |
| BP PLC | 10,685 | $88.8 萬 | 0.04% | −4,170−28.1% | 減碼 |
| Rockefeller Capital Management L.P. | 10,705 | $88.8 萬 | 0.01% | +673+6.7% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 10,593 | $88.0 萬 | 0.39% | +226+2.2% | 加碼 |
| Atlantic Union Bankshares Corp | 10,590 | $88.0 萬 | 0.09% | +800+8.2% | 加碼 |
| Garrison Bradford & Associates Inc | 10,473 | $87.0 萬 | 0.90% | −500−4.6% | 減碼 |
| Gray Wealth Management Inc. | 10,449 | $86.8 萬 | 0.50% | −171−1.6% | 減碼 |
| Brown Advisory Inc | 10,323 | $85.8 萬 | 0.00% | −2,506−19.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,293 | $85.6 萬 | 0.02% | −2,872−21.8% | 減碼 |
| Gotham Asset Management, LLC | 10,103 | $84.0 萬 | 0.04% | +1,028+11.3% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $83.1 萬 | 0.11% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 9,968 | $82.8 萬 | 0.45% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 9,943 | $82.6 萬 | 0.01% | −1,730−14.8% | 減碼 |
| Broderick Brian C | 9,910 | $82.4 萬 | 0.22% | 00.0% | 不變 |
| Umb Bank N A | 9,849 | $81.9 萬 | 0.02% | −556−5.3% | 減碼 |
| Lumbard & Kellner, LLC | 9,780 | $81.3 萬 | 0.31% | +13+0.1% | 加碼 |
| Agf Investments Inc. | 9,609 | $79.9 萬 | 0.01% | +9,609 | 新進 |
| USS Investment Management Ltd | 9,600 | $79.8 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 9,522 | $79.1 萬 | 0.02% | +2,044+27.3% | 加碼 |
| Eaton Vance Management | 9,510 | $79.0 萬 | 0.00% | −9,603−50.2% | 減碼 |
| Weather Gauge Advisory, LLC | 9,358 | $77.8 萬 | 0.91% | −130−1.4% | 減碼 |
| Warren Averett Asset Management, LLC | 8,963 | $76.3 萬 | 0.07% | +8,963 | 新進 |
| Everence Capital Management Inc | 9,100 | $75.6 萬 | 0.06% | −4,040−30.7% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 9,000 | $74.8 萬 | 0.10% | −7,500−45.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,848 | $73.5 萬 | 0.24% | −222−2.4% | 減碼 |
| Sigma Planning Corp | 8,693 | $72.2 萬 | 0.02% | −1,410−14.0% | 減碼 |
| Allstate Corp | 8,676 | $72.1 萬 | 0.02% | −1,119−11.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,637 | $71.8 萬 | 0.03% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 8,576 | $71.3 萬 | 0.03% | 00.0% | 不變 |
| Pratt Collard Advisory Partners LLC | 8,540 | $71.0 萬 | 0.47% | −100−1.2% | 減碼 |
| Resources Investment Advisors, LLC. | 8,543 | $71.0 萬 | 0.03% | −16−0.2% | 減碼 |
| Stelac Advisory Services LLC | 8,524 | $70.8 萬 | 0.16% | −67−0.8% | 減碼 |
| Huntington National Bank | 8,516 | $70.8 萬 | 0.01% | +289+3.5% | 加碼 |
| Madden Advisory Services, Inc. | 8,110 | $67.4 萬 | 0.50% | −190−2.3% | 減碼 |
| Argent Advisors, Inc. | 8,056 | $66.9 萬 | 0.41% | +391+5.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 8,029 | $66.7 萬 | 0.06% | 00.0% | 不變 |