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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 7,860 | $65.3 萬 | 0.47% | +7,860 | 新進 |
| Veriti Management LLC | 7,818 | $65.0 萬 | 0.10% | +911+13.2% | 加碼 |
| Summit Financial Group Inc | 7,618 | $63.3 萬 | 0.24% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7,589 | $63.1 萬 | 0.03% | −273−3.5% | 減碼 |
| IFG Advisory, LLC | 7,585 | $63.0 萬 | 0.07% | +432+6.0% | 加碼 |
| Verition Fund Management LLC | 7,393 | $61.4 萬 | 0.01% | +543+7.9% | 加碼 |
| GWM Advisors LLC | 7,354 | $61.1 萬 | 0.02% | +1,266+20.8% | 加碼 |
| Brinker Capital Investments, LLC | 7,240 | $60.2 萬 | 0.01% | −452−5.9% | 減碼 |
| Nomura Holdings Inc | 7,087 | $58.9 萬 | 0.00% | +3,108+78.1% | 加碼 |
| Lincoln National Corp | 7,074 | $58.7 萬 | 0.01% | +439+6.6% | 加碼 |
| Geneos Wealth Management Inc. | 6,903 | $58.6 萬 | 0.02% | −3,485−33.5% | 減碼 |
| Armor Investment Advisors, LLC | 6,995 | $58.1 萬 | 0.35% | 00.0% | 不變 |
| Quantitative Systematic Strategies LLC | 6,992 | $58.1 萬 | 0.20% | +1,977+39.4% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 6,965 | $57.9 萬 | 0.42% | +6,965 | 新進 |
| Wambolt & Associates, LLC | 6,909 | $57.8 萬 | 0.25% | +831+13.7% | 加碼 |
| Hartline Investment Corp | 6,952 | $57.8 萬 | 0.07% | +6,952 | 新進 |
| IndexIQ Advisors LLC | 6,884 | $57.2 萬 | 0.02% | +204+3.1% | 加碼 |
| Davy Global Fund Management Ltd | 6,843 | $56.9 萬 | 0.09% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 6,806 | $56.6 萬 | 0.18% | −14,234−67.7% | 減碼 |
| Spotlight Asset Group, Inc. | 6,598 | $54.8 萬 | 0.21% | −200−2.9% | 減碼 |
| Lido Advisors, LLC | 6,515 | $54.1 萬 | 0.01% | +235+3.7% | 加碼 |
| EP Wealth Advisors, LLC | 6,412 | $53.3 萬 | 0.01% | −2,268−26.1% | 減碼 |
| Marks Group Wealth Management, Inc | 6,470 | $53.3 萬 | 0.07% | +66+1.0% | 加碼 |
| Financial Counselors Inc | 6,377 | $53.0 萬 | 0.01% | −864−11.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,245 | $51.9 萬 | 0.03% | 00.0% | 不變 |
| Visionary Wealth Advisors | 6,200 | $51.5 萬 | 0.05% | −505−7.5% | 減碼 |
| AE Wealth Management LLC | 6,181 | $51.4 萬 | 0.00% | +113+1.9% | 加碼 |
| Values First Advisors, Inc. | 6,176 | $51.3 萬 | 0.35% | −101−1.6% | 減碼 |
| Monetary Management Group Inc | 6,175 | $51.3 萬 | 0.15% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 6,133 | $51.0 萬 | 0.03% | −361−5.6% | 減碼 |
| Wendell David Associates Inc | 6,100 | $50.7 萬 | 0.06% | +2,050+50.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,076 | $50.4 萬 | 0.02% | +300+5.2% | 加碼 |
| Squarepoint Ops LLC | 6,048 | $50.3 萬 | 0.00% | −45,609−88.3% | 減碼 |
| Essex Private Wealth Management, LLC | 6,038 | $50.2 萬 | 0.46% | −182−2.9% | 減碼 |
| American Research & Management Co. | 6,000 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| Investment Advisory Services Inc | 5,854 | $48.6 萬 | 0.30% | +5,854 | 新進 |
| Proequities, Inc. | 5,836 | $48.5 萬 | 0.03% | +440+8.2% | 加碼 |
| HighPoint Advisor Group LLC | 5,788 | $48.1 萬 | 0.05% | −1,500−20.6% | 減碼 |
| IFP Advisors, Inc | 5,740 | $47.9 萬 | 0.01% | −14−0.2% | 減碼 |
| Tdam USA Inc. | 5,407 | $47.0 萬 | 0.03% | −9,668−64.1% | 減碼 |
| Park Avenue Securities LLC | 5,659 | $47.0 萬 | 0.01% | +1,880+49.7% | 加碼 |
| Boston Private Wealth LLC | 5,585 | $46.4 萬 | 0.01% | +2,527+82.6% | 加碼 |
| GoalVest Advisory LLC | 5,432 | $45.1 萬 | 0.28% | −5,090−48.4% | 減碼 |
| Jones Financial Companies LLLP | 5,354 | $44.5 萬 | 0.00% | +415+8.4% | 加碼 |
| Orion Capital Management LLC | 5,290 | $44.0 萬 | 0.27% | 00.0% | 不變 |
| FourThought Financial, LLC | 5,300 | $44.0 萬 | 0.06% | +1,045+24.6% | 加碼 |
| Pettyjohn, Wood & White, Inc | 5,262 | $43.7 萬 | 0.10% | −875−14.3% | 減碼 |
| Veritable, L.P. | 5,258 | $43.7 萬 | 0.01% | +183+3.6% | 加碼 |
| Sara-Bay Financial | 5,230 | $43.5 萬 | 0.17% | +1,035+24.7% | 加碼 |
| Farmers & Merchants Investments Inc | 5,225 | $43.4 萬 | 0.02% | +10+0.2% | 加碼 |
| Corient Capital Partners, LLC | 5,229 | $43.4 萬 | 0.03% | +619+13.4% | 加碼 |
| Abbrea Capital, LLC | 5,206 | $43.3 萬 | 0.07% | +5,206 | 新進 |
| Marcum Wealth, LLC | 5,096 | $42.3 萬 | 0.07% | −842−14.2% | 減碼 |
| Level Four Advisory Services, LLC | 5,043 | $41.9 萬 | 0.03% | −70−1.4% | 減碼 |
| First Midwest Bank Trust Division | 5,026 | $41.8 萬 | 0.06% | 00.0% | 不變 |
| Advisory Services Network, LLC | 4,961 | $41.2 萬 | 0.01% | +192+4.0% | 加碼 |
| Associated Banc-Corp | 4,881 | $40.5 萬 | 0.02% | −2,128−30.4% | 減碼 |
| Bridgefront Capital, LLC | 4,862 | $40.4 萬 | 0.15% | −7,727−61.4% | 減碼 |
| Tower Bridge Advisors | 4,850 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 4,819 | $40.1 萬 | 0.01% | −2,811−36.8% | 減碼 |
| Conning Inc. | 4,811 | $40.0 萬 | 0.01% | −491−9.3% | 減碼 |
| AlphaMark Advisors, LLC | 4,805 | $39.9 萬 | 0.15% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 4,793 | $39.8 萬 | 0.00% | −30,000−86.2% | 減碼 |
| 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 |
| ARS Wealth Advisors, LLC | 4,708 | $39.1 萬 | 0.07% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 4,586 | $38.0 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| Moors & Cabot, Inc. | 4,460 | $37.1 萬 | 0.03% | +1,360+43.9% | 加碼 |
| Donaldson Capital Management, LLC | 4,450 | $37.0 萬 | 0.02% | +300+7.2% | 加碼 |
| Personal Cfo Solutions, LLC | 4,415 | $36.7 萬 | 0.08% | +80+1.8% | 加碼 |
| Wetherby Asset Management Inc | 4,388 | $36.5 萬 | 0.02% | +216+5.2% | 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 |
| Checchi Capital Advisers, LLC | 4,371 | $36.3 萬 | 0.04% | +6+0.1% | 加碼 |
| Alpha Paradigm Partners, LLC | 4,359 | $36.2 萬 | 0.14% | +4,359 | 新進 |
| Parkside Financial Bank & Trust | 4,330 | $36.0 萬 | 0.10% | +138+3.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,286 | $35.6 萬 | 0.01% | −241−5.3% | 減碼 |
| Glenmede Trust Co NA | 4,252 | $35.3 萬 | 0.00% | +903+27.0% | 加碼 |
| 9258 Wealth Management, LLC | 4,213 | $35.0 萬 | 0.09% | +383+10.0% | 加碼 |
| Federated Hermes, Inc. | 4,178 | $34.7 萬 | 0.00% | +1,028+32.6% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,138 | $34.4 萬 | 0.19% | +6+0.1% | 加碼 |
| First American Trust, FSB | 4,124 | $34.3 萬 | 0.05% | +4,124 | 新進 |
| Integrated Advisors Network LLC | 4,070 | $33.8 萬 | 0.02% | +571+16.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,047 | $33.6 萬 | 0.04% | +344+9.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,030 | $33.5 萬 | 0.08% | +13+0.3% | 加碼 |
| 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 |
| American National Registered Investment Advisor, Inc. | 3,950 | $32.8 萬 | 0.12% | 00.0% | 不變 |
| Nwam LLC | 3,875 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3,872 | $32.1 萬 | 0.01% | −2,025−34.3% | 減碼 |
| Southland Equity Partners LLC | 3,842 | $31.9 萬 | 0.15% | +100+2.7% | 加碼 |
| Assetmark, Inc | 3,843 | $31.9 萬 | 0.00% | +322+9.1% | 加碼 |
| Unigestion Holding SA | 3,796 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 3,768 | $31.3 萬 | 0.28% | +3,768 | 新進 |
| 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 |
| 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 |