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 3 季 13F 持有人
Welltower Inc. 在 2021/9/30 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
- 763
- 較 2021 年第 2 季 +17 家
- 持有股數
- 4.08 億
- 較 2021 年第 2 季 +677.2 萬 (+1.7%)
- 總市值
- $336.3 億
- 較 2021 年第 2 季 +$2.83 億 (+0.8%)
- 新進機構
- 70
- 另有 275 家加碼
- 清倉機構
- 53
- 另有 260 家減碼
另有 13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IBM Retirement Fund | 11,813 | $97.3 萬 | 0.08% | +39+0.3% | 加碼 |
| Cetera Investment Advisers | 11,831 | $97.5 萬 | 0.02% | −236−2.0% | 減碼 |
| Brown Advisory Inc | 11,858 | $97.7 萬 | 0.00% | +1,535+14.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 12,006 | $98.9 萬 | 0.02% | +8,950+292.9% | 加碼 |
| Bamco Inc | 12,064 | $99.4 萬 | 0.00% | −837−6.5% | 減碼 |
| Arkadios Wealth Advisors | 12,191 | $100.4 萬 | 0.14% | −18−0.1% | 減碼 |
| Brookstone Capital Management | 12,375 | $103.1 萬 | 0.02% | +1,520+14.0% | 加碼 |
| Cigna Investments Inc | 12,894 | $106.2 萬 | 0.08% | −50−0.4% | 減碼 |
| JustInvest LLC | 12,899 | $106.3 萬 | 0.10% | +1,583+14.0% | 加碼 |
| Comerica Securities,inc. | 13,060 | $107.6 萬 | 0.08% | −482−3.6% | 減碼 |
| NFP Retirement, Inc. | 13,099 | $107.9 萬 | 0.44% | +87+0.7% | 加碼 |
| Voloridge Investment Management, LLC | 13,171 | $108.5 萬 | 0.01% | −25,964−66.3% | 減碼 |
| Schnieders Capital Management LLC | 13,169 | $108.5 萬 | 0.29% | −617−4.5% | 減碼 |
| We Are One Seven, LLC | 13,797 | $110.9 萬 | 0.14% | −2,532−15.5% | 減碼 |
| Intersect Capital LLC | 13,458 | $110.9 萬 | 0.19% | −82−0.6% | 減碼 |
| Welch Group, LLC | 13,475 | $111.0 萬 | 0.08% | −95−0.7% | 減碼 |
| Advisor Partners LLC | 13,753 | $113.3 萬 | 0.08% | +243+1.8% | 加碼 |
| World Asset Management Inc | 14,026 | $115.6 萬 | 0.11% | −656−4.5% | 減碼 |
| Seeyond | 14,212 | $117.1 萬 | 0.11% | +11,473+418.9% | 加碼 |
| Eudaimonia Partners, LLC | 14,336 | $118.1 萬 | 0.21% | −8−0.1% | 減碼 |
| Spouting Rock Asset Management, LLC | 14,567 | $120.0 萬 | 0.60% | −11,131−43.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 14,769 | $121.7 萬 | 0.01% | −1,913−11.5% | 減碼 |
| Colony Group LLC | 15,111 | $124.5 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 15,158 | $124.9 萬 | 0.03% | −639−4.0% | 減碼 |
| Panagora Asset Management Inc | 15,172 | $125.0 萬 | 0.01% | +11+0.1% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $126.6 萬 | 1.08% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 15,500 | $127.7 萬 | 0.01% | +2,000+14.8% | 加碼 |
| Paradigm Asset Management Co LLC | 15,500 | $127.7 萬 | 0.35% | −800−4.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 15,549 | $128.1 萬 | 0.09% | −277−1.8% | 減碼 |
| Morningstar Investment Services LLC | 15,997 | $133.9 萬 | 0.02% | −9,256−36.7% | 減碼 |
| Forte Capital LLC | 16,249 | $133.9 萬 | 0.18% | −1,771−9.8% | 減碼 |
| Bard Associates Inc | 16,296 | $134.3 萬 | 0.45% | −67−0.4% | 減碼 |
| Fred Alger Management, LLC | 16,721 | $137.8 萬 | 0.00% | +717+4.5% | 加碼 |
| RDA Financial Network | 16,781 | $138.3 萬 | 0.61% | −1,022−5.7% | 減碼 |
| South Dakota Investment Council | 17,196 | $141.7 萬 | 0.03% | 00.0% | 不變 |
| NTV Asset Management LLC | 17,213 | $141.8 萬 | 0.25% | 00.0% | 不變 |
| Penserra Capital Management LLC | 17,236 | $141.9 萬 | 0.03% | +1,125+7.0% | 加碼 |
| Cascade Investment Advisors, Inc. | 17,383 | $143.2 萬 | 0.93% | −375−2.1% | 減碼 |
| Avantax Advisory Services, Inc. | 17,511 | $143.3 萬 | 0.02% | −2,097−10.7% | 減碼 |
| Independent Advisor Alliance | 17,547 | $144.6 萬 | 0.08% | +262+1.5% | 加碼 |
| Spirit of America Management Corp | 17,785 | $146.6 萬 | 0.32% | +1,150+6.9% | 加碼 |
| FDx Advisors, Inc. | 17,990 | $148.2 萬 | 0.05% | −1,036−5.4% | 減碼 |
| Liberty Capital Management, Inc. | 18,117 | $149.3 萬 | 0.44% | +628+3.6% | 加碼 |
| OPSEU Pension Plan Trust Fund | 17,992 | $149.4 萬 | 0.38% | −767−4.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 18,130 | $149.4 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 18,223 | $149.5 萬 | 0.00% | +226+1.3% | 加碼 |
| D.A. Davidson & Co. | 18,761 | $154.6 萬 | 0.02% | +3,450+22.5% | 加碼 |
| Cetera Advisors LLC | 18,867 | $155.5 萬 | 0.03% | +5,163+37.7% | 加碼 |
| E. Ohman J:or Asset Management AB | 19,204 | $158.2 萬 | 0.05% | +2,500+15.0% | 加碼 |
| Aevitas Wealth Management, Inc. | 19,231 | $158.5 萬 | 1.01% | +42+0.2% | 加碼 |
| Hotaling Investment Management, LLC | 19,505 | $160.7 萬 | 0.67% | −85−0.4% | 減碼 |
| Oxford Financial Group Ltd | 19,544 | $161.0 萬 | 0.21% | 00.0% | 不變 |
| MML Investors Services, LLC | 19,748 | $162.7 萬 | 0.01% | +1,316+7.1% | 加碼 |
| Bokf, NA | 19,812 | $163.3 萬 | 0.03% | +19,812 | 新進 |
| Edgemoor Investment Advisors, Inc. | 19,991 | $164.7 萬 | 0.19% | −1,758−8.1% | 減碼 |
| Full18 Capital LLC | 20,293 | $167.2 萬 | 0.67% | +20,293 | 新進 |
| Raymond James Trust N.A. | 20,330 | $167.5 萬 | 0.06% | −122−0.6% | 減碼 |
| Wesbanco Bank Inc | 20,462 | $168.6 萬 | 0.06% | −998−4.7% | 減碼 |
| Jupiter Asset Management Ltd | 20,537 | $169.2 萬 | 0.02% | +6,506+46.4% | 加碼 |
| Ethic Inc. | 20,685 | $170.4 萬 | 0.17% | +1,991+10.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 20,793 | $171.3 萬 | 0.02% | +16,000+333.8% | 加碼 |
| Bridgewater Associates, LP | 20,805 | $171.4 萬 | 0.01% | +785+3.9% | 加碼 |
| Summit Place Financial Advisors, LLC | 20,860 | $171.9 萬 | 1.25% | +50.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 21,050 | $173.5 萬 | 0.04% | −90−0.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 21,323 | $175.7 萬 | 0.12% | −1,919−8.3% | 減碼 |
| Xponance, Inc. | 21,372 | $176.1 萬 | 0.03% | −1,793−7.7% | 減碼 |
| Mariner, LLC | 21,617 | $178.1 萬 | 0.01% | +2,415+12.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,989 | $181.2 萬 | 0.04% | +3,029+16.0% | 加碼 |
| PFG Advisors | 22,389 | $184.5 萬 | 0.21% | −655−2.8% | 減碼 |
| Kestra Advisory Services, LLC | 22,536 | $185.7 萬 | 0.02% | +22,536 | 新進 |
| Busey Wealth Management | 22,688 | $187.0 萬 | 0.08% | −2,544−10.1% | 減碼 |
| ProVise Management Group, LLC | 22,903 | $188.7 萬 | 0.19% | +22+0.1% | 加碼 |
| XML Financial, LLC | 23,941 | $197.3 萬 | 0.26% | +23,941 | 新進 |
| Boston Family Office LLC | 24,171 | $199.2 萬 | 0.14% | −278−1.1% | 減碼 |
| Kentucky Retirement Systems | 24,340 | $200.6 萬 | 0.09% | +27+0.1% | 加碼 |
| Echo Street Capital Management LLC | 24,524 | $202.1 萬 | 0.01% | +24,524 | 新進 |
| Strategic Wealth Advisors Group, LLC | 24,532 | $202.2 萬 | 0.10% | +578+2.4% | 加碼 |
| Mercer Global Advisors Inc | 24,744 | $203.9 萬 | 0.01% | +4,379+21.5% | 加碼 |
| Point72 Hong Kong Ltd | 25,200 | $207.6 萬 | 0.16% | +25,200 | 新進 |
| Edmond de Rothschild Holding S.A. | 25,390 | $209.2 萬 | 0.05% | −952−3.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,207 | $216.0 萬 | 0.03% | +15,914+154.6% | 加碼 |
| Stephens Inc | 26,298 | $216.7 萬 | 0.03% | −2,386−8.3% | 減碼 |
| Louisiana State Employees Retirement System | 26,300 | $216.7 萬 | 0.05% | +300+1.2% | 加碼 |
| Commerce Bank | 26,371 | $217.3 萬 | 0.02% | +2,363+9.8% | 加碼 |
| Pacer Advisors, Inc. | 26,417 | $217.7 萬 | 0.03% | +4,649+21.4% | 加碼 |
| Blair William & Co | 26,775 | $220.6 萬 | 0.01% | +697+2.7% | 加碼 |
| Capital Investment Advisors, LLC | 26,874 | $221.4 萬 | 0.07% | −304−1.1% | 減碼 |
| Creative Planning | 26,926 | $221.9 萬 | 0.00% | +2,418+9.9% | 加碼 |
| Rafferty Asset Management, LLC | 26,976 | $222.3 萬 | 0.02% | −18,672−40.9% | 減碼 |
| New Mexico Educational Retirement Board | 27,348 | $225.3 萬 | 0.08% | −500−1.8% | 減碼 |
| American National Insurance Co | 27,535 | $226.9 萬 | 0.09% | −45−0.2% | 減碼 |
| Pendal Group Limited | 27,988 | $230.6 萬 | 0.02% | −5,786−17.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 28,060 | $231.2 萬 | 0.06% | +12,880+84.8% | 加碼 |
| Oppenheimer & Co Inc | 28,251 | $232.8 萬 | 0.04% | −2,014−6.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 32,358 | $238.5 萬 | 0.10% | +32,358 | 新進 |
| Elo Mutual Pension Insurance Co | 29,314 | $241.5 萬 | 0.08% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 30,653 | $252.6 萬 | 0.03% | +5,602+22.4% | 加碼 |
| AIA Group Ltd | 30,769 | $253.5 萬 | 0.14% | +30,769 | 新進 |
| Moody National Bank Trust Division | 30,910 | $254.7 萬 | 0.04% | −45−0.1% | 減碼 |
| Bard Financial Services, Inc. | 31,160 | $256.8 萬 | 0.23% | −9,450−23.3% | 減碼 |