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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 8,176 | $67.4 萬 | 0.03% | −3,889−32.2% | 減碼 |
| Monetary Management Group Inc | 8,075 | $66.5 萬 | 0.18% | +1,900+30.8% | 加碼 |
| Atom Investors LP | 8,058 | $66.4 萬 | 0.13% | +8,058 | 新進 |
| Madden Advisory Services, Inc. | 7,891 | $65.0 萬 | 0.46% | −219−2.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,894 | $65.0 萬 | 0.06% | −135−1.7% | 減碼 |
| Lido Advisors, LLC | 7,695 | $63.4 萬 | 0.01% | +1,180+18.1% | 加碼 |
| Boston Private Wealth LLC | 7,631 | $62.9 萬 | 0.01% | +2,046+36.6% | 加碼 |
| Summit Financial Group Inc | 7,618 | $62.8 萬 | 0.23% | 00.0% | 不變 |
| IFG Advisory, LLC | 7,437 | $61.2 萬 | 0.07% | −148−2.0% | 減碼 |
| Allstate Corp | 7,418 | $61.1 萬 | 0.03% | −1,258−14.5% | 減碼 |
| Los Angeles Capital Management LLC | 7,301 | $60.2 萬 | 0.00% | −4,700−39.2% | 減碼 |
| Brinker Capital Investments, LLC | 7,240 | $60.2 萬 | 0.01% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 7,239 | $59.6 萬 | 0.02% | +355+5.2% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 7,165 | $59.0 萬 | 0.44% | +200+2.9% | 加碼 |
| Exane Derivatives | 7,127 | $58.7 萬 | 0.15% | −5,659−44.3% | 減碼 |
| Virtu Financial LLC | 7,059 | $58.2 萬 | 0.05% | +7,059 | 新進 |
| TD Private Client Wealth LLC | 7,061 | $58.2 萬 | 0.02% | −528−7.0% | 減碼 |
| Hartline Investment Corp | 6,952 | $57.3 萬 | 0.08% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 6,943 | $57.2 萬 | 0.00% | +6,943 | 新進 |
| Geneos Wealth Management Inc. | 6,672 | $55.9 萬 | 0.02% | −231−3.3% | 減碼 |
| AlphaCrest Capital Management LLC | 6,779 | $55.9 萬 | 0.03% | +6,779 | 新進 |
| Lincoln National Corp | 6,773 | $55.8 萬 | 0.01% | −301−4.3% | 減碼 |
| Gotham Asset Management, LLC | 6,651 | $54.8 萬 | 0.02% | −3,452−34.2% | 減碼 |
| Spotlight Asset Group, Inc. | 6,570 | $54.1 萬 | 0.27% | −28−0.4% | 減碼 |
| Farmers & Merchants Investments Inc | 6,526 | $53.8 萬 | 0.02% | +1,301+24.9% | 加碼 |
| Values First Advisors, Inc. | 6,438 | $53.0 萬 | 0.34% | +262+4.2% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 6,393 | $52.6 萬 | 0.34% | −1,467−18.7% | 減碼 |
| Armor Investment Advisors, LLC | 6,385 | $52.6 萬 | 0.33% | −610−8.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,245 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| Associated Banc-Corp | 6,181 | $50.9 萬 | 0.02% | +1,300+26.6% | 加碼 |
| Texas Yale Capital Corp. | 6,138 | $50.6 萬 | 0.03% | +5+0.1% | 加碼 |
| Wendell David Associates Inc | 6,100 | $50.3 萬 | 0.06% | 00.0% | 不變 |
| Proequities, Inc. | 6,078 | $50.1 萬 | 0.03% | +242+4.1% | 加碼 |
| AE Wealth Management LLC | 6,008 | $49.5 萬 | 0.00% | −173−2.8% | 減碼 |
| Financial Counselors Inc | 6,000 | $49.4 萬 | 0.01% | −377−5.9% | 減碼 |
| American Research & Management Co. | 6,000 | $49.4 萬 | 0.11% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,954 | $49.1 萬 | 0.00% | +600+11.2% | 加碼 |
| Park Avenue Securities LLC | 5,934 | $48.9 萬 | 0.01% | +275+4.9% | 加碼 |
| Level Four Advisory Services, LLC | 5,889 | $48.5 萬 | 0.05% | +846+16.8% | 加碼 |
| Gsa Capital Partners LLP | 5,846 | $48.2 萬 | 0.05% | +5,846 | 新進 |
| Alpha Paradigm Partners, LLC | 5,805 | $47.8 萬 | 0.19% | +1,446+33.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,776 | $47.6 萬 | 0.02% | −300−4.9% | 減碼 |
| First Midwest Bank Trust Division | 5,761 | $47.5 萬 | 0.07% | +735+14.6% | 加碼 |
| Fox Run Management, L.L.C. | 5,714 | $47.1 萬 | 0.30% | +5,714 | 新進 |
| Investment Advisory Services Inc | 5,707 | $47.0 萬 | 0.29% | −147−2.5% | 減碼 |
| Corient Capital Partners, LLC | 5,598 | $46.1 萬 | 0.03% | +369+7.1% | 加碼 |
| HighPoint Advisor Group LLC | 5,582 | $46.0 萬 | 0.05% | −206−3.6% | 減碼 |
| IFP Advisors, Inc | 5,352 | $44.4 萬 | 0.01% | −388−6.8% | 減碼 |
| Abbrea Capital, LLC | 5,351 | $44.1 萬 | 0.07% | +145+2.8% | 加碼 |
| Veritable, L.P. | 5,328 | $43.9 萬 | 0.01% | +70+1.3% | 加碼 |
| Spire Wealth Management | 5,328 | $43.9 萬 | 0.01% | +509+10.6% | 加碼 |
| Orion Capital Management LLC | 5,290 | $43.6 萬 | 0.26% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 5,277 | $43.5 萬 | 0.01% | +5,277 | 新進 |
| Visionary Wealth Advisors | 5,235 | $43.1 萬 | 0.04% | −965−15.6% | 減碼 |
| TrinityPoint Wealth, LLC | 5,169 | $42.6 萬 | 0.08% | +2,111+69.0% | 加碼 |
| Bessemer Group Inc | 5,029 | $41.5 萬 | 0.00% | +3,217+177.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 5,027 | $41.4 萬 | 0.09% | −235−4.5% | 減碼 |
| Tdam USA Inc. | 4,996 | $41.2 萬 | 0.03% | −411−7.6% | 減碼 |
| Jump Financial, LLC | 5,000 | $41.2 萬 | 0.03% | +5,000 | 新進 |
| Marcum Wealth, LLC | 4,986 | $41.1 萬 | 0.06% | −110−2.2% | 減碼 |
| Tower Bridge Advisors | 4,850 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Ieq Capital, LLC | 4,739 | $39.1 萬 | 0.01% | +2,267+91.7% | 加碼 |
| Greenleaf Trust | 4,669 | $38.5 萬 | 0.00% | +283+6.5% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,658 | $38.4 萬 | 0.07% | +4,658 | 新進 |
| CenterStar Asset Management, LLC | – | $38.3 萬 | 0.30% | – | – |
| EP Wealth Advisors, LLC | 4,631 | $38.2 萬 | 0.01% | −1,781−27.8% | 減碼 |
| Wetherby Asset Management Inc | 4,597 | $37.9 萬 | 0.02% | +209+4.8% | 加碼 |
| Crescent Capital Consulting, LLC | 4,586 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,588 | $37.8 萬 | 0.03% | +518+12.7% | 加碼 |
| LCNB Corp | 4,560 | $37.6 萬 | 0.19% | −175−3.7% | 減碼 |
| Prospera Financial Services Inc | 4,514 | $37.2 萬 | 0.02% | +26+0.6% | 加碼 |
| GWM Advisors LLC | 4,508 | $37.1 萬 | 0.01% | −2,846−38.7% | 減碼 |
| Personal Cfo Solutions, LLC | 4,498 | $37.1 萬 | 0.08% | +83+1.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 4,488 | $37.0 萬 | 0.01% | +861+23.7% | 加碼 |
| Checchi Capital Advisers, LLC | 4,484 | $36.9 萬 | 0.05% | +113+2.6% | 加碼 |
| IHT Wealth Management, LLC | 4,437 | $36.6 萬 | 0.03% | −295−6.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 4,441 | $36.6 萬 | 0.03% | +778+21.2% | 加碼 |
| AlphaMark Advisors, LLC | 4,405 | $36.3 萬 | 0.13% | −400−8.3% | 減碼 |
| Donaldson Capital Management, LLC | 4,408 | $36.3 萬 | 0.02% | −42−0.9% | 減碼 |
| Joel Isaacson & Co., LLC | 4,397 | $36.2 萬 | 0.03% | +4,397 | 新進 |
| Siemens Fonds Invest GmbH | 4,362 | $35.9 萬 | 0.02% | +4,362 | 新進 |
| Glenmede Trust Co NA | 4,329 | $35.6 萬 | 0.00% | +77+1.8% | 加碼 |
| Good Life Advisors, LLC | 4,294 | $35.4 萬 | 0.05% | −90−2.1% | 減碼 |
| Canandaigua National Corp | 4,301 | $35.4 萬 | 0.06% | +574+15.4% | 加碼 |
| Cresset Asset Management, LLC | 4,299 | $35.4 萬 | 0.00% | +630+17.2% | 加碼 |
| Veriti Management LLC | 4,270 | $35.2 萬 | 0.05% | −3,548−45.4% | 減碼 |
| Toroso Investments, LLC | 4,252 | $35.1 萬 | 0.01% | +840+24.6% | 加碼 |
| 9258 Wealth Management, LLC | 4,247 | $35.0 萬 | 0.09% | +34+0.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,190 | $34.5 萬 | 0.01% | −96−2.2% | 減碼 |
| Assetmark, Inc | 4,157 | $34.3 萬 | 0.00% | +314+8.2% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,138 | $34.1 萬 | 0.19% | 00.0% | 不變 |
| First American Trust, FSB | 4,124 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 4,081 | $33.6 萬 | 0.01% | +403+11.0% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,041 | $33.3 萬 | 0.08% | +11+0.3% | 加碼 |
| Accurate Wealth Management, LLC | 4,023 | $33.2 萬 | 0.29% | +255+6.8% | 加碼 |
| Southland Equity Partners LLC | 3,967 | $32.7 萬 | 0.15% | +125+3.3% | 加碼 |
| Kinneret Advisory, LLC | 3,955 | $32.6 萬 | 0.04% | 00.0% | 不變 |
| American National Registered Investment Advisor, Inc. | 3,950 | $32.5 萬 | 0.12% | 00.0% | 不變 |
| Nwam LLC | 3,875 | $31.9 萬 | 0.03% | 00.0% | 不變 |