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 |
|---|---|---|---|---|---|
| Ossiam | 3,867 | $31.9 萬 | 0.01% | +3,867 | 新進 |
| Kingsview Wealth Management, LLC | 3,836 | $31.6 萬 | 0.01% | +240+6.7% | 加碼 |
| SG Americas Securities, LLC | 3,818 | $31.5 萬 | 0.00% | +1,337+53.9% | 加碼 |
| Sawtooth Solutions, LLC | 3,784 | $31.2 萬 | 0.05% | +396+11.7% | 加碼 |
| Ellevest, Inc. | 3,779 | $31.1 萬 | 0.03% | +673+21.7% | 加碼 |
| Conning Inc. | 3,761 | $31.0 萬 | 0.01% | −1,050−21.8% | 減碼 |
| Stelac Advisory Services LLC | 3,747 | $30.9 萬 | 0.08% | −4,777−56.0% | 減碼 |
| Beech Hill Advisors, Inc. | 3,750 | $30.9 萬 | 0.13% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 3,760 | $30.8 萬 | 0.02% | −700−15.7% | 減碼 |
| Harbour Investments, Inc. | 3,739 | $30.8 萬 | 0.01% | +73+2.0% | 加碼 |
| Lazard Asset Management LLC | 3,739 | $30.7 萬 | 0.00% | +2,577+221.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,716 | $30.6 萬 | 0.01% | −156−4.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,680 | $30.3 萬 | 0.12% | 00.0% | 不變 |
| Davenport & Co LLC | 3,672 | $30.3 萬 | 0.00% | +3,672 | 新進 |
| Koshinski Asset Management, Inc. | 3,663 | $30.2 萬 | 0.03% | +906+32.9% | 加碼 |
| Parkside Financial Bank & Trust | 3,642 | $30.0 萬 | 0.09% | −688−15.9% | 減碼 |
| Dearborn Partners LLC | 3,639 | $30.0 萬 | 0.01% | −95−2.5% | 減碼 |
| Flputnam Investment Management Co | 3,596 | $29.6 萬 | 0.01% | +170+5.0% | 加碼 |
| Clarius Group, LLC | 3,548 | $29.2 萬 | 0.03% | +144+4.2% | 加碼 |
| SFMG, LLC | 3,529 | $29.1 萬 | 0.03% | +320+10.0% | 加碼 |
| Bluestein R H & Co | 3,500 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Somerville Kurt F | 3,500 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 3,500 | $28.8 萬 | 0.08% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,413 | $28.1 萬 | 0.03% | −634−15.7% | 減碼 |
| Glenview Trust Co | 3,324 | $27.4 萬 | 0.01% | +317+10.5% | 加碼 |
| Regentatlantic Capital LLC | 3,295 | $27.2 萬 | 0.01% | +562+20.6% | 加碼 |
| Blueprint Investment Partners LLC | 3,306 | $27.2 萬 | 0.14% | +3,306 | 新進 |
| DRW Securities, LLC | 3,281 | $27.0 萬 | 0.08% | +3,281 | 新進 |
| American Portfolios Advisors | 3,244 | $26.7 萬 | 0.01% | −119−3.5% | 減碼 |
| Sentry Investment Management LLC | 3,240 | $26.7 萬 | 0.08% | +3,219+15,328.6% | 加碼 |
| Archford Capital Strategies, LLC | 3,203 | $26.4 萬 | 0.06% | −304−8.7% | 減碼 |
| FourThought Financial, LLC | 3,202 | $26.3 萬 | 0.04% | −2,098−39.6% | 減碼 |
| Valeo Financial Advisors, LLC | 3,180 | $26.2 萬 | 0.02% | −570−15.2% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,084 | $25.4 萬 | 0.12% | −38−1.2% | 減碼 |
| Proficio Capital Partners LLC | 3,075 | $25.3 萬 | 0.03% | −446−12.7% | 減碼 |
| Weil Company, Inc. | 3,056 | $25.2 萬 | 0.13% | +22+0.7% | 加碼 |
| Atlantic Trust, LLC | 3,040 | $25.1 萬 | 0.16% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 3,040 | $25.0 萬 | 0.09% | +3,040 | 新進 |
| First Affirmative Financial Network | 3,019 | $24.9 萬 | 0.26% | +3,019 | 新進 |
| Stonnington Group, LLC | 3,000 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Shelton Capital Management | 2,992 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $24.7 萬 | 0.05% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,004 | $24.7 萬 | 0.03% | +46+1.6% | 加碼 |
| Financial Advocates Investment Management | 2,997 | $24.7 萬 | 0.02% | +271+9.9% | 加碼 |
| National Asset Management, Inc. | 2,949 | $24.4 萬 | 0.01% | +29+1.0% | 加碼 |
| Keystone Financial Group | 2,966 | $24.4 萬 | 0.04% | +158+5.6% | 加碼 |
| Walleye Trading LLC | 2,939 | $24.2 萬 | 0.01% | +2,939 | 新進 |
| Van Hulzen Asset Management, LLC | 2,900 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 2,897 | $23.9 萬 | 0.03% | +2+0.1% | 加碼 |
| Capula Management Ltd | 2,900 | $23.9 萬 | 0.02% | +2,900 | 新進 |
| Quadrant Capital Group LLC | 2,870 | $23.6 萬 | 0.03% | +562+24.4% | 加碼 |
| Advisory Services Network, LLC | 2,851 | $23.5 萬 | 0.01% | −2,110−42.5% | 減碼 |
| Horizon Investments, LLC | 2,868 | $23.5 萬 | 0.01% | +115+4.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,823 | $23.2 萬 | 0.02% | −257−8.3% | 減碼 |
| Vectors Research Management, LLC | 2,805 | $23.1 萬 | 0.05% | +403+16.8% | 加碼 |
| HNP Capital LLC | 2,805 | $23.1 萬 | 0.06% | +2,805 | 新進 |
| Rehmann Capital Advisory Group | 2,592 | $23.1 萬 | 0.02% | +41+1.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,782 | $22.9 萬 | 0.05% | 00.0% | 不變 |
| Centiva Capital, LP | 2,753 | $22.7 萬 | 0.02% | +2,753 | 新進 |
| Moloney Securities Asset Management, LLC | 2,692 | $22.2 萬 | 0.04% | −32−1.2% | 減碼 |
| NEXT Financial Group, Inc | 2,675 | $22.1 萬 | 0.02% | +537+25.1% | 加碼 |
| Regal Investment Advisors LLC | 2,623 | $21.6 萬 | 0.02% | −909−25.7% | 減碼 |
| Hoylecohen, LLC | 2,625 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 2,624 | $21.6 萬 | 0.01% | +194+8.0% | 加碼 |
| Stevens Capital Management LP | 2,598 | $21.4 萬 | 0.09% | +2,598 | 新進 |
| Boothbay Fund Management, LLC | 2,592 | $21.4 萬 | 0.01% | +2,592 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,589 | $21.3 萬 | 0.03% | +2,589 | 新進 |
| Signaturefd, LLC | 2,557 | $21.1 萬 | 0.01% | −248−8.8% | 減碼 |
| Wharton Business Group, LLC | 2,555 | $21.1 萬 | 0.02% | +2,555 | 新進 |
| Moseley Investment Management Inc | 2,509 | $21.0 萬 | 0.11% | −161−6.0% | 減碼 |
| Bollard Group LLC | 2,542 | $20.9 萬 | 0.01% | +11+0.4% | 加碼 |
| Covenant Multifamily Offices, LLC | 2,546 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 2,525 | $20.8 萬 | 0.05% | +2,525 | 新進 |
| Carroll Financial Associates, Inc. | 2,505 | $20.6 萬 | 0.01% | −70−2.7% | 減碼 |
| V Wealth Advisors LLC | 2,501 | $20.6 萬 | 0.03% | −46−1.8% | 減碼 |
| AlphaCentric Advisors LLC | 2,500 | $20.6 萬 | 0.05% | +2,500 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,484 | $20.5 萬 | 0.07% | +2,484 | 新進 |
| J.W. Cole Advisors, Inc. | 2,480 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $20.2 萬 | 0.07% | 00.0% | 不變 |
| MTM Investment Management, LLC | 2,450 | $20.2 萬 | 0.11% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 2,445 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| BBVA USA | 2,443 | $20.1 萬 | 0.01% | +145+6.3% | 加碼 |
| CAPROCK Group, Inc. | 2,424 | $20.0 萬 | 0.02% | +2,424 | 新進 |
| Hudock, Inc. | 2,358 | $19.4 萬 | 0.06% | +6+0.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,331 | $19.2 萬 | 0.04% | −713−23.4% | 減碼 |
| Eaton Vance Management | 8,239 | $18.7 萬 | 0.00% | −1,271−13.4% | 減碼 |
| Charter Oak Capital Management, LLC | 2,228 | $18.4 萬 | 0.02% | 00.0% | 不變 |
| Pflug Koory, LLC | 2,215 | $18.3 萬 | 0.10% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,225 | $18.3 萬 | 0.01% | +121+5.8% | 加碼 |
| Bogart Wealth, LLC | 2,188 | $18.0 萬 | 0.02% | −225−9.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 2,175 | $17.9 萬 | 0.05% | −500−18.7% | 減碼 |
| Parallel Advisors, LLC | 2,039 | $16.8 萬 | 0.01% | +410+25.2% | 加碼 |
| Federated Hermes, Inc. | 2,020 | $16.6 萬 | 0.00% | −2,158−51.7% | 減碼 |
| Berman Capital Advisors, LLC | 1,937 | $15.9 萬 | 0.03% | +681+54.2% | 加碼 |
| NuWave Investment Management, LLC | 1,919 | $15.8 萬 | 0.18% | +1,919 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,890 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 1,854 | $15.3 萬 | 0.05% | +34+1.9% | 加碼 |
| First Horizon Advisors, Inc. | 1,821 | $15.0 萬 | 0.00% | +497+37.5% | 加碼 |
| Motco | 1,808 | $14.9 萬 | 0.01% | 00.0% | 不變 |