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 4 季 13F 持有人
Welltower Inc. 在 2021/12/31 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
- 807
- 較 2021 年第 3 季 +59 家
- 持有股數
- 4.26 億
- 較 2021 年第 3 季 +1,845 萬 (+4.5%)
- 總市值
- $365.4 億
- 較 2021 年第 3 季 +$29.2 億 (+8.7%)
- 新進機構
- 118
- 另有 296 家加碼
- 清倉機構
- 59
- 另有 259 家減碼
另有 15 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| V Wealth Advisors LLC | 2,415 | $20.7 萬 | 0.03% | −86−3.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 2,429 | $20.8 萬 | 0.01% | +2,429 | 新進 |
| Carroll Financial Associates, Inc. | 2,499 | $21.0 萬 | 0.01% | −6−0.2% | 減碼 |
| Assetmark, Inc | 2,463 | $21.1 萬 | 0.00% | −1,694−40.8% | 減碼 |
| Prudent Man Advisors, LLC | 2,457 | $21.1 萬 | 0.08% | −583−19.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $21.1 萬 | 0.06% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,461 | $21.1 萬 | 0.06% | +2,461 | 新進 |
| Nations Financial Group Inc, | 2,466 | $21.2 萬 | 0.03% | +2,466 | 新進 |
| FineMark National Bank & Trust | 2,472 | $21.2 萬 | 0.01% | +2,472 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,484 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 2,522 | $21.6 萬 | 0.04% | −260−9.3% | 減碼 |
| CFM Wealth Partners LLC | 2,525 | $21.6 萬 | 0.05% | 00.0% | 不變 |
| Financial Advocates Investment Management | 2,581 | $21.8 萬 | 0.02% | −416−13.9% | 減碼 |
| Advisor Resource Council | 2,548 | $21.8 萬 | 0.02% | +2,548 | 新進 |
| Wharton Business Group, LLC | 2,555 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Bollard Group LLC | 2,554 | $21.9 萬 | 0.01% | +12+0.5% | 加碼 |
| CoreCap Advisors, LLC | 2,579 | $22.1 萬 | 0.01% | +2,579 | 新進 |
| Rehmann Capital Advisory Group | 2,611 | $22.4 萬 | 0.02% | +19+0.7% | 加碼 |
| Regal Investment Advisors LLC | 2,611 | $22.4 萬 | 0.02% | −12−0.5% | 減碼 |
| NuWave Investment Management, LLC | 2,608 | $22.4 萬 | 0.25% | +689+35.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 2,627 | $22.5 萬 | 0.02% | +2,627 | 新進 |
| Cerity Partners LLC | 2,618 | $22.5 萬 | 0.00% | +2,618 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,630 | $22.6 萬 | 0.02% | +41+1.6% | 加碼 |
| Signaturefd, LLC | 2,631 | $22.6 萬 | 0.01% | +74+2.9% | 加碼 |
| FourThought Financial, LLC | 2,664 | $22.8 萬 | 0.03% | −538−16.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,696 | $23.1 萬 | 0.04% | +4+0.1% | 加碼 |
| Archford Capital Strategies, LLC | 2,773 | $23.8 萬 | 0.05% | −430−13.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,821 | $24.0 萬 | 0.01% | −2−0.1% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $24.0 萬 | 0.28% | +2,802 | 新進 |
| Chicago Trust Co NA | 2,850 | $24.4 萬 | 0.05% | +2,850 | 新進 |
| Twelve Points Wealth Management LLC | 2,855 | $24.5 萬 | 0.20% | +2,855 | 新進 |
| Commons Capital, LLC | 2,885 | $24.7 萬 | 0.24% | +2,885 | 新進 |
| SeaCrest Wealth Management, LLC | 2,899 | $24.9 萬 | 0.03% | +2+0.1% | 加碼 |
| Wealthspire Advisors, LLC | 2,962 | $25.4 萬 | 0.01% | −2,315−43.9% | 減碼 |
| Hilltop Holdings Inc. | 2,962 | $25.4 萬 | 0.03% | −42−1.4% | 減碼 |
| Keystone Financial Group | 2,966 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 2,970 | $25.4 萬 | 0.13% | +2,970 | 新進 |
| Parkside Financial Bank & Trust | 2,981 | $25.5 萬 | 0.06% | −661−18.1% | 減碼 |
| Mirova | 2,983 | $25.5 萬 | 0.03% | +2,983 | 新進 |
| M&G Investment Management Ltd | 2,974 | $25.6 萬 | 0.00% | −86,189−96.7% | 減碼 |
| Engine No. 1 LLC | 2,980 | $25.6 萬 | 0.05% | +2,980 | 新進 |
| Shelton Capital Management | 2,992 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| Wexford Capital LP | 3,000 | $25.7 萬 | 0.03% | +3,000 | 新進 |
| Orion Portfolio Solutions, LLC | 3,022 | $25.9 萬 | 0.01% | +398+15.2% | 加碼 |
| Atlantic Trust, LLC | 3,040 | $26.0 萬 | 0.15% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 3,056 | $26.2 萬 | 0.04% | −19−0.6% | 減碼 |
| Weil Company, Inc. | 3,078 | $26.4 萬 | 0.12% | +22+0.7% | 加碼 |
| Quadrant Capital Group LLC | 3,082 | $26.4 萬 | 0.03% | +212+7.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,100 | $26.6 萬 | 0.03% | +200+6.9% | 加碼 |
| National Asset Management, Inc. | 3,110 | $26.7 萬 | 0.01% | +161+5.5% | 加碼 |
| American Portfolios Advisors | 3,129 | $26.8 萬 | 0.01% | −115−3.5% | 減碼 |
| Horizon Investments, LLC | 3,134 | $26.9 萬 | 0.01% | +266+9.3% | 加碼 |
| First Affirmative Financial Network | 3,180 | $27.3 萬 | 0.25% | +161+5.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,189 | $27.4 萬 | 0.09% | +105+3.4% | 加碼 |
| NEXT Financial Group, Inc | 3,198 | $27.4 萬 | 0.02% | +523+19.6% | 加碼 |
| Stonnington Group, LLC | 3,210 | $27.7 萬 | 0.06% | +210+7.0% | 加碼 |
| Advisory Services Network, LLC | 3,243 | $27.8 萬 | 0.01% | +392+13.7% | 加碼 |
| Coldstream Capital Management Inc | 3,248 | $27.9 萬 | 0.01% | +3,248 | 新進 |
| Valeo Financial Advisors, LLC | 3,260 | $28.0 萬 | 0.02% | +80+2.5% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,021 | $28.0 萬 | 0.18% | +3,021 | 新進 |
| Boston Private Wealth LLC | 3,345 | $28.7 萬 | 0.00% | −4,286−56.2% | 減碼 |
| Flputnam Investment Management Co | 3,351 | $28.7 萬 | 0.01% | −245−6.8% | 減碼 |
| Moors & Cabot, Inc. | 3,360 | $28.8 萬 | 0.02% | −400−10.6% | 減碼 |
| Davenport & Co LLC | 3,355 | $28.8 萬 | 0.00% | −317−8.6% | 減碼 |
| Atom Investors LP | 3,375 | $28.9 萬 | 0.08% | −4,683−58.1% | 減碼 |
| Versor Investments LP | 3,400 | $29.2 萬 | 0.01% | +3,400 | 新進 |
| Federated Hermes, Inc. | 3,426 | $29.4 萬 | 0.00% | +1,406+69.6% | 加碼 |
| Regentatlantic Capital LLC | 3,472 | $29.8 萬 | 0.01% | +177+5.4% | 加碼 |
| Bluestein R H & Co | 3,500 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Somerville Kurt F | 3,500 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 3,500 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| Glenview Trust Co | 3,588 | $30.8 萬 | 0.01% | +264+7.9% | 加碼 |
| Ellevest, Inc. | 3,601 | $30.9 萬 | 0.03% | −178−4.7% | 減碼 |
| Bowman & Co S.C. | 3,615 | $31.1 萬 | 0.24% | +3,615 | 新進 |
| Desjardins Global Asset Management Inc. | 3,659 | $31.3 萬 | 0.03% | +3,659 | 新進 |
| Koshinski Asset Management, Inc. | 3,669 | $31.5 萬 | 0.03% | +6+0.2% | 加碼 |
| Nauset Wealth Management. LLC | 3,669 | $31.5 萬 | 0.30% | +3,669 | 新進 |
| Whalerock Point Partners, LLC | 3,680 | $31.6 萬 | 0.11% | 00.0% | 不變 |
| CWM, LLC | 3,684 | $31.6 萬 | 0.00% | +3,684 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $31.7 萬 | 0.03% | 00.0% | 不變 |
| Metis Global Partners, LLC | 3,690 | $31.7 萬 | 0.09% | +3,690 | 新進 |
| Eudaimonia Advisors LLC | 3,694 | $31.7 萬 | 0.19% | +3,694 | 新進 |
| Whittier Trust Co of Nevada Inc | 3,716 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,745 | $32.1 萬 | 0.02% | −2,500−40.0% | 減碼 |
| Beech Hill Advisors, Inc. | 3,750 | $32.2 萬 | 0.12% | 00.0% | 不變 |
| Clarius Group, LLC | 3,749 | $32.2 萬 | 0.03% | +201+5.7% | 加碼 |
| Kingsview Wealth Management, LLC | 3,764 | $32.3 萬 | 0.01% | −72−1.9% | 減碼 |
| SFMG, LLC | 3,769 | $32.3 萬 | 0.03% | +240+6.8% | 加碼 |
| Southland Equity Partners LLC | 3,782 | $32.4 萬 | 0.13% | −185−4.7% | 減碼 |
| Simplex Trading, LLC | 3,846 | $32.9 萬 | 0.01% | +3,846 | 新進 |
| Nwam LLC | 3,875 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,881 | $33.3 萬 | 0.01% | +3,881 | 新進 |
| Dearborn Partners LLC | 3,889 | $33.4 萬 | 0.01% | +250+6.9% | 加碼 |
| Group One Trading, L.P. | 3,914 | $33.6 萬 | 0.01% | −4,345−52.6% | 減碼 |
| Glenmede Trust Co NA | 3,943 | $33.7 萬 | 0.00% | −386−8.9% | 減碼 |
| Kinneret Advisory, LLC | 3,955 | $33.9 萬 | 0.04% | 00.0% | 不變 |
| American National Registered Investment Advisor, Inc. | 3,950 | $33.9 萬 | 0.11% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 3,971 | $34.1 萬 | 0.03% | −466−10.5% | 減碼 |
| Sentry Investment Management LLC | 4,013 | $34.4 萬 | 0.09% | +773+23.9% | 加碼 |