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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 4,064 | $34.8 萬 | 0.29% | +41+1.0% | 加碼 |
| First American Trust, FSB | 4,126 | $35.4 萬 | 0.05% | +20.0% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,138 | $35.5 萬 | 0.18% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 4,181 | $35.9 萬 | 0.07% | −317−7.0% | 減碼 |
| Lazard Asset Management LLC | 4,192 | $35.9 萬 | 0.00% | +453+12.1% | 加碼 |
| 9258 Wealth Management, LLC | 4,202 | $36.0 萬 | 0.08% | −45−1.1% | 減碼 |
| Conning Inc. | 4,194 | $36.0 萬 | 0.01% | +433+11.5% | 加碼 |
| Snowden Capital Advisors LLC | 4,254 | $36.4 萬 | 0.02% | −3,922−48.0% | 減碼 |
| Cypress Capital Group | 4,250 | $36.5 萬 | 0.05% | +4,250 | 新進 |
| Blueprint Investment Partners LLC | 4,277 | $36.7 萬 | 0.09% | +971+29.4% | 加碼 |
| Canandaigua National Corp | 4,308 | $36.9 萬 | 0.05% | +7+0.2% | 加碼 |
| Johnson Investment Counsel Inc | 4,317 | $37.0 萬 | 0.00% | +4,317 | 新進 |
| Siemens Fonds Invest GmbH | 4,347 | $37.3 萬 | 0.02% | −15−0.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,375 | $37.5 萬 | 0.01% | +185+4.4% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 4,405 | $37.8 萬 | 0.13% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 4,446 | $38.1 萬 | 0.00% | −11,551−72.2% | 減碼 |
| Good Life Advisors, LLC | 4,466 | $38.3 萬 | 0.05% | +172+4.0% | 加碼 |
| Ieq Capital, LLC | 4,473 | $38.4 萬 | 0.01% | −266−5.6% | 減碼 |
| EP Wealth Advisors, LLC | 4,472 | $38.4 萬 | 0.01% | −159−3.4% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $38.5 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,463 | $38.7 萬 | 0.01% | −889−16.6% | 減碼 |
| Veriti Management LLC | 4,507 | $38.7 萬 | 0.05% | +237+5.6% | 加碼 |
| Exchange Traded Concepts, LLC | 4,521 | $38.8 萬 | 0.01% | +4,431+4,923.3% | 加碼 |
| Prospera Financial Services Inc | 4,536 | $38.9 萬 | 0.02% | +22+0.5% | 加碼 |
| Crescent Capital Consulting, LLC | 4,586 | $39.3 萬 | 0.06% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 4,627 | $39.7 萬 | 0.04% | +143+3.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 4,639 | $39.8 萬 | 0.03% | +198+4.5% | 加碼 |
| Donaldson Capital Management, LLC | 4,643 | $39.8 萬 | 0.02% | +235+5.3% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,658 | $40.0 萬 | 0.07% | 00.0% | 不變 |
| Greenleaf Trust | 4,712 | $40.4 萬 | 0.00% | +43+0.9% | 加碼 |
| LCNB Corp | 4,735 | $40.6 萬 | 0.19% | +175+3.8% | 加碼 |
| Brinker Capital Investments, LLC | 4,766 | $40.9 萬 | 0.01% | −2,474−34.2% | 減碼 |
| Integrated Advisors Network LLC | 4,773 | $40.9 萬 | 0.02% | +185+4.0% | 加碼 |
| Wetherby Asset Management Inc | 4,805 | $41.2 萬 | 0.02% | +208+4.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,810 | $41.3 萬 | 0.01% | +322+7.2% | 加碼 |
| Tower Bridge Advisors | 4,850 | $41.6 萬 | 0.03% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,919 | $42.2 萬 | 0.00% | +620+14.4% | 加碼 |
| Pettyjohn, Wood & White, Inc | 4,944 | $42.4 萬 | 0.09% | −83−1.7% | 減碼 |
| Visionary Wealth Advisors | 4,955 | $42.5 萬 | 0.03% | −280−5.3% | 減碼 |
| Marcum Wealth, LLC | 4,976 | $42.7 萬 | 0.06% | −10−0.2% | 減碼 |
| Toroso Investments, LLC | 4,995 | $42.8 萬 | 0.01% | +743+17.5% | 加碼 |
| Tdam USA Inc. | 4,996 | $42.9 萬 | 0.03% | 00.0% | 不變 |
| Benchmark Investment Advisors LLC | 5,060 | $43.4 萬 | 0.36% | +5,060 | 新進 |
| Virtu Financial LLC | 5,187 | $44.5 萬 | 0.05% | −1,872−26.5% | 減碼 |
| Cutter & CO Brokerage, Inc. | 5,205 | $44.6 萬 | 0.12% | +1,164+28.8% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 5,248 | $45.0 萬 | 0.33% | −1,917−26.8% | 減碼 |
| Mission Financial Group, LLC | 2,424 | $45.0 萬 | 0.42% | +2,424 | 新進 |
| Orion Capital Management LLC | 5,290 | $45.4 萬 | 0.26% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 5,361 | $46.0 萬 | 0.08% | +192+3.7% | 加碼 |
| Caxton Associates LP | 5,503 | $47.2 萬 | 0.06% | +5,503 | 新進 |
| Level Four Advisory Services, LLC | 5,529 | $47.4 萬 | 0.04% | −360−6.1% | 減碼 |
| Spire Wealth Management | 5,577 | $47.8 萬 | 0.01% | +249+4.7% | 加碼 |
| Financial Counselors Inc | 5,600 | $48.0 萬 | 0.01% | −400−6.7% | 減碼 |
| Veritable, L.P. | 5,637 | $48.3 萬 | 0.01% | +309+5.8% | 加碼 |
| First Midwest Bank Trust Division | 5,671 | $48.6 萬 | 0.06% | −90−1.6% | 減碼 |
| Proequities, Inc. | 5,741 | $49.2 萬 | 0.03% | −337−5.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,776 | $49.5 萬 | 0.02% | 00.0% | 不變 |
| Investment Advisory Services Inc | 5,782 | $49.6 萬 | 0.27% | +75+1.3% | 加碼 |
| HighTower Trust Services, LTA | 5,788 | $49.6 萬 | 0.05% | +5,788 | 新進 |
| Values First Advisors, Inc. | 5,811 | $49.8 萬 | 0.29% | −627−9.7% | 減碼 |
| Alpha Paradigm Partners, LLC | 5,805 | $49.8 萬 | 0.20% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 5,885 | $50.5 萬 | 0.28% | −500−7.8% | 減碼 |
| Corient Capital Partners, LLC | 5,982 | $51.3 萬 | 0.03% | +384+6.9% | 加碼 |
| American Research & Management Co. | 6,000 | $51.5 萬 | 0.11% | 00.0% | 不變 |
| Vahanian & Associates Financial Planning Inc. | 6,081 | $52.2 萬 | 0.42% | +6,081 | 新進 |
| Texas Yale Capital Corp. | 6,142 | $52.7 萬 | 0.03% | +4+0.1% | 加碼 |
| Geneos Wealth Management Inc. | 6,225 | $53.3 萬 | 0.02% | −447−6.7% | 減碼 |
| Sara-Bay Financial | 6,271 | $53.8 萬 | 0.16% | +6,271 | 新進 |
| Bluefin Capital Management, LLC | 6,300 | $54.0 萬 | 0.04% | +6,300 | 新進 |
| Lincoln National Corp | 6,431 | $55.1 萬 | 0.01% | −342−5.0% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 6,439 | $55.2 萬 | 0.32% | +46+0.7% | 加碼 |
| Farmers & Merchants Investments Inc | 6,443 | $55.3 萬 | 0.02% | −83−1.3% | 減碼 |
| Greenup Street Wealth Management LLC | 6,570 | $56.4 萬 | 0.34% | +6,570 | 新進 |
| Jones Financial Companies LLLP | 6,627 | $56.8 萬 | 0.00% | +673+11.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,764 | $58.0 萬 | 0.28% | +6,764 | 新進 |
| Associated Banc-Corp | 6,931 | $59.5 萬 | 0.02% | +750+12.1% | 加碼 |
| Hartline Investment Corp | 6,952 | $59.6 萬 | 0.08% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7,000 | $60.0 萬 | 0.02% | −61−0.9% | 減碼 |
| Lido Advisors, LLC | 7,018 | $60.1 萬 | 0.01% | −677−8.8% | 減碼 |
| IBM Retirement Fund | 7,035 | $60.3 萬 | 0.07% | −4,778−40.4% | 減碼 |
| IndexIQ Advisors LLC | 7,075 | $60.7 萬 | 0.02% | −164−2.3% | 減碼 |
| Tudor Investment Corp Et Al | 7,117 | $61.0 萬 | 0.01% | +7,117 | 新進 |
| Los Angeles Capital Management LLC | 7,151 | $61.3 萬 | 0.00% | −150−2.1% | 減碼 |
| Hendershot Investments Inc. | 7,202 | $61.8 萬 | 0.09% | +7,202 | 新進 |
| First Hawaiian Bank | 7,254 | $62.2 萬 | 0.02% | −3,432−32.1% | 減碼 |
| IFG Advisory, LLC | 7,293 | $62.5 萬 | 0.06% | −144−1.9% | 減碼 |
| Assenagon Asset Management S.A. | 7,287 | $62.5 萬 | 0.00% | +344+5.0% | 加碼 |
| Park Avenue Securities LLC | 7,430 | $63.7 萬 | 0.01% | +1,496+25.2% | 加碼 |
| AE Wealth Management LLC | 7,435 | $63.8 萬 | 0.00% | +1,427+23.8% | 加碼 |
| AlphaCentric Advisors LLC | 7,500 | $64.3 萬 | 0.19% | +5,000+200.0% | 加碼 |
| Stiles Financial Services Inc | 7,516 | $64.5 萬 | 0.31% | +7,516 | 新進 |
| Sawtooth Solutions, LLC | 7,598 | $65.2 萬 | 0.07% | +3,814+100.8% | 加碼 |
| Summit Financial Group Inc | 7,618 | $65.3 萬 | 0.21% | 00.0% | 不變 |
| Abeille Asset Management SA | 7,619 | $65.3 萬 | 0.15% | +7,619 | 新進 |
| Andra AP-fonden | 7,700 | $66.0 萬 | 0.01% | −37,800−83.1% | 減碼 |
| Wendell David Associates Inc | 7,700 | $66.0 萬 | 0.07% | +1,600+26.2% | 加碼 |
| GWM Advisors LLC | 7,845 | $67.3 萬 | 0.01% | +3,337+74.0% | 加碼 |
| Madden Advisory Services, Inc. | 7,868 | $67.5 萬 | 0.44% | −23−0.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,894 | $67.7 萬 | 0.06% | 00.0% | 不變 |