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 |
|---|---|---|---|---|---|
| Summit Place Financial Advisors, LLC | 21,395 | $183.5 萬 | 1.27% | +535+2.6% | 加碼 |
| Pendal Group Limited | 21,231 | $182.1 萬 | 0.01% | −6,757−24.1% | 減碼 |
| Bokf, NA | 20,994 | $180.1 萬 | 0.03% | +1,182+6.0% | 加碼 |
| Raymond James Trust N.A. | 20,571 | $176.4 萬 | 0.05% | +241+1.2% | 加碼 |
| Ethic Inc. | 20,485 | $175.7 萬 | 0.14% | −200−1.0% | 減碼 |
| Hotaling Investment Management, LLC | 20,265 | $173.8 萬 | 0.60% | +760+3.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 19,991 | $171.5 萬 | 0.18% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 19,544 | $167.6 萬 | 0.19% | 00.0% | 不變 |
| D.A. Davidson & Co. | 19,528 | $167.6 萬 | 0.02% | +767+4.1% | 加碼 |
| Penserra Capital Management LLC | 20,088 | $166.1 萬 | 0.04% | +2,852+16.5% | 加碼 |
| Aevitas Wealth Management, Inc. | 19,272 | $165.3 萬 | 0.98% | +41+0.2% | 加碼 |
| Moody National Bank Trust Division | 19,253 | $165.1 萬 | 0.05% | −11,657−37.7% | 減碼 |
| Wesbanco Bank Inc | 18,960 | $162.6 萬 | 0.06% | −1,502−7.3% | 減碼 |
| Blueshift Asset Management, LLC | 18,865 | $161.8 萬 | 0.14% | −105,650−84.8% | 減碼 |
| OPSEU Pension Plan Trust Fund | 18,541 | $160.8 萬 | 0.37% | +549+3.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 18,530 | $158.9 萬 | 0.01% | +400+2.2% | 加碼 |
| Avantax Advisory Services, Inc. | 18,403 | $157.8 萬 | 0.02% | +892+5.1% | 加碼 |
| Mirabella Financial Services LLP | 18,000 | $154.4 萬 | 0.16% | +18,000 | 新進 |
| Liberty Capital Management, Inc. | 17,887 | $153.4 萬 | 0.41% | −230−1.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 17,809 | $152.7 萬 | 0.06% | −14,549−45.0% | 減碼 |
| Spirit of America Management Corp | 17,785 | $152.5 萬 | 0.31% | 00.0% | 不變 |
| Independent Advisor Alliance | 17,762 | $152.3 萬 | 0.08% | +215+1.2% | 加碼 |
| Gotham Asset Management, LLC | 17,323 | $148.6 萬 | 0.05% | +10,672+160.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 17,295 | $148.3 萬 | 0.87% | −88−0.5% | 減碼 |
| Arkadios Wealth Advisors | 17,207 | $147.6 萬 | 0.20% | +5,016+41.1% | 加碼 |
| South Dakota Investment Council | 17,196 | $147.5 萬 | 0.02% | 00.0% | 不變 |
| Fred Alger Management, LLC | 17,063 | $146.3 萬 | 0.00% | +342+2.0% | 加碼 |
| Stephens Inc | 16,963 | $145.5 萬 | 0.02% | −9,335−35.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 16,730 | $143.4 萬 | 0.29% | −19,440−53.7% | 減碼 |
| Paradigm Asset Management Co LLC | 16,588 | $142.3 萬 | 0.36% | +1,088+7.0% | 加碼 |
| Profund Advisors LLC | 16,418 | $140.8 萬 | 0.05% | −27,996−63.0% | 減碼 |
| Forte Capital LLC | 16,237 | $139.3 萬 | 0.18% | −12−0.1% | 減碼 |
| NTV Asset Management LLC | 15,998 | $137.2 萬 | 0.23% | −1,215−7.1% | 減碼 |
| Pathstone Family Office, LLC | 15,925 | $136.5 萬 | 0.03% | +11,844+290.2% | 加碼 |
| Bard Associates Inc | 15,796 | $135.5 萬 | 0.45% | −500−3.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 15,787 | $135.4 萬 | 0.08% | +238+1.5% | 加碼 |
| RDA Financial Network | 15,779 | $135.3 萬 | 0.55% | −1,002−6.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 15,500 | $132.9 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 15,430 | $132.3 萬 | 0.08% | +2,531+19.6% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $131.8 萬 | 1.00% | 00.0% | 不變 |
| American National Insurance Co | 15,210 | $130.5 萬 | 0.29% | −12,325−44.8% | 減碼 |
| Colony Group LLC | 15,056 | $129.1 萬 | 0.02% | −55−0.4% | 減碼 |
| O'Rourke & Company, Inc | 15,003 | $128.7 萬 | 0.86% | +15,003 | 新進 |
| We Are One Seven, LLC | 14,845 | $127.3 萬 | 0.13% | +1,048+7.6% | 加碼 |
| Sumitomo Life Insurance Co | 14,762 | $126.6 萬 | 0.03% | −396−2.6% | 減碼 |
| Boothbay Fund Management, LLC | 14,758 | $126.6 萬 | 0.04% | +12,166+469.4% | 加碼 |
| Cetera Advisors LLC | 14,616 | $125.4 萬 | 0.03% | −4,251−22.5% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 14,371 | $123.0 萬 | 0.06% | −10,161−41.4% | 減碼 |
| Seeyond | 14,136 | $121.2 萬 | 0.11% | −76−0.5% | 減碼 |
| Advisor Partners LLC | 13,645 | $117.1 萬 | 0.07% | −108−0.8% | 減碼 |
| Advance Capital Management, Inc. | 13,588 | $116.5 萬 | 0.24% | +13,588 | 新進 |
| Intersect Capital LLC | 13,489 | $115.7 萬 | 0.21% | +31+0.2% | 加碼 |
| Welch Group, LLC | 13,400 | $114.9 萬 | 0.07% | −75−0.6% | 減碼 |
| Comerica Securities,inc. | 13,224 | $113.4 萬 | 0.07% | +164+1.3% | 加碼 |
| Engineers Gate Manager LP | 13,118 | $112.5 萬 | 0.05% | +13,118 | 新進 |
| Schnieders Capital Management LLC | 12,969 | $111.2 萬 | 0.26% | −200−1.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 12,903 | $110.7 萬 | 0.03% | +897+7.5% | 加碼 |
| Brown Advisory Inc | 12,573 | $107.9 萬 | 0.00% | +715+6.0% | 加碼 |
| Brookstone Capital Management | 12,204 | $107.2 萬 | 0.02% | −171−1.4% | 減碼 |
| Panagora Asset Management Inc | 12,419 | $106.5 萬 | 0.01% | −2,753−18.1% | 減碼 |
| Cetera Investment Advisers | 12,418 | $106.5 萬 | 0.02% | +587+5.0% | 加碼 |
| Squarepoint Ops LLC | 12,364 | $106.0 萬 | 0.01% | −37,739−75.3% | 減碼 |
| AlphaCrest Capital Management LLC | 12,046 | $103.3 萬 | 0.04% | +5,267+77.7% | 加碼 |
| NFP Retirement, Inc. | 11,954 | $102.5 萬 | 0.37% | −1,145−8.7% | 減碼 |
| Cadent Capital Advisors, LLC | 11,896 | $102.0 萬 | 0.45% | +459+4.0% | 加碼 |
| Abbrea Capital, LLC | 11,878 | $101.9 萬 | 0.14% | +6,527+122.0% | 加碼 |
| Atria Investments LLC | 11,792 | $101.1 萬 | 0.02% | +11,792 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,578 | $99.3 萬 | 0.09% | +699+6.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 11,520 | $98.8 萬 | 0.01% | +99+0.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 11,443 | $98.1 萬 | 0.02% | −59−0.5% | 減碼 |
| Huntington National Bank | 11,346 | $97.3 萬 | 0.01% | +2,023+21.7% | 加碼 |
| Citadel Advisors LLC | 11,141 | $95.6 萬 | 0.00% | −147,962−93.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,933 | $93.8 萬 | 0.01% | −223−2.0% | 減碼 |
| Whittier Trust Co | 10,880 | $93.3 萬 | 0.02% | −400−3.5% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 10,758 | $92.3 萬 | 0.36% | +160+1.5% | 加碼 |
| Ingalls & Snyder LLC | 10,626 | $91.1 萬 | 0.04% | −915−7.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 10,622 | $91.1 萬 | 0.07% | −247−2.3% | 減碼 |
| Gray Wealth Management Inc. | 10,619 | $91.1 萬 | 0.45% | +143+1.4% | 加碼 |
| Garrison Bradford & Associates Inc | 10,473 | $89.8 萬 | 0.81% | 00.0% | 不變 |
| Old North State Wealth Management, LLC | 10,424 | $89.5 萬 | 0.90% | +10,424 | 新進 |
| Prudential PLC | 10,379 | $89.0 萬 | 0.01% | +10,379 | 新進 |
| Umb Bank N A | 10,216 | $87.6 萬 | 0.01% | +251+2.5% | 加碼 |
| Atlantic Union Bankshares Corp | 10,150 | $87.1 萬 | 0.07% | −160−1.6% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $85.8 萬 | 0.09% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 9,958 | $85.4 萬 | 0.41% | −5−0.1% | 減碼 |
| Bard Financial Services, Inc. | 9,950 | $85.3 萬 | 0.07% | −21,210−68.1% | 減碼 |
| Richwood Investment Advisors, LLC | 9,943 | $85.3 萬 | 0.75% | +9,943 | 新進 |
| Broderick Brian C | 9,910 | $85.0 萬 | 0.20% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 9,860 | $84.6 萬 | 0.31% | +961+10.8% | 加碼 |
| Koss-Olinger Consulting, LLC | 9,836 | $84.4 萬 | 0.13% | −185−1.8% | 減碼 |
| Lumbard & Kellner, LLC | 9,840 | $84.3 萬 | 0.32% | +60+0.6% | 加碼 |
| Cigna Investments Inc | 9,805 | $84.1 萬 | 0.07% | −3,089−24.0% | 減碼 |
| Banque Cantonale Vaudoise | 9,776 | $83.9 萬 | 0.03% | +1,200+14.0% | 加碼 |
| Agf Investments Inc. | 9,609 | $82.4 萬 | 0.01% | 00.0% | 不變 |
| Naviter Wealth, LLC | 9,536 | $81.8 萬 | 0.24% | +9,536 | 新進 |
| Full18 Capital LLC | 9,876 | $79.4 萬 | 0.34% | −10,417−51.3% | 減碼 |
| Pacific Sun Financial Corp | 9,256 | $79.4 萬 | 0.42% | −548−5.6% | 減碼 |
| Everence Capital Management Inc | 9,100 | $78.1 萬 | 0.06% | 00.0% | 不變 |
| Sigma Planning Corp | 8,960 | $76.9 萬 | 0.02% | −129−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 8,846 | $75.9 萬 | 0.03% | +299+3.5% | 加碼 |