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。
2022 年第 1 季 13F 持有人
Welltower Inc. 在 2022/3/31 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
- 847
- 較 2021 年第 4 季 +53 家
- 持有股數
- 4.41 億
- 較 2021 年第 4 季 +1,439 萬 (+3.4%)
- 總市值
- $422.9 億
- 較 2021 年第 4 季 +$57.5 億 (+15.7%)
- 新進機構
- 105
- 另有 310 家加碼
- 清倉機構
- 52
- 另有 278 家減碼
另有 13 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 6,294 | $60.5 萬 | 0.05% | −1,600−20.3% | 減碼 |
| Farmers & Merchants Investments Inc | 6,292 | $60.5 萬 | 0.02% | −151−2.3% | 減碼 |
| Sara-Bay Financial | 6,334 | $60.9 萬 | 0.24% | +63+1.0% | 加碼 |
| Illinois Municipal Retirement Fund | 6,443 | $61.9 萬 | 0.02% | +6,443 | 新進 |
| Jones Financial Companies LLLP | 6,446 | $62.0 萬 | 0.00% | −181−2.7% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 6,484 | $62.3 萬 | 0.43% | +45+0.7% | 加碼 |
| Toroso Investments, LLC | 6,548 | $63.0 萬 | 0.02% | +1,553+31.1% | 加碼 |
| Greenup Street Wealth Management LLC | 6,570 | $63.2 萬 | 0.35% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 6,691 | $64.3 萬 | 0.36% | −73−1.1% | 減碼 |
| Metis Global Partners, LLC | 6,884 | $66.1 萬 | 0.08% | +3,194+86.6% | 加碼 |
| IBM Retirement Fund | 6,896 | $66.3 萬 | 0.09% | −139−2.0% | 減碼 |
| IFP Advisors, Inc | 10,925 | $66.4 萬 | 0.01% | +6,462+144.8% | 加碼 |
| Corient Capital Partners, LLC | 6,919 | $66.5 萬 | 0.04% | +937+15.7% | 加碼 |
| Associated Banc-Corp | 6,931 | $66.6 萬 | 0.03% | 00.0% | 不變 |
| Lido Advisors, LLC | 7,155 | $68.7 萬 | 0.01% | +137+2.0% | 加碼 |
| Money Concepts Capital Corp | 7,180 | $69.0 萬 | 0.04% | +7,180 | 新進 |
| Hendershot Investments Inc. | 7,202 | $69.2 萬 | 0.11% | 00.0% | 不變 |
| Lincoln National Corp | 7,287 | $70.1 萬 | 0.01% | +856+13.3% | 加碼 |
| IndexIQ Advisors LLC | 7,344 | $70.6 萬 | 0.02% | +269+3.8% | 加碼 |
| Abeille Asset Management SA | 7,407 | $71.2 萬 | 0.02% | −212−2.8% | 減碼 |
| TD Private Client Wealth LLC | 7,555 | $72.6 萬 | 0.03% | +555+7.9% | 加碼 |
| Stiles Financial Services Inc | 7,559 | $72.7 萬 | 0.36% | +43+0.6% | 加碼 |
| Summit Financial Group Inc | 7,618 | $73.2 萬 | 0.25% | 00.0% | 不變 |
| First Hawaiian Bank | 7,635 | $73.4 萬 | 0.02% | +381+5.3% | 加碼 |
| Cigna Investments Inc | 7,683 | $73.8 萬 | 0.09% | −2,122−21.6% | 減碼 |
| Park Avenue Securities LLC | 7,771 | $74.7 萬 | 0.01% | +341+4.6% | 加碼 |
| Snowden Capital Advisors LLC | 7,812 | $75.1 萬 | 0.03% | +3,558+83.6% | 加碼 |
| Madden Advisory Services, Inc. | 7,848 | $75.5 萬 | 0.51% | −20−0.3% | 減碼 |
| Huntington National Bank | 7,974 | $76.6 萬 | 0.01% | −3,372−29.7% | 減碼 |
| Monetary Management Group Inc | 8,075 | $77.6 萬 | 0.21% | 00.0% | 不變 |
| Sigma Planning Corp | 8,303 | $79.8 萬 | 0.02% | −657−7.3% | 減碼 |
| AE Wealth Management LLC | 8,302 | $79.8 萬 | 0.01% | +867+11.7% | 加碼 |
| Koss-Olinger Consulting, LLC | 8,340 | $80.2 萬 | 0.13% | −1,496−15.2% | 減碼 |
| Sawtooth Solutions, LLC | 8,571 | $82.4 萬 | 0.10% | +973+12.8% | 加碼 |
| Ingalls & Snyder LLC | 8,626 | $82.9 萬 | 0.04% | −2,000−18.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,678 | $83.4 萬 | 0.03% | +100+1.2% | 加碼 |
| Aaron Wealth Advisors | 82,584 | $85.9 萬 | 0.02% | +82,584 | 新進 |
| Warren Averett Asset Management, LLC | 8,987 | $86.4 萬 | 0.07% | 00.0% | 不變 |
| Everence Capital Management Inc | 9,100 | $87.5 萬 | 0.07% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 9,111 | $87.6 萬 | 0.00% | +1,960+27.4% | 加碼 |
| Umb Bank N A | 9,159 | $88.1 萬 | 0.01% | −1,057−10.3% | 減碼 |
| Oxford Financial Group Ltd | 9,234 | $88.8 萬 | 0.11% | −10,310−52.8% | 減碼 |
| Resources Investment Advisors, LLC. | 9,241 | $88.8 萬 | 0.03% | +395+4.5% | 加碼 |
| Pacific Sun Financial Corp | 9,286 | $89.3 萬 | 0.49% | +30+0.3% | 加碼 |
| Naviter Wealth, LLC | 9,313 | $89.5 萬 | 0.30% | −223−2.3% | 減碼 |
| Wambolt & Associates, LLC | 9,654 | $94.4 萬 | 0.34% | −206−2.1% | 減碼 |
| Richwood Investment Advisors, LLC | 9,853 | $94.7 萬 | 0.85% | −90−0.9% | 減碼 |
| Lumbard & Kellner, LLC | 9,851 | $94.7 萬 | 0.37% | +11+0.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 9,893 | $95.1 萬 | 0.27% | +1,150+13.2% | 加碼 |
| Jeppson Wealth Management, LLC | 9,958 | $95.7 萬 | 0.45% | 00.0% | 不變 |
| American Assets Investment Management, LLC | 10,000 | $96.1 萬 | 0.10% | 00.0% | 不變 |
| Wexford Capital LP | 10,007 | $96.2 萬 | 0.20% | +7,007+233.6% | 加碼 |
| AGF Investments LLC | 10,011 | $96.2 萬 | 0.08% | +10,011 | 新進 |
| Laurel Wealth Advisors, Inc. | 10,035 | $96.5 萬 | 0.08% | −587−5.5% | 減碼 |
| Cetera Investment Advisers | 10,097 | $97.1 萬 | 0.01% | −2,321−18.7% | 減碼 |
| Garrison Bradford & Associates Inc | 10,123 | $97.3 萬 | 0.95% | −350−3.3% | 減碼 |
| Atlantic Union Bankshares Corp | 10,125 | $97.3 萬 | 0.09% | −25−0.2% | 減碼 |
| Ethic Inc. | 10,450 | $100.5 萬 | 0.07% | −10,035−49.0% | 減碼 |
| Old North State Wealth Management, LLC | 10,505 | $101.0 萬 | 1.01% | +81+0.8% | 加碼 |
| Gray Wealth Management Inc. | 10,604 | $101.9 萬 | 0.53% | −15−0.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,479 | $103.2 萬 | 0.01% | −28,536−73.1% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 10,763 | $103.5 萬 | 0.40% | +50.0% | 加碼 |
| Cadent Capital Advisors, LLC | 10,792 | $103.8 萬 | 0.47% | −1,104−9.3% | 減碼 |
| Agf Investments Inc. | 10,823 | $104.1 萬 | 0.01% | +1,214+12.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 10,834 | $104.2 萬 | 0.24% | +10,834 | 新進 |
| Profund Advisors LLC | 10,969 | $105.5 萬 | 0.04% | −5,449−33.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,984 | $105.6 萬 | 0.02% | +51+0.5% | 加碼 |
| Natixis Investment Managers International | 11,010 | $105.8 萬 | 0.02% | +11,010 | 新進 |
| NFP Retirement, Inc. | 11,056 | $106.3 萬 | 0.25% | −898−7.5% | 減碼 |
| Stephens Inc | 11,156 | $107.3 萬 | 0.02% | −5,807−34.2% | 減碼 |
| Whittier Trust Co | 11,300 | $108.6 萬 | 0.02% | +420+3.9% | 加碼 |
| Bessemer Group Inc | 11,304 | $108.7 萬 | 0.00% | +3,064+37.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 11,573 | $111.3 萬 | 0.02% | +130+1.1% | 加碼 |
| Eaton Vance Management | 11,672 | $112.1 萬 | 0.00% | +3,065+35.6% | 加碼 |
| Banque Cantonale Vaudoise | 11,928 | $114.7 萬 | 0.05% | +2,152+22.0% | 加碼 |
| Abbrea Capital, LLC | 12,058 | $115.9 萬 | 0.16% | +180+1.5% | 加碼 |
| Independent Advisor Alliance | 12,216 | $117.4 萬 | 0.06% | −5,546−31.2% | 減碼 |
| Pendal Group Limited | 12,231 | $117.6 萬 | 0.01% | −9,000−42.4% | 減碼 |
| Brown Advisory Inc | 12,328 | $118.5 萬 | 0.00% | −245−1.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 12,367 | $118.9 萬 | 0.02% | +12,367 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,380 | $119.0 萬 | 0.05% | +12,380 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,848 | $123.5 萬 | 0.11% | +1,270+11.0% | 加碼 |
| Schnieders Capital Management LLC | 12,969 | $124.7 萬 | 0.30% | 00.0% | 不變 |
| Brookstone Capital Management | 13,169 | $126.9 萬 | 0.02% | +965+7.9% | 加碼 |
| Welch Group, LLC | 13,563 | $130.4 萬 | 0.07% | +163+1.2% | 加碼 |
| Advance Capital Management, Inc. | 13,588 | $130.6 萬 | 0.16% | 00.0% | 不變 |
| Intersect Capital LLC | 13,597 | $130.7 萬 | 0.25% | +108+0.8% | 加碼 |
| American National Insurance Co | 13,800 | $132.7 萬 | 0.36% | −1,410−9.3% | 減碼 |
| Echo Street Capital Management LLC | 13,912 | $133.7 萬 | 0.01% | +13,912 | 新進 |
| Advisor Partners LLC | 13,957 | $134.2 萬 | 0.08% | +312+2.3% | 加碼 |
| O'Rourke & Company, Inc | 14,169 | $136.2 萬 | 0.94% | −834−5.6% | 減碼 |
| Sumitomo Life Insurance Co | 14,241 | $136.9 萬 | 0.03% | −521−3.5% | 減碼 |
| Eudaimonia Partners, LLC | 14,351 | $138.0 萬 | 0.23% | +14,351 | 新進 |
| Forte Capital LLC | 16,237 | $139.3 萬 | 0.18% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 14,884 | $143.1 萬 | 0.04% | −2,439−14.1% | 減碼 |
| Broderick Brian C | 15,000 | $144.2 萬 | 0.37% | +5,090+51.4% | 加碼 |
| Colony Group LLC | 15,026 | $144.5 萬 | 0.02% | −30−0.2% | 減碼 |
| Cetera Advisors LLC | 15,228 | $146.4 萬 | 0.03% | +612+4.2% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $147.7 萬 | 1.11% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 15,500 | $149.0 萬 | 0.01% | 00.0% | 不變 |