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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 15,595 | $149.9 萬 | 0.20% | −1,612−9.4% | 減碼 |
| Bard Associates Inc | 15,629 | $150.3 萬 | 0.53% | −167−1.1% | 減碼 |
| RDA Financial Network | 15,636 | $150.3 萬 | 0.63% | −143−0.9% | 減碼 |
| NTV Asset Management LLC | 15,988 | $153.7 萬 | 0.26% | −10−0.1% | 減碼 |
| Pathstone Family Office, LLC | 15,984 | $154.2 萬 | 0.04% | +59+0.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 16,340 | $157.0 萬 | 0.34% | −390−2.3% | 減碼 |
| Paradigm Asset Management Co LLC | 16,588 | $159.5 萬 | 0.42% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,678 | $160.3 萬 | 0.01% | +16,678 | 新進 |
| Jupiter Asset Management Ltd | 16,735 | $160.9 萬 | 0.02% | −5,414−24.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 17,085 | $164.3 萬 | 1.00% | −210−1.2% | 減碼 |
| Liberty Capital Management, Inc. | 17,283 | $166.2 萬 | 0.49% | −604−3.4% | 減碼 |
| Panagora Asset Management Inc | 17,381 | $167.1 萬 | 0.01% | +4,962+40.0% | 加碼 |
| Vestcor Inc | 17,725 | $170.4 萬 | 0.06% | −10,426−37.0% | 減碼 |
| Moody National Bank Trust Division | 17,843 | $171.5 萬 | 0.05% | −1,410−7.3% | 減碼 |
| Penserra Capital Management LLC | 17,890 | $171.8 萬 | 0.04% | −2,198−10.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 17,994 | $173.0 萬 | 0.06% | +185+1.0% | 加碼 |
| Wesbanco Bank Inc | 18,302 | $175.9 萬 | 0.07% | −658−3.5% | 減碼 |
| Fred Alger Management, LLC | 18,370 | $176.6 萬 | 0.01% | +1,307+7.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 18,530 | $178.1 萬 | 0.01% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 18,667 | $179.5 萬 | 0.14% | +18,667 | 新進 |
| Bayesian Capital Management, LP | 18,700 | $179.8 萬 | 0.27% | +18,700 | 新進 |
| Aevitas Wealth Management, Inc. | 19,093 | $183.6 萬 | 1.12% | −179−0.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,216 | $184.7 萬 | 0.04% | −3,140−14.0% | 減碼 |
| AIA Group Ltd | 19,263 | $185.2 萬 | 0.08% | +18,794+4,007.2% | 加碼 |
| Ancora Advisors, LLC | 19,323 | $185.8 萬 | 0.05% | −6,782−26.0% | 減碼 |
| Raymond James Trust N.A. | 19,345 | $185.9 萬 | 0.06% | −1,226−6.0% | 減碼 |
| D.A. Davidson & Co. | 19,606 | $188.5 萬 | 0.02% | +78+0.4% | 加碼 |
| American Financial Advisors, LLC | 19,616 | $188.6 萬 | 0.26% | −2,631−11.8% | 減碼 |
| OPSEU Pension Plan Trust Fund | 19,448 | $189.1 萬 | 0.45% | +907+4.9% | 加碼 |
| Summit Place Financial Advisors, LLC | 19,875 | $191.1 萬 | 1.28% | −1,520−7.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 19,904 | $191.4 萬 | 0.06% | −1,900−8.7% | 減碼 |
| Prudential PLC | 20,040 | $192.7 萬 | 0.03% | +9,661+93.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 20,256 | $194.7 萬 | 0.03% | +7,353+57.0% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 20,359 | $195.7 萬 | 0.21% | +368+1.8% | 加碼 |
| Avantax Advisory Services, Inc. | 20,602 | $198.0 萬 | 0.03% | +2,199+11.9% | 加碼 |
| Simplex Trading, LLC | 20,701 | $199.0 萬 | 0.06% | +16,855+438.2% | 加碼 |
| Hotaling Investment Management, LLC | 20,712 | $199.1 萬 | 0.77% | +447+2.2% | 加碼 |
| Bokf, NA | 20,850 | $200.5 萬 | 0.03% | −144−0.7% | 減碼 |
| Ensign Peak Advisors, Inc | 20,911 | $201.1 萬 | 0.00% | −11,995−36.5% | 減碼 |
| Busey Wealth Management | 21,121 | $203.1 萬 | 0.08% | −600−2.8% | 減碼 |
| JustInvest LLC | 21,400 | $205.7 萬 | 0.10% | +5,970+38.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 21,800 | $209.6 萬 | 0.02% | +21,800 | 新進 |
| Spirit of America Management Corp | 21,835 | $210.0 萬 | 0.41% | +4,050+22.8% | 加碼 |
| Vontobel Holding Ltd. | 21,677 | $212.1 萬 | 0.02% | −12,730−37.0% | 減碼 |
| PFG Advisors | 22,305 | $214.4 萬 | 0.22% | +227+1.0% | 加碼 |
| Pacer Advisors, Inc. | 22,387 | $215.2 萬 | 0.02% | −237−1.0% | 減碼 |
| ProVise Management Group, LLC | 22,612 | $217.4 萬 | 0.21% | −146−0.6% | 減碼 |
| Seeyond | 22,663 | $217.8 萬 | 0.22% | +8,527+60.3% | 加碼 |
| SG Americas Securities, LLC | 22,681 | $218.1 萬 | 0.02% | −55,190−70.9% | 減碼 |
| Blueshift Asset Management, LLC | 22,991 | $221.0 萬 | 0.20% | +4,126+21.9% | 加碼 |
| Virtu Financial LLC | 22,997 | $221.1 萬 | 0.16% | +17,810+343.4% | 加碼 |
| XML Financial, LLC | 23,508 | $226.0 萬 | 0.27% | −399−1.7% | 減碼 |
| Rafferty Asset Management, LLC | 23,794 | $228.8 萬 | 0.01% | +1,106+4.9% | 加碼 |
| Capital Investment Advisors, LLC | 23,832 | $229.1 萬 | 0.07% | −2,157−8.3% | 減碼 |
| Marshall Wace, LLP | 24,100 | $231.7 萬 | 0.00% | +24,100 | 新進 |
| MML Investors Services, LLC | 24,169 | $232.4 萬 | 0.02% | +90.0% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 24,076 | $233.6 萬 | 0.09% | +9,705+67.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,470 | $235.2 萬 | 0.05% | −154−0.6% | 減碼 |
| Boston Family Office LLC | 24,796 | $238.4 萬 | 0.17% | +34+0.1% | 加碼 |
| Boothbay Fund Management, LLC | 24,922 | $239.6 萬 | 0.08% | +10,164+68.9% | 加碼 |
| Rockefeller Capital Management L.P. | 25,048 | $240.7 萬 | 0.01% | +1,316+5.5% | 加碼 |
| Ossiam | 25,292 | $243.2 萬 | 0.06% | +25,292 | 新進 |
| New Mexico Educational Retirement Board | 25,348 | $243.7 萬 | 0.09% | −500−1.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 25,431 | $244.5 萬 | 0.04% | +1,355+5.6% | 加碼 |
| Blair William & Co | 26,114 | $251.1 萬 | 0.01% | −300−1.1% | 減碼 |
| Allstate Corp | 26,385 | $253.7 萬 | 0.07% | −11,166−29.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,995 | $259.5 萬 | 0.37% | +1,543+6.1% | 加碼 |
| Mariner, LLC | 27,095 | $260.5 萬 | 0.01% | +3,966+17.1% | 加碼 |
| Creative Planning | 27,306 | $262.5 萬 | 0.00% | +897+3.4% | 加碼 |
| APG Asset Management N.V. | 30,450 | $263.1 萬 | 0.00% | −13,400−30.6% | 減碼 |
| Commerce Bank | 27,546 | $264.9 萬 | 0.02% | −718−2.5% | 減碼 |
| Kentucky Retirement Systems | 27,745 | $266.7 萬 | 0.11% | +1,305+4.9% | 加碼 |
| Louisiana State Employees Retirement System | 27,500 | $268.2 萬 | 0.06% | +200+0.7% | 加碼 |
| Oppenheimer & Co Inc | 27,909 | $268.3 萬 | 0.05% | +2,075+8.0% | 加碼 |
| FORA Capital, LLC | 27,477 | $268.9 萬 | 0.48% | +27,477 | 新進 |
| Pensionfund Sabic | 28,259 | $271.7 萬 | 0.68% | −5,000−15.0% | 減碼 |
| Wealthfront Advisers LLC | 28,951 | $278.4 萬 | 0.01% | +2,993+11.5% | 加碼 |
| Jefferies Group LLC | 29,500 | $283.6 萬 | 0.07% | −67,198−69.5% | 減碼 |
| Xponance, Inc. | 29,525 | $283.9 萬 | 0.05% | +1,080+3.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 29,809 | $286.6 萬 | 0.03% | −1,297−4.2% | 減碼 |
| Shell Asset Management Co | 29,812 | $286.6 萬 | 0.07% | +1,489+5.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 30,372 | $292.0 萬 | 0.06% | +2,431+8.7% | 加碼 |
| Mercer Global Advisors Inc | 30,419 | $292.4 萬 | 0.02% | +3,698+13.8% | 加碼 |
| Lincluden Management Ltd | 30,487 | $293.1 萬 | 0.26% | −36,180−54.3% | 減碼 |
| Baird Financial Group, Inc. | 31,094 | $298.9 萬 | 0.01% | +982+3.3% | 加碼 |
| Achmea Investment Management B.V. | 32,194 | $309.5 萬 | 0.08% | +32,194 | 新進 |
| United Capital Financial Advisers, LLC | 32,889 | $316.2 萬 | 0.02% | −3,189−8.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 33,012 | $317.4 萬 | 0.05% | +125+0.4% | 加碼 |
| Maryland State Retirement & Pension System | 33,419 | $321.3 萬 | 0.09% | 00.0% | 不變 |
| Wolverine Trading, LLC | 32,910 | $322.1 萬 | 0.09% | +836+2.6% | 加碼 |
| Vident Investment Advisory, LLC | 34,050 | $327.1 萬 | 0.09% | +1,152+3.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 34,234 | $329.1 萬 | 0.10% | +2,528+8.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 35,100 | $337.5 萬 | 0.03% | +805+2.3% | 加碼 |
| Rainey & Randall Investment Management Inc. | 35,324 | $339.6 萬 | 1.23% | +23+0.1% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $353.7 萬 | 0.06% | 00.0% | 不變 |
| Spinnaker Trust | 36,790 | $353.7 萬 | 0.24% | +140.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 36,928 | $355.0 萬 | 0.05% | +2,741+8.0% | 加碼 |
| Nordea Investment Management AB | 36,688 | $358.9 萬 | 0.00% | −97−0.3% | 減碼 |
| DuPont Capital Management Corp | 37,384 | $359.4 萬 | 0.14% | −409−1.1% | 減碼 |
| Fifth Third Bancorp | 37,469 | $360.2 萬 | 0.01% | +1,409+3.9% | 加碼 |