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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 22,387 | $215.2 萬 | 0.02% | −237−1.0% | 減碼 |
| PFG Advisors | 22,305 | $214.4 萬 | 0.22% | +227+1.0% | 加碼 |
| Vontobel Holding Ltd. | 21,677 | $212.1 萬 | 0.02% | −12,730−37.0% | 減碼 |
| Spirit of America Management Corp | 21,835 | $210.0 萬 | 0.41% | +4,050+22.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 21,800 | $209.6 萬 | 0.02% | +21,800 | 新進 |
| JustInvest LLC | 21,400 | $205.7 萬 | 0.10% | +5,970+38.7% | 加碼 |
| Busey Wealth Management | 21,121 | $203.1 萬 | 0.08% | −600−2.8% | 減碼 |
| Ensign Peak Advisors, Inc | 20,911 | $201.1 萬 | 0.00% | −11,995−36.5% | 減碼 |
| Bokf, NA | 20,850 | $200.5 萬 | 0.03% | −144−0.7% | 減碼 |
| Hotaling Investment Management, LLC | 20,712 | $199.1 萬 | 0.77% | +447+2.2% | 加碼 |
| Simplex Trading, LLC | 20,701 | $199.0 萬 | 0.06% | +16,855+438.2% | 加碼 |
| Avantax Advisory Services, Inc. | 20,602 | $198.0 萬 | 0.03% | +2,199+11.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 20,359 | $195.7 萬 | 0.21% | +368+1.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 20,256 | $194.7 萬 | 0.03% | +7,353+57.0% | 加碼 |
| Prudential PLC | 20,040 | $192.7 萬 | 0.03% | +9,661+93.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 19,904 | $191.4 萬 | 0.06% | −1,900−8.7% | 減碼 |
| Summit Place Financial Advisors, LLC | 19,875 | $191.1 萬 | 1.28% | −1,520−7.1% | 減碼 |
| OPSEU Pension Plan Trust Fund | 19,448 | $189.1 萬 | 0.45% | +907+4.9% | 加碼 |
| American Financial Advisors, LLC | 19,616 | $188.6 萬 | 0.26% | −2,631−11.8% | 減碼 |
| D.A. Davidson & Co. | 19,606 | $188.5 萬 | 0.02% | +78+0.4% | 加碼 |
| Raymond James Trust N.A. | 19,345 | $185.9 萬 | 0.06% | −1,226−6.0% | 減碼 |
| Ancora Advisors, LLC | 19,323 | $185.8 萬 | 0.05% | −6,782−26.0% | 減碼 |
| AIA Group Ltd | 19,263 | $185.2 萬 | 0.08% | +18,794+4,007.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,216 | $184.7 萬 | 0.04% | −3,140−14.0% | 減碼 |
| Aevitas Wealth Management, Inc. | 19,093 | $183.6 萬 | 1.12% | −179−0.9% | 減碼 |
| Bayesian Capital Management, LP | 18,700 | $179.8 萬 | 0.27% | +18,700 | 新進 |
| M Holdings Securities, Inc. | 18,667 | $179.5 萬 | 0.14% | +18,667 | 新進 |
| Fort Washington Investment Advisors Inc | 18,530 | $178.1 萬 | 0.01% | 00.0% | 不變 |
| Fred Alger Management, LLC | 18,370 | $176.6 萬 | 0.01% | +1,307+7.7% | 加碼 |
| Wesbanco Bank Inc | 18,302 | $175.9 萬 | 0.07% | −658−3.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 17,994 | $173.0 萬 | 0.06% | +185+1.0% | 加碼 |
| Penserra Capital Management LLC | 17,890 | $171.8 萬 | 0.04% | −2,198−10.9% | 減碼 |
| Moody National Bank Trust Division | 17,843 | $171.5 萬 | 0.05% | −1,410−7.3% | 減碼 |
| Vestcor Inc | 17,725 | $170.4 萬 | 0.06% | −10,426−37.0% | 減碼 |
| Panagora Asset Management Inc | 17,381 | $167.1 萬 | 0.01% | +4,962+40.0% | 加碼 |
| Liberty Capital Management, Inc. | 17,283 | $166.2 萬 | 0.49% | −604−3.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 17,085 | $164.3 萬 | 1.00% | −210−1.2% | 減碼 |
| Jupiter Asset Management Ltd | 16,735 | $160.9 萬 | 0.02% | −5,414−24.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,678 | $160.3 萬 | 0.01% | +16,678 | 新進 |
| Paradigm Asset Management Co LLC | 16,588 | $159.5 萬 | 0.42% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 16,340 | $157.0 萬 | 0.34% | −390−2.3% | 減碼 |
| Pathstone Family Office, LLC | 15,984 | $154.2 萬 | 0.04% | +59+0.4% | 加碼 |
| NTV Asset Management LLC | 15,988 | $153.7 萬 | 0.26% | −10−0.1% | 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 |
| Arkadios Wealth Advisors | 15,595 | $149.9 萬 | 0.20% | −1,612−9.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 15,500 | $149.0 萬 | 0.01% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 15,367 | $147.7 萬 | 1.11% | 00.0% | 不變 |
| Cetera Advisors LLC | 15,228 | $146.4 萬 | 0.03% | +612+4.2% | 加碼 |
| Colony Group LLC | 15,026 | $144.5 萬 | 0.02% | −30−0.2% | 減碼 |
| Broderick Brian C | 15,000 | $144.2 萬 | 0.37% | +5,090+51.4% | 加碼 |
| Gotham Asset Management, LLC | 14,884 | $143.1 萬 | 0.04% | −2,439−14.1% | 減碼 |
| Forte Capital LLC | 16,237 | $139.3 萬 | 0.18% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 14,351 | $138.0 萬 | 0.23% | +14,351 | 新進 |
| Sumitomo Life Insurance Co | 14,241 | $136.9 萬 | 0.03% | −521−3.5% | 減碼 |
| O'Rourke & Company, Inc | 14,169 | $136.2 萬 | 0.94% | −834−5.6% | 減碼 |
| Advisor Partners LLC | 13,957 | $134.2 萬 | 0.08% | +312+2.3% | 加碼 |
| Echo Street Capital Management LLC | 13,912 | $133.7 萬 | 0.01% | +13,912 | 新進 |
| American National Insurance Co | 13,800 | $132.7 萬 | 0.36% | −1,410−9.3% | 減碼 |
| Intersect Capital LLC | 13,597 | $130.7 萬 | 0.25% | +108+0.8% | 加碼 |
| Advance Capital Management, Inc. | 13,588 | $130.6 萬 | 0.16% | 00.0% | 不變 |
| Welch Group, LLC | 13,563 | $130.4 萬 | 0.07% | +163+1.2% | 加碼 |
| Brookstone Capital Management | 13,169 | $126.9 萬 | 0.02% | +965+7.9% | 加碼 |
| Schnieders Capital Management LLC | 12,969 | $124.7 萬 | 0.30% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,848 | $123.5 萬 | 0.11% | +1,270+11.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,380 | $119.0 萬 | 0.05% | +12,380 | 新進 |
| Atria Wealth Solutions, Inc. | 12,367 | $118.9 萬 | 0.02% | +12,367 | 新進 |
| Brown Advisory Inc | 12,328 | $118.5 萬 | 0.00% | −245−1.9% | 減碼 |
| Pendal Group Limited | 12,231 | $117.6 萬 | 0.01% | −9,000−42.4% | 減碼 |
| Independent Advisor Alliance | 12,216 | $117.4 萬 | 0.06% | −5,546−31.2% | 減碼 |
| Abbrea Capital, LLC | 12,058 | $115.9 萬 | 0.16% | +180+1.5% | 加碼 |
| Banque Cantonale Vaudoise | 11,928 | $114.7 萬 | 0.05% | +2,152+22.0% | 加碼 |
| Eaton Vance Management | 11,672 | $112.1 萬 | 0.00% | +3,065+35.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 11,573 | $111.3 萬 | 0.02% | +130+1.1% | 加碼 |
| Bessemer Group Inc | 11,304 | $108.7 萬 | 0.00% | +3,064+37.2% | 加碼 |
| Whittier Trust Co | 11,300 | $108.6 萬 | 0.02% | +420+3.9% | 加碼 |
| Stephens Inc | 11,156 | $107.3 萬 | 0.02% | −5,807−34.2% | 減碼 |
| NFP Retirement, Inc. | 11,056 | $106.3 萬 | 0.25% | −898−7.5% | 減碼 |
| Natixis Investment Managers International | 11,010 | $105.8 萬 | 0.02% | +11,010 | 新進 |
| Steward Partners Investment Advisory, LLC | 10,984 | $105.6 萬 | 0.02% | +51+0.5% | 加碼 |
| Profund Advisors LLC | 10,969 | $105.5 萬 | 0.04% | −5,449−33.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,834 | $104.2 萬 | 0.24% | +10,834 | 新進 |
| Agf Investments Inc. | 10,823 | $104.1 萬 | 0.01% | +1,214+12.6% | 加碼 |
| Cadent Capital Advisors, LLC | 10,792 | $103.8 萬 | 0.47% | −1,104−9.3% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 10,763 | $103.5 萬 | 0.40% | +50.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,479 | $103.2 萬 | 0.01% | −28,536−73.1% | 減碼 |
| Gray Wealth Management Inc. | 10,604 | $101.9 萬 | 0.53% | −15−0.1% | 減碼 |
| Old North State Wealth Management, LLC | 10,505 | $101.0 萬 | 1.01% | +81+0.8% | 加碼 |
| Ethic Inc. | 10,450 | $100.5 萬 | 0.07% | −10,035−49.0% | 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 |
| Cetera Investment Advisers | 10,097 | $97.1 萬 | 0.01% | −2,321−18.7% | 減碼 |
| Laurel Wealth Advisors, Inc. | 10,035 | $96.5 萬 | 0.08% | −587−5.5% | 減碼 |
| 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 |
| American Assets Investment Management, LLC | 10,000 | $96.1 萬 | 0.10% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 9,958 | $95.7 萬 | 0.45% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 9,893 | $95.1 萬 | 0.27% | +1,150+13.2% | 加碼 |
| 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 |