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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 9,654 | $94.4 萬 | 0.34% | −206−2.1% | 減碼 |
| Naviter Wealth, LLC | 9,313 | $89.5 萬 | 0.30% | −223−2.3% | 減碼 |
| Pacific Sun Financial Corp | 9,286 | $89.3 萬 | 0.49% | +30+0.3% | 加碼 |
| 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 |
| Umb Bank N A | 9,159 | $88.1 萬 | 0.01% | −1,057−10.3% | 減碼 |
| Los Angeles Capital Management LLC | 9,111 | $87.6 萬 | 0.00% | +1,960+27.4% | 加碼 |
| Everence Capital Management Inc | 9,100 | $87.5 萬 | 0.07% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 8,987 | $86.4 萬 | 0.07% | 00.0% | 不變 |
| Aaron Wealth Advisors | 82,584 | $85.9 萬 | 0.02% | +82,584 | 新進 |
| Carnegie Capital Asset Management, LLC | 8,678 | $83.4 萬 | 0.03% | +100+1.2% | 加碼 |
| Ingalls & Snyder LLC | 8,626 | $82.9 萬 | 0.04% | −2,000−18.8% | 減碼 |
| Sawtooth Solutions, LLC | 8,571 | $82.4 萬 | 0.10% | +973+12.8% | 加碼 |
| Koss-Olinger Consulting, LLC | 8,340 | $80.2 萬 | 0.13% | −1,496−15.2% | 減碼 |
| 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 |
| Monetary Management Group Inc | 8,075 | $77.6 萬 | 0.21% | 00.0% | 不變 |
| Huntington National Bank | 7,974 | $76.6 萬 | 0.01% | −3,372−29.7% | 減碼 |
| Madden Advisory Services, Inc. | 7,848 | $75.5 萬 | 0.51% | −20−0.3% | 減碼 |
| Snowden Capital Advisors LLC | 7,812 | $75.1 萬 | 0.03% | +3,558+83.6% | 加碼 |
| Park Avenue Securities LLC | 7,771 | $74.7 萬 | 0.01% | +341+4.6% | 加碼 |
| Cigna Investments Inc | 7,683 | $73.8 萬 | 0.09% | −2,122−21.6% | 減碼 |
| First Hawaiian Bank | 7,635 | $73.4 萬 | 0.02% | +381+5.3% | 加碼 |
| Summit Financial Group Inc | 7,618 | $73.2 萬 | 0.25% | 00.0% | 不變 |
| Stiles Financial Services Inc | 7,559 | $72.7 萬 | 0.36% | +43+0.6% | 加碼 |
| TD Private Client Wealth LLC | 7,555 | $72.6 萬 | 0.03% | +555+7.9% | 加碼 |
| Abeille Asset Management SA | 7,407 | $71.2 萬 | 0.02% | −212−2.8% | 減碼 |
| IndexIQ Advisors LLC | 7,344 | $70.6 萬 | 0.02% | +269+3.8% | 加碼 |
| Lincoln National Corp | 7,287 | $70.1 萬 | 0.01% | +856+13.3% | 加碼 |
| Hendershot Investments Inc. | 7,202 | $69.2 萬 | 0.11% | 00.0% | 不變 |
| Money Concepts Capital Corp | 7,180 | $69.0 萬 | 0.04% | +7,180 | 新進 |
| Lido Advisors, LLC | 7,155 | $68.7 萬 | 0.01% | +137+2.0% | 加碼 |
| Associated Banc-Corp | 6,931 | $66.6 萬 | 0.03% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 6,919 | $66.5 萬 | 0.04% | +937+15.7% | 加碼 |
| IFP Advisors, Inc | 10,925 | $66.4 萬 | 0.01% | +6,462+144.8% | 加碼 |
| IBM Retirement Fund | 6,896 | $66.3 萬 | 0.09% | −139−2.0% | 減碼 |
| Metis Global Partners, LLC | 6,884 | $66.1 萬 | 0.08% | +3,194+86.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,691 | $64.3 萬 | 0.36% | −73−1.1% | 減碼 |
| Greenup Street Wealth Management LLC | 6,570 | $63.2 萬 | 0.35% | 00.0% | 不變 |
| Toroso Investments, LLC | 6,548 | $63.0 萬 | 0.02% | +1,553+31.1% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 6,484 | $62.3 萬 | 0.43% | +45+0.7% | 加碼 |
| Jones Financial Companies LLLP | 6,446 | $62.0 萬 | 0.00% | −181−2.7% | 減碼 |
| Illinois Municipal Retirement Fund | 6,443 | $61.9 萬 | 0.02% | +6,443 | 新進 |
| Sara-Bay Financial | 6,334 | $60.9 萬 | 0.24% | +63+1.0% | 加碼 |
| 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 |
| Federated Hermes, Inc. | 6,215 | $59.7 萬 | 0.00% | +2,789+81.4% | 加碼 |
| AlphaCrest Capital Management LLC | 6,123 | $58.9 萬 | 0.03% | −5,923−49.2% | 減碼 |
| ExodusPoint Capital Management, LP | 6,091 | $58.6 萬 | 0.01% | +6,091 | 新進 |
| Values First Advisors, Inc. | 6,052 | $58.2 萬 | 0.37% | +241+4.1% | 加碼 |
| Edgestream Partners, L.P. | 6,057 | $58.2 萬 | 0.05% | +6,057 | 新進 |
| Assenagon Asset Management S.A. | 6,043 | $58.1 萬 | 0.00% | −1,244−17.1% | 減碼 |
| Hartline Investment Corp | 6,952 | $57.8 萬 | 0.07% | 00.0% | 不變 |
| Atom Investors LP | 5,982 | $57.5 萬 | 0.27% | +2,607+77.2% | 加碼 |
| Veritable, L.P. | 5,951 | $57.2 萬 | 0.01% | +314+5.6% | 加碼 |
| Balentine LLC | 5,925 | $57.0 萬 | 0.02% | +5,925 | 新進 |
| Bailard, Inc. | 5,813 | $55.9 萬 | 0.02% | +5,813 | 新進 |
| Investment Advisory Services Inc | 5,782 | $55.6 萬 | 0.31% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 5,752 | $55.3 萬 | 0.05% | −36−0.6% | 減碼 |
| American Research & Management Co. | 5,700 | $54.8 萬 | 0.12% | −300−5.0% | 減碼 |
| Point72 Hong Kong Ltd | 5,647 | $54.3 萬 | 0.05% | +5,647 | 新進 |
| Financial Counselors Inc | 5,600 | $53.8 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,553 | $53.4 萬 | 0.02% | −223−3.9% | 減碼 |
| Greenleaf Trust | 5,533 | $53.2 萬 | 0.01% | +821+17.4% | 加碼 |
| Versor Investments LP | 5,500 | $52.9 萬 | 0.02% | +2,100+61.8% | 加碼 |
| Level Four Advisory Services, LLC | 5,421 | $52.1 萬 | 0.04% | −108−2.0% | 減碼 |
| TrinityPoint Wealth, LLC | 5,359 | $51.5 萬 | 0.09% | −20.0% | 減碼 |
| Regal Investment Advisors LLC | 5,352 | $51.5 萬 | 0.05% | +2,741+105.0% | 加碼 |
| Orion Capital Management LLC | 5,290 | $50.9 萬 | 0.31% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 5,254 | $50.5 萬 | 0.01% | +1,373+35.4% | 加碼 |
| Cutter & CO Brokerage, Inc. | 5,223 | $50.2 萬 | 0.15% | +18+0.3% | 加碼 |
| CWM, LLC | 5,204 | $50.0 萬 | 0.00% | +1,520+41.3% | 加碼 |
| Donaldson Capital Management, LLC | 5,165 | $49.7 萬 | 0.02% | +522+11.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,151 | $49.5 萬 | 0.04% | +512+11.0% | 加碼 |
| Armor Investment Advisors, LLC | 5,105 | $49.1 萬 | 0.28% | −780−13.3% | 減碼 |
| Laurion Capital Management LP | 5,109 | $49.1 萬 | 0.01% | +5,109 | 新進 |
| Benchmark Investment Advisors LLC | 5,060 | $48.6 萬 | 0.37% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 5,044 | $48.5 萬 | 0.01% | +125+2.5% | 加碼 |
| Wetherby Asset Management Inc | 5,048 | $48.5 萬 | 0.03% | +243+5.1% | 加碼 |
| Veriti Management LLC | 4,999 | $48.1 萬 | 0.06% | +492+10.9% | 加碼 |
| Checchi Capital Advisers, LLC | 4,983 | $47.9 萬 | 0.05% | +356+7.7% | 加碼 |
| Brinker Capital Investments, LLC | 4,962 | $47.7 萬 | 0.01% | +196+4.1% | 加碼 |
| Investment Advisory Group, LLC | 4,927 | $47.4 萬 | 0.29% | +4,927 | 新進 |
| Global Retirement Partners, LLC | 5,291 | $46.8 萬 | 0.04% | +5,291 | 新進 |
| Tower Bridge Advisors | 4,850 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 4,829 | $46.4 萬 | 0.01% | −748−13.4% | 減碼 |
| Texas Yale Capital Corp. | 4,736 | $45.5 萬 | 0.02% | −1,406−22.9% | 減碼 |
| LCNB Corp | 4,735 | $45.5 萬 | 0.21% | 00.0% | 不變 |
| Glenview Trust Co | 4,733 | $45.5 萬 | 0.01% | +1,145+31.9% | 加碼 |
| Pettyjohn, Wood & White, Inc | 4,719 | $45.4 萬 | 0.10% | −225−4.6% | 減碼 |
| Cypress Capital Group | 4,717 | $45.3 萬 | 0.06% | +467+11.0% | 加碼 |
| Meeder Asset Management Inc | 4,714 | $45.3 萬 | 0.02% | +4,714 | 新進 |
| River & Mercantile Investments Ltd | 4,706 | $45.3 萬 | 0.10% | +4,706 | 新進 |
| Cullen Capital Management LLC | 4,696 | $45.1 萬 | 0.00% | −1,632,857−99.7% | 減碼 |
| Ieq Capital, LLC | 4,665 | $44.9 萬 | 0.01% | +192+4.3% | 加碼 |
| Visionary Wealth Advisors | 4,657 | $44.8 萬 | 0.04% | −298−6.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 4,658 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,648 | $44.7 萬 | 0.03% | −125−2.6% | 減碼 |
| Exchange Traded Concepts, LLC | 4,640 | $44.6 萬 | 0.01% | +119+2.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,615 | $44.4 萬 | 0.01% | −195−4.1% | 減碼 |