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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 4,614 | $44.4 萬 | 0.02% | +78+1.7% | 加碼 |
| EP Wealth Advisors, LLC | 4,502 | $43.3 萬 | 0.01% | +30+0.7% | 加碼 |
| AlphaMark Advisors, LLC | 4,505 | $43.3 萬 | 0.16% | +100+2.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Pearl River Capital, LLC | 4,486 | $43.1 萬 | 0.12% | +4,486 | 新進 |
| Siemens Fonds Invest GmbH | 4,471 | $43.0 萬 | 0.03% | +124+2.9% | 加碼 |
| Joel Isaacson & Co., LLC | 4,447 | $42.9 萬 | 0.03% | +50+1.1% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $42.5 萬 | 0.32% | −825−15.7% | 減碼 |
| Bridgefront Capital, LLC | 4,362 | $41.9 萬 | 0.51% | +4,362 | 新進 |
| Eqis Capital Management, Inc. | 4,337 | $41.7 萬 | 0.04% | +4,337 | 新進 |
| Good Life Advisors, LLC | 4,325 | $41.6 萬 | 0.05% | −141−3.2% | 減碼 |
| Johnson Investment Counsel Inc | 4,317 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,231 | $40.7 萬 | 0.02% | +4,000+1,731.6% | 加碼 |
| Glenmede Trust Co NA | 4,171 | $40.0 萬 | 0.00% | +228+5.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,138 | $39.8 萬 | 0.20% | 00.0% | 不變 |
| First American Trust, FSB | 4,135 | $39.7 萬 | 0.05% | +9+0.2% | 加碼 |
| Wealthsource Partners, LLC | 4,088 | $39.3 萬 | 0.03% | +4,088 | 新進 |
| Kinneret Advisory, LLC | 4,045 | $38.9 萬 | 0.04% | +90+2.3% | 加碼 |
| We Are One Seven, LLC | 4,032 | $38.8 萬 | 0.04% | −10,813−72.8% | 減碼 |
| Personal Cfo Solutions, LLC | 4,040 | $38.8 萬 | 0.08% | −141−3.4% | 減碼 |
| IHT Wealth Management, LLC | 3,970 | $38.2 萬 | 0.03% | −10.0% | 減碼 |
| SFMG, LLC | 3,959 | $38.1 萬 | 0.04% | +190+5.0% | 加碼 |
| American National Registered Investment Advisor, Inc. | 3,950 | $38.0 萬 | 0.14% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,875 | $37.3 萬 | 0.01% | −500−11.4% | 減碼 |
| Dearborn Partners LLC | 3,864 | $37.1 萬 | 0.01% | −25−0.6% | 減碼 |
| Wendell David Associates Inc | 3,850 | $37.0 萬 | 0.04% | −3,850−50.0% | 減碼 |
| Accurate Wealth Management, LLC | 3,834 | $36.9 萬 | 0.17% | −230−5.7% | 減碼 |
| Southland Equity Partners LLC | 3,832 | $36.8 萬 | 0.15% | +50+1.3% | 加碼 |
| Horizon Investments, LLC | 3,809 | $36.6 萬 | 0.01% | +675+21.5% | 加碼 |
| Nwam LLC | 3,775 | $36.3 萬 | 0.03% | −100−2.6% | 減碼 |
| Signaturefd, LLC | 3,778 | $36.3 萬 | 0.01% | +1,147+43.6% | 加碼 |
| Fox Run Management, L.L.C. | 3,772 | $36.3 萬 | 0.20% | +3,772 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,745 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 3,746 | $36.0 萬 | 0.01% | +724+24.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 3,686 | $35.4 萬 | 0.09% | +3,686 | 新進 |
| Whalerock Point Partners, LLC | 3,680 | $35.4 萬 | 0.13% | 00.0% | 不變 |
| Nauset Wealth Management. LLC | 3,672 | $35.3 萬 | 0.28% | +3+0.1% | 加碼 |
| Proequities, Inc. | 3,662 | $35.2 萬 | 0.03% | −2,079−36.2% | 減碼 |
| Bowman & Co S.C. | 3,615 | $34.8 萬 | 0.27% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 3,605 | $34.7 萬 | 0.01% | +357+11.0% | 加碼 |
| ICA Group Wealth Management, LLC | 3,978 | $34.7 萬 | 0.07% | +3,978 | 新進 |
| Flputnam Investment Management Co | 3,597 | $34.6 萬 | 0.01% | +246+7.3% | 加碼 |
| Advisory Services Network, LLC | 3,570 | $34.4 萬 | 0.01% | +327+10.1% | 加碼 |
| Eudaimonia Advisors LLC | 3,542 | $34.1 萬 | 0.20% | −152−4.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,540 | $34.0 萬 | 0.03% | −119−3.3% | 減碼 |
| Bogart Wealth, LLC | 3,524 | $33.9 萬 | 0.03% | +1,336+61.1% | 加碼 |
| Conning Inc. | 3,513 | $33.8 萬 | 0.01% | −681−16.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,516 | $33.8 萬 | 0.01% | −200−5.4% | 減碼 |
| Bluestein R H & Co | 3,500 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Somerville Kurt F | 3,500 | $33.6 萬 | 0.05% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 3,494 | $33.6 萬 | 0.01% | −270−7.2% | 減碼 |
| Moors & Cabot, Inc. | 3,452 | $33.2 萬 | 0.02% | +92+2.7% | 加碼 |
| Sentry Investment Management LLC | 3,435 | $33.0 萬 | 0.11% | −578−14.4% | 減碼 |
| Valeo Financial Advisors, LLC | 3,433 | $33.0 萬 | 0.02% | +173+5.3% | 加碼 |
| Stonnington Group, LLC | 3,410 | $32.9 萬 | 0.08% | +200+6.2% | 加碼 |
| Boston Private Wealth LLC | 3,385 | $32.6 萬 | 0.00% | +40+1.2% | 加碼 |
| Alpha Paradigm Partners, LLC | 3,376 | $32.5 萬 | 0.13% | −2,429−41.8% | 減碼 |
| Clarius Group, LLC | 3,749 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,330 | $32.0 萬 | 0.07% | −872−20.8% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 3,326 | $32.0 萬 | 0.08% | +3,326 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,319 | $31.9 萬 | 0.11% | +130+4.1% | 加碼 |
| Quadrant Capital Group LLC | 3,292 | $31.6 萬 | 0.04% | +210+6.8% | 加碼 |
| First International Bank & Trust | 3,290 | $31.6 萬 | 0.11% | +3,290 | 新進 |
| Davenport & Co LLC | 3,254 | $31.3 萬 | 0.00% | −101−3.0% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $31.2 萬 | 0.13% | −500−13.3% | 減碼 |
| Regentatlantic Capital LLC | 3,202 | $30.8 萬 | 0.01% | −270−7.8% | 減碼 |
| Proficio Capital Partners LLC | 3,194 | $30.7 萬 | 0.05% | +138+4.5% | 加碼 |
| Heritage Trust Co | 3,182 | $30.6 萬 | 0.04% | +3,182 | 新進 |
| First Affirmative Financial Network | 3,166 | $30.4 萬 | 0.29% | −14−0.4% | 減碼 |
| Gsa Capital Partners LLP | 3,142 | $30.2 萬 | 0.04% | +3,142 | 新進 |
| Oak Thistle LLC | 3,135 | $30.1 萬 | 0.16% | +3,135 | 新進 |
| American Portfolios Advisors | 3,128 | $30.1 萬 | 0.01% | −10.0% | 減碼 |
| Private Capital Management LLC | 3,119 | $30.0 萬 | 0.10% | +3,119 | 新進 |
| Van Hulzen Asset Management, LLC | 3,100 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 3,021 | $29.6 萬 | 0.16% | 00.0% | 不變 |
| Financial Advocates Investment Management | 3,082 | $29.6 萬 | 0.02% | +501+19.4% | 加碼 |
| IFG Advisory, LLC | 3,041 | $29.2 萬 | 0.03% | −4,252−58.3% | 減碼 |
| Atlantic Trust, LLC | 3,040 | $29.2 萬 | 0.19% | 00.0% | 不變 |
| Shelton Capital Management | 2,992 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $28.8 萬 | 0.05% | 00.0% | 不變 |
| M&G Investment Management Ltd | 2,974 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Mirova | 2,981 | $28.6 萬 | 0.04% | −2−0.1% | 減碼 |
| Marcum Wealth, LLC | 2,965 | $28.5 萬 | 0.04% | −2,011−40.4% | 減碼 |
| Keystone Financial Group | 2,966 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Jump Financial, LLC | 2,918 | $28.1 萬 | 0.01% | +2,918 | 新進 |
| Commons Capital, LLC | 2,899 | $27.9 萬 | 0.30% | +14+0.5% | 加碼 |
| Morningstar Investment Services LLC | 2,836 | $27.8 萬 | 0.00% | −1,610−36.2% | 減碼 |
| XTX Topco Ltd | 2,882 | $27.7 萬 | 0.12% | +2,882 | 新進 |
| Ninepoint Partners LP | 2,807 | $27.0 萬 | 0.06% | +2,807 | 新進 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $26.9 萬 | 0.33% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 2,822 | $26.8 萬 | 0.02% | +10.0% | 加碼 |
| Bard Financial Services, Inc. | 2,775 | $26.7 萬 | 0.02% | −7,175−72.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,739 | $26.3 萬 | 0.02% | +112+4.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,699 | $26.0 萬 | 0.05% | +3+0.1% | 加碼 |
| Tudor Investment Corp Et Al | 2,692 | $25.9 萬 | 0.01% | −4,425−62.2% | 減碼 |
| Blueprint Investment Partners LLC | 2,693 | $25.9 萬 | 0.07% | −1,584−37.0% | 減碼 |
| Rehmann Capital Advisory Group | 2,629 | $25.3 萬 | 0.02% | +18+0.7% | 加碼 |
| Comerica Securities,inc. | 2,591 | $24.9 萬 | 0.02% | −10,633−80.4% | 減碼 |
| CoreCap Advisors, LLC | 2,579 | $24.8 萬 | 0.02% | 00.0% | 不變 |