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 2 季 13F 持有人
Welltower Inc. 在 2022/6/30 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
- 819
- 較 2022 年第 1 季 −14 家
- 持有股數
- 4.54 億
- 較 2022 年第 1 季 +2,024 萬 (+4.7%)
- 總市值
- $373.9 億
- 較 2022 年第 1 季 −$43.0 億 (−10.3%)
- 新進機構
- 75
- 另有 316 家加碼
- 清倉機構
- 89
- 另有 257 家減碼
另有 14 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 8,075 | $66.5 萬 | 0.21% | 00.0% | 不變 |
| Umb Bank N A | 8,160 | $67.2 萬 | 0.01% | −999−10.9% | 減碼 |
| Snowden Capital Advisors LLC | 8,178 | $67.3 萬 | 0.03% | +366+4.7% | 加碼 |
| Huntington National Bank | 8,253 | $67.9 萬 | 0.01% | +279+3.5% | 加碼 |
| Vanderbilt University | 8,489 | $69.9 萬 | 0.18% | +8,489 | 新進 |
| AE Wealth Management LLC | 8,517 | $70.1 萬 | 0.01% | +215+2.6% | 加碼 |
| Ingalls & Snyder LLC | 8,576 | $70.6 萬 | 0.04% | −50−0.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,678 | $71.5 萬 | 0.03% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 8,432 | $72.8 萬 | 0.07% | +3,449+69.2% | 加碼 |
| Naviter Wealth, LLC | 8,891 | $73.2 萬 | 0.30% | −422−4.5% | 減碼 |
| Warren Averett Asset Management, LLC | 8,963 | $73.8 萬 | 0.07% | −24−0.3% | 減碼 |
| Schnieders Capital Management LLC | 9,046 | $74.5 萬 | 0.22% | −3,923−30.2% | 減碼 |
| Park Avenue Securities LLC | 9,046 | $74.5 萬 | 0.01% | +1,275+16.4% | 加碼 |
| Everence Capital Management Inc | 9,100 | $74.9 萬 | 0.07% | 00.0% | 不變 |
| Pacific Sun Financial Corp | 9,198 | $75.7 萬 | 0.50% | −88−0.9% | 減碼 |
| Resources Investment Advisors, LLC. | 9,240 | $76.1 萬 | 0.03% | −10.0% | 減碼 |
| Oxford Financial Group Ltd | 9,261 | $76.3 萬 | 0.11% | +27+0.3% | 加碼 |
| GWM Advisors LLC | 9,298 | $76.6 萬 | 0.01% | +9,298 | 新進 |
| Laurel Wealth Advisors, Inc. | 9,410 | $77.5 萬 | 0.08% | −625−6.2% | 減碼 |
| Penserra Capital Management LLC | 9,509 | $78.2 萬 | 0.02% | −8,381−46.8% | 減碼 |
| Richwood Investment Advisors, LLC | 9,538 | $78.5 萬 | 0.79% | −315−3.2% | 減碼 |
| Abeille Asset Management SA | 9,645 | $79.4 萬 | 0.03% | +2,238+30.2% | 加碼 |
| Cetera Investment Advisers | 9,656 | $79.5 萬 | 0.01% | −441−4.4% | 減碼 |
| Balentine LLC | 9,653 | $79.5 萬 | 0.03% | +3,728+62.9% | 加碼 |
| F3Logic, LLC | 9,793 | $80.6 萬 | 0.14% | +9,793 | 新進 |
| Community Bank & Trust, Waco, Texas | 9,843 | $81.1 萬 | 0.27% | −50−0.5% | 減碼 |
| Jeppson Wealth Management, LLC | 9,939 | $81.8 萬 | 0.35% | −19−0.2% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $82.4 萬 | 0.10% | 00.0% | 不變 |
| Profund Advisors LLC | 10,045 | $82.7 萬 | 0.05% | −924−8.4% | 減碼 |
| Atlantic Union Bankshares Corp | 10,125 | $83.4 萬 | 0.09% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 10,123 | $83.4 萬 | 0.95% | 00.0% | 不變 |
| Fulcrum Capital LLC | 10,317 | $85.0 萬 | 0.27% | +10,317 | 新進 |
| Sawtooth Solutions, LLC | 10,454 | $86.0 萬 | 0.11% | +1,883+22.0% | 加碼 |
| Wambolt & Associates, LLC | 10,512 | $86.6 萬 | 0.35% | +858+8.9% | 加碼 |
| Old North State Wealth Management, LLC | 10,534 | $86.8 萬 | 0.99% | +29+0.3% | 加碼 |
| Cadent Capital Advisors, LLC | 10,612 | $87.4 萬 | 0.51% | −180−1.7% | 減碼 |
| Stephens Inc | 10,727 | $88.3 萬 | 0.02% | −429−3.8% | 減碼 |
| Gsa Capital Partners LLP | 10,737 | $88.4 萬 | 0.13% | +7,595+241.7% | 加碼 |
| AGF Investments LLC | 10,743 | $88.5 萬 | 0.08% | +732+7.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,824 | $89.1 萬 | 0.02% | −160−1.5% | 減碼 |
| Agf Investments Inc. | 10,823 | $89.1 萬 | 0.01% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 10,918 | $89.9 萬 | 0.40% | +155+1.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,990 | $90.5 萬 | 0.01% | +511+4.9% | 加碼 |
| NFP Retirement, Inc. | 11,110 | $91.5 萬 | 0.23% | +54+0.5% | 加碼 |
| Gray Wealth Management Inc. | 11,239 | $92.5 萬 | 0.56% | +635+6.0% | 加碼 |
| Whittier Trust Co | 11,330 | $93.3 萬 | 0.02% | +30+0.3% | 加碼 |
| Brown Advisory Inc | 11,720 | $96.5 萬 | 0.00% | −608−4.9% | 減碼 |
| Independent Advisor Alliance | 11,941 | $98.3 萬 | 0.05% | −275−2.3% | 減碼 |
| HighPoint Advisor Group LLC | 12,109 | $98.9 萬 | 0.11% | +12,109 | 新進 |
| Abbrea Capital, LLC | 12,058 | $99.6 萬 | 0.17% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 12,729 | $104.8 萬 | 0.01% | +12,729 | 新進 |
| Ensign Peak Advisors, Inc | 13,210 | $108.7 萬 | 0.00% | −7,701−36.8% | 減碼 |
| Brookstone Capital Management | 13,358 | $109.7 萬 | 0.02% | +189+1.4% | 加碼 |
| Atria Investments LLC | 13,388 | $110.2 萬 | 0.02% | +13,388 | 新進 |
| Welch Group, LLC | 13,563 | $111.7 萬 | 0.07% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 13,588 | $111.9 萬 | 0.13% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 13,707 | $112.9 萬 | 0.01% | +4,596+50.4% | 加碼 |
| Ethic Inc. | 13,868 | $114.2 萬 | 0.08% | +3,418+32.7% | 加碼 |
| O'Rourke & Company, Inc | 13,937 | $114.8 萬 | 0.97% | −232−1.6% | 減碼 |
| Jupiter Asset Management Ltd | 14,014 | $115.4 萬 | 0.02% | −2,721−16.3% | 減碼 |
| Pendal Group Limited | 14,084 | $116.0 萬 | 0.01% | +1,853+15.2% | 加碼 |
| Pearl River Capital, LLC | 14,348 | $118.2 萬 | 0.28% | +9,862+219.8% | 加碼 |
| Eudaimonia Partners, LLC | 14,386 | $118.5 萬 | 0.22% | +35+0.2% | 加碼 |
| Advisor Partners LLC | 14,390 | $118.5 萬 | 0.08% | +433+3.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 14,520 | $119.5 萬 | 0.30% | −1,820−11.1% | 減碼 |
| Sumitomo Life Insurance Co | 14,627 | $120.5 萬 | 0.03% | +386+2.7% | 加碼 |
| Arkadios Wealth Advisors | 14,993 | $123.5 萬 | 0.18% | −602−3.9% | 減碼 |
| Broderick Brian C | 15,000 | $123.5 萬 | 0.37% | 00.0% | 不變 |
| Colony Group LLC | 15,030 | $123.8 萬 | 0.02% | +40.0% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 15,167 | $124.9 萬 | 1.05% | −200−1.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 15,389 | $126.7 萬 | 0.02% | +3,816+33.0% | 加碼 |
| Pathstone Family Office, LLC | 15,392 | $126.8 萬 | 0.03% | −592−3.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 15,500 | $127.6 萬 | 0.01% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,510 | $127.7 萬 | 0.12% | +2,662+20.7% | 加碼 |
| RDA Financial Network | 15,600 | $128.5 萬 | 0.65% | −36−0.2% | 減碼 |
| AlphaCrest Capital Management LLC | 15,614 | $128.6 萬 | 0.06% | +9,491+155.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,666 | $129.0 萬 | 0.03% | +3,299+26.7% | 加碼 |
| Jane Street Group, LLC | 15,723 | $129.5 萬 | 0.00% | −41,887−72.7% | 減碼 |
| Cetera Advisors LLC | 15,721 | $129.5 萬 | 0.03% | +493+3.2% | 加碼 |
| Banque Cantonale Vaudoise | 15,828 | $130.4 萬 | 0.07% | +3,900+32.7% | 加碼 |
| Cascade Investment Advisors, Inc. | 15,935 | $131.2 萬 | 1.03% | −1,150−6.7% | 減碼 |
| United Services Automobile Association | 15,937 | $131.3 萬 | 0.03% | +15,937 | 新進 |
| NTV Asset Management LLC | 15,988 | $131.7 萬 | 0.26% | 00.0% | 不變 |
| Forte Capital LLC | 16,033 | $132.0 萬 | 0.23% | −204−1.3% | 減碼 |
| Atom Investors LP | 16,080 | $132.4 萬 | 0.58% | +10,098+168.8% | 加碼 |
| Bard Associates Inc | 16,260 | $133.9 萬 | 0.57% | +631+4.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,508 | $135.9 萬 | 0.06% | +4,128+33.3% | 加碼 |
| Paradigm Asset Management Co LLC | 16,588 | $136.6 萬 | 0.42% | 00.0% | 不變 |
| American Financial Advisors, LLC | 16,706 | $137.6 萬 | 0.37% | −2,910−14.8% | 減碼 |
| Ancora Advisors, LLC | 16,902 | $139.2 萬 | 0.04% | −2,421−12.5% | 減碼 |
| Liberty Capital Management, Inc. | 17,020 | $140.2 萬 | 0.50% | −263−1.5% | 減碼 |
| Panagora Asset Management Inc | 17,381 | $143.1 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 17,584 | $144.8 萬 | 0.06% | −718−3.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,047 | $148.6 萬 | 0.07% | +53+0.3% | 加碼 |
| Mirova | 18,266 | $150.4 萬 | 0.21% | +15,285+512.7% | 加碼 |
| M Holdings Securities, Inc. | 18,417 | $151.7 萬 | 0.15% | −250−1.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,335 | $159.1 萬 | 0.03% | −921−4.5% | 減碼 |
| Raymond James Trust N.A. | 19,455 | $160.2 萬 | 0.06% | +110+0.6% | 加碼 |
| Aevitas Wealth Management, Inc. | 19,630 | $161.7 萬 | 1.09% | +537+2.8% | 加碼 |
| D.A. Davidson & Co. | 19,824 | $163.3 萬 | 0.02% | +218+1.1% | 加碼 |