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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 9,261 | $76.3 萬 | 0.11% | +27+0.3% | 加碼 |
| Resources Investment Advisors, LLC. | 9,240 | $76.1 萬 | 0.03% | −10.0% | 減碼 |
| Pacific Sun Financial Corp | 9,198 | $75.7 萬 | 0.50% | −88−0.9% | 減碼 |
| Everence Capital Management Inc | 9,100 | $74.9 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| Warren Averett Asset Management, LLC | 8,963 | $73.8 萬 | 0.07% | −24−0.3% | 減碼 |
| Naviter Wealth, LLC | 8,891 | $73.2 萬 | 0.30% | −422−4.5% | 減碼 |
| Checchi Capital Advisers, LLC | 8,432 | $72.8 萬 | 0.07% | +3,449+69.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,678 | $71.5 萬 | 0.03% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 8,576 | $70.6 萬 | 0.04% | −50−0.6% | 減碼 |
| AE Wealth Management LLC | 8,517 | $70.1 萬 | 0.01% | +215+2.6% | 加碼 |
| Vanderbilt University | 8,489 | $69.9 萬 | 0.18% | +8,489 | 新進 |
| Huntington National Bank | 8,253 | $67.9 萬 | 0.01% | +279+3.5% | 加碼 |
| Snowden Capital Advisors LLC | 8,178 | $67.3 萬 | 0.03% | +366+4.7% | 加碼 |
| Umb Bank N A | 8,160 | $67.2 萬 | 0.01% | −999−10.9% | 減碼 |
| Monetary Management Group Inc | 8,075 | $66.5 萬 | 0.21% | 00.0% | 不變 |
| Moody National Bank Trust Division | 8,018 | $66.1 萬 | 0.07% | −9,825−55.1% | 減碼 |
| Metis Global Partners, LLC | 7,980 | $65.8 萬 | 0.11% | +1,096+15.9% | 加碼 |
| Sigma Planning Corp | 7,936 | $65.4 萬 | 0.02% | −367−4.4% | 減碼 |
| Madden Advisory Services, Inc. | 7,763 | $63.9 萬 | 0.48% | −85−1.1% | 減碼 |
| Summit Financial Group Inc | 7,618 | $62.7 萬 | 0.24% | 00.0% | 不變 |
| Stiles Financial Services Inc | 7,601 | $62.6 萬 | 0.38% | +42+0.6% | 加碼 |
| Lido Advisors, LLC | 7,579 | $62.4 萬 | 0.01% | +424+5.9% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 6,484 | $62.3 萬 | 0.38% | 00.0% | 不變 |
| Federated Hermes, Inc. | 7,474 | $61.5 萬 | 0.00% | +1,259+20.3% | 加碼 |
| Wexford Capital LP | 7,400 | $60.9 萬 | 0.10% | −2,607−26.1% | 減碼 |
| First Hawaiian Bank | 7,348 | $60.5 萬 | 0.02% | −287−3.8% | 減碼 |
| Lincoln National Corp | 7,289 | $60.0 萬 | 0.01% | +20.0% | 加碼 |
| Verition Fund Management LLC | 7,289 | $60.0 萬 | 0.01% | +7,289 | 新進 |
| TD Private Client Wealth LLC | 7,252 | $59.7 萬 | 0.03% | −303−4.0% | 減碼 |
| Hendershot Investments Inc. | 7,202 | $59.3 萬 | 0.10% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 7,000 | $57.6 萬 | 0.00% | +957+15.8% | 加碼 |
| Sara-Bay Financial | 6,936 | $57.5 萬 | 0.29% | +602+9.5% | 加碼 |
| Associated Banc-Corp | 6,931 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Veriti Management LLC | 6,939 | $57.1 萬 | 0.08% | +1,940+38.8% | 加碼 |
| Harbert Fund Advisors, Inc. | 6,815 | $56.1 萬 | 0.42% | +6,815 | 新進 |
| Meeder Asset Management Inc | 6,742 | $55.5 萬 | 0.03% | +2,028+43.0% | 加碼 |
| Corient Capital Partners, LLC | 6,713 | $55.3 萬 | 0.04% | −206−3.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,706 | $55.2 萬 | 0.38% | +15+0.2% | 加碼 |
| Greenup Street Wealth Management LLC | 6,570 | $54.1 萬 | 0.26% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 6,527 | $53.8 萬 | 0.01% | +2,025+45.0% | 加碼 |
| Jennison Associates LLC | 6,533 | $53.8 萬 | 0.00% | +6,533 | 新進 |
| CWM, LLC | 6,428 | $52.9 萬 | 0.00% | +1,224+23.5% | 加碼 |
| Farmers & Merchants Investments Inc | 6,374 | $52.5 萬 | 0.02% | +82+1.3% | 加碼 |
| Toroso Investments, LLC | 6,277 | $51.7 萬 | 0.02% | −271−4.1% | 減碼 |
| Veritable, L.P. | 6,265 | $51.6 萬 | 0.01% | +314+5.3% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $50.7 萬 | 0.06% | −135−2.1% | 減碼 |
| Jones Financial Companies LLLP | 6,121 | $50.4 萬 | 0.00% | −325−5.0% | 減碼 |
| Donaldson Capital Management, LLC | 6,078 | $50.0 萬 | 0.03% | +913+17.7% | 加碼 |
| Johnson Investment Counsel Inc | 6,075 | $50.0 萬 | 0.01% | +1,758+40.7% | 加碼 |
| NewEdge Wealth, LLC | 6,061 | $49.9 萬 | 0.02% | +6,061 | 新進 |
| Desjardins Global Asset Management Inc. | 5,949 | $48.9 萬 | 0.06% | +2,409+68.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,872 | $48.4 萬 | 0.04% | +721+14.0% | 加碼 |
| Bailard, Inc. | 5,838 | $48.1 萬 | 0.02% | +25+0.4% | 加碼 |
| Cigna Investments Inc | 5,830 | $48.0 萬 | 0.10% | −1,853−24.1% | 減碼 |
| Values First Advisors, Inc. | 5,815 | $47.9 萬 | 0.34% | −237−3.9% | 減碼 |
| Aviance Capital Partners, LLC | 5,770 | $47.5 萬 | 0.11% | +5,770 | 新進 |
| American Research & Management Co. | 5,700 | $46.9 萬 | 0.12% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 5,689 | $46.8 萬 | 0.03% | +641+12.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,643 | $46.4 萬 | 0.02% | +90+1.6% | 加碼 |
| Level Four Advisory Services, LLC | 5,611 | $46.2 萬 | 0.04% | +190+3.5% | 加碼 |
| Financial Counselors Inc | 5,600 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| Lumbard & Kellner, LLC | 5,496 | $45.3 萬 | 0.23% | −4,355−44.2% | 減碼 |
| Orion Capital Management LLC | 5,290 | $43.6 萬 | 0.34% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,293 | $43.6 萬 | 0.04% | +20.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,247 | $43.2 萬 | 0.05% | +910+21.0% | 加碼 |
| Integrated Wealth Concepts LLC | 5,245 | $43.2 萬 | 0.01% | +5,245 | 新進 |
| Investment Advisory Services Inc | 5,209 | $42.9 萬 | 0.25% | −573−9.9% | 減碼 |
| Benchmark Investment Advisors LLC | 5,060 | $41.7 萬 | 0.43% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 5,015 | $41.3 萬 | 0.08% | −3,325−39.9% | 減碼 |
| Greenleaf Trust | 4,993 | $41.1 萬 | 0.01% | −540−9.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,939 | $40.7 萬 | 0.00% | +3,839+349.0% | 加碼 |
| Investment Advisory Group, LLC | 4,927 | $40.4 萬 | 0.27% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 4,908 | $40.4 萬 | 0.06% | +250+5.4% | 加碼 |
| Glenview Trust Co | 4,869 | $40.1 萬 | 0.01% | +136+2.9% | 加碼 |
| LCNB Corp | 4,860 | $40.0 萬 | 0.21% | +125+2.6% | 加碼 |
| Tower Bridge Advisors | 4,850 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,459 | $39.8 萬 | 0.01% | −4,466−40.9% | 減碼 |
| Exchange Traded Concepts, LLC | 4,837 | $39.8 萬 | 0.01% | +197+4.2% | 加碼 |
| Pluribus Labs, LLC | 4,818 | $39.7 萬 | 0.72% | +4,818 | 新進 |
| Armor Investment Advisors, LLC | 4,805 | $39.6 萬 | 0.26% | −300−5.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,782 | $39.4 萬 | 0.01% | −472−9.0% | 減碼 |
| TrinityPoint Wealth, LLC | 4,758 | $39.2 萬 | 0.09% | −601−11.2% | 減碼 |
| Texas Yale Capital Corp. | 4,740 | $39.0 萬 | 0.03% | +4+0.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 4,719 | $38.9 萬 | 0.09% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,700 | $38.7 萬 | 0.01% | −262−5.3% | 減碼 |
| Gotham Asset Management, LLC | 4,662 | $38.4 萬 | 0.01% | −10,222−68.7% | 減碼 |
| Integrated Advisors Network LLC | 4,592 | $37.8 萬 | 0.02% | −56−1.2% | 減碼 |
| Fund Management at Engine No. 1 LLC | 4,584 | $37.7 萬 | 0.10% | +898+24.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,561 | $37.6 萬 | 0.01% | −54−1.2% | 減碼 |
| Siemens Fonds Invest GmbH | 4,568 | $37.6 萬 | 0.04% | +97+2.2% | 加碼 |
| AlphaMark Advisors, LLC | 4,480 | $36.9 萬 | 0.17% | −25−0.6% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $36.9 萬 | 0.03% | 00.0% | 不變 |
| Man Group plc | – | $36.9 萬 | 0.00% | – | 新進 |
| Joel Isaacson & Co., LLC | 4,447 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $36.4 萬 | 0.30% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,401 | $36.2 萬 | 0.01% | +804+22.4% | 加碼 |
| Visionary Wealth Advisors | 4,374 | $36.0 萬 | 0.03% | −283−6.1% | 減碼 |
| Sustainable Insight Capital Management, LLC | 4,300 | $36.0 萬 | 0.36% | +4,300 | 新進 |