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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 4,360 | $35.9 萬 | 0.01% | −305−6.5% | 減碼 |
| Good Life Advisors, LLC | 4,283 | $35.3 萬 | 0.05% | −42−1.0% | 減碼 |
| Carmichael Hill & Associates, Inc. | 4,138 | $34.1 萬 | 0.19% | 00.0% | 不變 |
| First American Trust, FSB | 4,124 | $34.0 萬 | 0.05% | −11−0.3% | 減碼 |
| Kinneret Advisory, LLC | 4,133 | $34.0 萬 | 0.04% | +88+2.2% | 加碼 |
| We Are One Seven, LLC | 4,121 | $33.9 萬 | 0.05% | +89+2.2% | 加碼 |
| IHT Wealth Management, LLC | 4,109 | $33.8 萬 | 0.03% | +139+3.5% | 加碼 |
| Clarius Group, LLC | 4,060 | $33.4 萬 | 0.03% | +311+8.3% | 加碼 |
| First International Bank & Trust | 4,057 | $33.4 萬 | 0.12% | +767+23.3% | 加碼 |
| Renasant Bank | 4,060 | $33.4 萬 | 0.27% | +4,060 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $32.7 萬 | 0.23% | +3,969 | 新進 |
| Horizon Investments, LLC | 3,950 | $32.5 萬 | 0.01% | +141+3.7% | 加碼 |
| Quadrature Capital Ltd | 3,893 | $32.1 萬 | 0.01% | +3,893 | 新進 |
| Moors & Cabot, Inc. | 3,877 | $31.9 萬 | 0.02% | +425+12.3% | 加碼 |
| Dearborn Partners LLC | 3,864 | $31.8 萬 | 0.01% | 00.0% | 不變 |
| Wendell David Associates Inc | 3,850 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 3,978 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Southland Equity Partners LLC | 3,832 | $31.6 萬 | 0.14% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 3,819 | $31.5 萬 | 0.01% | +73+1.9% | 加碼 |
| Personal Cfo Solutions, LLC | 3,783 | $31.2 萬 | 0.07% | −257−6.4% | 減碼 |
| SFMG, LLC | 3,794 | $31.2 萬 | 0.04% | −165−4.2% | 減碼 |
| Coldstream Capital Management Inc | 3,773 | $31.1 萬 | 0.01% | +168+4.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,727 | $30.7 萬 | 0.01% | −148−3.8% | 減碼 |
| Accurate Wealth Management, LLC | 3,727 | $30.7 萬 | 0.17% | −107−2.8% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,680 | $30.3 萬 | 0.13% | 00.0% | 不變 |
| Cerity Partners LLC | 3,683 | $30.3 萬 | 0.00% | +3,683 | 新進 |
| Prospera Financial Services Inc | 3,664 | $30.2 萬 | 0.02% | −950−20.6% | 減碼 |
| Proequities, Inc. | 3,658 | $30.1 萬 | 0.03% | −4−0.1% | 減碼 |
| Private Capital Management LLC | 3,119 | $30.0 萬 | 0.10% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,625 | $29.9 萬 | 0.01% | +2,363+187.2% | 加碼 |
| Bowman & Co S.C. | 3,615 | $29.8 萬 | 0.26% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,582 | $29.5 萬 | 0.00% | +197+5.8% | 加碼 |
| Advisory Services Network, LLC | 3,577 | $29.4 萬 | 0.01% | +7+0.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,525 | $29.0 萬 | 0.02% | +1,127+47.0% | 加碼 |
| Conning Inc. | 3,506 | $28.9 萬 | 0.01% | −7−0.2% | 減碼 |
| Kingsview Wealth Management, LLC | 3,513 | $28.9 萬 | 0.01% | +19+0.5% | 加碼 |
| Bluestein R H & Co | 3,500 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,486 | $28.7 萬 | 0.00% | −13,192−79.1% | 減碼 |
| Bogart Wealth, LLC | 3,424 | $28.2 萬 | 0.02% | −100−2.8% | 減碼 |
| Regal Investment Advisors LLC | 3,416 | $28.1 萬 | 0.03% | −1,936−36.2% | 減碼 |
| Eudaimonia Advisors LLC | 3,406 | $28.0 萬 | 0.19% | −136−3.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,395 | $28.0 萬 | 0.11% | +76+2.3% | 加碼 |
| Glenmede Trust Co NA | 3,389 | $27.8 萬 | 0.00% | −782−18.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,345 | $27.5 萬 | 0.02% | −400−10.7% | 減碼 |
| Quadrant Capital Group LLC | 3,343 | $27.5 萬 | 0.04% | +51+1.5% | 加碼 |
| 9258 Wealth Management, LLC | 3,330 | $27.4 萬 | 0.07% | 00.0% | 不變 |
| Davenport & Co LLC | 3,263 | $26.9 萬 | 0.00% | +9+0.3% | 加碼 |
| Eaton Vance Management | 3,262 | $26.8 萬 | 0.00% | −8,410−72.1% | 減碼 |
| Signaturefd, LLC | 3,251 | $26.8 萬 | 0.01% | −527−13.9% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $26.8 萬 | 0.14% | 00.0% | 不變 |
| Sabal Trust CO | 3,226 | $26.6 萬 | 0.02% | +3,226 | 新進 |
| Maven Securities LTD | 3,226 | $26.6 萬 | 0.05% | +3,226 | 新進 |
| Valeo Financial Advisors, LLC | 3,223 | $26.5 萬 | 0.02% | −210−6.1% | 減碼 |
| Bessemer Group Inc | 3,211 | $26.4 萬 | 0.00% | −8,093−71.6% | 減碼 |
| Proficio Capital Partners LLC | 3,208 | $26.4 萬 | 0.05% | +14+0.4% | 加碼 |
| FineMark National Bank & Trust | 3,190 | $26.3 萬 | 0.01% | +718+29.0% | 加碼 |
| Stonnington Group, LLC | 3,200 | $26.2 萬 | 0.07% | −210−6.2% | 減碼 |
| Regentatlantic Capital LLC | 3,184 | $26.2 萬 | 0.01% | −18−0.6% | 減碼 |
| Heritage Trust Co | 3,182 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 3,166 | $26.1 萬 | 0.03% | +537+20.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,158 | $26.0 萬 | 0.01% | +336+11.9% | 加碼 |
| DRW Securities, LLC | 3,147 | $25.9 萬 | 0.07% | +3,147 | 新進 |
| Oak Thistle LLC | 3,092 | $25.5 萬 | 0.49% | −43−1.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,100 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 3,056 | $25.2 萬 | 0.02% | +3,056 | 新進 |
| Whittier Trust Co of Nevada Inc | 3,053 | $25.1 萬 | 0.01% | −463−13.2% | 減碼 |
| Atlantic Trust, LLC | 3,040 | $25.1 萬 | 0.19% | 00.0% | 不變 |
| Marcum Wealth, LLC | 3,045 | $25.1 萬 | 0.04% | +80+2.7% | 加碼 |
| IFG Advisory, LLC | 3,046 | $25.0 萬 | 0.03% | +5+0.2% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $24.7 萬 | 0.05% | 00.0% | 不變 |
| American Portfolios Advisors | 2,990 | $24.6 萬 | 0.01% | −138−4.4% | 減碼 |
| River & Mercantile Investments Ltd | 2,994 | $24.6 萬 | 0.07% | −1,712−36.4% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 2,961 | $24.6 萬 | 0.18% | −60−2.0% | 減碼 |
| Shelton Capital Management | 2,992 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Keystone Financial Group | 2,966 | $24.4 萬 | 0.05% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 2,956 | $24.3 萬 | 0.08% | −2,267−43.4% | 減碼 |
| M&G Investment Management Ltd | 2,947 | $24.2 萬 | 0.00% | −27−0.9% | 減碼 |
| First Affirmative Financial Network | 2,920 | $24.0 萬 | 0.27% | −246−7.8% | 減碼 |
| Commons Capital, LLC | 2,912 | $24.0 萬 | 0.36% | +13+0.4% | 加碼 |
| Somerville Kurt F | 2,900 | $23.9 萬 | 0.05% | −600−17.1% | 減碼 |
| Sentry Investment Management LLC | 2,875 | $23.7 萬 | 0.11% | −560−16.3% | 減碼 |
| Hunter Associates Investment Management LLC | 2,895 | $23.7 萬 | 0.06% | +2,895 | 新進 |
| Spire Wealth Management | 2,872 | $23.6 萬 | 0.01% | −1,957−40.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,837 | $23.3 萬 | 0.02% | +98+3.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,809 | $23.1 萬 | 0.00% | +1,370+95.2% | 加碼 |
| Ninepoint Partners LP | 2,807 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $23.1 萬 | 0.30% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,715 | $22.4 萬 | 0.01% | +2,715 | 新進 |
| Moloney Securities Asset Management, LLC | 2,702 | $22.2 萬 | 0.05% | +3+0.1% | 加碼 |
| Old National Bancorp | 2,701 | $22.2 萬 | 0.01% | +2,701 | 新進 |
| J.W. Cole Advisors, Inc. | 2,630 | $21.7 萬 | 0.02% | +250+10.5% | 加碼 |
| CoreCap Advisors, LLC | 2,579 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| AlphaCore Capital LLC | 2,560 | $21.1 萬 | 0.10% | +75+3.0% | 加碼 |
| Symmetry Partners, LLC | 2,566 | $21.1 萬 | 0.01% | +2,566 | 新進 |
| Wharton Business Group, LLC | 2,555 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 2,545 | $20.9 萬 | 0.02% | +132+5.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,537 | $20.9 萬 | 0.04% | +149+6.2% | 加碼 |
| Pinebridge Investments, L.P. | 2,521 | $20.8 萬 | 0.00% | −58,560−95.9% | 減碼 |
| Financial Advocates Investment Management | 2,526 | $20.8 萬 | 0.02% | −556−18.0% | 減碼 |