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 3 季 13F 持有人
Welltower Inc. 在 2022/9/30 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
- 786
- 較 2022 年第 2 季 −21 家
- 持有股數
- 4.64 億
- 較 2022 年第 2 季 +982.2 萬 (+2.2%)
- 總市值
- $298.3 億
- 較 2022 年第 2 季 −$75.5 億 (−20.2%)
- 新進機構
- 63
- 另有 323 家加碼
- 清倉機構
- 84
- 另有 241 家減碼
另有 12 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 3,040 | $19.6 萬 | 0.07% | 00.0% | 不變 |
| Private Capital Management LLC | 3,119 | $20.1 萬 | 0.07% | 00.0% | 不變 |
| Shilanski & Associates, Inc. | 3,119 | $20.1 萬 | 0.07% | +3,119 | 新進 |
| Mutual Advisors, LLC | 3,139 | $20.2 萬 | 0.01% | +3,139 | 新進 |
| Beech Hill Advisors, Inc. | 3,250 | $20.9 萬 | 0.12% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,238 | $20.9 萬 | 0.01% | +80+2.5% | 加碼 |
| Valeo Financial Advisors, LLC | 3,259 | $21.0 萬 | 0.01% | +36+1.1% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,231 | $21.1 萬 | 0.17% | +270+9.1% | 加碼 |
| Proficio Capital Partners LLC | 3,309 | $21.4 萬 | 0.04% | +101+3.1% | 加碼 |
| Bogart Wealth, LLC | 3,384 | $21.8 萬 | 0.02% | −40−1.2% | 減碼 |
| Eudaimonia Advisors LLC | 3,406 | $21.9 萬 | 0.16% | 00.0% | 不變 |
| SFMG, LLC | 3,794 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 3,414 | $22.0 萬 | 0.01% | −99−2.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,438 | $22.1 萬 | 0.10% | +43+1.3% | 加碼 |
| Financial Advocates Investment Management | 3,436 | $22.1 萬 | 0.02% | +910+36.0% | 加碼 |
| Bluestein R H & Co | 3,500 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 3,545 | $22.8 萬 | 0.16% | −1,260−26.2% | 減碼 |
| Eaton Vance Management | 3,540 | $22.8 萬 | 0.00% | +278+8.5% | 加碼 |
| Titleist Asset Management, Ltd. | 3,571 | $23.0 萬 | 0.06% | +3,571 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,600 | $23.2 萬 | 0.01% | −25−0.7% | 減碼 |
| Bowman & Co S.C. | 3,615 | $23.3 萬 | 0.21% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,680 | $23.7 萬 | 0.10% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $23.8 萬 | 0.16% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,723 | $23.9 萬 | 0.03% | +380+11.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,728 | $24.0 萬 | 0.23% | +3,728 | 新進 |
| Gsa Capital Partners LLP | 3,748 | $24.1 萬 | 0.03% | −6,989−65.1% | 減碼 |
| Southland Equity Partners LLC | 3,757 | $24.2 萬 | 0.12% | −75−2.0% | 減碼 |
| Aviance Capital Partners, LLC | 3,770 | $24.2 萬 | 0.06% | −2,000−34.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,774 | $24.3 萬 | 0.00% | −1,165−23.6% | 減碼 |
| ICA Group Wealth Management, LLC | 3,794 | $24.4 萬 | 0.05% | −184−4.6% | 減碼 |
| Personal Cfo Solutions, LLC | 3,823 | $24.6 萬 | 0.06% | +40+1.1% | 加碼 |
| Advisory Services Network, LLC | 3,827 | $24.7 萬 | 0.01% | +250+7.0% | 加碼 |
| Balentine LLC | 3,849 | $24.8 萬 | 0.01% | −5,804−60.1% | 減碼 |
| Wendell David Associates Inc | 3,850 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| Proequities, Inc. | 3,869 | $24.9 萬 | 0.02% | +211+5.8% | 加碼 |
| Dearborn Partners LLC | 3,882 | $25.0 萬 | 0.01% | +18+0.5% | 加碼 |
| Davenport & Co LLC | 3,887 | $25.0 萬 | 0.00% | +624+19.1% | 加碼 |
| We Are One Seven, LLC | 3,939 | $25.3 萬 | 0.02% | −182−4.4% | 減碼 |
| Cerity Partners LLC | 3,913 | $25.3 萬 | 0.00% | +230+6.2% | 加碼 |
| Moors & Cabot, Inc. | 3,977 | $25.6 萬 | 0.02% | +100+2.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,061 | $26.1 萬 | 0.01% | +242+6.3% | 加碼 |
| Signaturefd, LLC | 4,063 | $26.1 萬 | 0.01% | +812+25.0% | 加碼 |
| Prudent Man Advisors, LLC | 4,071 | $26.2 萬 | 0.12% | +1,637+67.3% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,138 | $26.6 萬 | 0.16% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 4,133 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Weybosset Research & Management LLC | 4,150 | $26.7 萬 | 0.12% | +4,150 | 新進 |
| Boothbay Fund Management, LLC | 4,175 | $26.9 萬 | 0.01% | +4,175 | 新進 |
| Alethea Capital Management, LLC | 4,191 | $27.0 萬 | 0.34% | +4,191 | 新進 |
| Stratos Wealth Partners, LTD. | 4,227 | $27.2 萬 | 0.01% | −334−7.3% | 減碼 |
| AlphaMark Advisors, LLC | 4,230 | $27.2 萬 | 0.13% | −250−5.6% | 減碼 |
| Good Life Advisors, LLC | 4,236 | $27.2 萬 | 0.04% | −47−1.1% | 減碼 |
| Flputnam Investment Management Co | 4,303 | $27.7 萬 | 0.01% | −98−2.2% | 減碼 |
| Visionary Wealth Advisors | 4,304 | $27.7 萬 | 0.03% | −70−1.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 4,329 | $27.8 萬 | 0.05% | −686−13.7% | 減碼 |
| TrinityPoint Wealth, LLC | 4,317 | $27.8 萬 | 0.06% | −441−9.3% | 減碼 |
| Bridgefront Capital, LLC | 4,384 | $28.2 萬 | 0.29% | +4,384 | 新進 |
| Eudaimonia Partners, LLC | 4,403 | $28.3 萬 | 0.07% | −9,983−69.4% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 4,423 | $28.4 萬 | 0.25% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 4,454 | $28.6 萬 | 0.08% | −130−2.8% | 減碼 |
| Joel Isaacson & Co., LLC | 4,447 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 4,512 | $29.0 萬 | 0.01% | +562+14.2% | 加碼 |
| M&G Investment Management Ltd | 4,536 | $29.0 萬 | 0.00% | +1,589+53.9% | 加碼 |
| Glenmede Trust Co NA | 4,542 | $29.1 萬 | 0.00% | +1,153+34.0% | 加碼 |
| 55I, LLC | 4,528 | $29.1 萬 | 0.01% | +4,528 | 新進 |
| First American Trust, FSB | 4,551 | $29.3 萬 | 0.05% | +427+10.4% | 加碼 |
| Exos TFP Holdings LLC | 4,563 | $29.3 萬 | 0.13% | +4,563 | 新進 |
| Siemens Fonds Invest GmbH | 4,568 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,621 | $29.7 萬 | 0.02% | +29+0.6% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,658 | $30.0 萬 | 0.05% | −250−5.1% | 減碼 |
| Pathstone Family Office, LLC | 4,658 | $30.0 萬 | 0.01% | −10,734−69.7% | 減碼 |
| Pettyjohn, Wood & White, Inc | 4,719 | $30.4 萬 | 0.08% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 4,745 | $30.5 萬 | 0.02% | +5+0.1% | 加碼 |
| Renasant Bank | 4,810 | $30.9 萬 | 0.27% | +750+18.5% | 加碼 |
| Boston Private Wealth LLC | 4,843 | $31.1 萬 | 0.00% | +1,261+35.2% | 加碼 |
| Tower Bridge Advisors | 4,850 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,125 | $31.3 萬 | 0.02% | −168−3.2% | 減碼 |
| Integrated Wealth Concepts LLC | 4,861 | $31.3 萬 | 0.01% | −384−7.3% | 減碼 |
| LCNB Corp | 4,860 | $31.3 萬 | 0.17% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 4,909 | $31.6 萬 | 0.01% | +127+2.7% | 加碼 |
| Investment Advisory Group, LLC | 4,927 | $31.7 萬 | 0.22% | 00.0% | 不變 |
| Financial Counselors Inc | 4,950 | $31.8 萬 | 0.01% | −650−11.6% | 減碼 |
| Ritholtz Wealth Management | 5,010 | $32.2 萬 | 0.02% | +5,010 | 新進 |
| Exchange Traded Concepts, LLC | 5,014 | $32.3 萬 | 0.01% | +177+3.7% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $32.5 萬 | 0.35% | 00.0% | 不變 |
| Ieq Capital, LLC | 5,076 | $32.6 萬 | 0.01% | +716+16.4% | 加碼 |
| Brinker Capital Investments, LLC | 5,104 | $32.8 萬 | 0.01% | +404+8.6% | 加碼 |
| Clarius Group, LLC | 5,109 | $32.9 萬 | 0.03% | +1,049+25.8% | 加碼 |
| Glenview Trust Co | 5,134 | $33.0 萬 | 0.01% | +265+5.4% | 加碼 |
| DRW Securities, L.L.C. | 5,164 | $33.2 萬 | 0.10% | +5,164 | 新進 |
| Greenleaf Trust | 5,192 | $33.4 萬 | 0.00% | +199+4.0% | 加碼 |
| Investment Advisory Services Inc | 5,209 | $33.5 萬 | 0.20% | 00.0% | 不變 |
| LGT Group Foundation | 5,249 | $33.8 萬 | 0.01% | −120,516−95.8% | 減碼 |
| Orion Capital Management LLC | 5,290 | $34.0 萬 | 0.27% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,299 | $34.1 萬 | 0.04% | +52+1.0% | 加碼 |
| Regentatlantic Capital LLC | 5,352 | $34.4 萬 | 0.01% | +2,168+68.1% | 加碼 |
| Level Four Advisory Services, LLC | 5,401 | $34.7 萬 | 0.03% | −210−3.7% | 減碼 |
| Sawtooth Solutions, LLC | 5,416 | $34.8 萬 | 0.05% | −5,038−48.2% | 減碼 |
| First Hawaiian Bank | 5,435 | $35.0 萬 | 0.01% | −1,913−26.0% | 減碼 |