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 |
|---|---|---|---|---|---|
| Summit Place Financial Advisors, LLC | 24,625 | $158.4 萬 | 1.47% | +4,575+22.8% | 加碼 |
| Mercer Global Advisors Inc | 24,439 | $157.2 萬 | 0.01% | −3,464−12.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 24,412 | $157.0 萬 | 0.03% | −2,565−9.5% | 減碼 |
| Forte Capital LLC | 23,957 | $154.1 萬 | 0.28% | +7,924+49.4% | 加碼 |
| New Mexico Educational Retirement Board | 23,248 | $149.5 萬 | 0.08% | −900−3.7% | 減碼 |
| Engineers Gate Manager LP | 23,146 | $148.9 萬 | 0.09% | +23,146 | 新進 |
| Capital Investment Advisors, LLC | 23,028 | $148.1 萬 | 0.05% | −577−2.4% | 減碼 |
| Sumitomo Life Insurance Co | 22,980 | $147.8 萬 | 0.06% | +8,353+57.1% | 加碼 |
| Baird Financial Group, Inc. | 22,904 | $147.3 萬 | 0.00% | −7,022−23.5% | 減碼 |
| Prudential PLC | 22,836 | $146.9 萬 | 0.02% | +1,507+7.1% | 加碼 |
| Spirit of America Management Corp | 22,635 | $145.6 萬 | 0.35% | +400+1.8% | 加碼 |
| Avantax Advisory Services, Inc. | 22,618 | $145.5 萬 | 0.02% | +2,039+9.9% | 加碼 |
| ProVise Management Group, LLC | 22,403 | $144.1 萬 | 0.16% | −32−0.1% | 減碼 |
| AGF Investments LLC | 22,075 | $142.0 萬 | 0.13% | +11,332+105.5% | 加碼 |
| Bokf, NA | 21,990 | $141.4 萬 | 0.03% | +529+2.5% | 加碼 |
| Bamco Inc | 21,815 | $140.3 萬 | 0.00% | −17,442−44.4% | 減碼 |
| Millennium Management LLC | 20,648 | $132.8 萬 | 0.00% | −265,233−92.8% | 減碼 |
| PFG Advisors | 20,533 | $132.1 萬 | 0.15% | −2,138−9.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 20,481 | $131.7 萬 | 0.18% | +232+1.1% | 加碼 |
| Liberty Capital Management, Inc. | 20,451 | $131.5 萬 | 0.49% | +3,431+20.2% | 加碼 |
| Seeyond | 20,024 | $128.7 萬 | 0.16% | −6,632−24.9% | 減碼 |
| Vestcor Inc | 20,008 | $128.7 萬 | 0.05% | −1,887−8.6% | 減碼 |
| Hotaling Investment Management, LLC | 19,952 | $128.3 萬 | 0.62% | −106−0.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 19,904 | $128.0 萬 | 0.06% | 00.0% | 不變 |
| Busey Wealth Management | 19,880 | $127.9 萬 | 0.06% | +14+0.1% | 加碼 |
| Wolverine Trading, LLC | 20,082 | $127.2 萬 | 0.05% | +20,082 | 新進 |
| D.A. Davidson & Co. | 19,866 | $126.9 萬 | 0.02% | +42+0.2% | 加碼 |
| Aevitas Wealth Management, Inc. | 19,344 | $124.4 萬 | 0.93% | −286−1.5% | 減碼 |
| Raymond James Trust N.A. | 19,057 | $122.6 萬 | 0.05% | −398−2.0% | 減碼 |
| Quantitative Investment Management, LLC | 18,692 | $120.2 萬 | 0.20% | +18,692 | 新進 |
| Jane Street Group, LLC | 18,524 | $119.1 萬 | 0.00% | +2,801+17.8% | 加碼 |
| Broderick Brian C | 18,500 | $119.0 萬 | 0.37% | +3,500+23.3% | 加碼 |
| M Holdings Securities, Inc. | 18,399 | $118.3 萬 | 0.13% | −18−0.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 18,343 | $117.9 萬 | 0.02% | −9,737−34.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,047 | $116.1 萬 | 0.06% | 00.0% | 不變 |
| United Services Automobile Association | 17,960 | $115.6 萬 | 0.03% | +2,023+12.7% | 加碼 |
| APG Asset Management N.V. | 17,550 | $115.2 萬 | 0.00% | −39,400−69.2% | 減碼 |
| Assenagon Asset Management S.A. | 17,696 | $113.8 萬 | 0.00% | +10,696+152.8% | 加碼 |
| Wealthfront Advisers LLC | 17,493 | $112.5 萬 | 0.01% | −6,905−28.3% | 減碼 |
| Panagora Asset Management Inc | 17,420 | $112.0 萬 | 0.01% | +39+0.2% | 加碼 |
| Bridgewater Associates, LP | 17,386 | $111.8 萬 | 0.01% | −200,731−92.0% | 減碼 |
| Illinois Municipal Retirement Fund | 17,302 | $111.3 萬 | 0.03% | −41,963−70.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,211 | $110.7 萬 | 0.03% | −2,982−14.8% | 減碼 |
| Susquehanna International Group, LLP | 16,735 | $107.7 萬 | 0.00% | −45,822−73.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 16,720 | $107.5 萬 | 0.27% | +2,200+15.2% | 加碼 |
| Ancora Advisors, LLC | 16,665 | $107.2 萬 | 0.03% | −237−1.4% | 減碼 |
| American Financial Advisors, LLC | 16,651 | $107.1 萬 | 0.18% | −55−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,606 | $106.8 萬 | 0.10% | +1,096+7.1% | 加碼 |
| Paradigm Asset Management Co LLC | 16,488 | $106.1 萬 | 0.35% | −100−0.6% | 減碼 |
| Wesbanco Bank Inc | 16,312 | $104.8 萬 | 0.07% | −1,272−7.2% | 減碼 |
| Banque Pictet & Cie SA | 16,218 | $104.3 萬 | 0.01% | +16,218 | 新進 |
| Bard Associates Inc | 15,937 | $102.5 萬 | 0.46% | −323−2.0% | 減碼 |
| Colony Group LLC | 15,856 | $102.0 萬 | 0.02% | +826+5.5% | 加碼 |
| Banque Cantonale Vaudoise | 15,828 | $101.9 萬 | 0.06% | 00.0% | 不變 |
| RDA Financial Network | 15,821 | $101.8 萬 | 0.56% | +221+1.4% | 加碼 |
| NTV Asset Management LLC | 15,811 | $101.7 萬 | 0.21% | −177−1.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,735 | $101.2 萬 | 0.02% | +4,911+45.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 15,741 | $101.1 萬 | 0.02% | −3,594−18.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 15,620 | $100.5 萬 | 0.02% | +231+1.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 15,590 | $100.3 萬 | 0.01% | +90+0.6% | 加碼 |
| Toews Corp | 15,600 | $100.3 萬 | 0.74% | +15,600 | 新進 |
| Cetera Advisors LLC | 15,538 | $99.9 萬 | 0.03% | −183−1.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,389 | $99.0 萬 | 0.02% | −277−1.8% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,110 | $98.3 萬 | 0.84% | +175+1.1% | 加碼 |
| Naviter Wealth, LLC | 15,258 | $98.1 萬 | 0.40% | +6,367+71.6% | 加碼 |
| O'Rourke & Company, Inc | 15,233 | $98.0 萬 | 0.85% | +1,296+9.3% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $97.2 萬 | 0.84% | −50−0.3% | 減碼 |
| Commerzbank Aktiengesellschaft | 14,532 | $93.5 萬 | 0.07% | +14,532 | 新進 |
| MAI Capital Management | 14,511 | $93.3 萬 | 0.02% | +14,511 | 新進 |
| Sante Capital Fund, LP | 14,407 | $92.7 萬 | 1.90% | +14,407 | 新進 |
| Welch Group, LLC | 13,958 | $89.8 萬 | 0.06% | +395+2.9% | 加碼 |
| Advance Capital Management, Inc. | 13,588 | $87.4 萬 | 0.11% | 00.0% | 不變 |
| AE Wealth Management LLC | 13,567 | $87.3 萬 | 0.01% | +5,050+59.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,504 | $86.9 萬 | 0.01% | +10,018+287.4% | 加碼 |
| Arkadios Wealth Advisors | 13,334 | $85.8 萬 | 0.13% | −1,659−11.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 12,674 | $81.5 萬 | 0.11% | +12,674 | 新進 |
| Brown Advisory Inc | 12,594 | $81.0 萬 | 0.00% | +874+7.5% | 加碼 |
| Old North State Wealth Management, LLC | 12,510 | $80.5 萬 | 0.93% | +1,976+18.8% | 加碼 |
| Advisor Partners II, LLC | 12,490 | $80.3 萬 | 0.06% | +12,490 | 新進 |
| Abeille Asset Management SA | 12,392 | $79.7 萬 | 0.03% | +2,747+28.5% | 加碼 |
| Wexford Capital LP | 12,275 | $79.0 萬 | 0.25% | +4,875+65.9% | 加碼 |
| Vontobel Holding Ltd. | 12,172 | $78.3 萬 | 0.01% | −19,877−62.0% | 減碼 |
| Independent Advisor Alliance | 12,091 | $77.8 萬 | 0.05% | +150+1.3% | 加碼 |
| Ethic Inc. | 12,066 | $77.6 萬 | 0.05% | −1,802−13.0% | 減碼 |
| Edgestream Partners, L.P. | 11,998 | $77.2 萬 | 0.06% | +11,998 | 新進 |
| Ensign Peak Advisors, Inc | 11,800 | $75.9 萬 | 0.00% | −1,410−10.7% | 減碼 |
| Garrison Bradford & Associates Inc | 11,680 | $75.1 萬 | 0.91% | +1,557+15.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,657 | $75.0 萬 | 0.04% | −4,851−29.4% | 減碼 |
| Vanderbilt University | 11,381 | $73.2 萬 | 0.19% | +2,892+34.1% | 加碼 |
| Gray Wealth Management Inc. | 11,267 | $72.5 萬 | 0.46% | +28+0.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,168 | $71.8 萬 | 0.35% | +250+2.3% | 加碼 |
| AlphaCentric Advisors LLC | 11,059 | $71.1 萬 | 0.73% | +11,059 | 新進 |
| Brookstone Capital Management | 12,256 | $71.0 萬 | 0.02% | −1,102−8.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,045 | $71.0 萬 | 0.01% | +55+0.5% | 加碼 |
| Agf Investments Inc. | 10,823 | $69.6 萬 | 0.01% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 10,721 | $69.0 萬 | 0.01% | −107,629−90.9% | 減碼 |
| Cadent Capital Advisors, LLC | 10,635 | $68.4 萬 | 0.41% | +23+0.2% | 加碼 |
| Wambolt & Associates, LLC | 10,616 | $68.3 萬 | 0.29% | +104+1.0% | 加碼 |
| Jeppson Wealth Management, LLC | 10,139 | $65.2 萬 | 0.30% | +200+2.0% | 加碼 |
| Atlantic Union Bankshares Corp | 10,125 | $65.1 萬 | 0.07% | 00.0% | 不變 |