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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 10,000 | $64.3 萬 | 0.08% | 00.0% | 不變 |
| F3Logic, LLC | 9,749 | $64.1 萬 | 0.13% | −44−0.4% | 減碼 |
| Fulcrum Capital LLC | 9,937 | $63.9 萬 | 0.19% | −380−3.7% | 減碼 |
| NFP Retirement, Inc. | 9,797 | $63.0 萬 | 0.16% | −1,313−11.8% | 減碼 |
| XTX Topco Ltd | 9,753 | $62.7 萬 | 0.16% | +9,753 | 新進 |
| Community Bank & Trust, Waco, Texas | 9,643 | $62.0 萬 | 0.22% | −200−2.0% | 減碼 |
| Park Avenue Securities LLC | 9,347 | $60.1 萬 | 0.01% | +301+3.3% | 加碼 |
| SG Americas Securities, LLC | 9,310 | $59.9 萬 | 0.01% | −28,121−75.1% | 減碼 |
| Verition Fund Management LLC | 9,279 | $59.6 萬 | 0.01% | +1,990+27.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,271 | $59.6 萬 | 0.03% | +5,746+163.0% | 加碼 |
| Resources Investment Advisors, LLC. | 9,244 | $59.5 萬 | 0.02% | +40.0% | 加碼 |
| Oxford Financial Group Ltd | 9,234 | $59.4 萬 | 0.09% | −27−0.3% | 減碼 |
| Pacific Sun Financial Corp | 9,138 | $58.8 萬 | 0.41% | −60−0.7% | 減碼 |
| Everence Capital Management Inc | 9,100 | $58.5 萬 | 0.05% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 9,086 | $58.4 萬 | 0.06% | −324−3.4% | 減碼 |
| Umb Bank N A | 9,087 | $58.4 萬 | 0.01% | +927+11.4% | 加碼 |
| Metis Global Partners, LLC | 9,083 | $58.3 萬 | 0.09% | +1,103+13.8% | 加碼 |
| Schnieders Capital Management LLC | 8,971 | $57.7 萬 | 0.15% | −75−0.8% | 減碼 |
| Warren Averett Asset Management, LLC | 8,963 | $57.7 萬 | 0.04% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 8,971 | $57.7 萬 | 0.03% | +793+9.7% | 加碼 |
| Profund Advisors LLC | 8,958 | $57.6 萬 | 0.04% | −1,087−10.8% | 減碼 |
| Richwood Investment Advisors, LLC | 8,938 | $57.5 萬 | 0.63% | −600−6.3% | 減碼 |
| Cetera Investment Advisers | 8,905 | $57.3 萬 | 0.01% | −751−7.8% | 減碼 |
| Stephens Inc | 8,809 | $56.7 萬 | 0.01% | −1,918−17.9% | 減碼 |
| Capstone Investment Advisors, LLC | 8,680 | $55.8 萬 | 0.01% | +8,680 | 新進 |
| Corient Capital Partners, LLC | 6,716 | $55.3 萬 | 0.04% | +30.0% | 加碼 |
| Whittier Trust Co | 8,587 | $55.2 萬 | 0.01% | −2,743−24.2% | 減碼 |
| Checchi Capital Advisers, LLC | 8,578 | $55.2 萬 | 0.06% | +146+1.7% | 加碼 |
| Penserra Capital Management LLC | 8,557 | $55.0 萬 | 0.02% | −952−10.0% | 減碼 |
| MQS Management LLC | 8,504 | $54.7 萬 | 0.35% | +8,504 | 新進 |
| Moody National Bank Trust Division | 8,466 | $54.4 萬 | 0.06% | +448+5.6% | 加碼 |
| Ingalls & Snyder LLC | 8,351 | $53.7 萬 | 0.03% | −225−2.6% | 減碼 |
| Huntington National Bank | 8,240 | $53.0 萬 | 0.01% | −13−0.2% | 減碼 |
| Monetary Management Group Inc | 8,075 | $51.9 萬 | 0.17% | 00.0% | 不變 |
| Stiles Financial Services Inc | 7,802 | $50.2 萬 | 0.30% | +201+2.6% | 加碼 |
| GWM Advisors LLC | 7,786 | $50.1 萬 | 0.01% | −1,512−16.3% | 減碼 |
| Madden Advisory Services, Inc. | 7,763 | $49.9 萬 | 0.40% | 00.0% | 不變 |
| Summit Financial Group Inc | 7,441 | $47.9 萬 | 0.20% | −177−2.3% | 減碼 |
| TD Private Client Wealth LLC | 7,428 | $47.8 萬 | 0.02% | +176+2.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 7,394 | $47.6 萬 | 0.02% | −1,284−14.8% | 減碼 |
| Lincoln National Corp | 7,392 | $47.6 萬 | 0.01% | +103+1.4% | 加碼 |
| Federated Hermes, Inc. | 7,352 | $47.3 萬 | 0.00% | −122−1.6% | 減碼 |
| Prospera Financial Services Inc | 7,348 | $47.2 萬 | 0.02% | +3,684+100.5% | 加碼 |
| Hendershot Investments Inc. | 7,202 | $46.3 萬 | 0.09% | 00.0% | 不變 |
| Atom Investors LP | 7,099 | $45.7 萬 | 0.16% | −8,981−55.9% | 減碼 |
| Lido Advisors, LLC | 7,103 | $45.6 萬 | 0.01% | −476−6.3% | 減碼 |
| Sigma Planning Corp | 7,025 | $45.2 萬 | 0.02% | −911−11.5% | 減碼 |
| Sara-Bay Financial | 6,974 | $44.9 萬 | 0.25% | +38+0.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,979 | $44.9 萬 | 0.04% | +1,107+18.9% | 加碼 |
| Cutler Group LP | 6,968 | $44.8 萬 | 0.05% | +5,168+287.1% | 加碼 |
| Associated Banc-Corp | 6,931 | $44.5 萬 | 0.02% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 6,895 | $44.3 萬 | 0.05% | +3,729+117.8% | 加碼 |
| Alpha Paradigm Partners, LLC | 6,895 | $44.3 萬 | 0.19% | +6,726+3,979.9% | 加碼 |
| Toroso Investments, LLC | 6,812 | $43.8 萬 | 0.02% | +535+8.5% | 加碼 |
| Veriti Management LLC | 6,736 | $43.3 萬 | 0.06% | −203−2.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,707 | $43.1 萬 | 0.31% | +10.0% | 加碼 |
| Magnetar Financial LLC | 6,682 | $43.0 萬 | 0.01% | +6,682 | 新進 |
| NewEdge Wealth, LLC | 6,592 | $42.4 萬 | 0.02% | +531+8.8% | 加碼 |
| Greenup Street Wealth Management LLC | 6,570 | $42.3 萬 | 0.19% | 00.0% | 不變 |
| Jennison Associates LLC | 6,533 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Abbrea Capital, LLC | 6,383 | $41.1 萬 | 0.08% | −5,675−47.1% | 減碼 |
| Veritable, L.P. | 6,383 | $41.1 萬 | 0.01% | +118+1.9% | 加碼 |
| IFP Advisors, Inc | 6,584 | $41.1 萬 | 0.01% | +125+1.9% | 加碼 |
| CWM, LLC | 6,377 | $41.0 萬 | 0.00% | −51−0.8% | 減碼 |
| Meeder Asset Management Inc | 6,309 | $40.6 萬 | 0.02% | −433−6.4% | 減碼 |
| Spouting Rock Asset Management, LLC | 6,267 | $40.3 萬 | 0.31% | +6,267 | 新進 |
| Farmers & Merchants Investments Inc | 6,254 | $40.2 萬 | 0.02% | −120−1.9% | 減碼 |
| Group One Trading, L.P. | 6,230 | $40.1 萬 | 0.01% | +6,230 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $39.6 萬 | 0.05% | 00.0% | 不變 |
| Values First Advisors, Inc. | 6,075 | $39.1 萬 | 0.28% | +260+4.5% | 加碼 |
| Johnson Investment Counsel Inc | 5,934 | $38.2 萬 | 0.01% | −141−2.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 5,949 | $38.2 萬 | 0.05% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 5,886 | $37.9 萬 | 0.04% | +5,886 | 新進 |
| Ameritas Investment Partners, Inc. | 5,808 | $37.2 萬 | 0.02% | +165+2.9% | 加碼 |
| Bailard, Inc. | 5,769 | $37.1 萬 | 0.02% | −69−1.2% | 減碼 |
| First International Bank & Trust | 5,779 | $37.1 萬 | 0.14% | +1,722+42.4% | 加碼 |
| American Research & Management Co. | 5,700 | $36.7 萬 | 0.10% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 5,704 | $36.7 萬 | 0.01% | +1,042+22.4% | 加碼 |
| IHT Wealth Management, LLC | 5,689 | $36.6 萬 | 0.03% | +1,580+38.5% | 加碼 |
| Cigna Investments Inc | 5,670 | $36.5 萬 | 0.08% | −160−2.7% | 減碼 |
| Wetherby Asset Management Inc | 5,601 | $36.0 萬 | 0.03% | −88−1.5% | 減碼 |
| Jones Financial Companies LLLP | 5,569 | $35.8 萬 | 0.00% | −552−9.0% | 減碼 |
| Strategy Asset Managers LLC | 5,527 | $35.5 萬 | 0.10% | +5,527 | 新進 |
| NuWave Investment Management, LLC | 5,471 | $35.2 萬 | 0.40% | +5,471 | 新進 |
| First Hawaiian Bank | 5,435 | $35.0 萬 | 0.01% | −1,913−26.0% | 減碼 |
| Sawtooth Solutions, LLC | 5,416 | $34.8 萬 | 0.05% | −5,038−48.2% | 減碼 |
| Level Four Advisory Services, LLC | 5,401 | $34.7 萬 | 0.03% | −210−3.7% | 減碼 |
| Regentatlantic Capital LLC | 5,352 | $34.4 萬 | 0.01% | +2,168+68.1% | 加碼 |
| Eqis Capital Management, Inc. | 5,299 | $34.1 萬 | 0.04% | +52+1.0% | 加碼 |
| Orion Capital Management LLC | 5,290 | $34.0 萬 | 0.27% | 00.0% | 不變 |
| LGT Group Foundation | 5,249 | $33.8 萬 | 0.01% | −120,516−95.8% | 減碼 |
| Investment Advisory Services Inc | 5,209 | $33.5 萬 | 0.20% | 00.0% | 不變 |
| Greenleaf Trust | 5,192 | $33.4 萬 | 0.00% | +199+4.0% | 加碼 |
| DRW Securities, L.L.C. | 5,164 | $33.2 萬 | 0.10% | +5,164 | 新進 |
| Glenview Trust Co | 5,134 | $33.0 萬 | 0.01% | +265+5.4% | 加碼 |
| Clarius Group, LLC | 5,109 | $32.9 萬 | 0.03% | +1,049+25.8% | 加碼 |
| Brinker Capital Investments, LLC | 5,104 | $32.8 萬 | 0.01% | +404+8.6% | 加碼 |
| Ieq Capital, LLC | 5,076 | $32.6 萬 | 0.01% | +716+16.4% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $32.5 萬 | 0.35% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 5,014 | $32.3 萬 | 0.01% | +177+3.7% | 加碼 |