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 4 季 13F 持有人
Welltower Inc. 在 2022/12/31 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
- 799
- 較 2022 年第 3 季 +36 家
- 持有股數
- 4.71 億
- 較 2022 年第 3 季 +761.1 萬 (+1.6%)
- 總市值
- $308.8 億
- 較 2022 年第 3 季 +$10.8 億 (+3.6%)
- 新進機構
- 100
- 另有 297 家加碼
- 清倉機構
- 64
- 另有 269 家減碼
另有 23 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1,768 | $11.8 萬 | 0.00% | +165+10.3% | 加碼 |
| Motco | 1,869 | $12.3 萬 | 0.01% | +296+18.8% | 加碼 |
| Lindbrook Capital, LLC | 1,996 | $13.1 萬 | 0.02% | +46+2.4% | 加碼 |
| Glassman Wealth Services | 2,191 | $14.4 萬 | 0.03% | +392+21.8% | 加碼 |
| Comerica Securities,inc. | 2,201 | $14.4 萬 | 0.01% | +2,201 | 新進 |
| Pflug Koory, LLC | 2,215 | $14.5 萬 | 0.08% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,233 | $14.6 萬 | 0.00% | −1,541−40.8% | 減碼 |
| Accurate Wealth Management, LLC | 2,154 | $14.9 萬 | 0.05% | +2,154 | 新進 |
| Pathway Financial Advisers, LLC | 2,284 | $15.0 萬 | 0.06% | +2,284 | 新進 |
| Edmond de Rothschild Holding S.A. | 2,297 | $15.1 萬 | 0.00% | −28,885−92.6% | 減碼 |
| Bessemer Group Inc | 2,332 | $15.2 萬 | 0.00% | −422−15.3% | 減碼 |
| Register Financial Advisors LLC | 2,600 | $17.0 萬 | 0.11% | +2,600 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,670 | $17.5 萬 | 0.00% | −12−0.4% | 減碼 |
| CoreCap Advisors, LLC | 2,879 | $18.9 萬 | 0.01% | +2,879 | 新進 |
| Dividend Assets Capital, LLC | 3,000 | $19.7 萬 | 0.04% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3,041 | $19.9 萬 | 0.01% | −12−0.4% | 減碼 |
| Atlantic Trust, LLC | 3,040 | $20.0 萬 | 0.07% | 00.0% | 不變 |
| Titleist Asset Management, Ltd. | 3,061 | $20.1 萬 | 0.05% | −510−14.3% | 減碼 |
| Rehmann Capital Advisory Group | 3,085 | $20.2 萬 | 0.02% | −3,810−55.3% | 減碼 |
| Two Sigma Securities, LLC | 3,100 | $20.3 萬 | 0.03% | +3,100 | 新進 |
| Atom Investors LP | 3,108 | $20.4 萬 | 0.10% | −3,991−56.2% | 減碼 |
| Armor Investment Advisors, LLC | 3,145 | $20.6 萬 | 0.13% | −400−11.3% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 3,149 | $20.6 萬 | 0.02% | +3,149 | 新進 |
| J.W. Cole Advisors, Inc. | 3,153 | $20.7 萬 | 0.02% | +3,153 | 新進 |
| Beech Hill Advisors, Inc. | 3,250 | $21.3 萬 | 0.12% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 2,376 | $21.4 萬 | 0.02% | +2,376 | 新進 |
| Bogart Wealth, LLC | 3,384 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $22.3 萬 | 0.04% | +3,404 | 新進 |
| Eudaimonia Advisors LLC | 3,406 | $22.3 萬 | 0.15% | 00.0% | 不變 |
| Cypress Capital Group | 3,462 | $22.7 萬 | 0.03% | +3,462 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,495 | $22.9 萬 | 0.09% | +57+1.7% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,500 | $22.9 萬 | 0.06% | +3,500 | 新進 |
| Proequities, Inc. | 3,537 | $23.2 萬 | 0.02% | −332−8.6% | 減碼 |
| Nations Financial Group Inc, | 3,554 | $23.3 萬 | 0.03% | +3,554 | 新進 |
| TrinityPoint Wealth, LLC | 3,593 | $23.6 萬 | 0.05% | −724−16.8% | 減碼 |
| Whalerock Point Partners, LLC | 3,680 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 3,783 | $24.8 萬 | 0.22% | −640−14.5% | 減碼 |
| SFMG, LLC | 3,794 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Southland Equity Partners LLC | 3,816 | $25.0 萬 | 0.10% | +59+1.6% | 加碼 |
| Bowman & Co S.C. | 3,834 | $25.1 萬 | 0.19% | +219+6.1% | 加碼 |
| Wendell David Associates Inc | 3,850 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| Sigma Planning Corp | 3,851 | $25.2 萬 | 0.01% | −3,174−45.2% | 減碼 |
| Dearborn Partners LLC | 3,864 | $25.3 萬 | 0.01% | −18−0.5% | 減碼 |
| Glenmede Trust Co NA | 3,870 | $25.4 萬 | 0.00% | −672−14.8% | 減碼 |
| Moors & Cabot, Inc. | 3,977 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,982 | $26.1 萬 | 0.01% | +155+4.1% | 加碼 |
| Edgestream Partners, L.P. | 4,034 | $26.4 萬 | 0.03% | −7,964−66.4% | 減碼 |
| Siemens Fonds Invest GmbH | 4,082 | $26.8 萬 | 0.03% | −486−10.6% | 減碼 |
| Pathstone Family Office, LLC | 10,313 | $26.9 萬 | 0.01% | +5,655+121.4% | 加碼 |
| Flputnam Investment Management Co | 4,114 | $27.0 萬 | 0.01% | −189−4.4% | 減碼 |
| First American Trust, FSB | 4,124 | $27.0 萬 | 0.04% | −427−9.4% | 減碼 |
| EP Wealth Advisors, LLC | 4,131 | $27.1 萬 | 0.00% | +4,131 | 新進 |
| Carmichael Hill & Associates, Inc. | 4,138 | $27.1 萬 | 0.15% | 00.0% | 不變 |
| Weybosset Research & Management LLC | 4,150 | $27.2 萬 | 0.11% | 00.0% | 不變 |
| FJ Capital Management LLC | 4,159 | $27.3 萬 | 0.03% | +4,159 | 新進 |
| Stratos Wealth Partners, LTD. | 4,165 | $27.3 萬 | 0.01% | −62−1.5% | 減碼 |
| Personal Cfo Solutions, LLC | 4,208 | $27.6 萬 | 0.06% | +385+10.1% | 加碼 |
| Visionary Wealth Advisors | 4,244 | $27.8 萬 | 0.03% | −60−1.4% | 減碼 |
| AlphaCore Capital LLC | 4,260 | $27.9 萬 | 0.11% | +4,260 | 新進 |
| M&G Investment Management Ltd | 4,231 | $27.9 萬 | 0.00% | −305−6.7% | 減碼 |
| Ameritas Advisory Services, LLC | 4,266 | $28.0 萬 | 0.01% | +4,266 | 新進 |
| Orion Portfolio Solutions, LLC | 4,279 | $28.0 萬 | 0.01% | +218+5.4% | 加碼 |
| Good Life Advisors, LLC | 4,288 | $28.1 萬 | 0.04% | +52+1.2% | 加碼 |
| Investment Advisory Services Inc | 4,361 | $28.2 萬 | 0.15% | −848−16.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,362 | $28.6 萬 | 0.01% | +762+21.2% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $28.6 萬 | 0.17% | 00.0% | 不變 |
| We Are One Seven, LLC | 4,382 | $28.7 萬 | 0.03% | +443+11.2% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $28.8 萬 | 0.02% | −50−1.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,486 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 4,549 | $29.8 萬 | 0.11% | +4,549 | 新進 |
| Orion Capital Management LLC | 4,590 | $30.1 萬 | 0.22% | −700−13.2% | 減碼 |
| Prudent Man Advisors, LLC | 4,617 | $30.3 萬 | 0.12% | +546+13.4% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 4,646 | $30.5 萬 | 0.22% | +1,415+43.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,658 | $30.5 萬 | 0.05% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 4,685 | $30.7 萬 | 0.05% | −1,264−21.2% | 減碼 |
| Abbrea Capital, LLC | 4,703 | $30.8 萬 | 0.06% | −1,680−26.3% | 減碼 |
| Pettyjohn, Wood & White, Inc | 4,719 | $30.9 萬 | 0.08% | 00.0% | 不變 |
| HF Advisory Group, LLC | 4,741 | $31.1 萬 | 0.31% | +4,741 | 新進 |
| Texas Yale Capital Corp. | 4,750 | $31.1 萬 | 0.02% | +5+0.1% | 加碼 |
| Davenport & Co LLC | 4,772 | $31.3 萬 | 0.00% | +885+22.8% | 加碼 |
| MQS Management LLC | 4,799 | $31.5 萬 | 0.21% | −3,705−43.6% | 減碼 |
| Balentine LLC | 4,807 | $31.5 萬 | 0.01% | +958+24.9% | 加碼 |
| LCNB Corp | 4,820 | $31.6 萬 | 0.15% | −40−0.8% | 減碼 |
| Federated Hermes, Inc. | 4,826 | $31.6 萬 | 0.00% | −2,526−34.4% | 減碼 |
| Tower Bridge Advisors | 4,850 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| Financial Counselors Inc | 4,870 | $31.9 萬 | 0.01% | −80−1.6% | 減碼 |
| Proficio Capital Partners LLC | 4,872 | $31.9 萬 | 0.06% | +1,563+47.2% | 加碼 |
| Wolverine Asset Management LLC | 4,925 | $32.3 萬 | 0.00% | −29,592−85.7% | 減碼 |
| Investment Advisory Group, LLC | 4,927 | $32.3 萬 | 0.20% | 00.0% | 不變 |
| Versor Investments LP | 4,975 | $32.6 萬 | 0.03% | −32,884−86.9% | 減碼 |
| Integrated Advisors Network LLC | 5,013 | $32.9 萬 | 0.02% | +392+8.5% | 加碼 |
| Banco Santander, S.A. | 5,039 | $33.0 萬 | 0.00% | +5,039 | 新進 |
| Clarius Group, LLC | 5,044 | $33.1 萬 | 0.03% | −65−1.3% | 減碼 |
| Fortitude Advisory Group L.L.C. | 5,054 | $33.1 萬 | 0.29% | +1,326+35.6% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $33.2 萬 | 0.35% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 5,104 | $33.5 萬 | 0.01% | +243+5.0% | 加碼 |
| First Hawaiian Bank | 5,131 | $33.6 萬 | 0.01% | −304−5.6% | 減碼 |
| GWM Advisors LLC | 7,524 | $33.7 萬 | 0.01% | −262−3.4% | 減碼 |
| Eqis Capital Management, Inc. | 5,144 | $33.7 萬 | 0.04% | −155−2.9% | 減碼 |
| DRW Securities, LLC | 5,191 | $34.0 萬 | 0.07% | +5,191 | 新進 |