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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 5,199 | $34.1 萬 | 0.08% | +745+16.7% | 加碼 |
| Coldstream Capital Management Inc | 5,212 | $34.2 萬 | 0.01% | +5,212 | 新進 |
| Global Retirement Partners, LLC | 5,259 | $34.5 萬 | 0.02% | +134+2.6% | 加碼 |
| Strategy Asset Managers LLC | 5,267 | $34.5 萬 | 0.09% | −260−4.7% | 減碼 |
| Alpha Paradigm Partners, LLC | 5,296 | $34.7 萬 | 0.14% | −1,599−23.2% | 減碼 |
| Meeder Advisory Services, Inc. | 5,314 | $34.8 萬 | 0.04% | +5,314 | 新進 |
| First International Bank & Trust | 5,359 | $35.1 萬 | 0.12% | −420−7.3% | 減碼 |
| IFP Advisors, Inc | 5,709 | $35.5 萬 | 0.01% | −875−13.3% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $36.0 萬 | 0.18% | +5,496 | 新進 |
| Credit Capital Investments LLC | 5,500 | $36.1 萬 | 0.52% | +5,500 | 新進 |
| Exos TFP Holdings LLC | 5,607 | $36.8 萬 | 0.10% | +1,044+22.9% | 加碼 |
| Tilt Investment Management Holdings, PBC | 5,627 | $36.9 萬 | 0.31% | +5,627 | 新進 |
| Glenview Trust Co | 5,662 | $37.1 萬 | 0.01% | +528+10.3% | 加碼 |
| Baldwin Brothers Inc | 5,700 | $37.4 萬 | 0.03% | +5,700 | 新進 |
| Bailard, Inc. | 5,753 | $37.7 萬 | 0.01% | −16−0.3% | 減碼 |
| FORA Capital, LLC | 5,756 | $37.7 萬 | 0.06% | +5,756 | 新進 |
| Cigna Investments Inc | 5,789 | $37.9 萬 | 0.08% | +119+2.1% | 加碼 |
| Jones Financial Companies LLLP | 5,778 | $37.9 萬 | 0.00% | +209+3.8% | 加碼 |
| Signaturefd, LLC | 5,801 | $38.0 萬 | 0.01% | +1,738+42.8% | 加碼 |
| HighTower Trust Services, LTA | 5,925 | $38.4 萬 | 0.04% | +39+0.7% | 加碼 |
| Brinker Capital Investments, LLC | 5,934 | $38.9 萬 | 0.01% | +830+16.3% | 加碼 |
| Boston Private Wealth LLC | 5,959 | $39.1 萬 | 0.01% | +1,116+23.0% | 加碼 |
| Level Four Advisory Services, LLC | 5,984 | $39.2 萬 | 0.03% | +583+10.8% | 加碼 |
| Exchange Traded Concepts, LLC | 6,050 | $39.7 萬 | 0.01% | +1,036+20.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $40.4 萬 | 0.04% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 6,189 | $40.6 萬 | 0.02% | −65−1.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,208 | $40.7 萬 | 0.01% | +1,299+26.5% | 加碼 |
| Greenleaf Trust | 6,275 | $41.1 萬 | 0.01% | +1,083+20.9% | 加碼 |
| Aviance Capital Partners, LLC | 6,270 | $41.1 萬 | 0.10% | +2,500+66.3% | 加碼 |
| Umb Bank N A | 6,395 | $41.9 萬 | 0.01% | −2,692−29.6% | 減碼 |
| Dudley Capital Management, LLC | 6,450 | $42.3 萬 | 0.31% | +6,450 | 新進 |
| Greenup Street Wealth Management LLC | 6,570 | $43.1 萬 | 0.18% | 00.0% | 不變 |
| Panoramic Investment Advisors, LLC | 6,575 | $43.1 萬 | 0.44% | +6,575 | 新進 |
| Ameritas Investment Partners, Inc. | 5,808 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 6,578 | $43.1 萬 | 0.02% | −14−0.2% | 減碼 |
| Credit Agricole S A | 6,589 | $43.2 萬 | 0.02% | −35,366−84.3% | 減碼 |
| BBJS Financial Advisors, LLC | 6,681 | $43.8 萬 | 0.20% | +6,681 | 新進 |
| Retirement Planning Co of New England, Inc. | 6,822 | $44.7 萬 | 0.29% | +115+1.7% | 加碼 |
| Mirabella Financial Services LLP | 6,895 | $45.2 萬 | 0.04% | −31,942−82.2% | 減碼 |
| Quadrant Capital Group LLC | 6,898 | $45.2 萬 | 0.05% | +3,175+85.3% | 加碼 |
| Sawtooth Solutions, LLC | 6,906 | $45.3 萬 | 0.06% | +1,490+27.5% | 加碼 |
| Associated Banc-Corp | 6,931 | $45.4 萬 | 0.02% | 00.0% | 不變 |
| Lincoln National Corp | 6,937 | $45.5 萬 | 0.01% | −455−6.2% | 減碼 |
| Sara-Bay Financial | 6,974 | $45.7 萬 | 0.26% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 7,004 | $45.9 萬 | 0.03% | +1,315+23.1% | 加碼 |
| Wetherby Asset Management Inc | 7,085 | $46.4 萬 | 0.03% | +1,484+26.5% | 加碼 |
| Hendershot Investments Inc. | 7,230 | $47.4 萬 | 0.08% | +28+0.4% | 加碼 |
| Stephens Inc | 7,249 | $47.5 萬 | 0.01% | −1,560−17.7% | 減碼 |
| Pacific Sun Financial Corp | 7,258 | $47.6 萬 | 0.34% | −1,880−20.6% | 減碼 |
| Summit Financial Group Inc | 7,353 | $48.2 萬 | 0.19% | −88−1.2% | 減碼 |
| Quantitative Investment Management, LLC | 7,436 | $48.7 萬 | 0.09% | −11,256−60.2% | 減碼 |
| LGT Group Foundation | 7,469 | $49.0 萬 | 0.02% | +2,220+42.3% | 加碼 |
| Laurel Wealth Advisors, Inc. | 7,601 | $49.8 萬 | 0.05% | −1,485−16.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,623 | $50.0 萬 | 0.04% | +644+9.2% | 加碼 |
| Horizon Investments, LLC | 7,695 | $50.4 萬 | 0.01% | +3,183+70.5% | 加碼 |
| Lido Advisors, LLC | 7,721 | $50.6 萬 | 0.01% | +618+8.7% | 加碼 |
| Values First Advisors, Inc. | 7,739 | $50.7 萬 | 0.35% | +1,664+27.4% | 加碼 |
| Stiles Financial Services Inc | 7,763 | $50.9 萬 | 0.29% | −39−0.5% | 減碼 |
| Madden Advisory Services, Inc. | 7,763 | $50.9 萬 | 0.38% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 7,898 | $51.8 萬 | 0.01% | −7,722−49.4% | 減碼 |
| Prospera Financial Services Inc | 7,957 | $52.2 萬 | 0.03% | +609+8.3% | 加碼 |
| Monetary Management Group Inc | 8,075 | $52.9 萬 | 0.17% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 8,160 | $53.5 萬 | 0.03% | +732+9.9% | 加碼 |
| Appleton Partners Inc | 8,193 | $53.7 萬 | 0.05% | +8,193 | 新進 |
| Huntington National Bank | 8,218 | $53.9 萬 | 0.01% | −22−0.3% | 減碼 |
| Money Concepts Capital Corp | 8,306 | $54.4 萬 | 0.02% | +7,258+692.6% | 加碼 |
| Ingalls & Snyder LLC | 8,351 | $54.7 萬 | 0.03% | 00.0% | 不變 |
| Whittier Trust Co | 8,526 | $55.9 萬 | 0.01% | −61−0.7% | 減碼 |
| Veritable, L.P. | 8,533 | $55.9 萬 | 0.01% | +2,150+33.7% | 加碼 |
| Jane Street Group, LLC | 8,549 | $56.0 萬 | 0.00% | −9,975−53.8% | 減碼 |
| Veriti Management LLC | 8,579 | $56.2 萬 | 0.07% | +1,843+27.4% | 加碼 |
| Moody National Bank Trust Division | 8,585 | $56.3 萬 | 0.05% | +119+1.4% | 加碼 |
| Checchi Capital Advisers, LLC | 8,609 | $56.4 萬 | 0.06% | +31+0.4% | 加碼 |
| Quantbot Technologies LP | 8,667 | $56.8 萬 | 0.04% | +8,667 | 新進 |
| Richwood Investment Advisors, LLC | 8,722 | $57.2 萬 | 0.57% | −216−2.4% | 減碼 |
| Warren Averett Asset Management, LLC | 8,854 | $58.0 萬 | 0.03% | −109−1.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,883 | $58.2 萬 | 0.19% | −760−7.9% | 減碼 |
| Schnieders Capital Management LLC | 8,971 | $58.8 萬 | 0.13% | 00.0% | 不變 |
| Quantinno Capital Management LP | 9,117 | $59.8 萬 | 0.04% | +9,117 | 新進 |
| Atlantic Union Bankshares Corp | 9,125 | $59.8 萬 | 0.06% | −1,000−9.9% | 減碼 |
| CWM, LLC | 9,322 | $61.1 萬 | 0.00% | +2,945+46.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 9,337 | $61.2 萬 | 0.03% | +1,943+26.3% | 加碼 |
| Penserra Capital Management LLC | 9,498 | $62.1 萬 | 0.01% | +941+11.0% | 加碼 |
| Profund Advisors LLC | 9,523 | $62.4 萬 | 0.04% | +565+6.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,640 | $63.2 萬 | 0.03% | +369+4.0% | 加碼 |
| Jeppson Wealth Management, LLC | 9,809 | $64.3 萬 | 0.27% | −330−3.3% | 減碼 |
| Ethic Inc. | 9,841 | $64.5 萬 | 0.03% | −2,225−18.4% | 減碼 |
| Snowden Capital Advisors LLC | 9,936 | $65.1 萬 | 0.03% | +965+10.8% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $65.5 萬 | 0.08% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 10,698 | $65.7 萬 | 0.02% | −21,496−66.8% | 減碼 |
| Bleakley Financial Group, LLC | 10,081 | $66.1 萬 | 0.02% | +10,081 | 新進 |
| Independent Advisor Alliance | 10,091 | $66.1 萬 | 0.08% | −2,000−16.5% | 減碼 |
| Park Avenue Securities LLC | 10,086 | $66.1 萬 | 0.01% | +739+7.9% | 加碼 |
| F3Logic, LLC | 10,195 | $66.9 萬 | 0.14% | +446+4.6% | 加碼 |
| Gallagher Benefit Services, Inc. | 10,195 | $66.9 萬 | 0.14% | +10,195 | 新進 |
| AE Wealth Management LLC | 10,269 | $67.3 萬 | 0.00% | −3,298−24.3% | 減碼 |
| Oxford Financial Group Ltd | 10,313 | $67.6 萬 | 0.08% | +1,079+11.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 10,500 | $68.8 萬 | 0.01% | −5,090−32.6% | 減碼 |
| Resources Investment Advisors, LLC. | 10,706 | $70.2 萬 | 0.02% | +1,462+15.8% | 加碼 |
| NFP Retirement, Inc. | 10,749 | $70.5 萬 | 0.15% | +952+9.7% | 加碼 |