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 |
|---|---|---|---|---|---|
| Summit Global Investments | 10,754 | $70.5 萬 | 0.06% | +10,754 | 新進 |
| Avantax Advisory Services, Inc. | 10,756 | $70.5 萬 | 0.01% | −11,862−52.4% | 減碼 |
| Wambolt & Associates, LLC | 10,765 | $70.6 萬 | 0.27% | +149+1.4% | 加碼 |
| La Banque Postale Asset Management SA | 10,801 | $70.8 萬 | 0.02% | +10,801 | 新進 |
| Gray Wealth Management Inc. | 10,853 | $71.1 萬 | 0.41% | −414−3.7% | 減碼 |
| Fulcrum Capital LLC | 10,967 | $71.9 萬 | 0.21% | +1,030+10.4% | 加碼 |
| AlphaCentric Advisors LLC | 11,059 | $72.5 萬 | 0.72% | 00.0% | 不變 |
| Vanderbilt University | 11,252 | $73.8 萬 | 0.19% | −129−1.1% | 減碼 |
| Tobam | 11,562 | $75.8 萬 | 0.05% | −25,076−68.4% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,584 | $75.9 萬 | 0.34% | +416+3.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,792 | $77.3 萬 | 0.01% | +747+6.8% | 加碼 |
| Ensign Peak Advisors, Inc | 11,800 | $77.3 萬 | 0.00% | 00.0% | 不變 |
| Mirova | 12,263 | $80.4 萬 | 0.13% | −14,784−54.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 12,350 | $81.0 萬 | 0.04% | −5,697−31.6% | 減碼 |
| Garrison Bradford & Associates Inc | 12,380 | $81.2 萬 | 0.99% | +700+6.0% | 加碼 |
| Brown Advisory Inc | 12,540 | $82.2 萬 | 0.00% | −54−0.4% | 減碼 |
| Arkadios Wealth Advisors | 12,680 | $83.1 萬 | 0.11% | −654−4.9% | 減碼 |
| Jefferies Financial Group Inc. | 13,100 | $85.9 萬 | 0.01% | +13,100 | 新進 |
| Ieq Capital, LLC | 13,266 | $87.0 萬 | 0.02% | +8,190+161.3% | 加碼 |
| Welch Group, LLC | 13,400 | $87.8 萬 | 0.05% | −558−4.0% | 減碼 |
| RDA Financial Network | 13,515 | $88.6 萬 | 0.45% | −2,306−14.6% | 減碼 |
| Everence Capital Management Inc | 13,540 | $88.8 萬 | 0.08% | +4,440+48.8% | 加碼 |
| Advance Capital Management, Inc. | 13,588 | $89.1 萬 | 0.12% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 13,676 | $89.6 萬 | 0.05% | −2,152−13.6% | 減碼 |
| National Bank of Canada | 13,890 | $91.0 萬 | 0.00% | +12,192+718.0% | 加碼 |
| Brookstone Capital Management | 13,347 | $93.1 萬 | 0.02% | +1,091+8.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 14,222 | $93.2 萬 | 0.14% | +1,548+12.2% | 加碼 |
| Capstone Investment Advisors, LLC | 14,294 | $93.7 萬 | 0.02% | +5,614+64.7% | 加碼 |
| Cetera Investment Advisers | 14,353 | $94.1 萬 | 0.01% | +5,448+61.2% | 加碼 |
| Advisor Partners II, LLC | 14,420 | $94.5 萬 | 0.06% | +1,930+15.5% | 加碼 |
| Cetera Advisors LLC | 14,654 | $96.1 萬 | 0.02% | −884−5.7% | 減碼 |
| CI Private Wealth, LLC | 14,705 | $96.2 萬 | 0.00% | +14,705 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 14,771 | $96.8 萬 | 0.00% | +14,771 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 14,810 | $97.1 萬 | 0.03% | −2,401−14.0% | 減碼 |
| O'Rourke & Company, Inc | 15,110 | $99.0 萬 | 0.79% | −123−0.8% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $99.1 萬 | 0.77% | 00.0% | 不變 |
| NTV Asset Management LLC | 15,246 | $99.9 萬 | 0.20% | −565−3.6% | 減碼 |
| Private Advisor Group, LLC | 27,174 | $101.0 萬 | 0.05% | −693−2.5% | 減碼 |
| Dean Investment Associates, LLC | 15,454 | $101.3 萬 | 0.17% | +15,454 | 新進 |
| Atria Wealth Solutions, Inc. | 15,506 | $101.6 萬 | 0.02% | +117+0.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 15,526 | $101.8 萬 | 0.04% | −2,817−15.4% | 減碼 |
| Panagora Asset Management Inc | 15,654 | $102.6 萬 | 0.01% | −1,766−10.1% | 減碼 |
| Ossiam | 15,769 | $103.4 萬 | 0.03% | −53,710−77.3% | 減碼 |
| Bard Associates Inc | 15,937 | $104.5 萬 | 0.45% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 15,940 | $104.5 萬 | 0.02% | +205+1.3% | 加碼 |
| Toroso Investments, LLC | 16,110 | $105.6 萬 | 0.04% | +9,298+136.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 16,127 | $105.7 萬 | 0.88% | +17+0.1% | 加碼 |
| Wesbanco Bank Inc | 16,152 | $105.9 萬 | 0.05% | −160−1.0% | 減碼 |
| Ancora Advisors, LLC | 16,197 | $106.2 萬 | 0.03% | −468−2.8% | 減碼 |
| American Financial Advisors, LLC | 16,592 | $108.8 萬 | 0.18% | −59−0.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,606 | $108.9 萬 | 0.09% | 00.0% | 不變 |
| Agf Management Ltd | 16,616 | $108.9 萬 | 0.01% | +16,616 | 新進 |
| Wealthfront Advisers LLC | 16,726 | $109.6 萬 | 0.01% | −767−4.4% | 減碼 |
| M Holdings Securities, Inc. | 16,974 | $111.3 萬 | 0.12% | −1,425−7.7% | 減碼 |
| Wexford Capital LP | 17,240 | $113.0 萬 | 0.23% | +4,965+40.4% | 加碼 |
| Warwick Investment Management, Inc. | 17,240 | $113.0 萬 | 0.46% | +17,240 | 新進 |
| Illinois Municipal Retirement Fund | 17,302 | $113.4 萬 | 0.03% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 17,377 | $113.9 萬 | 0.00% | −319−1.8% | 減碼 |
| Sompo Asset Management Co., Ltd. | 17,390 | $114.0 萬 | 0.26% | +670+4.0% | 加碼 |
| IMC-Chicago, LLC | 17,706 | $116.1 萬 | 0.25% | +17,706 | 新進 |
| Aevitas Wealth Management, Inc. | 18,108 | $118.7 萬 | 0.70% | −1,236−6.4% | 減碼 |
| Colony Group LLC | 18,276 | $119.8 萬 | 0.02% | +2,420+15.3% | 加碼 |
| PFG Advisors | 18,339 | $120.2 萬 | 0.12% | −2,194−10.7% | 減碼 |
| Broderick Brian C | 18,500 | $121.3 萬 | 0.36% | 00.0% | 不變 |
| United Services Automobile Association | 18,511 | $121.3 萬 | 0.03% | +551+3.1% | 加碼 |
| Busey Wealth Management | 18,615 | $122.0 萬 | 0.05% | −1,265−6.4% | 減碼 |
| Raymond James Trust N.A. | 18,909 | $124.0 萬 | 0.04% | −148−0.8% | 減碼 |
| Engineers Gate Manager LP | 18,941 | $124.2 萬 | 0.07% | −4,205−18.2% | 減碼 |
| ProVise Management Group, LLC | 19,079 | $125.1 萬 | 0.13% | −3,324−14.8% | 減碼 |
| Old North State Wealth Management, LLC | 19,066 | $125.1 萬 | 1.26% | +6,556+52.4% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 19,223 | $126.0 萬 | 0.34% | −23,810−55.3% | 減碼 |
| D.A. Davidson & Co. | 19,300 | $126.8 萬 | 0.01% | −566−2.8% | 減碼 |
| Oppenheimer & Co Inc | 19,352 | $126.9 萬 | 0.03% | −7,094−26.8% | 減碼 |
| Metis Global Partners, LLC | 19,526 | $128.0 萬 | 0.11% | +10,443+115.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 19,904 | $130.5 萬 | 0.06% | 00.0% | 不變 |
| Hotaling Investment Management, LLC | 19,914 | $130.5 萬 | 0.59% | −38−0.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 20,113 | $131.8 萬 | 0.17% | −368−1.8% | 減碼 |
| Liberty Capital Management, Inc. | 20,701 | $135.7 萬 | 0.47% | +250+1.2% | 加碼 |
| Pendal Group Limited | 20,814 | $136.4 萬 | 0.01% | −5,446−20.7% | 減碼 |
| Naviter Wealth, LLC | 18,238 | $136.6 萬 | 0.37% | +2,980+19.5% | 加碼 |
| SG Americas Securities, LLC | 20,912 | $137.1 萬 | 0.02% | +11,602+124.6% | 加碼 |
| DoubleLine ETF Adviser LP | 20,982 | $137.5 萬 | 0.71% | +20,982 | 新進 |
| Bridgewater Associates, LP | 21,407 | $140.3 萬 | 0.01% | +4,021+23.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 21,639 | $141.8 萬 | 0.04% | −16,815−43.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 22,000 | $144.2 萬 | 0.03% | +6,259+39.8% | 加碼 |
| Seeyond | 22,357 | $146.6 萬 | 0.14% | +2,333+11.7% | 加碼 |
| MAI Capital Management | 22,479 | $147.4 萬 | 0.02% | +7,968+54.9% | 加碼 |
| Sumitomo Life Insurance Co | 22,508 | $147.5 萬 | 0.11% | −472−2.1% | 減碼 |
| New Mexico Educational Retirement Board | 22,548 | $147.8 萬 | 0.08% | −700−3.0% | 減碼 |
| Spirit of America Management Corp | 22,635 | $148.4 萬 | 0.33% | 00.0% | 不變 |
| Shell Asset Management Co | 22,906 | $150.1 萬 | 0.07% | −4,610−16.8% | 減碼 |
| Avitas Wealth Management LLC | 22,980 | $150.6 萬 | 0.32% | +22,980 | 新進 |
| Bokf, NA | 23,005 | $150.8 萬 | 0.03% | +1,015+4.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 23,099 | $151.4 萬 | 0.01% | +12,378+115.5% | 加碼 |
| Capital Investment Advisors, LLC | 23,153 | $151.8 萬 | 0.05% | +125+0.5% | 加碼 |
| Baird Financial Group, Inc. | 23,370 | $153.3 萬 | 0.00% | +466+2.0% | 加碼 |
| Forte Capital LLC | 23,462 | $153.8 萬 | 0.26% | −495−2.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 24,528 | $160.8 萬 | 0.10% | +9,996+68.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 25,174 | $165.0 萬 | 0.00% | −9,247−26.9% | 減碼 |
| Pensionfund Sabic | 25,259 | $165.6 萬 | 0.54% | 00.0% | 不變 |