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。
2023 年第 1 季 13F 持有人
Welltower Inc. 在 2023/3/31 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
- 776
- 較 2022 年第 4 季 −3 家
- 持有股數
- 4.82 億
- 較 2022 年第 4 季 +1,180 萬 (+2.5%)
- 總市值
- $344.6 億
- 較 2022 年第 4 季 +$36.4 億 (+11.8%)
- 新進機構
- 68
- 另有 283 家加碼
- 清倉機構
- 71
- 另有 263 家減碼
另有 20 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 5,111 | $36.6 萬 | 0.02% | +729+16.6% | 加碼 |
| First Hawaiian Bank | 5,147 | $36.9 萬 | 0.01% | +16+0.3% | 加碼 |
| DRW Securities, LLC | 5,265 | $37.7 萬 | 0.06% | +74+1.4% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 5,313 | $38.1 萬 | 0.03% | +5,313 | 新進 |
| Farmers & Merchants Investments Inc | 5,342 | $38.3 萬 | 0.02% | −847−13.7% | 減碼 |
| Federated Hermes, Inc. | 5,361 | $38.4 萬 | 0.00% | +535+11.1% | 加碼 |
| Jones Financial Companies LLLP | 5,398 | $38.7 萬 | 0.00% | −380−6.6% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $39.4 萬 | 0.20% | 00.0% | 不變 |
| Sara-Bay Financial | 5,547 | $39.8 萬 | 0.20% | −1,427−20.5% | 減碼 |
| Glenview Trust Co | 5,562 | $39.9 萬 | 0.01% | −100−1.8% | 減碼 |
| FJ Capital Management LLC | 5,592 | $40.1 萬 | 0.05% | +1,433+34.5% | 加碼 |
| HighTower Trust Services, LTA | 5,925 | $40.2 萬 | 0.04% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 5,947 | $40.4 萬 | 0.30% | +320+5.7% | 加碼 |
| Associated Banc-Corp | 5,631 | $40.4 萬 | 0.02% | −1,300−18.8% | 減碼 |
| Johnson Investment Counsel Inc | 5,656 | $40.5 萬 | 0.01% | +5,656 | 新進 |
| Cigna Investments Inc | 5,684 | $40.7 萬 | 0.08% | −105−1.8% | 減碼 |
| Baldwin Brothers Inc | 5,700 | $40.9 萬 | 0.04% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 5,732 | $41.1 萬 | 0.08% | +533+10.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,808 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| World Equity Group, Inc. | 4,604 | $41.8 萬 | 0.07% | +4,604 | 新進 |
| IHT Wealth Management, LLC | 5,852 | $42.0 萬 | 0.02% | −1,152−16.4% | 減碼 |
| Umb Bank N A | 5,926 | $42.5 萬 | 0.01% | −469−7.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,103 | $43.7 萬 | 0.01% | −105−1.7% | 減碼 |
| Coldstream Capital Management Inc | 6,135 | $44.0 萬 | 0.01% | +923+17.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,159 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| SG Americas Securities, LLC | 6,172 | $44.2 萬 | 0.01% | −14,740−70.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 6,278 | $45.0 萬 | 0.02% | −6,072−49.2% | 減碼 |
| Horizon Investments, LLC | 6,425 | $45.7 萬 | 0.01% | −1,270−16.5% | 減碼 |
| Hendershot Investments Inc. | 6,427 | $46.1 萬 | 0.08% | −803−11.1% | 減碼 |
| Dudley Capital Management, LLC | 6,450 | $46.2 萬 | 0.32% | 00.0% | 不變 |
| Signaturefd, LLC | 6,502 | $46.6 萬 | 0.01% | +701+12.1% | 加碼 |
| Greenup Street Wealth Management LLC | 6,570 | $47.1 萬 | 0.17% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 6,617 | $47.4 萬 | 0.06% | +1,932+41.2% | 加碼 |
| Meeder Advisory Services, Inc. | 6,638 | $47.6 萬 | 0.05% | +1,324+24.9% | 加碼 |
| Greenleaf Trust | 6,673 | $47.8 萬 | 0.01% | +398+6.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,823 | $48.9 萬 | 0.30% | +10.0% | 加碼 |
| GWM Advisors LLC | 6,955 | $49.9 萬 | 0.01% | −569−7.6% | 減碼 |
| Quadrant Capital Group LLC | 7,021 | $50.3 萬 | 0.05% | +123+1.8% | 加碼 |
| Lincoln National Corp | 7,181 | $51.5 萬 | 0.01% | +244+3.5% | 加碼 |
| Stephens Inc | 7,235 | $51.9 萬 | 0.01% | −14−0.2% | 減碼 |
| Profund Advisors LLC | 7,279 | $52.2 萬 | 0.03% | −2,244−23.6% | 減碼 |
| Summit Financial Group Inc | 7,353 | $52.7 萬 | 0.21% | 00.0% | 不變 |
| Oak Thistle LLC | 7,458 | $53.5 萬 | 0.32% | +7,458 | 新進 |
| Monetary Management Group Inc | 7,575 | $54.3 萬 | 0.16% | −500−6.2% | 減碼 |
| Greenland Capital Management LP | 7,705 | $55.2 萬 | 0.07% | +7,705 | 新進 |
| Madden Advisory Services, Inc. | 7,763 | $55.7 萬 | 0.39% | 00.0% | 不變 |
| Stiles Financial Services Inc | 7,797 | $55.9 萬 | 0.30% | +34+0.4% | 加碼 |
| Prospera Financial Services Inc | 7,878 | $56.5 萬 | 0.02% | −79−1.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 7,898 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 8,083 | $58.0 萬 | 0.04% | +2,099+35.1% | 加碼 |
| Values First Advisors, Inc. | 8,094 | $58.0 萬 | 0.37% | +355+4.6% | 加碼 |
| Veritable, L.P. | 8,106 | $58.1 萬 | 0.01% | −427−5.0% | 減碼 |
| NewEdge Wealth, LLC | 8,127 | $58.3 萬 | 0.02% | +1,549+23.5% | 加碼 |
| TD Private Client Wealth LLC | 8,137 | $58.3 萬 | 0.03% | −23−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 8,210 | $58.9 萬 | 0.06% | −399−4.6% | 減碼 |
| Wetherby Asset Management Inc | 8,346 | $59.8 萬 | 0.04% | +1,261+17.8% | 加碼 |
| Ingalls & Snyder LLC | 8,351 | $59.9 萬 | 0.03% | 00.0% | 不變 |
| Banco Santander, S.A. | 8,376 | $60.0 萬 | 0.01% | +3,337+66.2% | 加碼 |
| Moody National Bank Trust Division | 8,382 | $60.1 萬 | 0.05% | −203−2.4% | 減碼 |
| Global Retirement Partners, LLC | 7,807 | $60.5 萬 | 0.03% | +2,548+48.5% | 加碼 |
| PFG Investments, LLC | 8,491 | $60.9 萬 | 0.12% | +8,491 | 新進 |
| Whittier Trust Co | 8,526 | $61.1 萬 | 0.01% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 8,592 | $61.6 萬 | 0.61% | −130−1.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,597 | $61.6 萬 | 0.02% | −740−7.9% | 減碼 |
| Oxford Financial Group Ltd | 8,638 | $61.9 萬 | 0.07% | −1,675−16.2% | 減碼 |
| Warren Averett Asset Management, LLC | 8,684 | $62.3 萬 | 0.03% | −170−1.9% | 減碼 |
| Bridgewater Associates, LP | 8,707 | $62.4 萬 | 0.00% | −12,700−59.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,725 | $62.5 萬 | 0.20% | −158−1.8% | 減碼 |
| Schnieders Capital Management LLC | 8,821 | $63.2 萬 | 0.14% | −150−1.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,834 | $63.3 萬 | 0.00% | −66,200−88.2% | 減碼 |
| BBJS Financial Advisors, LLC | 8,908 | $63.9 萬 | 0.26% | +2,227+33.3% | 加碼 |
| AE Wealth Management LLC | 9,058 | $64.9 萬 | 0.00% | −1,211−11.8% | 減碼 |
| Huntington National Bank | 9,116 | $65.4 萬 | 0.01% | +898+10.9% | 加碼 |
| Atlantic Union Bankshares Corp | 9,125 | $65.4 萬 | 0.07% | 00.0% | 不變 |
| Appleton Partners Inc | 9,148 | $65.6 萬 | 0.06% | +955+11.7% | 加碼 |
| Penserra Capital Management LLC | 9,320 | $66.6 萬 | 0.01% | −178−1.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,556 | $68.5 萬 | 0.05% | +1,933+25.4% | 加碼 |
| Wexford Capital LP | 9,668 | $69.3 萬 | 0.14% | −7,572−43.9% | 減碼 |
| Veriti Management LLC | 9,695 | $69.5 萬 | 0.08% | +1,116+13.0% | 加碼 |
| CWM, LLC | 9,721 | $69.7 萬 | 0.00% | +399+4.3% | 加碼 |
| M Holdings Securities, Inc. | 9,741 | $69.8 萬 | 0.07% | −7,233−42.6% | 減碼 |
| Jeppson Wealth Management, LLC | 9,809 | $70.3 萬 | 0.31% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 9,919 | $71.1 萬 | 0.03% | +279+2.9% | 加碼 |
| Panagora Asset Management Inc | 9,934 | $71.2 萬 | 0.00% | −5,720−36.5% | 減碼 |
| Lido Advisors, LLC | 9,985 | $71.6 萬 | 0.01% | +2,264+29.3% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $71.7 萬 | 0.08% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 10,007 | $71.8 萬 | 0.06% | +10,007 | 新進 |
| Avantax Advisory Services, Inc. | 10,181 | $73.0 萬 | 0.01% | −575−5.3% | 減碼 |
| Andra AP-fonden | 10,200 | $73.1 萬 | 0.02% | −24,300−70.4% | 減碼 |
| Pearl River Capital, LLC | 10,237 | $73.4 萬 | 0.12% | −17,224−62.7% | 減碼 |
| Fulcrum Capital LLC | 10,256 | $73.5 萬 | 0.20% | −711−6.5% | 減碼 |
| Exchange Traded Concepts, LLC | 10,416 | $74.7 萬 | 0.02% | +4,366+72.2% | 加碼 |
| Independent Advisor Alliance | 10,491 | $75.2 萬 | 0.04% | +400+4.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 10,500 | $75.3 萬 | 0.01% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 10,529 | $75.5 萬 | 0.02% | −272−2.5% | 減碼 |
| Imprint Wealth LLC | 10,569 | $75.8 萬 | 0.50% | +10,569 | 新進 |
| Gray Wealth Management Inc. | 10,682 | $76.6 萬 | 0.42% | −171−1.6% | 減碼 |
| Quantinno Capital Management LP | 10,742 | $77.0 萬 | 0.05% | +1,625+17.8% | 加碼 |
| Summit Global Investments | 10,759 | $77.1 萬 | 0.06% | +50.0% | 加碼 |
| Snowden Capital Advisors LLC | 10,758 | $77.1 萬 | 0.03% | +822+8.3% | 加碼 |