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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 21,962 | $157.4 萬 | 0.05% | +3,053+16.1% | 加碼 |
| Old North State Wealth Management, LLC | 21,890 | $157.1 萬 | 1.47% | +2,824+14.8% | 加碼 |
| New Mexico Educational Retirement Board | 21,848 | $156.6 萬 | 0.08% | −700−3.1% | 減碼 |
| Spirit of America Management Corp | 21,725 | $155.7 萬 | 0.35% | −910−4.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 21,704 | $155.6 萬 | 0.06% | +1,800+9.0% | 加碼 |
| Liberty Capital Management, Inc. | 20,701 | $148.4 萬 | 0.49% | 00.0% | 不變 |
| Naviter Wealth, LLC | 20,150 | $144.5 萬 | 0.51% | +1,912+10.5% | 加碼 |
| Oppenheimer & Co Inc | 20,119 | $144.2 萬 | 0.03% | +767+4.0% | 加碼 |
| D.A. Davidson & Co. | 19,861 | $141.8 萬 | 0.02% | +561+2.9% | 加碼 |
| Cetera Advisors LLC | 19,591 | $140.4 萬 | 0.02% | +4,937+33.7% | 加碼 |
| Perpetual Ltd | 19,564 | $140.3 萬 | 0.01% | +19,564 | 新進 |
| Ethic Inc. | 19,259 | $138.1 萬 | 0.06% | +9,418+95.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 19,110 | $137.0 萬 | 0.17% | −1,003−5.0% | 減碼 |
| Wealthfront Advisers LLC | 19,101 | $136.9 萬 | 0.01% | +2,375+14.2% | 加碼 |
| Vontobel Holding Ltd. | 18,974 | $136.0 萬 | 0.01% | −11,705−38.2% | 減碼 |
| Broderick Brian C | 18,500 | $132.6 萬 | 0.37% | 00.0% | 不變 |
| Dean Investment Associates, LLC | 18,468 | $132.4 萬 | 0.21% | +3,014+19.5% | 加碼 |
| Busey Wealth Management | 18,096 | $129.7 萬 | 0.05% | −519−2.8% | 減碼 |
| Brookstone Capital Management | 17,002 | $127.9 萬 | 0.02% | +3,655+27.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 17,640 | $126.5 萬 | 0.27% | +250+1.4% | 加碼 |
| APG Asset Management N.V. | 19,150 | $126.4 萬 | 0.00% | −26,676−58.2% | 減碼 |
| Assenagon Asset Management S.A. | 17,528 | $125.7 萬 | 0.00% | +151+0.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,923 | $121.3 萬 | 0.03% | −20,995−55.4% | 減碼 |
| Toroso Investments, LLC | 16,923 | $121.3 萬 | 0.04% | +813+5.0% | 加碼 |
| Advisor Partners II, LLC | 16,877 | $121.0 萬 | 0.07% | +2,457+17.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,813 | $120.5 萬 | 0.10% | +207+1.2% | 加碼 |
| PFG Advisors | 16,721 | $119.9 萬 | 0.10% | −1,618−8.8% | 減碼 |
| American Financial Advisors, LLC | 16,570 | $118.8 萬 | 0.19% | −22−0.1% | 減碼 |
| Atria Investments LLC | 16,541 | $118.6 萬 | 0.02% | +16,541 | 新進 |
| Steward Partners Investment Advisory, LLC | 16,307 | $116.9 萬 | 0.02% | +367+2.3% | 加碼 |
| Cascade Investment Advisors, Inc. | 16,077 | $115.3 萬 | 0.91% | −50−0.3% | 減碼 |
| Colony Group LLC | 15,847 | $113.6 萬 | 0.02% | −2,429−13.3% | 減碼 |
| Bard Associates Inc | 15,712 | $112.6 萬 | 0.47% | −225−1.4% | 減碼 |
| O'Rourke & Company, Inc | 15,479 | $111.0 萬 | 0.85% | +369+2.4% | 加碼 |
| Ancora Advisors, LLC | 15,314 | $109.8 萬 | 0.03% | −883−5.5% | 減碼 |
| Wesbanco Bank Inc | 15,233 | $109.2 萬 | 0.05% | −919−5.7% | 減碼 |
| ProVise Management Group, LLC | 15,229 | $109.2 萬 | 0.10% | −3,850−20.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $108.4 萬 | 0.83% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 14,975 | $107.4 萬 | 0.02% | −531−3.4% | 減碼 |
| NTV Asset Management LLC | 14,946 | $107.1 萬 | 0.20% | −300−2.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,852 | $106.5 萬 | 0.03% | +42+0.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 14,519 | $104.1 萬 | 0.00% | −252−1.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,413 | $103.3 萬 | 0.01% | +2,621+22.2% | 加碼 |
| Citadel Advisors LLC | 14,285 | $102.4 萬 | 0.00% | −414,769−96.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,172 | $101.6 萬 | 0.03% | −1,354−8.7% | 減碼 |
| Cetera Investment Advisers | 13,808 | $99.0 萬 | 0.01% | −545−3.8% | 減碼 |
| Banque Cantonale Vaudoise | 13,676 | $98.0 萬 | 0.05% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 13,588 | $97.4 萬 | 0.17% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 13,553 | $97.2 萬 | 0.02% | +8,449+165.5% | 加碼 |
| Everence Capital Management Inc | 13,540 | $97.1 萬 | 0.08% | 00.0% | 不變 |
| Credit Agricole S A | 13,537 | $97.0 萬 | 0.04% | +6,948+105.4% | 加碼 |
| RDA Financial Network | 13,515 | $96.9 萬 | 0.44% | 00.0% | 不變 |
| Welch Group, LLC | 13,400 | $96.1 萬 | 0.06% | 00.0% | 不變 |
| Ieq Capital, LLC | 13,320 | $95.5 萬 | 0.02% | +54+0.4% | 加碼 |
| Jane Street Group, LLC | 13,243 | $94.9 萬 | 0.00% | +4,694+54.9% | 加碼 |
| JLP Asset Management, LLC | 13,000 | $93.2 萬 | 0.62% | +13,000 | 新進 |
| Vanderbilt University | 12,932 | $92.7 萬 | 0.23% | +1,680+14.9% | 加碼 |
| Arkadios Wealth Advisors | 12,673 | $90.9 萬 | 0.11% | −7−0.1% | 減碼 |
| Ossiam | 12,397 | $88.9 萬 | 0.02% | −3,372−21.4% | 減碼 |
| Garrison Bradford & Associates Inc | 12,380 | $88.8 萬 | 1.10% | 00.0% | 不變 |
| Mirova | 12,070 | $86.5 萬 | 0.12% | −193−1.6% | 減碼 |
| Resources Investment Advisors, LLC. | 11,905 | $85.3 萬 | 0.02% | +1,199+11.2% | 加碼 |
| Ensign Peak Advisors, Inc | 11,800 | $84.6 萬 | 0.00% | 00.0% | 不變 |
| Alberta Investment Management Corp | 11,700 | $83.9 萬 | 0.01% | +11,700 | 新進 |
| Sawtooth Solutions, LLC | 11,659 | $83.6 萬 | 0.02% | +4,753+68.8% | 加碼 |
| Bleakley Financial Group, LLC | 11,654 | $83.5 萬 | 0.03% | +1,573+15.6% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,575 | $83.0 萬 | 0.36% | −9−0.1% | 減碼 |
| Exos TFP Holdings LLC | 11,473 | $82.2 萬 | 0.21% | +5,866+104.6% | 加碼 |
| Park Avenue Securities LLC | 11,317 | $81.1 萬 | 0.01% | +1,231+12.2% | 加碼 |
| United Services Automobile Association | 11,305 | $81.0 萬 | 0.03% | −7,206−38.9% | 減碼 |
| AlphaCentric Advisors LLC | 11,059 | $79.3 萬 | 0.55% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 10,925 | $78.3 萬 | 0.01% | +4,991+84.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 10,925 | $78.3 萬 | 0.01% | +6,646+155.3% | 加碼 |
| Wambolt & Associates, LLC | 10,774 | $77.3 萬 | 0.27% | +9+0.1% | 加碼 |
| NFP Retirement, Inc. | 10,775 | $77.2 萬 | 0.15% | +26+0.2% | 加碼 |
| Snowden Capital Advisors LLC | 10,758 | $77.1 萬 | 0.03% | +822+8.3% | 加碼 |
| Summit Global Investments | 10,759 | $77.1 萬 | 0.06% | +50.0% | 加碼 |
| Quantinno Capital Management LP | 10,742 | $77.0 萬 | 0.05% | +1,625+17.8% | 加碼 |
| Gray Wealth Management Inc. | 10,682 | $76.6 萬 | 0.42% | −171−1.6% | 減碼 |
| Imprint Wealth LLC | 10,569 | $75.8 萬 | 0.50% | +10,569 | 新進 |
| La Banque Postale Asset Management SA | 10,529 | $75.5 萬 | 0.02% | −272−2.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 10,500 | $75.3 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 10,491 | $75.2 萬 | 0.04% | +400+4.0% | 加碼 |
| Exchange Traded Concepts, LLC | 10,416 | $74.7 萬 | 0.02% | +4,366+72.2% | 加碼 |
| Fulcrum Capital LLC | 10,256 | $73.5 萬 | 0.20% | −711−6.5% | 減碼 |
| Pearl River Capital, LLC | 10,237 | $73.4 萬 | 0.12% | −17,224−62.7% | 減碼 |
| Andra AP-fonden | 10,200 | $73.1 萬 | 0.02% | −24,300−70.4% | 減碼 |
| Avantax Advisory Services, Inc. | 10,181 | $73.0 萬 | 0.01% | −575−5.3% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 10,007 | $71.8 萬 | 0.06% | +10,007 | 新進 |
| American Assets Investment Management, LLC | 10,000 | $71.7 萬 | 0.08% | 00.0% | 不變 |
| Lido Advisors, LLC | 9,985 | $71.6 萬 | 0.01% | +2,264+29.3% | 加碼 |
| Panagora Asset Management Inc | 9,934 | $71.2 萬 | 0.00% | −5,720−36.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,919 | $71.1 萬 | 0.03% | +279+2.9% | 加碼 |
| Jeppson Wealth Management, LLC | 9,809 | $70.3 萬 | 0.31% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 9,741 | $69.8 萬 | 0.07% | −7,233−42.6% | 減碼 |
| CWM, LLC | 9,721 | $69.7 萬 | 0.00% | +399+4.3% | 加碼 |
| Veriti Management LLC | 9,695 | $69.5 萬 | 0.08% | +1,116+13.0% | 加碼 |
| Wexford Capital LP | 9,668 | $69.3 萬 | 0.14% | −7,572−43.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,556 | $68.5 萬 | 0.05% | +1,933+25.4% | 加碼 |
| Penserra Capital Management LLC | 9,320 | $66.6 萬 | 0.01% | −178−1.9% | 減碼 |