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 2 季 13F 持有人
Welltower Inc. 在 2023/6/30 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
- 813
- 較 2023 年第 1 季 +41 家
- 持有股數
- 4.93 億
- 較 2023 年第 1 季 +1,120 萬 (+2.3%)
- 總市值
- $399.0 億
- 較 2023 年第 1 季 +$54.5 億 (+15.8%)
- 新進機構
- 79
- 另有 300 家加碼
- 清倉機構
- 38
- 另有 258 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old North State Wealth Management, LLC | 22,065 | $178.6 萬 | 1.57% | +175+0.8% | 加碼 |
| Appleton Partners Inc | 21,819 | $176.5 萬 | 0.15% | +12,671+138.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 21,704 | $175.6 萬 | 0.06% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 21,468 | $173.7 萬 | 0.03% | −1,858−8.0% | 減碼 |
| Ethic Inc. | 21,302 | $172.3 萬 | 0.06% | +2,043+10.6% | 加碼 |
| Sumitomo Life Insurance Co | 20,347 | $164.6 萬 | 0.07% | −1,997−8.9% | 減碼 |
| MAI Capital Management | 20,262 | $163.9 萬 | 0.02% | −2,473−10.9% | 減碼 |
| Commerzbank Aktiengesellschaft | 20,184 | $163.3 萬 | 0.08% | −4,912−19.6% | 減碼 |
| Capital Investment Advisors, LLC | 19,765 | $159.9 萬 | 0.05% | −2,885−12.7% | 減碼 |
| D.A. Davidson & Co. | 19,753 | $159.8 萬 | 0.02% | −108−0.5% | 減碼 |
| Cetera Advisors LLC | 19,572 | $158.3 萬 | 0.02% | −19−0.1% | 減碼 |
| Oppenheimer & Co Inc | 19,385 | $156.8 萬 | 0.03% | −734−3.6% | 減碼 |
| GYL Financial Synergies, LLC | 19,382 | $156.8 萬 | 0.14% | +19,382 | 新進 |
| Vontobel Holding Ltd. | 19,166 | $155.0 萬 | 0.01% | +192+1.0% | 加碼 |
| Advisor Partners II, LLC | 18,787 | $152.0 萬 | 0.07% | +1,910+11.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 18,748 | $151.6 萬 | 0.02% | +3,773+25.2% | 加碼 |
| APG Asset Management N.V. | 20,250 | $150.1 萬 | 0.00% | +1,100+5.7% | 加碼 |
| Broderick Brian C | 18,500 | $149.6 萬 | 0.39% | 00.0% | 不變 |
| Formula Growth Ltd | 18,312 | $148.1 萬 | 0.47% | +18,312 | 新進 |
| Dean Investment Associates, LLC | 17,972 | $145.4 萬 | 0.24% | −496−2.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,842 | $144.3 萬 | 0.11% | +1,029+6.1% | 加碼 |
| Liberty Capital Management, Inc. | 17,425 | $141.0 萬 | 0.42% | −3,276−15.8% | 減碼 |
| Brookstone Capital Management | 17,312 | $138.2 萬 | 0.03% | +310+1.8% | 加碼 |
| GEM Realty Capital | 16,912 | $136.8 萬 | 0.24% | −294,140−94.6% | 減碼 |
| Busey Wealth Management | 16,765 | $135.6 萬 | 0.06% | −1,331−7.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 16,760 | $135.6 萬 | 0.25% | −880−5.0% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 16,699 | $135.1 萬 | 0.15% | −2,411−12.6% | 減碼 |
| Atria Investments LLC | 16,642 | $134.6 萬 | 0.02% | +101+0.6% | 加碼 |
| Bayesian Capital Management, LP | 16,508 | $133.5 萬 | 0.14% | +16,508 | 新進 |
| American Financial Advisors, LLC | 16,494 | $133.4 萬 | 0.21% | −76−0.5% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,117 | $130.4 萬 | 0.97% | +40+0.2% | 加碼 |
| UBS Oconnor LLC | 16,087 | $130.1 萬 | 0.03% | −22,285−58.1% | 減碼 |
| PFG Advisors | 15,885 | $128.5 萬 | 0.10% | −836−5.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,678 | $126.8 萬 | 0.03% | +826+5.6% | 加碼 |
| Bard Associates Inc | 15,650 | $126.6 萬 | 0.49% | −62−0.4% | 減碼 |
| O'Rourke & Company, Inc | 15,638 | $126.5 萬 | 0.89% | +159+1.0% | 加碼 |
| Oxford Financial Group Ltd | 15,601 | $126.2 萬 | 0.12% | +6,963+80.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,480 | $125.2 萬 | 0.02% | +1,067+7.4% | 加碼 |
| Ofi Invest Asset Management | 15,336 | $124.1 萬 | 0.05% | −1,093,708−98.6% | 減碼 |
| Assenagon Asset Management S.A. | 15,297 | $123.7 萬 | 0.00% | −2,231−12.7% | 減碼 |
| ProVise Management Group, LLC | 15,229 | $123.2 萬 | 0.11% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 15,117 | $122.3 萬 | 0.90% | 00.0% | 不變 |
| Verition Fund Management LLC | 15,100 | $122.1 萬 | 0.02% | −36,092−70.5% | 減碼 |
| Colony Group LLC | 14,950 | $120.9 萬 | 0.02% | −897−5.7% | 減碼 |
| Ancora Advisors, LLC | 14,814 | $119.8 萬 | 0.03% | −500−3.3% | 減碼 |
| Ieq Capital, LLC | 14,781 | $119.6 萬 | 0.02% | +1,461+11.0% | 加碼 |
| NTV Asset Management LLC | 14,569 | $117.8 萬 | 0.21% | −377−2.5% | 減碼 |
| Perpetual Ltd | 14,484 | $117.2 萬 | 0.01% | −5,080−26.0% | 減碼 |
| Intech Investment Management LLC | 14,394 | $116.4 萬 | 0.01% | −81,278−85.0% | 減碼 |
| Wesbanco Bank Inc | 14,130 | $114.3 萬 | 0.05% | −1,103−7.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 14,115 | $114.2 萬 | 0.00% | −404−2.8% | 減碼 |
| Quantinno Capital Management LP | 13,783 | $111.5 萬 | 0.06% | +3,041+28.3% | 加碼 |
| Banque Cantonale Vaudoise | 13,676 | $110.6 萬 | 0.05% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 13,588 | $109.9 萬 | 0.12% | 00.0% | 不變 |
| Credit Agricole S A | 13,537 | $109.5 萬 | 0.04% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 13,466 | $108.9 萬 | 0.02% | −52,430−79.6% | 減碼 |
| Welch Group, LLC | 13,400 | $108.4 萬 | 0.06% | 00.0% | 不變 |
| RDA Financial Network | 13,111 | $106.1 萬 | 0.45% | −404−3.0% | 減碼 |
| Cetera Investment Advisers | 13,106 | $106.0 萬 | 0.01% | −702−5.1% | 減碼 |
| JLP Asset Management, LLC | 13,000 | $105.2 萬 | 1.16% | 00.0% | 不變 |
| Everence Capital Management Inc | 13,540 | $101.0 萬 | 0.08% | 00.0% | 不變 |
| CWM, LLC | 12,399 | $100.3 萬 | 0.01% | +2,678+27.5% | 加碼 |
| Garrison Bradford & Associates Inc | 12,380 | $100.1 萬 | 1.21% | 00.0% | 不變 |
| Penserra Capital Management LLC | 12,251 | $99.0 萬 | 0.02% | +2,931+31.4% | 加碼 |
| Bleakley Financial Group, LLC | 11,989 | $97.0 萬 | 0.03% | +335+2.9% | 加碼 |
| Sawtooth Solutions, LLC | 11,904 | $96.3 萬 | 0.03% | +245+2.1% | 加碼 |
| Independent Advisor Alliance | 11,849 | $95.8 萬 | 0.04% | +1,358+12.9% | 加碼 |
| Resources Investment Advisors, LLC. | 11,826 | $95.7 萬 | 0.02% | −79−0.7% | 減碼 |
| Park Avenue Securities LLC | 11,792 | $95.4 萬 | 0.02% | +475+4.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,705 | $94.7 萬 | 0.39% | +130+1.1% | 加碼 |
| Alberta Investment Management Corp | 11,700 | $94.6 萬 | 0.01% | 00.0% | 不變 |
| Tobam | 11,674 | $94.4 萬 | 0.07% | −17,914−60.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 11,398 | $92.2 萬 | 0.02% | +3,500+44.3% | 加碼 |
| United Services Automobile Association | 11,305 | $91.4 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 11,264 | $91.1 萬 | 0.01% | −5,043−30.9% | 減碼 |
| Brinker Capital Investments, LLC | 11,173 | $90.4 萬 | 0.01% | +248+2.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 11,173 | $90.4 萬 | 0.01% | +248+2.3% | 加碼 |
| AlphaCentric Advisors LLC | 11,059 | $89.5 萬 | 0.50% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 11,029 | $89.2 萬 | 0.32% | +255+2.4% | 加碼 |
| Gray Wealth Management Inc. | 11,001 | $89.0 萬 | 0.45% | +319+3.0% | 加碼 |
| Ossiam | 10,987 | $88.9 萬 | 0.02% | −1,410−11.4% | 減碼 |
| Imprint Wealth LLC | 10,725 | $86.8 萬 | 0.55% | +156+1.5% | 加碼 |
| NFP Retirement, Inc. | 10,677 | $86.4 萬 | 0.16% | −98−0.9% | 減碼 |
| Arkadios Wealth Advisors | 10,606 | $85.8 萬 | 0.10% | −2,067−16.3% | 減碼 |
| Toroso Investments, LLC | 10,565 | $85.5 萬 | 0.03% | −6,358−37.6% | 減碼 |
| Warren Averett Asset Management, LLC | 10,545 | $85.3 萬 | 0.04% | +1,861+21.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,539 | $85.3 萬 | 0.05% | +983+10.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 10,500 | $84.9 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,206 | $82.6 萬 | 0.01% | +25+0.2% | 加碼 |
| Veriti Management LLC | 10,191 | $82.4 萬 | 0.09% | +496+5.1% | 加碼 |
| Lido Advisors, LLC | 10,119 | $81.9 萬 | 0.01% | +134+1.3% | 加碼 |
| Integrated Wealth Concepts LLC | 10,024 | $81.1 萬 | 0.01% | −3,529−26.0% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $80.9 萬 | 0.09% | 00.0% | 不變 |
| Panagora Asset Management Inc | 9,907 | $80.1 萬 | 0.00% | −27−0.3% | 減碼 |
| Fulcrum Capital LLC | 9,901 | $80.1 萬 | 0.21% | −355−3.5% | 減碼 |
| Vanderbilt University | 9,774 | $79.1 萬 | 0.20% | −3,158−24.4% | 減碼 |
| Jeppson Wealth Management, LLC | 9,709 | $78.5 萬 | 0.34% | −100−1.0% | 減碼 |
| Snowden Capital Advisors LLC | 9,657 | $78.1 萬 | 0.03% | −1,101−10.2% | 減碼 |
| XTX Topco Ltd | 9,307 | $75.3 萬 | 0.13% | +9,307 | 新進 |
| Westwood Holdings Group Inc. | 9,000 | $72.8 萬 | 0.01% | −55,000−85.9% | 減碼 |