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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 8,979 | $72.6 萬 | 0.38% | +8,979 | 新進 |
| Sandy Spring Bank | 8,916 | $72.1 萬 | 0.04% | +8,916 | 新進 |
| Atlantic Union Bankshares Corp | 8,850 | $71.6 萬 | 0.07% | −275−3.0% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 8,740 | $70.7 萬 | 0.05% | −1,267−12.7% | 減碼 |
| Schnieders Capital Management LLC | 8,721 | $70.5 萬 | 0.15% | −100−1.1% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,684 | $70.2 萬 | 0.21% | −41−0.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 8,596 | $69.5 萬 | 0.03% | −10.0% | 減碼 |
| Values First Advisors, Inc. | 8,580 | $69.4 萬 | 0.42% | +486+6.0% | 加碼 |
| Level Four Advisory Services, LLC | 8,558 | $69.2 萬 | 0.04% | +475+5.9% | 加碼 |
| Whittier Trust Co | 8,526 | $69.0 萬 | 0.01% | 00.0% | 不變 |
| PFG Investments, LLC | 8,522 | $68.9 萬 | 0.12% | +31+0.4% | 加碼 |
| Coldstream Capital Management Inc | 8,521 | $68.9 萬 | 0.02% | +2,386+38.9% | 加碼 |
| AE Wealth Management LLC | 8,516 | $68.9 萬 | 0.00% | −542−6.0% | 減碼 |
| Moody National Bank Trust Division | 8,382 | $67.8 萬 | 0.05% | 00.0% | 不變 |
| Banco Santander, S.A. | 8,376 | $67.8 萬 | 0.01% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 8,361 | $67.6 萬 | 0.45% | +2,414+40.6% | 加碼 |
| Ingalls & Snyder LLC | 8,351 | $67.6 萬 | 0.03% | 00.0% | 不變 |
| Federated Hermes, Inc. | 8,333 | $67.4 萬 | 0.00% | +2,972+55.4% | 加碼 |
| Banco BTG Pactual S.A. | 8,283 | $67.0 萬 | 0.43% | +8,283 | 新進 |
| Checchi Capital Advisers, LLC | 8,246 | $66.7 萬 | 0.06% | +36+0.4% | 加碼 |
| Wetherby Asset Management Inc | 8,109 | $65.6 萬 | 0.04% | −237−2.8% | 減碼 |
| Veritable, L.P. | 8,091 | $65.4 萬 | 0.01% | −15−0.2% | 減碼 |
| Richwood Investment Advisors, LLC | 7,925 | $64.1 萬 | 0.63% | −667−7.8% | 減碼 |
| NewEdge Wealth, LLC | 7,909 | $64.0 萬 | 0.02% | −218−2.7% | 減碼 |
| Global Retirement Partners, LLC | 7,905 | $63.9 萬 | 0.03% | +98+1.3% | 加碼 |
| Stiles Financial Services Inc | 7,771 | $62.9 萬 | 0.31% | −26−0.3% | 減碼 |
| Huntington National Bank | 7,677 | $62.1 萬 | 0.01% | −1,439−15.8% | 減碼 |
| Monetary Management Group Inc | 7,575 | $61.3 萬 | 0.19% | 00.0% | 不變 |
| Profund Advisors LLC | 7,512 | $60.8 萬 | 0.03% | +233+3.2% | 加碼 |
| Wexford Capital LP | 7,505 | $60.7 萬 | 0.12% | −2,163−22.4% | 減碼 |
| Madden Advisory Services, Inc. | 7,503 | $60.7 萬 | 0.39% | −260−3.3% | 減碼 |
| Meeder Advisory Services, Inc. | 7,468 | $60.4 萬 | 0.07% | +830+12.5% | 加碼 |
| Lincoln National Corp | 7,411 | $60.0 萬 | 0.01% | +230+3.2% | 加碼 |
| Greenleaf Trust | 7,395 | $59.8 萬 | 0.01% | +722+10.8% | 加碼 |
| Summit Financial Group Inc | 7,353 | $59.5 萬 | 0.23% | 00.0% | 不變 |
| Stephens Inc | 7,235 | $58.5 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 7,216 | $58.4 萬 | 0.01% | +261+3.8% | 加碼 |
| Signaturefd, LLC | 7,124 | $57.6 萬 | 0.01% | +622+9.6% | 加碼 |
| Farmers & Merchants Investments Inc | 6,975 | $56.4 萬 | 0.02% | +1,633+30.6% | 加碼 |
| TD Private Client Wealth LLC | 6,934 | $56.1 萬 | 0.02% | −1,203−14.8% | 減碼 |
| Quadrant Capital Group LLC | 6,877 | $55.6 萬 | 0.06% | −144−2.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,845 | $55.4 萬 | 0.32% | +22+0.3% | 加碼 |
| Greenup Street Wealth Management LLC | 6,570 | $53.1 萬 | 0.15% | 00.0% | 不變 |
| Horizon Investments, LLC | 6,557 | $52.7 萬 | 0.02% | +132+2.1% | 加碼 |
| Fund Management at Engine No. 1 LLC | 6,468 | $52.3 萬 | 0.10% | +736+12.8% | 加碼 |
| Pacific Sun Financial Corp | 7,238 | $51.9 萬 | 0.35% | +7,238 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 6,409 | $51.8 萬 | 0.05% | +250+4.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,292 | $51.8 萬 | 0.09% | +2,870+83.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,253 | $50.6 萬 | 0.01% | +150+2.5% | 加碼 |
| Dudley Capital Management, LLC | 6,250 | $50.6 萬 | 0.34% | −200−3.1% | 減碼 |
| Exchange Traded Concepts, LLC | 6,218 | $50.3 萬 | 0.01% | −4,198−40.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,205 | $50.2 萬 | 0.00% | +1,524+32.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,151 | $49.8 萬 | 0.02% | −3,768−38.0% | 減碼 |
| DRW Securities, LLC | 6,014 | $48.6 萬 | 0.04% | +749+14.2% | 加碼 |
| 1832 Asset Management L.P. | 6,000 | $48.5 萬 | 0.00% | +6,000 | 新進 |
| Cigna Investments Inc | 5,999 | $48.5 萬 | 0.09% | +315+5.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,953 | $48.2 萬 | 0.02% | +145+2.5% | 加碼 |
| Hendershot Investments Inc. | 5,927 | $47.9 萬 | 0.08% | −500−7.8% | 減碼 |
| Pathstone Family Office, LLC | 6,226 | $47.9 萬 | 0.01% | +2,352+60.7% | 加碼 |
| HF Advisory Group, LLC | 5,778 | $46.7 萬 | 0.37% | +1,040+22.0% | 加碼 |
| Johnson Investment Counsel Inc | 5,704 | $46.1 萬 | 0.01% | +48+0.8% | 加碼 |
| Baldwin Brothers Inc | 5,700 | $46.1 萬 | 0.04% | 00.0% | 不變 |
| Summit Global Investments | 5,604 | $45.3 萬 | 0.03% | −5,155−47.9% | 減碼 |
| Glenview Trust Co | 5,545 | $44.9 萬 | 0.01% | −17−0.3% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $44.5 萬 | 0.25% | 00.0% | 不變 |
| Financial Counselors Inc | 5,494 | $44.4 萬 | 0.01% | +499+10.0% | 加碼 |
| Sara-Bay Financial | 5,372 | $43.5 萬 | 0.21% | −175−3.2% | 減碼 |
| Mirova | 5,326 | $43.1 萬 | 0.08% | −6,744−55.9% | 減碼 |
| Jones Financial Companies LLLP | 5,317 | $43.0 萬 | 0.00% | −81−1.5% | 減碼 |
| Elequin Capital LP | 5,252 | $42.5 萬 | 0.22% | +5,252 | 新進 |
| Benjamin Edwards Inc | 5,228 | $42.3 萬 | 0.10% | +2,128+68.6% | 加碼 |
| First International Bank & Trust | 5,145 | $41.6 萬 | 0.13% | +73+1.4% | 加碼 |
| Integrated Advisors Network LLC | 5,100 | $41.3 萬 | 0.02% | +66+1.3% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $40.9 萬 | 0.38% | 00.0% | 不變 |
| Good Life Advisors, LLC | 5,019 | $40.6 萬 | 0.05% | +651+14.9% | 加碼 |
| Umb Bank N A | 4,974 | $40.2 萬 | 0.01% | −952−16.1% | 減碼 |
| Investment Advisory Group, LLC | 4,958 | $40.1 萬 | 0.21% | +31+0.6% | 加碼 |
| LCNB Corp | 4,935 | $39.9 萬 | 0.17% | +125+2.6% | 加碼 |
| Clarius Group, LLC | 4,907 | $39.7 萬 | 0.03% | −115−2.3% | 減碼 |
| Tower Bridge Advisors | 4,850 | $39.2 萬 | 0.04% | 00.0% | 不變 |
| Associated Banc-Corp | 4,818 | $39.0 萬 | 0.01% | −813−14.4% | 減碼 |
| Proficio Capital Partners LLC | 4,811 | $38.9 萬 | 0.05% | +39+0.8% | 加碼 |
| IHT Wealth Management, LLC | 4,806 | $38.9 萬 | 0.02% | −1,046−17.9% | 減碼 |
| Texas Yale Capital Corp. | 4,760 | $38.5 萬 | 0.02% | +5+0.1% | 加碼 |
| Davenport & Co LLC | 4,743 | $38.4 萬 | 0.00% | −283−5.6% | 減碼 |
| Machina Capital S.A.S. | 4,731 | $38.3 萬 | 0.22% | +4,731 | 新進 |
| Pettyjohn, Wood & White, Inc | 4,718 | $38.2 萬 | 0.09% | −10.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 4,691 | $37.9 萬 | 0.06% | +33+0.7% | 加碼 |
| Prudent Man Advisors, LLC | 4,646 | $37.6 萬 | 0.14% | +29+0.6% | 加碼 |
| Nations Financial Group Inc, | 4,603 | $37.2 萬 | 0.04% | +10.0% | 加碼 |
| Orion Capital Management LLC | 4,530 | $36.6 萬 | 0.24% | 00.0% | 不變 |
| Prospera Financial Services Inc | 4,468 | $36.2 萬 | 0.01% | −3,410−43.3% | 減碼 |
| AlphaCore Capital LLC | 4,460 | $36.1 萬 | 0.06% | +150+3.5% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,454 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Southland Equity Partners LLC | 4,424 | $35.8 萬 | 0.12% | +588+15.3% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| Cambiar Investors LLC | 4,334 | $35.1 萬 | 0.01% | −384,451−98.9% | 減碼 |
| Investment Advisory Services Inc | 4,305 | $34.8 萬 | 0.15% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 4,300 | $34.8 萬 | 0.00% | +4,300 | 新進 |
| Abbrea Capital, LLC | 4,283 | $34.6 萬 | 0.05% | −280−6.1% | 減碼 |