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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 4,163 | $33.7 萬 | 0.03% | +4,163 | 新進 |
| V-Square Quantitative Management LLC | 4,140 | $33.5 萬 | 0.24% | +478+13.1% | 加碼 |
| First American Trust, FSB | 4,124 | $33.4 萬 | 0.05% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,139 | $33.3 萬 | 0.03% | +110+2.7% | 加碼 |
| We Are One Seven, LLC | 4,041 | $32.7 萬 | 0.03% | −1,070−20.9% | 減碼 |
| Wedmont Private Capital | 4,044 | $32.3 萬 | 0.03% | +623+18.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 3,970 | $32.1 萬 | 0.03% | +852+27.3% | 加碼 |
| Pearl River Capital, LLC | 3,952 | $32.0 萬 | 0.05% | −6,285−61.4% | 減碼 |
| Moors & Cabot, Inc. | 3,952 | $32.0 萬 | 0.02% | −25−0.6% | 減碼 |
| Flputnam Investment Management Co | 3,945 | $31.9 萬 | 0.01% | −19−0.5% | 減碼 |
| Glenmede Trust Co NA | 4,447 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Dearborn Partners LLC | 3,941 | $31.9 萬 | 0.01% | +77+2.0% | 加碼 |
| True North Advisors, LLC | 3,925 | $31.7 萬 | 0.09% | +3,925 | 新進 |
| Prime Capital Investment Advisors, LLC | 3,917 | $31.7 萬 | 0.01% | +135+3.6% | 加碼 |
| HB Wealth Management, LLC | 3,903 | $31.6 萬 | 0.01% | +737+23.3% | 加碼 |
| SFMG, LLC | 3,902 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $31.5 萬 | 0.17% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,889 | $31.5 萬 | 0.11% | +59+1.5% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,884 | $31.4 萬 | 0.15% | −254−6.1% | 減碼 |
| AlphaMark Advisors, LLC | 3,880 | $31.4 萬 | 0.14% | −350−8.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,865 | $31.3 萬 | 0.04% | −2,752−41.6% | 減碼 |
| Ballentine Partners, LLC | 3,864 | $31.3 萬 | 0.01% | +504+15.0% | 加碼 |
| Visionary Wealth Advisors | 3,849 | $31.1 萬 | 0.02% | −220−5.4% | 減碼 |
| Wendell David Associates Inc | 3,850 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,795 | $30.7 萬 | 0.01% | −91−2.3% | 減碼 |
| Diversified Trust Co | 3,697 | $29.9 萬 | 0.01% | +102+2.8% | 加碼 |
| Cypress Capital Group | 3,687 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,683 | $29.8 萬 | 0.01% | −96−2.5% | 減碼 |
| Savant Capital, LLC | 3,682 | $29.8 萬 | 0.00% | +490+15.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,672 | $29.7 萬 | 0.01% | −152−4.0% | 減碼 |
| Schechter Investment Advisors, LLC | 3,619 | $29.3 萬 | 0.03% | +588+19.4% | 加碼 |
| TrinityPoint Wealth, LLC | 3,598 | $29.1 萬 | 0.06% | +57+1.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,558 | $28.8 萬 | 0.10% | +47+1.3% | 加碼 |
| Proequities, Inc. | 3,539 | $28.6 萬 | 0.02% | +6+0.2% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,532 | $28.6 萬 | 0.23% | −569−13.9% | 減碼 |
| Sigma Planning Corp | 3,530 | $28.6 萬 | 0.01% | −1,090−23.6% | 減碼 |
| Bessemer Group Inc | 3,522 | $28.4 萬 | 0.00% | +1,088+44.7% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,500 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,499 | $28.3 萬 | 0.01% | −215−5.8% | 減碼 |
| Empowered Funds, LLC | 3,482 | $28.2 萬 | 0.01% | +3,482 | 新進 |
| EA Series Trust | 3,482 | $28.2 萬 | 0.01% | +3,482 | 新進 |
| Ashton Thomas Private Wealth, LLC | 3,471 | $28.1 萬 | 0.02% | +3,471 | 新進 |
| GTS Securities LLC | 3,466 | $28.0 萬 | 0.01% | +3,466 | 新進 |
| Eudaimonia Advisors LLC | 3,406 | $27.6 萬 | 0.18% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Bogart Wealth, LLC | 3,384 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 3,380 | $27.3 萬 | 0.11% | +2,512+289.4% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $27.1 萬 | 0.02% | −1,959−36.9% | 減碼 |
| Prairie Sky Financial Group LLC | 3,332 | $27.0 萬 | 0.18% | +3,332 | 新進 |
| Erste Asset Management GmbH | 3,300 | $26.7 萬 | 0.00% | +600+22.2% | 加碼 |
| Equitable Holdings, Inc. | 3,271 | $26.5 萬 | 0.00% | +57+1.8% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $26.3 萬 | 0.13% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 3,243 | $26.2 萬 | 0.11% | +386+13.5% | 加碼 |
| Shelton Capital Management | 3,192 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Change Path, LLC | 3,191 | $25.8 萬 | 0.01% | +164+5.4% | 加碼 |
| Blueprint Investment Partners LLC | 3,183 | $25.7 萬 | 0.09% | −397−11.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $25.6 萬 | 0.22% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 3,156 | $25.5 萬 | 0.05% | −603−16.0% | 減碼 |
| PDS Planning, Inc | 3,145 | $25.4 萬 | 0.03% | +3,145 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,116 | $25.2 萬 | 0.19% | −1,610−34.1% | 減碼 |
| Independent Financial Group, LLC | 3,115 | $25.2 萬 | 0.02% | −595−16.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,100 | $25.1 萬 | 0.02% | −27−0.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,096 | $25.0 萬 | 0.01% | +49+1.6% | 加碼 |
| CoreCap Advisors, LLC | 3,090 | $25.0 萬 | 0.02% | +3,090 | 新進 |
| Whittier Trust Co of Nevada Inc | 3,048 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,040 | $24.6 萬 | 0.09% | +3,040 | 新進 |
| Old National Bancorp | 3,037 | $24.6 萬 | 0.01% | +3,037 | 新進 |
| Paloma Partners Management Co | 3,016 | $24.4 萬 | 0.06% | +3,016 | 新進 |
| Dividend Assets Capital, LLC | 3,000 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Brighton Jones LLC | 2,962 | $24.0 萬 | 0.01% | +2,962 | 新進 |
| Rehmann Capital Advisory Group | 2,959 | $23.9 萬 | 0.02% | −371−11.1% | 減碼 |
| CX Institutional | 2,924 | $23.7 萬 | 0.01% | +2,924 | 新進 |
| Van Hulzen Asset Management, LLC | 2,900 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Bowman & Co S.C. | 2,888 | $23.4 萬 | 0.18% | −948−24.7% | 減碼 |
| FineMark National Bank & Trust | 2,877 | $23.3 萬 | 0.01% | +2,877 | 新進 |
| Balboa Wealth Partners | 2,842 | $23.0 萬 | 0.08% | +2,842 | 新進 |
| Financial Advocates Investment Management | 2,834 | $22.9 萬 | 0.02% | +2,834 | 新進 |
| EP Wealth Advisors, LLC | 13,673 | $22.8 萬 | 0.00% | +11,179+448.2% | 加碼 |
| Valeo Financial Advisors, LLC | 2,809 | $22.7 萬 | 0.01% | +2,809 | 新進 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $22.7 萬 | 0.20% | 00.0% | 不變 |
| Hartline Investment Corp | 2,782 | $22.5 萬 | 0.04% | +2,782 | 新進 |
| Mutual Advisors, LLC | 2,775 | $22.4 萬 | 0.01% | −178−6.0% | 減碼 |
| Conning Inc. | 2,770 | $22.4 萬 | 0.01% | −240−8.0% | 減碼 |
| Bokf, NA | 2,755 | $22.3 萬 | 0.00% | −332−10.8% | 減碼 |
| Merit Financial Group, LLC | 2,744 | $22.2 萬 | 0.01% | +2,744 | 新進 |
| Koshinski Asset Management, Inc. | 2,731 | $22.1 萬 | 0.02% | +2,731 | 新進 |
| Marcum Wealth, LLC | 2,731 | $22.1 萬 | 0.03% | +2,731 | 新進 |
| Keel Point, LLC | 2,707 | $21.9 萬 | 0.03% | +2,707 | 新進 |
| Keystone Financial Group | 2,681 | $21.7 萬 | 0.04% | +2,681 | 新進 |
| Nilsine Partners, LLC | 2,680 | $21.7 萬 | 0.03% | +2,680 | 新進 |
| Angeles Investment Advisors, LLC | 2,670 | $21.6 萬 | 0.02% | +2,670 | 新進 |
| Sage Mountain Advisors LLC | 2,658 | $21.5 萬 | 0.03% | +2,658 | 新進 |
| HBK Sorce Advisory LLC | 2,651 | $21.4 萬 | 0.01% | +2,651 | 新進 |
| M&G Investment Management Ltd | 2,643 | $21.4 萬 | 0.00% | −1,129−29.9% | 減碼 |
| IMPACTfolio, LLC | 2,645 | $21.4 萬 | 0.17% | +2,645 | 新進 |
| Kingsview Wealth Management, LLC | 2,636 | $21.3 萬 | 0.01% | +2,636 | 新進 |
| SeaCrest Wealth Management, LLC | 2,636 | $21.3 萬 | 0.03% | +2,636 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,626 | $21.2 萬 | 0.00% | +46+1.8% | 加碼 |
| Summit Trail Advisors, LLC | 2,606 | $21.1 萬 | 0.01% | +2,606 | 新進 |
| Register Financial Advisors LLC | 2,600 | $21.0 萬 | 0.15% | 00.0% | 不變 |