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 3 季 13F 持有人
Welltower Inc. 在 2023/9/30 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
- 828
- 較 2023 年第 2 季 +22 家
- 持有股數
- 5.13 億
- 較 2023 年第 2 季 +2,123 萬 (+4.3%)
- 總市值
- $420.5 億
- 較 2023 年第 2 季 +$22.3 億 (+5.6%)
- 新進機構
- 69
- 另有 332 家加碼
- 清倉機構
- 47
- 另有 258 家減碼
另有 7 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wharton Business Group, LLC | 2,555 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 2,554 | $20.9 萬 | 0.02% | −405−13.7% | 減碼 |
| Horizon Wealth Management, LLC | 2,597 | $21.3 萬 | 0.09% | +19+0.7% | 加碼 |
| Warwick Investment Management, Inc. | 2,600 | $21.3 萬 | 0.08% | 00.0% | 不變 |
| Register Financial Advisors LLC | 2,600 | $21.3 萬 | 0.16% | 00.0% | 不變 |
| Virtu Financial LLC | 2,596 | $21.3 萬 | 0.02% | +2,596 | 新進 |
| Safeguard Investment Advisory Group, LLC | 2,602 | $21.3 萬 | 0.09% | +20+0.8% | 加碼 |
| Balentine LLC | 2,612 | $21.4 萬 | 0.01% | +15+0.6% | 加碼 |
| IMPACTfolio, LLC | 2,645 | $21.7 萬 | 0.16% | 00.0% | 不變 |
| M&G Investment Management Ltd | 2,643 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 2,650 | $21.7 萬 | 0.02% | −81−3.0% | 減碼 |
| Keystone Financial Group | 2,681 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 2,707 | $22.2 萬 | 0.01% | +219+8.8% | 加碼 |
| HBK Sorce Advisory LLC | 2,729 | $22.4 萬 | 0.01% | +78+2.9% | 加碼 |
| First International Bank & Trust | 2,743 | $22.5 萬 | 0.08% | −2,402−46.7% | 減碼 |
| Summit Trail Advisors, LLC | 2,747 | $22.5 萬 | 0.01% | +141+5.4% | 加碼 |
| Armor Investment Advisors, LLC | 2,753 | $22.6 萬 | 0.13% | +203+8.0% | 加碼 |
| Bokf, NA | 2,701 | $22.6 萬 | 0.00% | −54−2.0% | 減碼 |
| Conning Inc. | 2,770 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 2,780 | $22.8 萬 | 0.03% | +73+2.7% | 加碼 |
| Hartline Investment Corp | 2,782 | $22.8 萬 | 0.04% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 2,784 | $22.8 萬 | 0.01% | +148+5.6% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $23.0 萬 | 0.21% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 2,816 | $23.1 萬 | 0.00% | −10,857−79.4% | 減碼 |
| Lindbrook Capital, LLC | 2,820 | $23.1 萬 | 0.03% | +741+35.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,826 | $23.2 萬 | 0.00% | +200+7.6% | 加碼 |
| FineMark National Bank & Trust | 2,877 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 2,881 | $23.6 萬 | 0.02% | +47+1.7% | 加碼 |
| Bowman & Co S.C. | 2,889 | $23.7 萬 | 0.19% | +10.0% | 加碼 |
| CoreCap Advisors, LLC | 2,890 | $23.7 萬 | 0.02% | −200−6.5% | 減碼 |
| CX Institutional | 2,902 | $23.8 萬 | 0.01% | −22−0.8% | 減碼 |
| Change Path, LLC | 2,919 | $23.9 萬 | 0.02% | −272−8.5% | 減碼 |
| True North Advisors, LLC | 2,936 | $24.1 萬 | 0.07% | −989−25.2% | 減碼 |
| Insigneo Advisory Services, LLC | 2,941 | $24.1 萬 | 0.05% | +2,941 | 新進 |
| Brighton Jones LLC | 3,000 | $24.6 萬 | 0.01% | +38+1.3% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,012 | $24.7 萬 | 0.12% | −28−0.9% | 減碼 |
| TD Private Client Wealth LLC | 3,022 | $24.8 萬 | 0.01% | −3,912−56.4% | 減碼 |
| Old National Bancorp | 3,032 | $24.8 萬 | 0.01% | −5−0.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,033 | $24.8 萬 | 0.01% | −15−0.5% | 減碼 |
| Blueprint Investment Partners LLC | 3,085 | $25.3 萬 | 0.08% | −98−3.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,106 | $25.4 萬 | 0.01% | −393−11.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,102 | $25.4 萬 | 0.02% | +2+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,099 | $25.4 萬 | 0.01% | +3+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,115 | $25.5 萬 | 0.17% | −10.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,152 | $25.8 萬 | 0.02% | −319−9.2% | 減碼 |
| TrinityPoint Wealth, LLC | 3,158 | $25.9 萬 | 0.05% | −440−12.2% | 減碼 |
| Beverly Hills Private Wealth, LLC | 3,164 | $25.9 萬 | 0.08% | −3,128−49.7% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $25.9 萬 | 0.24% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,078 | $25.9 萬 | 0.01% | +3,078 | 新進 |
| Shelton Capital Management | 3,192 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 3,234 | $26.4 萬 | 0.00% | −288−8.2% | 減碼 |
| PDS Planning, Inc | 3,240 | $26.5 萬 | 0.03% | +95+3.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,249 | $26.6 萬 | 0.01% | +3,249 | 新進 |
| Beech Hill Advisors, Inc. | 3,250 | $26.6 萬 | 0.13% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,254 | $26.7 萬 | 0.01% | +445+15.8% | 加碼 |
| Personal Cfo Solutions, LLC | 3,269 | $26.8 萬 | 0.05% | +113+3.6% | 加碼 |
| Tectonic Advisors LLC | 3,270 | $26.8 萬 | 0.03% | +3,270 | 新進 |
| AlphaMark Advisors, LLC | 3,284 | $26.9 萬 | 0.12% | −596−15.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 3,320 | $27.2 萬 | 0.01% | +3,320 | 新進 |
| Prairie Sky Financial Group LLC | 3,332 | $27.3 萬 | 0.19% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 3,345 | $27.4 萬 | 0.12% | +1,465+77.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,361 | $27.5 萬 | 0.00% | +90+2.8% | 加碼 |
| Bogart Wealth, LLC | 3,377 | $27.7 萬 | 0.02% | −7−0.2% | 減碼 |
| Syon Capital LLC | 3,400 | $27.9 萬 | 0.03% | +3,400 | 新進 |
| SFMG, LLC | 3,404 | $27.9 萬 | 0.03% | −498−12.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,404 | $27.9 萬 | 0.05% | 00.0% | 不變 |
| Eudaimonia Advisors LLC | 3,406 | $27.9 萬 | 0.20% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 3,428 | $28.1 萬 | 0.15% | +3,428 | 新進 |
| Visionary Wealth Advisors | 3,449 | $28.3 萬 | 0.02% | −400−10.4% | 減碼 |
| Jump Financial, LLC | 3,457 | $28.3 萬 | 0.01% | +3,457 | 新進 |
| Proequities, Inc. | 3,475 | $28.5 萬 | 0.02% | −64−1.8% | 減碼 |
| Balboa Wealth Partners | 3,475 | $28.5 萬 | 0.11% | +633+22.3% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,500 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Merit Financial Group, LLC | 3,512 | $28.8 萬 | 0.01% | +768+28.0% | 加碼 |
| Advisory Services Network, LLC | 3,539 | $29.0 萬 | 0.01% | −256−6.7% | 減碼 |
| Everhart Financial Group, Inc. | 3,547 | $29.1 萬 | 0.12% | +304+9.4% | 加碼 |
| Stock Yards Bank & Trust Co | 3,553 | $29.1 萬 | 0.01% | +3,553 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 3,575 | $29.2 萬 | 0.23% | +43+1.2% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,583 | $29.4 萬 | 0.11% | +25+0.7% | 加碼 |
| Savant Capital, LLC | 3,649 | $29.9 萬 | 0.00% | −33−0.9% | 減碼 |
| Marcum Wealth, LLC | 3,680 | $30.1 萬 | 0.04% | +949+34.7% | 加碼 |
| Flputnam Investment Management Co | 3,704 | $30.3 萬 | 0.01% | −241−6.1% | 減碼 |
| Evanson Asset Management, LLC | 3,728 | $30.5 萬 | 0.03% | +3,728 | 新進 |
| Boston Private Wealth LLC | 3,732 | $30.6 萬 | 0.01% | +49+1.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,765 | $30.8 萬 | 0.01% | −152−3.9% | 減碼 |
| Sigma Planning Corp | 3,779 | $31.0 萬 | 0.01% | +249+7.1% | 加碼 |
| Diversified Trust Co | 3,783 | $31.0 萬 | 0.01% | +86+2.3% | 加碼 |
| Moors & Cabot, Inc. | 3,802 | $31.1 萬 | 0.02% | −150−3.8% | 減碼 |
| Clarius Group, LLC | 3,807 | $31.2 萬 | 0.03% | −1,100−22.4% | 減碼 |
| Wendell David Associates Inc | 3,850 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Dearborn Partners LLC | 3,879 | $31.8 萬 | 0.01% | −62−1.6% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,884 | $31.8 萬 | 0.16% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,889 | $31.9 萬 | 0.11% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 3,898 | $31.9 萬 | 0.03% | +279+7.7% | 加碼 |
| Orion Capital Management LLC | 3,920 | $32.1 萬 | 0.21% | −610−13.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,969 | $32.5 萬 | 0.17% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,980 | $32.6 萬 | 0.01% | +116+3.0% | 加碼 |
| LCNB Corp | 4,023 | $33.0 萬 | 0.15% | −912−18.5% | 減碼 |