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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 8,524 | $69.8 萬 | 0.06% | +278+3.4% | 加碼 |
| PFG Investments, LLC | 8,552 | $70.1 萬 | 0.13% | +30+0.4% | 加碼 |
| Whittier Trust Co | 8,572 | $70.2 萬 | 0.01% | +46+0.5% | 加碼 |
| Values First Advisors, Inc. | 8,577 | $70.3 萬 | 0.45% | −30.0% | 減碼 |
| Schnieders Capital Management LLC | 8,621 | $70.6 萬 | 0.16% | −100−1.1% | 減碼 |
| Atlantic Union Bankshares Corp | 8,650 | $70.9 萬 | 0.07% | −200−2.3% | 減碼 |
| Stokes Family Office, LLC | 8,894 | $72.9 萬 | 0.09% | +8,894 | 新進 |
| Intech Investment Management LLC | 8,994 | $73.7 萬 | 0.01% | −5,400−37.5% | 減碼 |
| Westwood Holdings Group Inc. | 9,000 | $73.7 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 9,096 | $74.5 萬 | 0.00% | +580+6.8% | 加碼 |
| Moody National Bank Trust Division | 9,240 | $75.7 萬 | 0.05% | +858+10.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 9,250 | $75.8 萬 | 0.01% | −1,250−11.9% | 減碼 |
| Fulcrum Capital LLC | 9,290 | $76.1 萬 | 0.22% | −611−6.2% | 減碼 |
| Banco Santander, S.A. | 9,553 | $78.3 萬 | 0.01% | +1,177+14.1% | 加碼 |
| DRW Securities, LLC | 9,575 | $78.4 萬 | 0.06% | +3,561+59.2% | 加碼 |
| Jeppson Wealth Management, LLC | 9,674 | $79.3 萬 | 0.36% | −35−0.4% | 減碼 |
| Independent Financial Group, LLC | 9,703 | $79.5 萬 | 0.05% | +6,588+211.5% | 加碼 |
| Federated Hermes, Inc. | 9,705 | $79.5 萬 | 0.00% | +1,372+16.5% | 加碼 |
| Snowden Capital Advisors LLC | 9,870 | $80.9 萬 | 0.03% | +213+2.2% | 加碼 |
| Panagora Asset Management Inc | 9,915 | $81.2 萬 | 0.01% | +8+0.1% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $81.9 萬 | 0.09% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,097 | $82.7 萬 | 0.01% | −109−1.1% | 減碼 |
| Vanderbilt University | 10,117 | $82.9 萬 | 0.21% | +343+3.5% | 加碼 |
| Arkadios Wealth Advisors | 10,241 | $83.9 萬 | 0.08% | −365−3.4% | 減碼 |
| Bleakley Financial Group, LLC | 10,354 | $84.8 萬 | 0.03% | −1,635−13.6% | 減碼 |
| Sawtooth Solutions, LLC | 10,354 | $84.8 萬 | 0.03% | −1,550−13.0% | 減碼 |
| Financial Counselors Inc | 10,434 | $85.5 萬 | 0.02% | +4,940+89.9% | 加碼 |
| Busey Wealth Management | 10,488 | $85.9 萬 | 0.04% | −6,277−37.4% | 減碼 |
| Pearl River Capital, LLC | 10,583 | $86.7 萬 | 0.14% | +6,631+167.8% | 加碼 |
| Lido Advisors, LLC | 10,603 | $86.9 萬 | 0.01% | +484+4.8% | 加碼 |
| Warren Averett Asset Management, LLC | 10,611 | $86.9 萬 | 0.04% | +66+0.6% | 加碼 |
| Ancora Advisors, LLC | 10,627 | $87.1 萬 | 0.02% | −4,187−28.3% | 減碼 |
| Welch Group, LLC | 10,700 | $87.7 萬 | 0.05% | −2,700−20.1% | 減碼 |
| NFP Retirement, Inc. | 10,702 | $87.7 萬 | 0.17% | +25+0.2% | 加碼 |
| Veriti Management LLC | 10,763 | $88.2 萬 | 0.10% | +572+5.6% | 加碼 |
| Sandy Spring Bank | 10,764 | $88.2 萬 | 0.05% | +1,848+20.7% | 加碼 |
| Resources Investment Advisors, LLC. | 10,845 | $88.8 萬 | 0.02% | −981−8.3% | 減碼 |
| Tilt Investment Management Holdings, PBC | 11,037 | $90.4 萬 | 0.65% | +2,676+32.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,094 | $90.9 萬 | 0.01% | −170−1.5% | 減碼 |
| Imprint Wealth LLC | 11,140 | $91.3 萬 | 0.77% | +415+3.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 11,398 | $93.4 萬 | 0.02% | 00.0% | 不變 |
| Gray Wealth Management Inc. | 11,429 | $93.6 萬 | 0.48% | +428+3.9% | 加碼 |
| Tobam | 11,599 | $95.0 萬 | 0.08% | −75−0.6% | 減碼 |
| Alberta Investment Management Corp | 11,700 | $95.8 萬 | 0.01% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 11,756 | $96.3 萬 | 0.06% | +1,217+11.5% | 加碼 |
| Wambolt & Associates, LLC | 11,902 | $97.3 萬 | 0.35% | +873+7.9% | 加碼 |
| Independent Advisor Alliance | 11,930 | $97.7 萬 | 0.04% | +81+0.7% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,980 | $98.1 萬 | 0.43% | +275+2.3% | 加碼 |
| Penserra Capital Management LLC | 12,064 | $98.6 萬 | 0.02% | −187−1.5% | 減碼 |
| Park Avenue Securities LLC | 12,243 | $100.3 萬 | 0.02% | +451+3.8% | 加碼 |
| Garrison Bradford & Associates Inc | 12,380 | $101.4 萬 | 1.20% | 00.0% | 不變 |
| LDR Capital Management LLC | 12,591 | $103.1 萬 | 0.63% | +12,591 | 新進 |
| CWM, LLC | 12,695 | $104.0 萬 | 0.01% | +296+2.4% | 加碼 |
| Brinker Capital Investments, LLC | 12,937 | $106.0 萬 | 0.01% | +1,764+15.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 12,937 | $106.0 萬 | 0.01% | +1,764+15.8% | 加碼 |
| JLP Asset Management, LLC | 13,000 | $106.5 萬 | 1.31% | 00.0% | 不變 |
| RDA Financial Network | 13,011 | $106.6 萬 | 0.46% | −100−0.8% | 減碼 |
| Toroso Investments, LLC | 13,016 | $106.6 萬 | 0.03% | +2,451+23.2% | 加碼 |
| Cetera Investment Advisers | 13,075 | $107.1 萬 | 0.01% | −31−0.2% | 減碼 |
| AIA Group Ltd | 13,100 | $107.3 萬 | 0.05% | +13,100 | 新進 |
| Banque Cantonale Vaudoise | 13,463 | $110.3 萬 | 0.06% | −213−1.6% | 減碼 |
| Illinois Municipal Retirement Fund | 13,466 | $110.3 萬 | 0.02% | 00.0% | 不變 |
| Everence Capital Management Inc | 13,540 | $110.9 萬 | 0.09% | 00.0% | 不變 |
| Perpetual Ltd | 13,584 | $111.3 萬 | 0.01% | −900−6.2% | 減碼 |
| Advance Capital Management, Inc. | 13,591 | $111.3 萬 | 0.10% | +30.0% | 加碼 |
| Ofi Invest Asset Management | 14,552 | $112.6 萬 | 0.04% | −784−5.1% | 減碼 |
| Dean Capital Management | 13,798 | $113.0 萬 | 0.85% | +13,798 | 新進 |
| Elequin Capital LP | 13,803 | $113.1 萬 | 0.22% | +8,551+162.8% | 加碼 |
| United Services Automobile Association | 13,918 | $114.0 萬 | 0.03% | +2,613+23.1% | 加碼 |
| Wesbanco Bank Inc | 13,930 | $114.1 萬 | 0.05% | −200−1.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 14,066 | $115.2 萬 | 0.00% | −49−0.3% | 減碼 |
| Squarepoint Ops LLC | 14,081 | $115.4 萬 | 0.01% | −36,308−72.1% | 減碼 |
| Pathstone Family Office, LLC | 14,208 | $116.4 萬 | 0.01% | +7,982+128.2% | 加碼 |
| NTV Asset Management LLC | 14,469 | $118.5 萬 | 0.21% | −100−0.7% | 減碼 |
| Wolverine Trading, LLC | 14,483 | $118.6 萬 | 0.01% | −19,993−58.0% | 減碼 |
| ProVise Management Group, LLC | 14,548 | $119.2 萬 | 0.11% | −681−4.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 14,693 | $120.4 萬 | 0.01% | +14,693 | 新進 |
| Colony Group LLC | 14,781 | $121.1 萬 | 0.02% | −169−1.1% | 減碼 |
| Assenagon Asset Management S.A. | 15,074 | $123.5 萬 | 0.00% | −223−1.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 15,092 | $123.6 萬 | 0.96% | −25−0.2% | 減碼 |
| Ieq Capital, LLC | 15,310 | $125.4 萬 | 0.03% | +529+3.6% | 加碼 |
| Brookstone Capital Management | 15,016 | $126.0 萬 | 0.03% | −2,296−13.3% | 減碼 |
| Old Second National Bank of Aurora | 15,420 | $126.3 萬 | 0.38% | +14,612+1,808.4% | 加碼 |
| Bard Associates Inc | 15,515 | $127.1 萬 | 0.53% | −135−0.9% | 減碼 |
| Ensign Peak Advisors, Inc | 15,525 | $127.2 萬 | 0.00% | −29,965−65.9% | 減碼 |
| O'Rourke & Company, Inc | 15,664 | $128.3 萬 | 0.94% | +26+0.2% | 加碼 |
| American Financial Advisors, LLC | 15,769 | $129.2 萬 | 0.20% | −725−4.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,052 | $131.5 萬 | 1.04% | −65−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,374 | $134.1 萬 | 0.04% | +696+4.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,395 | $134.3 萬 | 0.02% | +915+5.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,500 | $135.2 萬 | 0.16% | −199−1.2% | 減碼 |
| D.A. Davidson & Co. | 16,738 | $137.1 萬 | 0.01% | −3,015−15.3% | 減碼 |
| Massmutual Trust Co FSB | 16,874 | $138.2 萬 | 0.05% | +14,999+799.9% | 加碼 |
| Atria Investments LLC | 17,070 | $139.8 萬 | 0.02% | +428+2.6% | 加碼 |
| Oxford Financial Group Ltd | 17,218 | $141.0 萬 | 0.12% | +1,617+10.4% | 加碼 |
| Liberty Capital Management, Inc. | 17,425 | $142.7 萬 | 0.42% | 00.0% | 不變 |
| Formula Growth Ltd | 18,019 | $147.6 萬 | 0.50% | −293−1.6% | 減碼 |
| Credit Agricole S A | 18,026 | $147.7 萬 | 0.05% | +4,489+33.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,166 | $148.8 萬 | 0.12% | +324+1.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 18,459 | $151.2 萬 | 0.02% | −289−1.5% | 減碼 |