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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 18,721 | $153.4 萬 | 0.01% | −3,476−15.7% | 減碼 |
| Granite Bay Wealth Management, LLC | 19,160 | $157.5 萬 | 0.02% | +19,160 | 新進 |
| GYL Financial Synergies, LLC | 19,389 | $158.8 萬 | 0.15% | +70.0% | 加碼 |
| Ossiam | 19,437 | $159.2 萬 | 0.03% | +8,450+76.9% | 加碼 |
| Capital Investment Advisors, LLC | 19,476 | $159.5 萬 | 0.04% | −289−1.5% | 減碼 |
| Vontobel Holding Ltd. | 19,544 | $160.1 萬 | 0.01% | +378+2.0% | 加碼 |
| Advisor Partners II, LLC | 19,630 | $160.8 萬 | 0.06% | +843+4.5% | 加碼 |
| Cetera Advisors LLC | 19,728 | $161.6 萬 | 0.03% | +156+0.8% | 加碼 |
| Quantinno Capital Management LP | 19,957 | $163.5 萬 | 0.07% | +6,174+44.8% | 加碼 |
| Sumitomo Life Insurance Co | 20,087 | $164.6 萬 | 0.05% | −260−1.3% | 減碼 |
| MAI Capital Management | 20,286 | $166.2 萬 | 0.02% | +24+0.1% | 加碼 |
| L & S Advisors Inc | 20,477 | $167.7 萬 | 0.24% | +20,477 | 新進 |
| Forte Capital LLC | 20,591 | $168.7 萬 | 0.26% | −2,056−9.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 21,093 | $172.8 萬 | 0.17% | +14,684+229.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 21,768 | $178.3 萬 | 0.02% | +300+1.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 22,108 | $181.1 萬 | 0.06% | −13,120−37.2% | 減碼 |
| Old North State Wealth Management, LLC | 22,611 | $185.4 萬 | 1.63% | +546+2.5% | 加碼 |
| Avitas Wealth Management LLC | 22,714 | $186.1 萬 | 0.35% | −185−0.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 22,904 | $187.6 萬 | 0.07% | +1,200+5.5% | 加碼 |
| Dean Investment Associates, LLC | 23,251 | $190.5 萬 | 0.31% | +5,279+29.4% | 加碼 |
| Raymond James Trust N.A. | 24,051 | $197.0 萬 | 0.06% | +676+2.9% | 加碼 |
| Baird Financial Group, Inc. | 24,196 | $198.2 萬 | 0.01% | +464+2.0% | 加碼 |
| Appleton Partners Inc | 24,234 | $198.5 萬 | 0.18% | +2,415+11.1% | 加碼 |
| Spirit of America Management Corp | 24,325 | $199.3 萬 | 0.45% | +2,100+9.4% | 加碼 |
| Nicola Wealth Management Ltd. | 17,995 | $199.3 萬 | 0.21% | −22,700−55.8% | 減碼 |
| Oppenheimer & Co Inc | 24,351 | $199.5 萬 | 0.04% | +4,966+25.6% | 加碼 |
| Naviter Wealth, LLC | 24,866 | $203.7 萬 | 0.49% | +2,086+9.2% | 加碼 |
| Private Advisor Group, LLC | 25,167 | $206.2 萬 | 0.02% | +127+0.5% | 加碼 |
| Kornitzer Capital Management Inc | 25,190 | $206.4 萬 | 0.04% | −11,600−31.5% | 減碼 |
| Pensionfund Sabic | 25,259 | $206.9 萬 | 0.73% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 25,848 | $211.7 萬 | 0.09% | +2,900+12.6% | 加碼 |
| Jefferies Financial Group Inc. | 26,457 | $216.7 萬 | 0.05% | +26,457 | 新進 |
| Romano Brothers and Company | 26,691 | $218.7 萬 | 0.34% | +80.0% | 加碼 |
| Commerce Bank | 26,757 | $219.2 萬 | 0.02% | +1,156+4.5% | 加碼 |
| Ethic Inc. | 26,926 | $220.6 萬 | 0.08% | +5,624+26.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 26,608 | $222.6 萬 | 0.05% | −181−0.7% | 減碼 |
| Lincluden Management Ltd | 27,371 | $224.2 萬 | 0.27% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 27,513 | $225.4 萬 | 0.05% | −320−1.1% | 減碼 |
| Boston Family Office LLC | 27,516 | $225.4 萬 | 0.18% | +72+0.3% | 加碼 |
| Ostrum Asset Management | 27,722 | $227.1 萬 | 0.21% | +459+1.7% | 加碼 |
| Mercer Global Advisors Inc | 27,942 | $228.9 萬 | 0.01% | −1,574−5.3% | 減碼 |
| CIBC World Markets Corp | 28,631 | $234.5 萬 | 0.02% | −29,609−50.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 28,812 | $236.0 萬 | 0.31% | +218+0.8% | 加碼 |
| Summit Place Financial Advisors, LLC | 29,558 | $242.1 萬 | 1.72% | −1,375−4.4% | 減碼 |
| Fred Alger Management, LLC | 29,825 | $244.3 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 30,086 | $246.5 萬 | 0.01% | +1,472+5.1% | 加碼 |
| Rainey & Randall Investment Management Inc. | 30,315 | $248.3 萬 | 0.72% | −1,770−5.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 30,411 | $249.1 萬 | 0.05% | −13,000−29.9% | 減碼 |
| Kinneret Advisory, LLC | 30,587 | $250.6 萬 | 0.31% | −18−0.1% | 減碼 |
| MML Investors Services, LLC | 30,864 | $252.8 萬 | 0.01% | −326−1.0% | 減碼 |
| Shell Asset Management Co | 30,969 | $253.7 萬 | 0.10% | −558−1.8% | 減碼 |
| Westover Capital Advisors, LLC | 31,162 | $255.3 萬 | 0.92% | +31,162 | 新進 |
| Pacer Advisors, Inc. | 31,696 | $259.7 萬 | 0.01% | +873+2.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 32,000 | $262.1 萬 | 0.01% | +32,000 | 新進 |
| Louisiana State Employees Retirement System | 32,100 | $263.0 萬 | 0.06% | +1,400+4.6% | 加碼 |
| Impax Asset Management Group plc | 32,153 | $263.4 萬 | 0.01% | −911−2.8% | 減碼 |
| CI Private Wealth, LLC | 32,163 | $264.4 萬 | 0.01% | +2,631+8.9% | 加碼 |
| Vestcor Inc | 32,303 | $264.6 萬 | 0.10% | −45,323−58.4% | 減碼 |
| Natixis | 32,414 | $265.5 萬 | 0.02% | +30,984+2,166.7% | 加碼 |
| KBC Group NV | 32,634 | $267.3 萬 | 0.01% | +414+1.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 33,313 | $272.9 萬 | 0.04% | +2,916+9.6% | 加碼 |
| Agf Management Ltd | 33,369 | $273.4 萬 | 0.02% | −1,558−4.5% | 減碼 |
| Wealthfront Advisers LLC | 33,863 | $277.4 萬 | 0.01% | +10,407+44.4% | 加碼 |
| Spinnaker Trust | 33,936 | $278.0 萬 | 0.21% | −2,795−7.6% | 減碼 |
| National Asset Management, Inc. | 34,439 | $282.1 萬 | 0.08% | +63+0.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 35,311 | $289.3 萬 | 0.04% | −854−2.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 35,652 | $292.1 萬 | 0.01% | −3,227−8.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 36,500 | $299.0 萬 | 0.04% | +36,500 | 新進 |
| Lockheed Martin Investment Management Co | 38,053 | $300.4 萬 | 0.23% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 37,204 | $304.8 萬 | 0.40% | −905−2.4% | 減碼 |
| Securian Asset Management, Inc | 37,224 | $304.9 萬 | 0.09% | −3,322−8.2% | 減碼 |
| Metropolitan Life Insurance Co | 37,392 | $306.3 萬 | 0.16% | +550+1.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 37,614 | $308.1 萬 | 0.05% | +3,108+9.0% | 加碼 |
| JustInvest LLC | 37,892 | $310.4 萬 | 0.09% | +2,941+8.4% | 加碼 |
| Maryland State Retirement & Pension System | 37,946 | $310.9 萬 | 0.07% | 00.0% | 不變 |
| Prudential PLC | 37,993 | $311.2 萬 | 0.04% | +4,804+14.5% | 加碼 |
| Vident Advisory, LLC | 39,205 | $321.2 萬 | 0.10% | +39,205 | 新進 |
| Brown Advisory Inc | 39,206 | $321.2 萬 | 0.01% | −1,102−2.7% | 減碼 |
| US Bancorp | 39,402 | $322.8 萬 | 0.01% | +185+0.5% | 加碼 |
| Nordea Investment Management AB | 39,324 | $324.6 萬 | 0.00% | −512−1.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 40,154 | $328.9 萬 | 0.05% | +1,490+3.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 40,317 | $330.3 萬 | 0.05% | +323+0.8% | 加碼 |
| Fifth Third Bancorp | 40,341 | $330.5 萬 | 0.02% | +1,921+5.0% | 加碼 |
| Kentucky Retirement Systems | 40,689 | $333.3 萬 | 0.12% | +727+1.8% | 加碼 |
| APG Asset Management N.V. | 41,250 | $337.9 萬 | 0.01% | +21,000+103.7% | 加碼 |
| Voloridge Investment Management, LLC | 41,560 | $340.5 萬 | 0.02% | +41,560 | 新進 |
| Elo Mutual Pension Insurance Co | 41,600 | $340.8 萬 | 0.11% | +759+1.9% | 加碼 |
| Hartford Investment Management Co | 42,042 | $344.4 萬 | 0.14% | +208+0.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 42,175 | $345.5 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 42,995 | $352.2 萬 | 0.01% | −14,377−25.1% | 減碼 |
| Private Asset Management Inc | 43,053 | $352.7 萬 | 0.83% | +1,706+4.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 43,992 | $360.4 萬 | 0.00% | −16,354−27.1% | 減碼 |
| Norinchukin Bank, The | 44,663 | $365.9 萬 | 0.09% | −9,819−18.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 44,714 | $366.3 萬 | 0.03% | +40.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 45,158 | $369.9 萬 | 0.10% | −4,879−9.8% | 減碼 |
| British Columbia Investment Management Corp | 45,186 | $370.2 萬 | 0.04% | +428+1.0% | 加碼 |
| Advisors Asset Management, Inc. | 45,600 | $373.6 萬 | 0.08% | −5,852−11.4% | 減碼 |
| Bank of Nova Scotia | 47,200 | $386.7 萬 | 0.01% | +7,029+17.5% | 加碼 |
| Cetera Advisor Networks LLC | 47,454 | $388.7 萬 | 0.02% | +2,530+5.6% | 加碼 |
| Peapack Gladstone Financial Corp | 47,736 | $391.1 萬 | 0.07% | +418+0.9% | 加碼 |