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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 10,434 | $85.5 萬 | 0.02% | +4,940+89.9% | 加碼 |
| 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 |
| Arkadios Wealth Advisors | 10,241 | $83.9 萬 | 0.08% | −365−3.4% | 減碼 |
| Vanderbilt University | 10,117 | $82.9 萬 | 0.21% | +343+3.5% | 加碼 |
| Avantax Advisory Services, Inc. | 10,097 | $82.7 萬 | 0.01% | −109−1.1% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $81.9 萬 | 0.09% | 00.0% | 不變 |
| Panagora Asset Management Inc | 9,915 | $81.2 萬 | 0.01% | +8+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 9,870 | $80.9 萬 | 0.03% | +213+2.2% | 加碼 |
| Federated Hermes, Inc. | 9,705 | $79.5 萬 | 0.00% | +1,372+16.5% | 加碼 |
| Independent Financial Group, LLC | 9,703 | $79.5 萬 | 0.05% | +6,588+211.5% | 加碼 |
| Jeppson Wealth Management, LLC | 9,674 | $79.3 萬 | 0.36% | −35−0.4% | 減碼 |
| DRW Securities, LLC | 9,575 | $78.4 萬 | 0.06% | +3,561+59.2% | 加碼 |
| Banco Santander, S.A. | 9,553 | $78.3 萬 | 0.01% | +1,177+14.1% | 加碼 |
| Fulcrum Capital LLC | 9,290 | $76.1 萬 | 0.22% | −611−6.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 9,250 | $75.8 萬 | 0.01% | −1,250−11.9% | 減碼 |
| Moody National Bank Trust Division | 9,240 | $75.7 萬 | 0.05% | +858+10.2% | 加碼 |
| AE Wealth Management LLC | 9,096 | $74.5 萬 | 0.00% | +580+6.8% | 加碼 |
| Westwood Holdings Group Inc. | 9,000 | $73.7 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 8,994 | $73.7 萬 | 0.01% | −5,400−37.5% | 減碼 |
| Stokes Family Office, LLC | 8,894 | $72.9 萬 | 0.09% | +8,894 | 新進 |
| Atlantic Union Bankshares Corp | 8,650 | $70.9 萬 | 0.07% | −200−2.3% | 減碼 |
| Schnieders Capital Management LLC | 8,621 | $70.6 萬 | 0.16% | −100−1.1% | 減碼 |
| Values First Advisors, Inc. | 8,577 | $70.3 萬 | 0.45% | −30.0% | 減碼 |
| Whittier Trust Co | 8,572 | $70.2 萬 | 0.01% | +46+0.5% | 加碼 |
| PFG Investments, LLC | 8,552 | $70.1 萬 | 0.13% | +30+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 8,524 | $69.8 萬 | 0.06% | +278+3.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,496 | $69.6 萬 | 0.03% | −100−1.2% | 減碼 |
| GWM Advisors LLC | 8,436 | $69.1 萬 | 0.01% | +1,220+16.9% | 加碼 |
| Integrated Wealth Concepts LLC | 8,429 | $69.0 萬 | 0.01% | −1,595−15.9% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 8,409 | $68.9 萬 | 0.06% | −331−3.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 8,291 | $68.0 萬 | 0.03% | −11,893−58.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 8,235 | $67.5 萬 | 0.09% | +8,235 | 新進 |
| Lincoln National Corp | 8,199 | $67.2 萬 | 0.01% | +788+10.6% | 加碼 |
| Wetherby Asset Management Inc | 8,143 | $66.7 萬 | 0.04% | +34+0.4% | 加碼 |
| Global Retirement Partners, LLC | 8,083 | $66.0 萬 | 0.03% | +178+2.3% | 加碼 |
| Coldstream Capital Management Inc | 8,048 | $65.9 萬 | 0.02% | −473−5.6% | 減碼 |
| Signaturefd, LLC | 7,968 | $65.3 萬 | 0.02% | +844+11.8% | 加碼 |
| Stiles Financial Services Inc | 7,906 | $64.8 萬 | 0.34% | +135+1.7% | 加碼 |
| FJ Capital Management LLC | 7,840 | $64.2 萬 | 0.07% | +7,840 | 新進 |
| Richwood Investment Advisors, LLC | 7,830 | $64.1 萬 | 0.65% | −95−1.2% | 減碼 |
| Ingalls & Snyder LLC | 7,826 | $64.1 萬 | 0.03% | −525−6.3% | 減碼 |
| NewEdge Wealth, LLC | 7,810 | $64.0 萬 | 0.02% | −99−1.3% | 減碼 |
| Huntington National Bank | 7,731 | $63.3 萬 | 0.01% | +54+0.7% | 加碼 |
| Level Four Advisory Services, LLC | 7,644 | $62.6 萬 | 0.04% | −914−10.7% | 減碼 |
| Profund Advisors LLC | 7,632 | $62.5 萬 | 0.03% | +120+1.6% | 加碼 |
| Quadrant Capital Group LLC | 7,597 | $62.2 萬 | 0.06% | +720+10.5% | 加碼 |
| Greenleaf Trust | 7,578 | $62.1 萬 | 0.01% | +183+2.5% | 加碼 |
| Monetary Management Group Inc | 7,575 | $62.1 萬 | 0.21% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 9,643 | $62.0 萬 | 0.22% | +959+11.0% | 加碼 |
| GTS Securities LLC | 7,505 | $61.5 萬 | 0.01% | +4,039+116.5% | 加碼 |
| Fund Management at Engine No. 1 LLC | 7,418 | $60.8 萬 | 0.10% | +950+14.7% | 加碼 |
| Summit Financial Group Inc | 7,252 | $59.4 萬 | 0.25% | −101−1.4% | 減碼 |
| Sherbrooke Park Advisers LLC | 7,232 | $59.2 萬 | 0.19% | −1,747−19.5% | 減碼 |
| Meeder Advisory Services, Inc. | 7,132 | $58.4 萬 | 0.07% | −336−4.5% | 減碼 |
| Horizon Investments, LLC | 7,172 | $58.3 萬 | 0.02% | +615+9.4% | 加碼 |
| Madden Advisory Services, Inc. | 7,069 | $57.9 萬 | 0.37% | −434−5.8% | 減碼 |
| Fairfield Financial Advisors, LTD | 7,013 | $57.5 萬 | 0.24% | +3,633+107.5% | 加碼 |
| Farmers & Merchants Investments Inc | 6,985 | $57.2 萬 | 0.02% | +10+0.1% | 加碼 |
| Pacific Sun Financial Corp | 6,968 | $57.1 萬 | 0.40% | −270−3.7% | 減碼 |
| V-Square Quantitative Management LLC | 6,881 | $56.4 萬 | 0.25% | +2,741+66.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,794 | $55.7 萬 | 0.10% | +6,794 | 新進 |
| Greenup Street Wealth Management LLC | 6,570 | $53.8 萬 | 0.18% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 6,542 | $53.6 萬 | 0.02% | +324+5.2% | 加碼 |
| Stephens Inc | 6,459 | $52.9 萬 | 0.01% | −776−10.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,372 | $52.2 萬 | 0.01% | +119+1.9% | 加碼 |
| Panoramic Investment Advisors, LLC | 6,325 | $51.8 萬 | 0.48% | +6,325 | 新進 |
| Johnson Investment Counsel Inc | 6,158 | $50.4 萬 | 0.01% | +454+8.0% | 加碼 |
| Dudley Capital Management, LLC | 6,150 | $50.4 萬 | 0.35% | −100−1.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,052 | $49.6 萬 | 0.04% | −99−1.6% | 減碼 |
| 1832 Asset Management L.P. | 6,000 | $49.2 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,953 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 5,843 | $47.9 萬 | 0.27% | −1,002−14.6% | 減碼 |
| Benjamin Edwards Inc | 5,823 | $47.7 萬 | 0.11% | +595+11.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,756 | $47.2 萬 | 0.01% | +2,084+56.8% | 加碼 |
| Hendershot Investments Inc. | 5,742 | $47.0 萬 | 0.08% | −185−3.1% | 減碼 |
| Baldwin Brothers Inc | 5,700 | $46.7 萬 | 0.04% | 00.0% | 不變 |
| HF Advisory Group, LLC | 5,677 | $46.4 萬 | 0.34% | −101−1.7% | 減碼 |
| Ibex Wealth Advisors | 5,663 | $46.4 萬 | 0.12% | +5,663 | 新進 |
| Prospera Financial Services Inc | 5,646 | $46.3 萬 | 0.02% | +1,178+26.4% | 加碼 |
| Summit Global Investments | 5,589 | $45.8 萬 | 0.03% | −15−0.3% | 減碼 |
| Jones Financial Companies LLLP | 5,564 | $45.6 萬 | 0.00% | +247+4.6% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $45.0 萬 | 0.30% | 00.0% | 不變 |
| Cigna Investments Inc | 5,309 | $43.5 萬 | 0.10% | −690−11.5% | 減碼 |
| Qube Research & Technologies Ltd | 5,206 | $42.6 萬 | 0.00% | +5,206 | 新進 |
| Glenmede Trust Co NA | 5,174 | $42.4 萬 | 0.00% | +727+16.3% | 加碼 |
| Sara-Bay Financial | 5,169 | $42.3 萬 | 0.21% | −203−3.8% | 減碼 |
| Monument Capital Management | 5,136 | $42.1 萬 | 0.14% | +5,136 | 新進 |
| Benchmark Investment Advisors LLC | 5,060 | $41.5 萬 | 0.42% | 00.0% | 不變 |
| HB Wealth Management, LLC | 5,044 | $41.3 萬 | 0.01% | +1,141+29.2% | 加碼 |
| Integrated Advisors Network LLC | 5,030 | $41.2 萬 | 0.03% | −70−1.4% | 減碼 |
| IHT Wealth Management, LLC | 4,994 | $40.9 萬 | 0.02% | +188+3.9% | 加碼 |
| Good Life Advisors, LLC | 4,988 | $40.9 萬 | 0.05% | −31−0.6% | 減碼 |
| Investment Advisory Group, LLC | 4,958 | $40.6 萬 | 0.21% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 4,949 | $40.5 萬 | 0.05% | +138+2.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 4,940 | $40.5 萬 | 0.09% | −11,820−70.5% | 減碼 |
| Glenview Trust Co | 4,899 | $40.1 萬 | 0.01% | −646−11.7% | 減碼 |
| Texas Yale Capital Corp. | 4,890 | $40.1 萬 | 0.02% | +130+2.7% | 加碼 |
| Bailard, Inc. | 4,876 | $39.9 萬 | 0.01% | +4,876 | 新進 |
| Tower Bridge Advisors | 4,850 | $39.7 萬 | 0.04% | 00.0% | 不變 |