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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 2,877 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 2,826 | $23.2 萬 | 0.00% | +200+7.6% | 加碼 |
| Lindbrook Capital, LLC | 2,820 | $23.1 萬 | 0.03% | +741+35.6% | 加碼 |
| EP Wealth Advisors, LLC | 2,816 | $23.1 萬 | 0.00% | −10,857−79.4% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $23.0 萬 | 0.21% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 2,784 | $22.8 萬 | 0.01% | +148+5.6% | 加碼 |
| Hartline Investment Corp | 2,782 | $22.8 萬 | 0.04% | 00.0% | 不變 |
| Keel Point, LLC | 2,780 | $22.8 萬 | 0.03% | +73+2.7% | 加碼 |
| Conning Inc. | 2,770 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 2,701 | $22.6 萬 | 0.00% | −54−2.0% | 減碼 |
| Armor Investment Advisors, LLC | 2,753 | $22.6 萬 | 0.13% | +203+8.0% | 加碼 |
| Summit Trail Advisors, LLC | 2,747 | $22.5 萬 | 0.01% | +141+5.4% | 加碼 |
| First International Bank & Trust | 2,743 | $22.5 萬 | 0.08% | −2,402−46.7% | 減碼 |
| HBK Sorce Advisory LLC | 2,729 | $22.4 萬 | 0.01% | +78+2.9% | 加碼 |
| Evergreen Capital Management LLC | 2,707 | $22.2 萬 | 0.01% | +219+8.8% | 加碼 |
| Keystone Financial Group | 2,681 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 2,650 | $21.7 萬 | 0.02% | −81−3.0% | 減碼 |
| M&G Investment Management Ltd | 2,643 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| IMPACTfolio, LLC | 2,645 | $21.7 萬 | 0.16% | 00.0% | 不變 |
| Balentine LLC | 2,612 | $21.4 萬 | 0.01% | +15+0.6% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,602 | $21.3 萬 | 0.09% | +20+0.8% | 加碼 |
| Virtu Financial LLC | 2,596 | $21.3 萬 | 0.02% | +2,596 | 新進 |
| 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 |
| Horizon Wealth Management, LLC | 2,597 | $21.3 萬 | 0.09% | +19+0.7% | 加碼 |
| Rehmann Capital Advisory Group | 2,554 | $20.9 萬 | 0.02% | −405−13.7% | 減碼 |
| Wharton Business Group, LLC | 2,555 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| Nilsine Partners, LLC | 2,546 | $20.9 萬 | 0.03% | −134−5.0% | 減碼 |
| River Street Advisors LLC | 2,522 | $20.7 萬 | 0.19% | +2,522 | 新進 |
| Weybosset Research & Management LLC | 2,500 | $20.5 萬 | 0.08% | 00.0% | 不變 |
| Hudock, Inc. | 2,500 | $20.5 萬 | 0.05% | +7+0.3% | 加碼 |
| Erste Asset Management GmbH | 2,500 | $20.5 萬 | 0.00% | −800−24.2% | 減碼 |
| Sage Mountain Advisors LLC | 2,497 | $20.5 萬 | 0.03% | −161−6.1% | 減碼 |
| IFG Advisory, LLC | 2,460 | $20.2 萬 | 0.02% | +2,460 | 新進 |
| SYSTM Wealth Solutions LLC | 2,459 | $20.1 萬 | 0.03% | +2,459 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $20.1 萬 | 0.06% | +2,455 | 新進 |
| Desjardins Global Asset Management Inc. | 2,445 | $20.0 萬 | 0.02% | −1,420−36.7% | 減碼 |
| Caldwell Sutter Capital, Inc. | 2,405 | $19.7 萬 | 0.11% | 00.0% | 不變 |
| Cutler Group LP | 2,403 | $19.6 萬 | 0.03% | +588+32.4% | 加碼 |
| Spartan Planning & Wealth Management | 2,369 | $19.4 萬 | 0.23% | +2,369 | 新進 |
| Glassman Wealth Services | 2,309 | $18.9 萬 | 0.03% | +1,301+129.1% | 加碼 |
| Pflug Koory, LLC | 2,215 | $18.1 萬 | 0.10% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,169 | $17.8 萬 | 0.01% | +104+5.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,067 | $16.9 萬 | 0.03% | +1,152+125.9% | 加碼 |
| Motco | 1,953 | $16.0 萬 | 0.01% | −2−0.1% | 減碼 |
| Spire Wealth Management | 1,827 | $15.0 萬 | 0.01% | +25+1.4% | 加碼 |
| Ninepoint Partners LP | 1,802 | $14.8 萬 | 0.02% | −55−3.0% | 減碼 |
| Lazard Asset Management LLC | 1,793 | $14.6 萬 | 0.00% | +205+12.9% | 加碼 |
| Colonial Trust Advisors | 1,745 | $14.3 萬 | 0.02% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,726 | $14.1 萬 | 0.03% | +87+5.3% | 加碼 |
| Allworth Financial LP | 1,697 | $13.9 萬 | 0.00% | +57+3.5% | 加碼 |
| Harbour Investments, Inc. | 1,639 | $13.4 萬 | 0.01% | +413+33.7% | 加碼 |
| TD Waterhouse Canada Inc. | 1,601 | $13.1 萬 | 0.00% | −326−16.9% | 減碼 |
| Harbor Investment Advisory, LLC | 1,596 | $13.1 萬 | 0.02% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 1,576 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 1,500 | $12.3 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,379 | $11.3 萬 | 0.01% | −161−10.5% | 減碼 |
| Aspire Private Capital, LLC | 1,367 | $11.2 萬 | 0.04% | +3+0.2% | 加碼 |
| Mirova | 1,360 | $11.1 萬 | 0.02% | −3,966−74.5% | 減碼 |
| MV Capital Management, Inc. | 1,339 | $11.0 萬 | 0.01% | +12+0.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,324 | $10.8 萬 | 0.01% | −145−9.9% | 減碼 |
| Alta Advisers Ltd | 1,300 | $10.6 萬 | 0.06% | 00.0% | 不變 |
| TCTC Holdings, LLC | 1,262 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Riverview Trust Co | 1,242 | $10.2 萬 | 0.09% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,229 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 1,226 | $10.0 萬 | 0.03% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,224 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,230 | $10.0 萬 | 0.01% | +1,230 | 新進 |
| Zions Bancorporation, N.A. | 1,204 | $9.86 萬 | 0.01% | +18+1.5% | 加碼 |
| Westside Investment Management, Inc. | 1,200 | $9.83 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,194 | $9.80 萬 | 0.01% | +3+0.3% | 加碼 |
| SJS Investment Consulting Inc. | 1,173 | $9.61 萬 | 0.02% | 00.0% | 不變 |
| Emfo, LLC | 1,150 | $9.42 萬 | 0.09% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,142 | $9.36 萬 | 0.01% | +670+141.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,114 | $9.10 萬 | 0.00% | −5,091−82.0% | 減碼 |
| Larson Financial Group LLC | 1,103 | $9.04 萬 | 0.01% | +1,103 | 新進 |
| Arcadia Investment Management Corp | 1,101 | $9.02 萬 | 0.02% | 00.0% | 不變 |
| City State Bank | 1,058 | $8.70 萬 | 0.05% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,059 | $8.68 萬 | 0.00% | −274−20.6% | 減碼 |
| Paradigm Asset Management Co LLC | 1,038 | $8.50 萬 | 0.02% | 00.0% | 不變 |
| Grove Bank & Trust | 1,030 | $8.44 萬 | 0.02% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 977 | $7.90 萬 | 0.02% | 00.0% | 不變 |
| Private Ocean, LLC | 948 | $7.77 萬 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 947 | $7.75 萬 | 0.03% | +947 | 新進 |
| Bollard Group LLC | 929 | $7.60 萬 | 0.00% | −30−3.1% | 減碼 |
| Rosenberg Matthew Hamilton | 922 | $7.55 萬 | 0.03% | +13+1.4% | 加碼 |
| Optimum Investment Advisors | 908 | $7.44 萬 | 0.04% | +1+0.1% | 加碼 |
| CWS Financial Advisors, LLC | 892 | $7.31 萬 | 0.03% | +892 | 新進 |
| Geneos Wealth Management Inc. | 868 | $7.11 萬 | 0.00% | +283+48.4% | 加碼 |
| Washington Trust Co | 850 | $6.96 萬 | 0.00% | −240−22.0% | 減碼 |
| Trust Co | 850 | $6.96 萬 | 0.01% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 822 | $6.73 萬 | 0.03% | −41−4.8% | 減碼 |
| Glen Eagle Advisors, LLC | 819 | $6.71 萬 | 0.02% | −50−5.8% | 減碼 |
| GHP Investment Advisors, Inc. | 775 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 800 | $6.55 萬 | 0.00% | +800 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 747 | $6.12 萬 | 0.03% | +747 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 745 | $6.10 萬 | 0.01% | 00.0% | 不變 |
| Valley National Advisers Inc | 745 | $6.10 萬 | 0.01% | +220+41.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 733 | $6.00 萬 | 0.00% | −429−36.9% | 減碼 |
| Quent Capital, LLC | 731 | $5.99 萬 | 0.01% | 00.0% | 不變 |