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 4 季 13F 持有人
Welltower Inc. 在 2023/12/31 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
- 935
- 較 2023 年第 3 季 +115 家
- 持有股數
- 5.39 億
- 較 2023 年第 3 季 +2,548 萬 (+5.0%)
- 總市值
- $485.5 億
- 較 2023 年第 3 季 +$65.2 億 (+15.5%)
- 新進機構
- 160
- 另有 369 家加碼
- 清倉機構
- 45
- 另有 262 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Shelton Capital Management | 3,192 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 3,205 | $28.9 萬 | 0.13% | +3,205 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,213 | $29.0 萬 | 0.18% | +98+3.1% | 加碼 |
| Edgestream Partners, L.P. | 3,225 | $29.1 萬 | 0.02% | +3,225 | 新進 |
| Cetera Trust Company, N.A | 3,225 | $29.1 萬 | 0.18% | +3,225 | 新進 |
| Tectonic Advisors LLC | 3,227 | $29.1 萬 | 0.02% | −43−1.3% | 減碼 |
| Advisory Services Network, LLC | 3,239 | $29.2 萬 | 0.01% | −300−8.5% | 減碼 |
| Lindbrook Capital, LLC | 3,240 | $29.2 萬 | 0.03% | +420+14.9% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $29.3 萬 | 0.14% | 00.0% | 不變 |
| PDS Planning, Inc | 3,271 | $29.5 萬 | 0.03% | +31+1.0% | 加碼 |
| Ameritas Advisory Services, LLC | 3,350 | $29.6 萬 | 0.02% | +272+8.8% | 加碼 |
| Equitable Holdings, Inc. | 3,316 | $29.9 萬 | 0.00% | −45−1.3% | 減碼 |
| Prairie Sky Financial Group LLC | 3,332 | $30.0 萬 | 0.20% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,334 | $30.1 萬 | 0.02% | +2,105+171.3% | 加碼 |
| AlphaMark Advisors, LLC | 3,339 | $30.1 萬 | 0.11% | +55+1.7% | 加碼 |
| Bessemer Group Inc | 3,349 | $30.2 萬 | 0.00% | +115+3.6% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 3,360 | $30.3 萬 | 0.00% | +3,360 | 新進 |
| Bogart Wealth, LLC | 3,377 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 3,381 | $30.5 萬 | 0.02% | +279+9.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,389 | $30.6 萬 | 0.09% | −500−12.9% | 減碼 |
| Stock Yards Bank & Trust Co | 3,390 | $30.6 萬 | 0.01% | −163−4.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,400 | $30.7 萬 | 0.05% | −4−0.1% | 減碼 |
| Eudaimonia Advisors LLC | 3,406 | $30.7 萬 | 0.20% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 3,409 | $30.7 萬 | 0.04% | +468+15.9% | 加碼 |
| Clarius Group, LLC | 3,486 | $31.4 萬 | 0.03% | −321−8.4% | 減碼 |
| SFMG, LLC | 3,504 | $31.6 萬 | 0.03% | +100+2.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,612 | $32.0 萬 | 0.01% | +363+11.2% | 加碼 |
| Merit Financial Group, LLC | 3,561 | $32.1 萬 | 0.01% | +49+1.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,587 | $32.3 萬 | 0.01% | +488+15.7% | 加碼 |
| Valeo Financial Advisors, LLC | 3,609 | $32.5 萬 | 0.01% | +355+10.9% | 加碼 |
| Lake Street Financial LLC | 3,633 | $32.8 萬 | 0.05% | +3,633 | 新進 |
| MQS Management LLC | 3,646 | $32.9 萬 | 0.18% | +3,646 | 新進 |
| Whittier Trust Co | 3,658 | $33.0 萬 | 0.01% | −4,914−57.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 3,694 | $33.3 萬 | 0.07% | +3,694 | 新進 |
| Orion Capital Management LLC | 3,720 | $33.5 萬 | 0.20% | −200−5.1% | 減碼 |
| Two Sigma Securities, LLC | 3,738 | $33.7 萬 | 0.02% | +3,738 | 新進 |
| Evanson Asset Management, LLC | 3,740 | $33.7 萬 | 0.03% | +12+0.3% | 加碼 |
| GAMMA Investing LLC | 3,910 | $33.8 萬 | 0.09% | +3,910 | 新進 |
| Moors & Cabot, Inc. | 3,767 | $34.0 萬 | 0.02% | −35−0.9% | 減碼 |
| Flputnam Investment Management Co | 3,768 | $34.0 萬 | 0.01% | +64+1.7% | 加碼 |
| Livelsberger Financial Advisory | 3,814 | $34.4 萬 | 0.31% | +3,814 | 新進 |
| Lake Street Advisors Group, LLC | 3,846 | $34.7 萬 | 0.02% | +3,846 | 新進 |
| Wendell David Associates Inc | 3,850 | $34.7 萬 | 0.04% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 3,878 | $35.0 萬 | 0.18% | +533+15.9% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,884 | $35.0 萬 | 0.15% | 00.0% | 不變 |
| Corton Capital Inc. | 3,956 | $35.7 萬 | 0.11% | +3,956 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $35.7 萬 | 0.17% | −7−0.2% | 減碼 |
| Cambiar Investors LLC | 3,970 | $35.8 萬 | 0.01% | −265−6.3% | 減碼 |
| Kapitalo Investimentos Ltda | 4,005 | $36.1 萬 | 0.07% | +4,005 | 新進 |
| Principal Securities, Inc. | 4,014 | $36.2 萬 | 0.01% | +4,014 | 新進 |
| LCNB Corp | 4,023 | $36.3 萬 | 0.14% | 00.0% | 不變 |
| GeoWealth Management, LLC | 4,026 | $36.3 萬 | 0.03% | +4,026 | 新進 |
| Personal Cfo Solutions, LLC | 4,038 | $36.4 萬 | 0.06% | +769+23.5% | 加碼 |
| Atom Investors LP | 4,059 | $36.6 萬 | 0.06% | +4,059 | 新進 |
| BayBridge Capital Group, LLC | 3,982 | $36.6 萬 | 0.34% | +3,982 | 新進 |
| Summit Global Investments | 4,066 | $36.7 萬 | 0.02% | −1,523−27.2% | 減碼 |
| Buckingham Strategic Partners | 4,077 | $36.8 萬 | 0.02% | +4,077 | 新進 |
| Dorsey & Whitney Trust CO LLC | 4,078 | $36.8 萬 | 0.03% | −476−10.5% | 減碼 |
| Koshinski Asset Management, Inc. | 4,108 | $37.0 萬 | 0.06% | +1,458+55.0% | 加碼 |
| Everhart Financial Group, Inc. | 4,146 | $37.4 萬 | 0.13% | +599+16.9% | 加碼 |
| Investment Advisory Services Inc | 4,160 | $37.5 萬 | 0.15% | −45−1.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 4,163 | $37.5 萬 | 0.03% | 00.0% | 不變 |
| Syon Capital LLC | 4,185 | $37.7 萬 | 0.04% | +785+23.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 4,200 | $37.9 萬 | 0.08% | −425−9.2% | 減碼 |
| First American Trust, FSB | 4,209 | $38.0 萬 | 0.05% | +75+1.8% | 加碼 |
| Schechter Investment Advisors, LLC | 4,237 | $38.2 萬 | 0.03% | +339+8.7% | 加碼 |
| Ostrum Asset Management | 4,271 | $38.5 萬 | 0.03% | −23,451−84.6% | 減碼 |
| Abbrea Capital, LLC | 4,283 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 4,287 | $38.7 萬 | 0.01% | +197+4.8% | 加碼 |
| LifePlan Financial, LLC | 4,302 | $38.8 萬 | 0.39% | +4,302 | 新進 |
| Moody National Bank Trust Division | 4,314 | $38.9 萬 | 0.03% | −4,926−53.3% | 減碼 |
| Southland Equity Partners LLC | 4,382 | $39.5 萬 | 0.12% | −73−1.6% | 減碼 |
| AlphaCore Capital LLC | 4,385 | $39.5 萬 | 0.06% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 4,397 | $39.6 萬 | 0.02% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,469 | $40.1 萬 | 0.00% | +4,469 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 4,474 | $40.3 萬 | 0.02% | +4,474 | 新進 |
| Legacy Wealth Asset Management, LLC | 4,493 | $40.5 萬 | 0.13% | +910+25.4% | 加碼 |
| Granite Bay Wealth Management, LLC | 4,740 | $40.6 萬 | 0.00% | −14,420−75.3% | 減碼 |
| Glenview Trust Co | 4,539 | $40.9 萬 | 0.01% | −360−7.3% | 減碼 |
| Ellevest, Inc. | 4,582 | $41.3 萬 | 0.03% | +4,582 | 新進 |
| Cypress Capital Group | 4,596 | $41.4 萬 | 0.05% | +425+10.2% | 加碼 |
| Prudent Man Advisors, LLC | 4,598 | $41.5 萬 | 0.15% | −48−1.0% | 減碼 |
| Proficio Capital Partners LLC | 4,633 | $41.8 萬 | 0.05% | −316−6.4% | 減碼 |
| HGI Capital Management, LLC | 4,655 | $42.0 萬 | 0.48% | +4,655 | 新進 |
| Associated Banc-Corp | 4,703 | $42.4 萬 | 0.01% | −115−2.4% | 減碼 |
| Integrated Advisors Network LLC | 4,843 | $43.7 萬 | 0.02% | −187−3.7% | 減碼 |
| Tower Bridge Advisors | 4,850 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| Monument Capital Management | 4,872 | $43.9 萬 | 0.14% | −264−5.1% | 減碼 |
| Ballentine Partners, LLC | 4,890 | $44.1 萬 | 0.01% | +910+22.9% | 加碼 |
| Texas Yale Capital Corp. | 4,894 | $44.1 萬 | 0.02% | +4+0.1% | 加碼 |
| CWM Advisors, LLC | 4,897 | $44.2 萬 | 0.05% | +464+10.5% | 加碼 |
| Drake & Associates, LLC | 4,946 | $44.6 萬 | 0.18% | +4,946 | 新進 |
| Verde Capital Management | 4,947 | $44.6 萬 | 0.17% | +4,947 | 新進 |
| Investment Advisory Group, LLC | 4,958 | $44.7 萬 | 0.21% | 00.0% | 不變 |
| LongView Wealth Management | 5,012 | $44.9 萬 | 0.20% | +5,012 | 新進 |
| Wedmont Private Capital | 5,033 | $45.2 萬 | 0.04% | +699+16.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,028 | $45.3 萬 | 0.01% | −728−12.6% | 減碼 |
| Good Life Advisors, LLC | 5,048 | $45.5 萬 | 0.05% | +60+1.2% | 加碼 |