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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 9,779 | $88.2 萬 | 0.00% | −136−1.4% | 減碼 |
| Profund Advisors LLC | 9,860 | $88.9 萬 | 0.04% | +2,228+29.2% | 加碼 |
| Handelsinvest Investeringsforvaltning | 9,931 | $89.5 萬 | 0.37% | +9,931 | 新進 |
| AE Wealth Management LLC | 10,250 | $89.6 萬 | 0.00% | +1,154+12.7% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $90.2 萬 | 0.09% | 00.0% | 不變 |
| Verition Fund Management LLC | 10,010 | $90.3 萬 | 0.01% | −273,480−96.5% | 減碼 |
| USA Financial Portformulas Corp | 10,147 | $91.5 萬 | 0.16% | +10,147 | 新進 |
| McKinley Capital Management LLC /Delaware | 10,288 | $92.8 萬 | 0.12% | +10,288 | 新進 |
| Fairfield Financial Advisors, LTD | 10,294 | $92.8 萬 | 0.35% | +3,281+46.8% | 加碼 |
| GWM Advisors LLC | 10,526 | $93.4 萬 | 0.01% | +2,090+24.8% | 加碼 |
| JLP Asset Management, LLC | 10,400 | $93.8 萬 | 1.11% | −2,600−20.0% | 減碼 |
| Tobam | 10,439 | $94.1 萬 | 0.08% | −1,160−10.0% | 減碼 |
| Baird Financial Group, Inc. | 10,463 | $94.3 萬 | 0.00% | −13,733−56.8% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 10,530 | $94.9 萬 | 0.03% | +10,530 | 新進 |
| Warren Averett Asset Management, LLC | 10,545 | $95.1 萬 | 0.04% | −66−0.6% | 減碼 |
| Snowden Capital Advisors LLC | 10,656 | $96.1 萬 | 0.04% | +786+8.0% | 加碼 |
| Penserra Capital Management LLC | 10,704 | $96.2 萬 | 0.02% | −1,360−11.3% | 減碼 |
| Welch Group, LLC | 10,700 | $96.5 萬 | 0.05% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,711 | $96.6 萬 | 0.01% | −383−3.5% | 減碼 |
| NFP Retirement, Inc. | 10,756 | $97.0 萬 | 0.16% | +54+0.5% | 加碼 |
| Resources Investment Advisors, LLC. | 10,759 | $97.0 萬 | 0.02% | −86−0.8% | 減碼 |
| Sawtooth Solutions, LLC | 10,761 | $97.0 萬 | 0.03% | +407+3.9% | 加碼 |
| Bleakley Financial Group, LLC | 10,769 | $97.1 萬 | 0.03% | +415+4.0% | 加碼 |
| Independent Financial Group, LLC | 10,860 | $97.9 萬 | 0.05% | +1,157+11.9% | 加碼 |
| FJ Investments, LLC | 10,877 | $98.1 萬 | 0.05% | +10,877 | 新進 |
| Ancora Advisors, LLC | 10,910 | $98.4 萬 | 0.02% | +283+2.7% | 加碼 |
| Kestra Advisory Services, LLC | 4,228 | $98.5 萬 | 0.01% | +4,228 | 新進 |
| Gray Wealth Management Inc. | 11,008 | $99.3 萬 | 0.48% | −421−3.7% | 減碼 |
| Jefferies Financial Group Inc. | 11,091 | $100.0 萬 | 0.02% | −15,366−58.1% | 減碼 |
| Park Avenue Securities LLC | 11,422 | $103.0 萬 | 0.01% | −821−6.7% | 減碼 |
| Imprint Wealth LLC | 11,425 | $103.0 萬 | 0.83% | +285+2.6% | 加碼 |
| Alberta Investment Management Corp | 11,700 | $105.5 萬 | 0.01% | 00.0% | 不變 |
| Banco Santander, S.A. | 11,786 | $106.3 萬 | 0.01% | +2,233+23.4% | 加碼 |
| Independent Advisor Alliance | 11,949 | $107.7 萬 | 0.04% | +19+0.2% | 加碼 |
| Boothbay Fund Management, LLC | 11,999 | $108.2 萬 | 0.04% | +11,999 | 新進 |
| Sandy Spring Bank | 12,004 | $108.2 萬 | 0.05% | +1,240+11.5% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 12,076 | $108.9 萬 | 0.45% | +96+0.8% | 加碼 |
| Investment Management Corp of Ontario | 12,116 | $109.3 萬 | 0.03% | −78,984−86.7% | 減碼 |
| Simplex Trading, LLC | 12,305 | $110.9 萬 | 0.03% | +12,305 | 新進 |
| GEM Realty Capital | 12,314 | $111.0 萬 | 0.18% | +12,314 | 新進 |
| Garrison Bradford & Associates Inc | 12,380 | $111.6 萬 | 1.23% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 12,436 | $112.1 萬 | 0.06% | +680+5.8% | 加碼 |
| Wambolt & Associates, LLC | 12,702 | $114.5 萬 | 0.37% | +800+6.7% | 加碼 |
| Veriti Management LLC | 12,807 | $115.5 萬 | 0.10% | +2,044+19.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 12,953 | $116.8 萬 | 0.03% | +9,633+290.2% | 加碼 |
| CWM, LLC | 12,987 | $117.1 萬 | 0.01% | +292+2.3% | 加碼 |
| AIA Group Ltd | 13,000 | $117.2 萬 | 0.05% | −100−0.8% | 減碼 |
| Cetera Investment Advisers | 13,096 | $118.1 萬 | 0.01% | +21+0.2% | 加碼 |
| Toroso Investments, LLC | 13,244 | $119.4 萬 | 0.03% | +228+1.8% | 加碼 |
| Wesbanco Bank Inc | 13,328 | $120.2 萬 | 0.07% | −602−4.3% | 減碼 |
| Advance Capital Management, Inc. | 13,591 | $122.6 萬 | 0.10% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 13,798 | $123.9 萬 | 0.01% | +861+6.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 13,798 | $123.9 萬 | 0.01% | +861+6.7% | 加碼 |
| V-Square Quantitative Management LLC | 14,147 | $127.6 萬 | 0.30% | +7,266+105.6% | 加碼 |
| ProVise Management Group, LLC | 14,298 | $128.9 萬 | 0.11% | −250−1.7% | 減碼 |
| American Financial Advisors, LLC | 14,407 | $129.9 萬 | 0.19% | −1,362−8.6% | 減碼 |
| NTV Asset Management LLC | 14,469 | $130.5 萬 | 0.22% | 00.0% | 不變 |
| Colony Group, LLC | 14,509 | $130.8 萬 | 0.02% | +14,509 | 新進 |
| Arrowstreet Capital, Limited Partnership | 14,517 | $130.9 萬 | 0.00% | +14,517 | 新進 |
| Gotham Asset Management, LLC | 14,675 | $132.3 萬 | 0.02% | −12,838−46.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 14,705 | $132.6 萬 | 0.12% | +14,705 | 新進 |
| GTS Securities LLC | 14,740 | $132.9 萬 | 0.03% | +7,235+96.4% | 加碼 |
| United Services Automobile Association | 14,869 | $134.1 萬 | 0.03% | +951+6.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 14,898 | $134.3 萬 | 0.03% | +3,500+30.7% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 14,992 | $135.2 萬 | 0.98% | −100−0.7% | 減碼 |
| Bard Associates Inc | 15,020 | $135.4 萬 | 0.51% | −495−3.2% | 減碼 |
| Dean Capital Management | 15,042 | $135.6 萬 | 0.84% | +1,244+9.0% | 加碼 |
| Vontobel Holding Ltd. | 15,115 | $136.3 萬 | 0.01% | −4,429−22.7% | 減碼 |
| UBS Oconnor LLC | 15,117 | $136.3 萬 | 0.04% | −53,366−77.9% | 減碼 |
| Brookstone Capital Management | 15,387 | $138.7 萬 | 0.03% | +371+2.5% | 加碼 |
| Ossiam | 15,437 | $139.2 萬 | 0.02% | −4,000−20.6% | 減碼 |
| Assenagon Asset Management S.A. | 15,539 | $140.1 萬 | 0.00% | +465+3.1% | 加碼 |
| Old Second National Bank of Aurora | 15,581 | $140.5 萬 | 0.39% | +161+1.0% | 加碼 |
| RDA Financial Network | 16,024 | $144.5 萬 | 0.55% | +3,013+23.2% | 加碼 |
| O'Rourke & Company, Inc | 16,107 | $145.2 萬 | 0.94% | +443+2.8% | 加碼 |
| Stevens Capital Management LP | 16,171 | $145.8 萬 | 0.36% | +16,171 | 新進 |
| Edgemoor Investment Advisors, Inc. | 16,500 | $148.8 萬 | 0.16% | 00.0% | 不變 |
| D.A. Davidson & Co. | 16,785 | $151.4 萬 | 0.01% | +47+0.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,062 | $153.8 萬 | 0.03% | −13,349−43.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 17,168 | $154.8 萬 | 0.07% | −137,367−88.9% | 減碼 |
| Erste Asset Management GmbH | 17,100 | $155.6 萬 | 0.02% | +14,600+584.0% | 加碼 |
| Ieq Capital, LLC | 17,316 | $156.1 萬 | 0.03% | +2,006+13.1% | 加碼 |
| Liberty Capital Management, Inc. | 17,425 | $157.1 萬 | 0.41% | 00.0% | 不變 |
| Nicola Wealth Management Ltd. | 13,195 | $157.4 萬 | 0.17% | −4,800−26.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,519 | $158.0 萬 | 0.04% | +1,145+7.0% | 加碼 |
| Everence Capital Management Inc | 17,680 | $159.4 萬 | 0.11% | +4,140+30.6% | 加碼 |
| FJ Capital Management LLC | 17,753 | $160.1 萬 | 0.16% | +9,913+126.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,105 | $163.3 萬 | 0.02% | +1,710+10.4% | 加碼 |
| APG Asset Management N.V. | 20,117 | $164.2 萬 | 0.00% | −21,133−51.2% | 減碼 |
| GYL Financial Synergies, LLC | 18,723 | $168.8 萬 | 0.14% | −666−3.4% | 減碼 |
| Sumitomo Life Insurance Co | 19,114 | $172.4 萬 | 0.05% | −973−4.8% | 減碼 |
| Moran Wealth Management, LLC | 19,177 | $172.9 萬 | 0.06% | +19,177 | 新進 |
| Proquility Private Wealth Partners, LLC | 19,191 | $173.0 萬 | 0.66% | +19,191 | 新進 |
| Atria Wealth Solutions, Inc. | 19,235 | $173.4 萬 | 0.02% | +776+4.2% | 加碼 |
| Capital Investment Advisors, LLC | 19,560 | $176.4 萬 | 0.04% | +84+0.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 19,718 | $177.8 萬 | 0.12% | +1,552+8.5% | 加碼 |
| Cetera Advisors LLC | 19,742 | $178.0 萬 | 0.02% | +14+0.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 19,981 | $180.2 萬 | 0.01% | +5,288+36.0% | 加碼 |
| MAI Capital Management | 20,013 | $180.5 萬 | 0.02% | −273−1.3% | 減碼 |
| Groupama Asset Managment | 20,030 | $180.7 萬 | 0.05% | +20,030 | 新進 |