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 |
|---|---|---|---|---|---|
| Kempen Capital Management N.V. | 29,300 | $264.2 萬 | 0.04% | +29,300 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,255 | $263.8 萬 | 0.31% | +443+1.5% | 加碼 |
| Credit Agricole S A | 28,813 | $259.8 萬 | 0.05% | +10,787+59.8% | 加碼 |
| Lockheed Martin Investment Management Co | 29,853 | $252.1 萬 | 0.18% | −8,200−21.5% | 減碼 |
| Lincluden Management Ltd | 27,371 | $246.8 萬 | 0.30% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 26,983 | $243.3 萬 | 0.05% | +375+1.4% | 加碼 |
| Romano Brothers and Company | 26,905 | $242.6 萬 | 0.36% | +214+0.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 26,756 | $241.3 萬 | 0.05% | −47,086−63.8% | 減碼 |
| Oppenheimer & Co Inc | 26,509 | $239.0 萬 | 0.04% | +2,158+8.9% | 加碼 |
| Boston Family Office LLC | 26,511 | $239.0 萬 | 0.18% | −1,005−3.7% | 減碼 |
| Mercer Global Advisors Inc | 26,074 | $235.1 萬 | 0.01% | −1,868−6.7% | 減碼 |
| New Mexico Educational Retirement Board | 25,848 | $233.1 萬 | 0.09% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $229.9 萬 | 0.03% | −11,000−30.1% | 減碼 |
| Pensionfund Sabic | 25,259 | $227.8 萬 | 0.72% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 25,190 | $227.1 萬 | 0.04% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 25,040 | $225.8 萬 | 0.00% | +9,515+61.3% | 加碼 |
| Appleton Partners Inc | 24,954 | $225.0 萬 | 0.18% | +720+3.0% | 加碼 |
| Quantinno Capital Management LP | 24,776 | $223.4 萬 | 0.08% | +4,819+24.1% | 加碼 |
| Private Advisor Group, LLC | 24,704 | $222.8 萬 | 0.02% | −463−1.8% | 減碼 |
| Shell Asset Management Co | 24,670 | $222.4 萬 | 0.10% | −6,299−20.3% | 減碼 |
| Engineers Gate Manager LP | 23,731 | $214.0 萬 | 0.06% | +23,731 | 新進 |
| Avitas Wealth Management LLC | 23,474 | $211.7 萬 | 0.35% | +760+3.3% | 加碼 |
| Raymond James Trust N.A. | 23,326 | $210.3 萬 | 0.06% | −725−3.0% | 減碼 |
| Old North State Wealth Management, LLC | 23,160 | $209.0 萬 | 1.54% | +549+2.4% | 加碼 |
| Atria Investments LLC | 22,927 | $206.7 萬 | 0.03% | +5,857+34.3% | 加碼 |
| United Capital Financial Advisers, LLC | 22,799 | $205.6 萬 | 0.02% | +4,078+21.8% | 加碼 |
| Dean Investment Associates, LLC | 22,572 | $203.5 萬 | 0.29% | −679−2.9% | 減碼 |
| Walleye Trading LLC | 22,257 | $200.7 萬 | 0.03% | +22,257 | 新進 |
| Beacon Pointe Advisors, LLC | 22,170 | $199.9 萬 | 0.02% | +402+1.8% | 加碼 |
| Formula Growth Ltd | 21,619 | $194.9 萬 | 0.62% | +3,600+20.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 21,042 | $189.7 萬 | 0.17% | −51−0.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 20,704 | $186.7 萬 | 0.07% | −2,200−9.6% | 減碼 |
| Perpetual Ltd | 20,614 | $185.9 萬 | 0.02% | +7,030+51.8% | 加碼 |
| Forte Capital LLC | 20,144 | $181.6 萬 | 0.25% | −447−2.2% | 減碼 |
| Groupama Asset Managment | 20,030 | $180.7 萬 | 0.05% | +20,030 | 新進 |
| MAI Capital Management | 20,013 | $180.5 萬 | 0.02% | −273−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 19,981 | $180.2 萬 | 0.01% | +5,288+36.0% | 加碼 |
| Cetera Advisors LLC | 19,742 | $178.0 萬 | 0.02% | +14+0.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 19,718 | $177.8 萬 | 0.12% | +1,552+8.5% | 加碼 |
| Capital Investment Advisors, LLC | 19,560 | $176.4 萬 | 0.04% | +84+0.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 19,235 | $173.4 萬 | 0.02% | +776+4.2% | 加碼 |
| Proquility Private Wealth Partners, LLC | 19,191 | $173.0 萬 | 0.66% | +19,191 | 新進 |
| Moran Wealth Management, LLC | 19,177 | $172.9 萬 | 0.06% | +19,177 | 新進 |
| Sumitomo Life Insurance Co | 19,114 | $172.4 萬 | 0.05% | −973−4.8% | 減碼 |
| GYL Financial Synergies, LLC | 18,723 | $168.8 萬 | 0.14% | −666−3.4% | 減碼 |
| APG Asset Management N.V. | 20,117 | $164.2 萬 | 0.00% | −21,133−51.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,105 | $163.3 萬 | 0.02% | +1,710+10.4% | 加碼 |
| FJ Capital Management LLC | 17,753 | $160.1 萬 | 0.16% | +9,913+126.4% | 加碼 |
| Everence Capital Management Inc | 17,680 | $159.4 萬 | 0.11% | +4,140+30.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,519 | $158.0 萬 | 0.04% | +1,145+7.0% | 加碼 |
| Nicola Wealth Management Ltd. | 13,195 | $157.4 萬 | 0.17% | −4,800−26.7% | 減碼 |
| Liberty Capital Management, Inc. | 17,425 | $157.1 萬 | 0.41% | 00.0% | 不變 |
| Ieq Capital, LLC | 17,316 | $156.1 萬 | 0.03% | +2,006+13.1% | 加碼 |
| Erste Asset Management GmbH | 17,100 | $155.6 萬 | 0.02% | +14,600+584.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 17,168 | $154.8 萬 | 0.07% | −137,367−88.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,062 | $153.8 萬 | 0.03% | −13,349−43.9% | 減碼 |
| D.A. Davidson & Co. | 16,785 | $151.4 萬 | 0.01% | +47+0.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,500 | $148.8 萬 | 0.16% | 00.0% | 不變 |
| Stevens Capital Management LP | 16,171 | $145.8 萬 | 0.36% | +16,171 | 新進 |
| O'Rourke & Company, Inc | 16,107 | $145.2 萬 | 0.94% | +443+2.8% | 加碼 |
| RDA Financial Network | 16,024 | $144.5 萬 | 0.55% | +3,013+23.2% | 加碼 |
| Old Second National Bank of Aurora | 15,581 | $140.5 萬 | 0.39% | +161+1.0% | 加碼 |
| Assenagon Asset Management S.A. | 15,539 | $140.1 萬 | 0.00% | +465+3.1% | 加碼 |
| Ossiam | 15,437 | $139.2 萬 | 0.02% | −4,000−20.6% | 減碼 |
| Brookstone Capital Management | 15,387 | $138.7 萬 | 0.03% | +371+2.5% | 加碼 |
| UBS Oconnor LLC | 15,117 | $136.3 萬 | 0.04% | −53,366−77.9% | 減碼 |
| Vontobel Holding Ltd. | 15,115 | $136.3 萬 | 0.01% | −4,429−22.7% | 減碼 |
| Dean Capital Management | 15,042 | $135.6 萬 | 0.84% | +1,244+9.0% | 加碼 |
| Bard Associates Inc | 15,020 | $135.4 萬 | 0.51% | −495−3.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 14,992 | $135.2 萬 | 0.98% | −100−0.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 14,898 | $134.3 萬 | 0.03% | +3,500+30.7% | 加碼 |
| United Services Automobile Association | 14,869 | $134.1 萬 | 0.03% | +951+6.8% | 加碼 |
| GTS Securities LLC | 14,740 | $132.9 萬 | 0.03% | +7,235+96.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 14,705 | $132.6 萬 | 0.12% | +14,705 | 新進 |
| Gotham Asset Management, LLC | 14,675 | $132.3 萬 | 0.02% | −12,838−46.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 14,517 | $130.9 萬 | 0.00% | +14,517 | 新進 |
| Colony Group, LLC | 14,509 | $130.8 萬 | 0.02% | +14,509 | 新進 |
| NTV Asset Management LLC | 14,469 | $130.5 萬 | 0.22% | 00.0% | 不變 |
| American Financial Advisors, LLC | 14,407 | $129.9 萬 | 0.19% | −1,362−8.6% | 減碼 |
| ProVise Management Group, LLC | 14,298 | $128.9 萬 | 0.11% | −250−1.7% | 減碼 |
| V-Square Quantitative Management LLC | 14,147 | $127.6 萬 | 0.30% | +7,266+105.6% | 加碼 |
| 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 |
| Advance Capital Management, Inc. | 13,591 | $122.6 萬 | 0.10% | 00.0% | 不變 |
| Wesbanco Bank Inc | 13,328 | $120.2 萬 | 0.07% | −602−4.3% | 減碼 |
| Toroso Investments, LLC | 13,244 | $119.4 萬 | 0.03% | +228+1.8% | 加碼 |
| Cetera Investment Advisers | 13,096 | $118.1 萬 | 0.01% | +21+0.2% | 加碼 |
| AIA Group Ltd | 13,000 | $117.2 萬 | 0.05% | −100−0.8% | 減碼 |
| CWM, LLC | 12,987 | $117.1 萬 | 0.01% | +292+2.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 12,953 | $116.8 萬 | 0.03% | +9,633+290.2% | 加碼 |
| Veriti Management LLC | 12,807 | $115.5 萬 | 0.10% | +2,044+19.0% | 加碼 |
| Wambolt & Associates, LLC | 12,702 | $114.5 萬 | 0.37% | +800+6.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 12,436 | $112.1 萬 | 0.06% | +680+5.8% | 加碼 |
| Garrison Bradford & Associates Inc | 12,380 | $111.6 萬 | 1.23% | 00.0% | 不變 |
| GEM Realty Capital | 12,314 | $111.0 萬 | 0.18% | +12,314 | 新進 |
| Simplex Trading, LLC | 12,305 | $110.9 萬 | 0.03% | +12,305 | 新進 |
| Investment Management Corp of Ontario | 12,116 | $109.3 萬 | 0.03% | −78,984−86.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 12,076 | $108.9 萬 | 0.45% | +96+0.8% | 加碼 |
| Sandy Spring Bank | 12,004 | $108.2 萬 | 0.05% | +1,240+11.5% | 加碼 |
| Boothbay Fund Management, LLC | 11,999 | $108.2 萬 | 0.04% | +11,999 | 新進 |