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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 11,949 | $107.7 萬 | 0.04% | +19+0.2% | 加碼 |
| Banco Santander, S.A. | 11,786 | $106.3 萬 | 0.01% | +2,233+23.4% | 加碼 |
| Alberta Investment Management Corp | 11,700 | $105.5 萬 | 0.01% | 00.0% | 不變 |
| Imprint Wealth LLC | 11,425 | $103.0 萬 | 0.83% | +285+2.6% | 加碼 |
| Park Avenue Securities LLC | 11,422 | $103.0 萬 | 0.01% | −821−6.7% | 減碼 |
| Jefferies Financial Group Inc. | 11,091 | $100.0 萬 | 0.02% | −15,366−58.1% | 減碼 |
| Gray Wealth Management Inc. | 11,008 | $99.3 萬 | 0.48% | −421−3.7% | 減碼 |
| Kestra Advisory Services, LLC | 4,228 | $98.5 萬 | 0.01% | +4,228 | 新進 |
| Ancora Advisors, LLC | 10,910 | $98.4 萬 | 0.02% | +283+2.7% | 加碼 |
| FJ Investments, LLC | 10,877 | $98.1 萬 | 0.05% | +10,877 | 新進 |
| Independent Financial Group, LLC | 10,860 | $97.9 萬 | 0.05% | +1,157+11.9% | 加碼 |
| Bleakley Financial Group, LLC | 10,769 | $97.1 萬 | 0.03% | +415+4.0% | 加碼 |
| Sawtooth Solutions, LLC | 10,761 | $97.0 萬 | 0.03% | +407+3.9% | 加碼 |
| Resources Investment Advisors, LLC. | 10,759 | $97.0 萬 | 0.02% | −86−0.8% | 減碼 |
| NFP Retirement, Inc. | 10,756 | $97.0 萬 | 0.16% | +54+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,711 | $96.6 萬 | 0.01% | −383−3.5% | 減碼 |
| Welch Group, LLC | 10,700 | $96.5 萬 | 0.05% | 00.0% | 不變 |
| Penserra Capital Management LLC | 10,704 | $96.2 萬 | 0.02% | −1,360−11.3% | 減碼 |
| Snowden Capital Advisors LLC | 10,656 | $96.1 萬 | 0.04% | +786+8.0% | 加碼 |
| Warren Averett Asset Management, LLC | 10,545 | $95.1 萬 | 0.04% | −66−0.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 10,530 | $94.9 萬 | 0.03% | +10,530 | 新進 |
| Baird Financial Group, Inc. | 10,463 | $94.3 萬 | 0.00% | −13,733−56.8% | 減碼 |
| Tobam | 10,439 | $94.1 萬 | 0.08% | −1,160−10.0% | 減碼 |
| JLP Asset Management, LLC | 10,400 | $93.8 萬 | 1.11% | −2,600−20.0% | 減碼 |
| GWM Advisors LLC | 10,526 | $93.4 萬 | 0.01% | +2,090+24.8% | 加碼 |
| Fairfield Financial Advisors, LTD | 10,294 | $92.8 萬 | 0.35% | +3,281+46.8% | 加碼 |
| McKinley Capital Management LLC /Delaware | 10,288 | $92.8 萬 | 0.12% | +10,288 | 新進 |
| USA Financial Portformulas Corp | 10,147 | $91.5 萬 | 0.16% | +10,147 | 新進 |
| Verition Fund Management LLC | 10,010 | $90.3 萬 | 0.01% | −273,480−96.5% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $90.2 萬 | 0.09% | 00.0% | 不變 |
| AE Wealth Management LLC | 10,250 | $89.6 萬 | 0.00% | +1,154+12.7% | 加碼 |
| Handelsinvest Investeringsforvaltning | 9,931 | $89.5 萬 | 0.37% | +9,931 | 新進 |
| Profund Advisors LLC | 9,860 | $88.9 萬 | 0.04% | +2,228+29.2% | 加碼 |
| Panagora Asset Management Inc | 9,779 | $88.2 萬 | 0.00% | −136−1.4% | 減碼 |
| Busey Wealth Management | 9,757 | $88.0 萬 | 0.03% | −731−7.0% | 減碼 |
| Avantax Advisory Services, Inc. | 9,745 | $87.9 萬 | 0.01% | −352−3.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,689 | $87.4 萬 | 0.01% | +3,317+52.1% | 加碼 |
| Jeppson Wealth Management, LLC | 9,653 | $87.0 萬 | 0.36% | −21−0.2% | 減碼 |
| Lido Advisors, LLC | 9,309 | $83.9 萬 | 0.01% | −1,294−12.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 9,250 | $83.4 萬 | 0.01% | 00.0% | 不變 |
| Federated Hermes, Inc. | 9,246 | $83.4 萬 | 0.00% | −459−4.7% | 減碼 |
| NewEdge Wealth, LLC | 9,185 | $82.8 萬 | 0.02% | +1,375+17.6% | 加碼 |
| Westwood Holdings Group Inc. | 9,000 | $81.2 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 8,994 | $81.1 萬 | 0.01% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 8,952 | $80.7 萬 | 0.51% | +8,952 | 新進 |
| Ofi Invest Asset Management | 9,666 | $78.9 萬 | 0.03% | −4,886−33.6% | 減碼 |
| HighPoint Advisor Group LLC | 8,571 | $78.2 萬 | 0.06% | +8,571 | 新進 |
| Checchi Capital Advisers, LLC | 8,619 | $77.7 萬 | 0.06% | +95+1.1% | 加碼 |
| Wetherby Asset Management Inc | 8,602 | $77.6 萬 | 0.04% | +459+5.6% | 加碼 |
| 1832 Asset Management L.P. | 8,600 | $77.5 萬 | 0.00% | +2,600+43.3% | 加碼 |
| Schnieders Capital Management LLC | 8,596 | $77.5 萬 | 0.17% | −25−0.3% | 減碼 |
| PFG Investments, LLC | 8,579 | $77.4 萬 | 0.14% | +27+0.3% | 加碼 |
| Signaturefd, LLC | 8,531 | $76.9 萬 | 0.02% | +563+7.1% | 加碼 |
| Atlantic Union Bankshares Corp | 8,500 | $76.6 萬 | 0.07% | −150−1.7% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,467 | $76.3 萬 | 0.21% | −1,176−12.2% | 減碼 |
| Level Four Advisory Services, LLC | 8,381 | $75.6 萬 | 0.04% | +737+9.6% | 加碼 |
| FORA Capital, LLC | 8,352 | $75.3 萬 | 0.06% | +8,352 | 新進 |
| Prospera Financial Services Inc | 8,331 | $75.1 萬 | 0.02% | +2,685+47.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,167 | $73.6 萬 | 0.03% | −329−3.9% | 減碼 |
| Fox Run Management, L.L.C. | 8,097 | $73.0 萬 | 0.19% | +8,097 | 新進 |
| Greenleaf Trust | 8,035 | $72.5 萬 | 0.01% | +457+6.0% | 加碼 |
| Lincoln National Corp | 8,007 | $72.2 萬 | 0.01% | −192−2.3% | 減碼 |
| Jump Financial, LLC | 7,997 | $72.1 萬 | 0.02% | +4,540+131.3% | 加碼 |
| Meeder Advisory Services, Inc. | 7,961 | $71.8 萬 | 0.08% | +829+11.6% | 加碼 |
| Coldstream Capital Management Inc | 7,947 | $71.7 萬 | 0.02% | −101−1.3% | 減碼 |
| Quadrant Capital Group LLC | 7,947 | $71.7 萬 | 0.06% | +350+4.6% | 加碼 |
| Global Retirement Partners, LLC | 7,846 | $71.6 萬 | 0.03% | −237−2.9% | 減碼 |
| Integrated Wealth Concepts LLC | 7,937 | $71.6 萬 | 0.01% | −492−5.8% | 減碼 |
| Stiles Financial Services Inc | 7,892 | $71.2 萬 | 0.32% | −14−0.2% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 7,882 | $71.1 萬 | 0.02% | −527−6.3% | 減碼 |
| NEOS Investment Management LLC | 7,842 | $70.7 萬 | 0.07% | +3,350+74.6% | 加碼 |
| Graham Capital Management, L.P. | 7,797 | $70.3 萬 | 0.02% | +7,797 | 新進 |
| Horizon Investments, LLC | 7,731 | $69.7 萬 | 0.02% | +559+7.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 7,681 | $69.3 萬 | 0.03% | +7,681 | 新進 |
| We Are One Seven, LLC | 7,674 | $69.2 萬 | 0.04% | +3,180+70.8% | 加碼 |
| Monetary Management Group Inc | 7,575 | $68.3 萬 | 0.21% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 7,555 | $68.1 萬 | 0.29% | +7,555 | 新進 |
| Dodds Wealth, LLC | 7,529 | $67.9 萬 | 0.35% | +7,529 | 新進 |
| Savant Capital, LLC | 7,240 | $65.3 萬 | 0.01% | +3,591+98.4% | 加碼 |
| Richwood Investment Advisors, LLC | 7,220 | $65.1 萬 | 0.61% | −610−7.8% | 減碼 |
| Arkadios Wealth Advisors | 7,078 | $63.8 萬 | 0.05% | −3,163−30.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 7,056 | $63.6 萬 | 0.03% | +1,004+16.6% | 加碼 |
| Farmers & Merchants Investments Inc | 6,990 | $63.0 萬 | 0.02% | +5+0.1% | 加碼 |
| Summit Financial Group Inc | 6,965 | $62.8 萬 | 0.24% | −287−4.0% | 減碼 |
| Pacific Sun Financial Corp | 6,888 | $62.1 萬 | 0.39% | −80−1.1% | 減碼 |
| Stephens Inc | 6,846 | $61.7 萬 | 0.01% | +387+6.0% | 加碼 |
| Fulcrum Capital LLC | 6,681 | $60.2 萬 | 0.16% | −2,609−28.1% | 減碼 |
| Madden Advisory Services, Inc. | 6,623 | $59.7 萬 | 0.34% | −446−6.3% | 減碼 |
| Greenup Street Wealth Management LLC | 6,570 | $59.2 萬 | 0.16% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 6,476 | $58.4 萬 | 0.03% | −1,350−17.3% | 減碼 |
| Panoramic Investment Advisors, LLC | 6,225 | $56.1 萬 | 0.49% | −100−1.6% | 減碼 |
| Weiss Asset Management LP | 6,179 | $55.7 萬 | 0.04% | +6,179 | 新進 |
| Ameritas Investment Partners, Inc. | 6,174 | $55.7 萬 | 0.02% | +221+3.7% | 加碼 |
| Dudley Capital Management, LLC | 6,150 | $55.5 萬 | 0.36% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 6,125 | $55.2 萬 | 0.01% | +2,360+62.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,098 | $55.0 萬 | 0.25% | +255+4.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,095 | $55.0 萬 | 0.06% | −699−10.3% | 減碼 |
| Azzad Asset Management Inc | 6,027 | $54.3 萬 | 0.07% | +6,027 | 新進 |
| Lazard Asset Management LLC | 5,932 | $53.4 萬 | 0.00% | +4,139+230.8% | 加碼 |
| Bailard, Inc. | 5,920 | $53.4 萬 | 0.02% | +1,044+21.4% | 加碼 |