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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 3,658 | $33.0 萬 | 0.01% | −4,914−57.3% | 減碼 |
| MQS Management LLC | 3,646 | $32.9 萬 | 0.18% | +3,646 | 新進 |
| Lake Street Financial LLC | 3,633 | $32.8 萬 | 0.05% | +3,633 | 新進 |
| Valeo Financial Advisors, LLC | 3,609 | $32.5 萬 | 0.01% | +355+10.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,587 | $32.3 萬 | 0.01% | +488+15.7% | 加碼 |
| Merit Financial Group, LLC | 3,561 | $32.1 萬 | 0.01% | +49+1.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,612 | $32.0 萬 | 0.01% | +363+11.2% | 加碼 |
| SFMG, LLC | 3,504 | $31.6 萬 | 0.03% | +100+2.9% | 加碼 |
| Clarius Group, LLC | 3,486 | $31.4 萬 | 0.03% | −321−8.4% | 減碼 |
| Insigneo Advisory Services, LLC | 3,409 | $30.7 萬 | 0.04% | +468+15.9% | 加碼 |
| Eudaimonia Advisors LLC | 3,406 | $30.7 萬 | 0.20% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,400 | $30.7 萬 | 0.05% | −4−0.1% | 減碼 |
| Stock Yards Bank & Trust Co | 3,390 | $30.6 萬 | 0.01% | −163−4.6% | 減碼 |
| Whalerock Point Partners, LLC | 3,389 | $30.6 萬 | 0.09% | −500−12.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,381 | $30.5 萬 | 0.02% | +279+9.0% | 加碼 |
| Bogart Wealth, LLC | 3,377 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 3,360 | $30.3 萬 | 0.00% | +3,360 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 3,354 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 3,349 | $30.2 萬 | 0.00% | +115+3.6% | 加碼 |
| AlphaMark Advisors, LLC | 3,339 | $30.1 萬 | 0.11% | +55+1.7% | 加碼 |
| Clearstead Advisors, LLC | 3,334 | $30.1 萬 | 0.02% | +2,105+171.3% | 加碼 |
| Prairie Sky Financial Group LLC | 3,332 | $30.0 萬 | 0.20% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,316 | $29.9 萬 | 0.00% | −45−1.3% | 減碼 |
| Ameritas Advisory Services, LLC | 3,350 | $29.6 萬 | 0.02% | +272+8.8% | 加碼 |
| PDS Planning, Inc | 3,271 | $29.5 萬 | 0.03% | +31+1.0% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $29.3 萬 | 0.14% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,240 | $29.2 萬 | 0.03% | +420+14.9% | 加碼 |
| Advisory Services Network, LLC | 3,239 | $29.2 萬 | 0.01% | −300−8.5% | 減碼 |
| Tectonic Advisors LLC | 3,227 | $29.1 萬 | 0.02% | −43−1.3% | 減碼 |
| 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 |
| Fortitude Advisory Group L.L.C. | 3,213 | $29.0 萬 | 0.18% | +98+3.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 3,205 | $28.9 萬 | 0.13% | +3,205 | 新進 |
| Shelton Capital Management | 3,192 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Dearborn Partners LLC | 3,179 | $28.7 萬 | 0.01% | −700−18.0% | 減碼 |
| Wolverine Trading, LLC | 3,167 | $28.6 萬 | 0.00% | −11,316−78.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,167 | $28.6 萬 | 0.23% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 3,152 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,142 | $28.3 萬 | 0.01% | +1,503+91.7% | 加碼 |
| EP Wealth Advisors, LLC | 3,104 | $28.0 萬 | 0.00% | +288+10.2% | 加碼 |
| TrinityPoint Wealth, LLC | 3,101 | $28.0 萬 | 0.05% | −57−1.8% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,095 | $27.9 萬 | 0.20% | −480−13.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,046 | $27.5 萬 | 0.01% | −60−1.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,033 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| FineMark National Bank & Trust | 3,019 | $27.2 萬 | 0.01% | +142+4.9% | 加碼 |
| Dividend Assets Capital, LLC | 3,000 | $27.1 萬 | 0.05% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 3,001 | $27.1 萬 | 0.20% | +3,001 | 新進 |
| Spouting Rock Asset Management, LLC | 3,000 | $27.1 萬 | 0.10% | +3,000 | 新進 |
| Keel Point, LLC | 2,953 | $26.6 萬 | 0.03% | +173+6.2% | 加碼 |
| Visionary Wealth Advisors | 2,935 | $26.5 萬 | 0.02% | −514−14.9% | 減碼 |
| True North Advisors, LLC | 2,911 | $26.2 萬 | 0.07% | −25−0.9% | 減碼 |
| Brighton Jones LLC | 2,898 | $26.1 萬 | 0.01% | −102−3.4% | 減碼 |
| Nilsine Partners, LLC | 2,894 | $26.1 萬 | 0.04% | +348+13.7% | 加碼 |
| Financial Advocates Investment Management | 2,894 | $26.1 萬 | 0.02% | +13+0.5% | 加碼 |
| CoreCap Advisors, LLC | 2,890 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| CX Institutional | 2,870 | $25.9 萬 | 0.01% | −32−1.1% | 減碼 |
| Cambria Investment Management, L.P. | 2,852 | $25.7 萬 | 0.02% | +2,852 | 新進 |
| Balboa Wealth Partners | 2,846 | $25.7 萬 | 0.09% | −629−18.1% | 減碼 |
| Marcum Wealth, LLC | 2,824 | $25.5 萬 | 0.03% | −856−23.3% | 減碼 |
| Cascade Investment Advisors, Inc. | 2,815 | $25.4 萬 | 0.18% | −13,237−82.5% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $25.3 萬 | 0.21% | 00.0% | 不變 |
| Conning Inc. | 2,795 | $25.2 萬 | 0.01% | +25+0.9% | 加碼 |
| Sherbrooke Park Advisers LLC | 2,789 | $25.1 萬 | 0.12% | −4,443−61.4% | 減碼 |
| Hartline Investment Corp | 2,782 | $25.1 萬 | 0.04% | 00.0% | 不變 |
| IMPACTfolio, LLC | 2,749 | $24.8 萬 | 0.16% | +104+3.9% | 加碼 |
| HBK Sorce Advisory LLC | 2,747 | $24.8 萬 | 0.01% | +18+0.7% | 加碼 |
| Sentry Investment Management LLC | 2,720 | $24.5 萬 | 0.11% | −292−9.7% | 減碼 |
| Convergence Investment Partners, LLC | 2,715 | $24.5 萬 | 0.13% | +2,715 | 新進 |
| Summit Trail Advisors, LLC | 2,707 | $24.4 萬 | 0.01% | −40−1.5% | 減碼 |
| Bokf, NA | 2,706 | $24.4 萬 | 0.00% | +5+0.2% | 加碼 |
| River Street Advisors LLC | 2,700 | $24.3 萬 | 0.19% | +178+7.1% | 加碼 |
| Kingsview Wealth Management, LLC | 2,689 | $24.2 萬 | 0.01% | −95−3.4% | 減碼 |
| Keystone Financial Group | 2,681 | $24.2 萬 | 0.04% | 00.0% | 不變 |
| Bowman & Co S.C. | 2,665 | $24.0 萬 | 0.17% | −224−7.8% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,625 | $23.7 萬 | 0.09% | +23+0.9% | 加碼 |
| Painted Porch Advisors LLC | 2,623 | $23.7 萬 | 0.18% | +2,623 | 新進 |
| Evergreen Capital Management LLC | 2,620 | $23.6 萬 | 0.01% | −87−3.2% | 減碼 |
| iA Global Asset Management Inc. | 2,620 | $23.6 萬 | 0.01% | +2,620 | 新進 |
| Register Financial Advisors LLC | 2,600 | $23.4 萬 | 0.16% | 00.0% | 不變 |
| Weybosset Research & Management LLC | 2,600 | $23.4 萬 | 0.08% | +100+4.0% | 加碼 |
| Horizon Wealth Management, LLC | 2,595 | $23.4 萬 | 0.07% | −2−0.1% | 減碼 |
| Armor Investment Advisors, LLC | 2,593 | $23.4 萬 | 0.12% | −160−5.8% | 減碼 |
| Graypoint LLC | 2,565 | $23.1 萬 | 0.02% | +2,565 | 新進 |
| Parallel Advisors, LLC | 2,559 | $23.1 萬 | 0.01% | +390+18.0% | 加碼 |
| Wharton Business Group, LLC | 2,555 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Vanderbilt University | 2,547 | $23.0 萬 | 0.06% | −7,570−74.8% | 減碼 |
| Sage Mountain Advisors LLC | 2,542 | $22.9 萬 | 0.03% | +45+1.8% | 加碼 |
| Wedbush Securities Inc | 2,527 | $22.8 萬 | 0.01% | +2,527 | 新進 |
| Hudock, Inc. | 2,506 | $22.6 萬 | 0.05% | +6+0.2% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 2,500 | $22.5 萬 | 0.04% | −1,000−28.6% | 減碼 |
| Fiduciary Trust Co | 2,490 | $22.5 萬 | 0.00% | +2,490 | 新進 |
| Mutual Advisors, LLC | 2,489 | $22.4 萬 | 0.01% | +2,489 | 新進 |
| IFG Advisory, LLC | 2,477 | $22.3 萬 | 0.02% | +17+0.7% | 加碼 |
| Warwick Investment Management, Inc. | 2,461 | $22.2 萬 | 0.07% | −139−5.3% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $22.1 萬 | 0.06% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 2,447 | $22.1 萬 | 0.02% | −107−4.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 2,446 | $22.1 萬 | 0.00% | −380−13.4% | 減碼 |
| InterOcean Capital Group, LLC | 2,421 | $21.8 萬 | 0.01% | +2,421 | 新進 |
| SeaCrest Wealth Management, LLC | 2,461 | $21.8 萬 | 0.03% | +2,461 | 新進 |
| Caldwell Sutter Capital, Inc. | 2,415 | $21.8 萬 | 0.11% | +10+0.4% | 加碼 |