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。
2024 年第 1 季 13F 持有人
Welltower Inc. 在 2024/3/31 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
- 963
- 較 2023 年第 4 季 +36 家
- 持有股數
- 5.63 億
- 較 2023 年第 4 季 +2,494 萬 (+4.6%)
- 總市值
- $526.3 億
- 較 2023 年第 4 季 +$40.8 億 (+8.4%)
- 新進機構
- 97
- 另有 393 家加碼
- 清倉機構
- 61
- 另有 314 家減碼
另有 8 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 3,000 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 3,001 | $28.0 萬 | 0.19% | 00.0% | 不變 |
| FineMark National Bank & Trust | 3,017 | $28.2 萬 | 0.01% | −2−0.1% | 減碼 |
| Orion Capital Management LLC | 3,020 | $28.2 萬 | 0.15% | −700−18.8% | 減碼 |
| Atomi Financial Group, Inc. | 3,049 | $28.5 萬 | 0.03% | +721+31.0% | 加碼 |
| TrinityPoint Wealth, LLC | 3,101 | $29.0 萬 | 0.05% | 00.0% | 不變 |
| Moody National Bank Trust Division | 3,164 | $29.6 萬 | 0.02% | −1,150−26.7% | 減碼 |
| Commerzbank Aktiengesellschaft | 3,190 | $29.9 萬 | 0.01% | −2,640−45.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,210 | $30.0 萬 | 0.01% | +177+5.8% | 加碼 |
| Marcum Wealth, LLC | 3,211 | $30.0 萬 | 0.03% | +387+13.7% | 加碼 |
| Cetera Trust Company, N.A | 3,225 | $30.1 萬 | 0.18% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,249 | $30.4 萬 | 0.01% | +10+0.3% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $30.4 萬 | 0.13% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 3,251 | $30.4 萬 | 0.01% | +562+20.9% | 加碼 |
| Emergent Wealth Advisors, LLC | 3,251 | $30.4 萬 | 0.26% | −1,911−37.0% | 減碼 |
| Cambria Investment Management, L.P. | 3,251 | $30.4 萬 | 0.02% | +399+14.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 3,256 | $30.4 萬 | 0.06% | +51+1.6% | 加碼 |
| Lindbrook Capital, LLC | 3,276 | $30.6 萬 | 0.03% | +36+1.1% | 加碼 |
| Baldwin Investment Management, LLC | 3,310 | $30.9 萬 | 0.04% | +3,310 | 新進 |
| Abbrea Capital, LLC | 3,317 | $31.0 萬 | 0.04% | −966−22.6% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $31.0 萬 | 0.23% | +151+4.8% | 加碼 |
| Prairie Sky Financial Group LLC | 3,332 | $31.1 萬 | 0.19% | 00.0% | 不變 |
| Visionary Wealth Advisors | 3,340 | $31.2 萬 | 0.02% | +405+13.8% | 加碼 |
| Koshinski Asset Management, Inc. | 3,345 | $31.3 萬 | 0.03% | −763−18.6% | 減碼 |
| CoreCap Advisors, LLC | 3,369 | $31.5 萬 | 0.02% | +479+16.6% | 加碼 |
| PDS Planning, Inc | 3,372 | $31.5 萬 | 0.03% | +101+3.1% | 加碼 |
| Bogart Wealth, LLC | 3,377 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,387 | $31.6 萬 | 0.00% | +283+9.1% | 加碼 |
| Stock Yards Bank & Trust Co | 3,390 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $31.7 萬 | 0.05% | −3−0.1% | 減碼 |
| Eudaimonia Advisors LLC | 3,406 | $31.8 萬 | 0.17% | 00.0% | 不變 |
| SFMG, LLC | 3,416 | $31.9 萬 | 0.03% | −88−2.5% | 減碼 |
| Insigneo Advisory Services, LLC | 3,423 | $32.0 萬 | 0.04% | +14+0.4% | 加碼 |
| Kapitalo Investimentos Ltda | 3,439 | $32.1 萬 | 0.07% | −566−14.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,470 | $32.4 萬 | 0.02% | +89+2.6% | 加碼 |
| Clearstead Advisors, LLC | 3,299 | $32.8 萬 | 0.02% | −35−1.0% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,602 | $33.1 萬 | 0.20% | +507+16.4% | 加碼 |
| Tectonic Advisors LLC | 3,556 | $33.2 萬 | 0.03% | +329+10.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,572 | $33.3 萬 | 0.01% | −15−0.4% | 減碼 |
| Valeo Financial Advisors, LLC | 3,595 | $33.7 萬 | 0.01% | −14−0.4% | 減碼 |
| Lake Street Financial LLC | 3,606 | $33.7 萬 | 0.05% | −27−0.7% | 減碼 |
| Whittier Trust Co | 3,656 | $34.2 萬 | 0.00% | −2−0.1% | 減碼 |
| Moors & Cabot, Inc. | 3,692 | $34.5 萬 | 0.02% | −75−2.0% | 減碼 |
| Harbour Investments, Inc. | 3,704 | $34.6 萬 | 0.01% | +562+17.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,718 | $34.7 萬 | 0.01% | +106+2.9% | 加碼 |
| Evanson Asset Management, LLC | 3,751 | $35.1 萬 | 0.03% | +11+0.3% | 加碼 |
| Flputnam Investment Management Co | 3,784 | $35.4 萬 | 0.01% | +16+0.4% | 加碼 |
| Convergence Investment Partners, LLC | 3,842 | $35.9 萬 | 0.14% | +1,127+41.5% | 加碼 |
| Wendell David Associates Inc | 3,850 | $36.0 萬 | 0.04% | 00.0% | 不變 |
| BBR Partners, LLC | 3,864 | $36.1 萬 | 0.03% | +3,864 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,900 | $36.3 萬 | 0.00% | −1,898−32.7% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,884 | $36.3 萬 | 0.15% | 00.0% | 不變 |
| Livelsberger Financial Advisory | 3,663 | $36.4 萬 | 4.31% | −151−4.0% | 減碼 |
| Lake Street Advisors Group, LLC | 3,935 | $36.8 萬 | 0.02% | +89+2.3% | 加碼 |
| Diversified Trust Co | 3,955 | $37.0 萬 | 0.01% | −1,761−30.8% | 減碼 |
| Buckingham Strategic Partners | 3,958 | $37.0 萬 | 0.01% | −119−2.9% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $37.0 萬 | 0.15% | 00.0% | 不變 |
| LCNB Corp | 3,973 | $37.1 萬 | 0.13% | −50−1.2% | 減碼 |
| Personal Cfo Solutions, LLC | 3,978 | $37.2 萬 | 0.06% | −60−1.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,105 | $38.4 萬 | 0.03% | +27+0.7% | 加碼 |
| Bessemer Group Inc | 4,113 | $38.4 萬 | 0.00% | +764+22.8% | 加碼 |
| LifePlan Financial, LLC | 4,122 | $38.5 萬 | 0.35% | −180−4.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 4,125 | $38.5 萬 | 0.08% | −75−1.8% | 減碼 |
| Principal Securities, Inc. | 4,141 | $38.7 萬 | 0.01% | +127+3.2% | 加碼 |
| Glenview Trust Co | 4,162 | $38.9 萬 | 0.01% | −377−8.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 4,163 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| Investment Advisory Services Inc | 4,166 | $38.9 萬 | 0.14% | +6+0.1% | 加碼 |
| Financial Counselors Inc | 4,198 | $39.2 萬 | 0.01% | −1,106−20.9% | 減碼 |
| Apollon Wealth Management, LLC | 4,224 | $39.5 萬 | 0.01% | −63−1.5% | 減碼 |
| First American Trust, FSB | 4,234 | $39.6 萬 | 0.04% | +25+0.6% | 加碼 |
| Prudent Man Advisors, LLC | 4,263 | $39.8 萬 | 0.15% | −335−7.3% | 減碼 |
| HGI Capital Management, LLC | 4,269 | $39.9 萬 | 0.43% | −386−8.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 4,286 | $40.0 萬 | 0.01% | −1,186−21.7% | 減碼 |
| Carmel Capital Partners, LLC | 4,292 | $40.1 萬 | 0.17% | +414+10.7% | 加碼 |
| SpiderRock Advisors, LLC | 4,382 | $40.4 萬 | 0.01% | +4,382 | 新進 |
| Syon Capital LLC | 4,336 | $40.5 萬 | 0.04% | +151+3.6% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,408 | $41.2 萬 | 0.00% | +4,408 | 新進 |
| GAMMA Investing LLC | 4,408 | $41.2 萬 | 0.08% | +498+12.7% | 加碼 |
| Nomura Holdings Inc | 4,418 | $41.3 萬 | 0.00% | −93,803−95.5% | 減碼 |
| Wedbush Securities Inc | 4,416 | $41.3 萬 | 0.02% | +1,889+74.8% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,461 | $41.7 萬 | 0.11% | +76+1.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,561 | $42.6 萬 | 0.05% | +4,561 | 新進 |
| Legacy Wealth Asset Management, LLC | 4,579 | $42.8 萬 | 0.12% | +86+1.9% | 加碼 |
| Southland Equity Partners LLC | 4,612 | $43.1 萬 | 0.12% | +230+5.2% | 加碼 |
| Strategy Asset Managers LLC | 4,630 | $43.3 萬 | 0.09% | +4,630 | 新進 |
| Monument Capital Management | 4,671 | $43.6 萬 | 0.13% | −201−4.1% | 減碼 |
| Ostrum Asset Management | 4,681 | $43.7 萬 | 0.03% | +410+9.6% | 加碼 |
| Associated Banc-Corp | 4,703 | $43.9 萬 | 0.01% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 4,703 | $43.9 萬 | 0.05% | +70+1.5% | 加碼 |
| Ellevest, Inc. | 4,726 | $44.2 萬 | 0.03% | +144+3.1% | 加碼 |
| Boston Private Wealth LLC | 4,730 | $44.2 萬 | 0.01% | −433−8.4% | 減碼 |
| CWM Advisors, LLC | 4,745 | $44.3 萬 | 0.05% | −152−3.1% | 減碼 |
| Ballentine Partners, LLC | 4,818 | $45.0 萬 | 0.01% | −72−1.5% | 減碼 |
| Schechter Investment Advisors, LLC | 4,824 | $45.1 萬 | 0.03% | +587+13.9% | 加碼 |
| Cypress Capital Group | 4,836 | $45.2 萬 | 0.05% | +240+5.2% | 加碼 |
| Investment Advisory Group, LLC | 4,846 | $45.3 萬 | 0.19% | −112−2.3% | 減碼 |
| Tower Bridge Advisors | 4,850 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 4,869 | $45.5 萬 | 0.13% | +723+17.4% | 加碼 |