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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 4,924 | $45.6 萬 | 0.00% | +3,621+277.9% | 加碼 |
| Drake & Associates, LLC | 4,944 | $46.2 萬 | 0.17% | −20.0% | 減碼 |
| Integrated Advisors Network LLC | 4,951 | $46.3 萬 | 0.02% | +108+2.2% | 加碼 |
| LRI Investments, LLC | 4,953 | $46.3 萬 | 0.12% | +4,953 | 新進 |
| Texas Yale Capital Corp. | 5,028 | $47.0 萬 | 0.02% | +134+2.7% | 加碼 |
| IHT Wealth Management, LLC | 5,041 | $47.1 萬 | 0.02% | −56−1.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,047 | $47.2 萬 | 0.01% | +19+0.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,057 | $47.3 萬 | 0.06% | −145−2.8% | 減碼 |
| Good Life Advisors, LLC | 5,058 | $47.3 萬 | 0.04% | +10+0.2% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $47.3 萬 | 0.37% | 00.0% | 不變 |
| Wedmont Private Capital | 5,156 | $47.4 萬 | 0.03% | +123+2.4% | 加碼 |
| Retirement Guys Formula LLC | 5,087 | $47.5 萬 | 0.23% | +5,087 | 新進 |
| LongView Wealth Management | 5,116 | $47.8 萬 | 0.19% | +104+2.1% | 加碼 |
| Nations Financial Group Inc, | 5,143 | $48.1 萬 | 0.04% | −10−0.2% | 減碼 |
| Benjamin Edwards Inc | 5,246 | $49.0 萬 | 0.10% | −49−0.9% | 減碼 |
| Sara-Bay Financial | 5,352 | $49.2 萬 | 0.22% | +183+3.5% | 加碼 |
| CAPROCK Group, Inc. | 5,276 | $49.3 萬 | 0.03% | −272−4.9% | 減碼 |
| Alethea Capital Management, LLC | 5,296 | $49.5 萬 | 0.40% | +5,296 | 新進 |
| MQS Management LLC | 5,449 | $50.9 萬 | 0.29% | +1,803+49.5% | 加碼 |
| HF Advisory Group, LLC | 5,486 | $51.3 萬 | 0.29% | +340+6.6% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $51.4 萬 | 0.25% | 00.0% | 不變 |
| Qtron Investments LLC | 5,559 | $51.9 萬 | 0.07% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,568 | $52.0 萬 | 0.02% | −5,292−48.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,589 | $52.2 萬 | 0.05% | +3,522+170.4% | 加碼 |
| Exchange Traded Concepts, LLC | 5,587 | $52.2 萬 | 0.01% | −260−4.4% | 減碼 |
| Huntington National Bank | 5,602 | $52.3 萬 | 0.00% | +538+10.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,612 | $52.4 萬 | 0.29% | −486−8.0% | 減碼 |
| Capula Management Ltd | 5,627 | $52.6 萬 | 0.02% | +5,627 | 新進 |
| Bailard, Inc. | 5,699 | $53.3 萬 | 0.01% | −221−3.7% | 減碼 |
| Hendershot Investments Inc. | 5,742 | $53.7 萬 | 0.08% | 00.0% | 不變 |
| Walleye Capital LLC | 5,747 | $53.7 萬 | 0.01% | −102,456−94.7% | 減碼 |
| NorthRock Partners, LLC | 5,761 | $53.8 萬 | 0.02% | +127+2.3% | 加碼 |
| Alyeska Investment Group, L.P. | 5,790 | $54.1 萬 | 0.00% | −50,415−89.7% | 減碼 |
| Davy Global Fund Management Ltd | 5,804 | $54.2 萬 | 0.06% | +5,804 | 新進 |
| Cullinan Associates Inc | 5,810 | $54.3 萬 | 0.03% | +5,810 | 新進 |
| Johnson Investment Counsel Inc | 5,824 | $54.4 萬 | 0.01% | +51+0.9% | 加碼 |
| Panoramic Investment Advisors, LLC | 5,825 | $54.4 萬 | 0.40% | −400−6.4% | 減碼 |
| Proequities, Inc. | 5,839 | $54.6 萬 | 0.04% | −49−0.8% | 減碼 |
| Cigna Investments Inc | 5,857 | $54.7 萬 | 0.10% | +167+2.9% | 加碼 |
| Virtu Financial LLC | 5,867 | $54.8 萬 | 0.04% | +5,867 | 新進 |
| Siemens Fonds Invest GmbH | 5,878 | $54.9 萬 | 0.04% | +83+1.4% | 加碼 |
| HB Wealth Management, LLC | 5,913 | $55.3 萬 | 0.01% | +292+5.2% | 加碼 |
| Dudley Capital Management, LLC | 6,075 | $55.9 萬 | 0.33% | −75−1.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,987 | $55.9 萬 | 0.02% | −187−3.0% | 減碼 |
| Westwood Holdings Group Inc. | 6,000 | $56.1 萬 | 0.00% | −3,000−33.3% | 減碼 |
| Values First Advisors, Inc. | 6,010 | $56.2 萬 | 0.33% | +253+4.4% | 加碼 |
| Glenmede Trust Co NA | 6,011 | $56.2 萬 | 0.00% | +527+9.6% | 加碼 |
| Azzad Asset Management Inc | 6,079 | $56.8 萬 | 0.07% | +52+0.9% | 加碼 |
| Change Path, LLC | 6,121 | $57.2 萬 | 0.02% | +729+13.5% | 加碼 |
| Ameritas Advisory Services, LLC | 6,229 | $58.8 萬 | 0.02% | +2,879+85.9% | 加碼 |
| Ingalls & Snyder LLC | 6,326 | $59.1 萬 | 0.03% | −150−2.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,352 | $59.4 萬 | 0.01% | +227+3.7% | 加碼 |
| Davenport & Co LLC | 6,405 | $59.8 萬 | 0.00% | +875+15.8% | 加碼 |
| Summit Financial Group Inc | 6,465 | $60.4 萬 | 0.21% | −500−7.2% | 減碼 |
| Integrated Wealth Concepts LLC | 6,483 | $60.6 萬 | 0.01% | −1,454−18.3% | 減碼 |
| Madden Advisory Services, Inc. | 6,506 | $60.8 萬 | 0.32% | −117−1.8% | 減碼 |
| Magnetar Financial LLC | 6,551 | $61.2 萬 | 0.01% | −35,964−84.6% | 減碼 |
| Greenup Street Wealth Management LLC | 6,570 | $61.4 萬 | 0.16% | 00.0% | 不變 |
| Stephens Inc | 6,682 | $62.4 萬 | 0.01% | −164−2.4% | 減碼 |
| GTS Securities LLC | 6,701 | $62.6 萬 | 0.02% | −8,039−54.5% | 減碼 |
| Prestige Wealth Management Group LLC | 6,732 | $62.9 萬 | 0.14% | +6,650+8,109.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,753 | $63.1 萬 | 0.03% | −303−4.3% | 減碼 |
| Inceptionr LLC | 6,798 | $63.5 萬 | 0.16% | +6,798 | 新進 |
| Fulcrum Capital LLC | 6,836 | $63.9 萬 | 0.15% | +155+2.3% | 加碼 |
| Pacific Sun Financial Corp | 6,888 | $64.4 萬 | 0.37% | 00.0% | 不變 |
| Atom Investors LP | 6,921 | $64.7 萬 | 0.08% | +2,862+70.5% | 加碼 |
| Dakota Wealth Management | 6,925 | $64.7 萬 | 0.02% | +1,367+24.6% | 加碼 |
| Richwood Investment Advisors, LLC | 6,932 | $64.8 萬 | 0.58% | −288−4.0% | 減碼 |
| Farmers & Merchants Investments Inc | 6,990 | $65.3 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 7,015 | $65.5 萬 | 0.01% | −2,730−28.0% | 減碼 |
| Quest Partners LLC | 7,023 | $65.6 萬 | 0.11% | +7,023 | 新進 |
| Arkadios Wealth Advisors | 7,044 | $65.8 萬 | 0.05% | −34−0.5% | 減碼 |
| Monetary Management Group Inc | 7,225 | $67.5 萬 | 0.19% | −350−4.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,257 | $67.8 萬 | 0.03% | −424−5.5% | 減碼 |
| Empowered Funds, LLC | 7,365 | $68.8 萬 | 0.01% | +1,901+34.8% | 加碼 |
| Global Retirement Partners, LLC | 7,467 | $69.8 萬 | 0.03% | −379−4.8% | 減碼 |
| Machina Capital S.A.S. | 7,482 | $69.9 萬 | 0.37% | +7,482 | 新進 |
| We Are One Seven, LLC | 7,511 | $70.2 萬 | 0.04% | −163−2.1% | 減碼 |
| Dodds Wealth, LLC | 7,529 | $70.4 萬 | 0.29% | 00.0% | 不變 |
| Stiles Financial Services Inc | 7,543 | $70.5 萬 | 0.28% | −349−4.4% | 減碼 |
| Gold Investment Management Ltd. | 7,546 | $70.5 萬 | 0.28% | −9−0.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,674 | $71.7 萬 | 0.01% | −2,015−20.8% | 減碼 |
| Lincoln National Corp | 7,707 | $72.0 萬 | 0.01% | −300−3.7% | 減碼 |
| MBB Public Markets I LLC | 7,766 | $72.6 萬 | 0.05% | +7,766 | 新進 |
| Quadrant Capital Group LLC | 7,810 | $73.0 萬 | 0.06% | −137−1.7% | 減碼 |
| Savant Capital, LLC | 7,839 | $73.2 萬 | 0.01% | +599+8.3% | 加碼 |
| Federated Hermes, Inc. | 7,867 | $73.5 萬 | 0.00% | −1,379−14.9% | 減碼 |
| Greenleaf Trust | 7,906 | $73.9 萬 | 0.01% | −129−1.6% | 減碼 |
| Prospera Financial Services Inc | 7,941 | $74.3 萬 | 0.02% | −390−4.7% | 減碼 |
| Horizon Investments, LLC | 8,015 | $74.4 萬 | 0.02% | +284+3.7% | 加碼 |
| Level Four Advisory Services, LLC | 8,381 | $75.6 萬 | 0.04% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 8,110 | $75.8 萬 | 0.02% | −57−0.7% | 減碼 |
| Jones Financial Companies LLLP | 8,157 | $76.2 萬 | 0.00% | +2,501+44.2% | 加碼 |
| Coldstream Capital Management Inc | 8,170 | $76.3 萬 | 0.02% | +223+2.8% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 8,198 | $76.6 萬 | 0.03% | +316+4.0% | 加碼 |
| Quadrature Capital Ltd | 8,228 | $76.8 萬 | 0.01% | +8,228 | 新進 |
| Penserra Capital Management LLC | 8,262 | $77.0 萬 | 0.01% | −2,442−22.8% | 減碼 |
| Ofi Invest Asset Management | 8,947 | $77.4 萬 | 0.02% | −719−7.4% | 減碼 |
| Handelsinvest Investeringsforvaltning | 8,345 | $78.0 萬 | 0.37% | −1,586−16.0% | 減碼 |
| Profund Advisors LLC | 8,348 | $78.0 萬 | 0.03% | −1,512−15.3% | 減碼 |