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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 8,350 | $78.0 萬 | 0.07% | −150−1.8% | 減碼 |
| Wetherby Asset Management Inc | 8,396 | $78.5 萬 | 0.04% | −206−2.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,443 | $78.9 萬 | 0.19% | −24−0.3% | 減碼 |
| Schnieders Capital Management LLC | 8,496 | $79.4 萬 | 0.16% | −100−1.2% | 減碼 |
| Lazard Asset Management LLC | 8,523 | $79.5 萬 | 0.00% | +2,591+43.7% | 加碼 |
| Meeder Advisory Services, Inc. | 8,668 | $81.0 萬 | 0.08% | +707+8.9% | 加碼 |
| Tobam | 8,736 | $81.6 萬 | 0.07% | −1,703−16.3% | 減碼 |
| GWM Advisors LLC | 8,793 | $82.2 萬 | 0.01% | −1,733−16.5% | 減碼 |
| Investment Management Corp of Ontario | 8,916 | $83.3 萬 | 0.02% | −3,200−26.4% | 減碼 |
| Busey Wealth Management | 9,035 | $84.4 萬 | 0.03% | −722−7.4% | 減碼 |
| Trueblood Wealth Management, LLC | 9,061 | $84.7 萬 | 0.48% | +109+1.2% | 加碼 |
| Signaturefd, LLC | 9,108 | $85.1 萬 | 0.02% | +577+6.8% | 加碼 |
| Checchi Capital Advisers, LLC | 9,119 | $85.2 萬 | 0.07% | +500+5.8% | 加碼 |
| Red Cedar Investment Management, LLC | 9,144 | $85.4 萬 | 0.11% | +9,144 | 新進 |
| HighPoint Advisor Group LLC | 8,719 | $86.7 萬 | 0.06% | +148+1.7% | 加碼 |
| Lido Advisors, LLC | 9,332 | $87.2 萬 | 0.01% | +23+0.2% | 加碼 |
| Buckingham Capital Management, Inc. | 9,540 | $89.1 萬 | 0.11% | +9,540 | 新進 |
| Jeppson Wealth Management, LLC | 9,628 | $90.0 萬 | 0.35% | −25−0.3% | 減碼 |
| Man Group plc | 9,699 | $90.6 萬 | 0.00% | +9,699 | 新進 |
| Panagora Asset Management Inc | 9,779 | $91.4 萬 | 0.00% | 00.0% | 不變 |
| Stevens Capital Management LP | 9,978 | $93.2 萬 | 0.18% | −6,193−38.3% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $93.4 萬 | 0.09% | 00.0% | 不變 |
| PFG Investments, LLC | 10,079 | $94.2 萬 | 0.06% | +1,500+17.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $94.9 萬 | 0.07% | +10,153 | 新進 |
| LGT Fund Management Co Ltd. | 10,237 | $95.7 萬 | 0.40% | +10,237 | 新進 |
| XTX Topco Ltd | 10,368 | $96.9 萬 | 0.13% | +10,368 | 新進 |
| Arrowstreet Capital, Limited Partnership | 10,419 | $97.4 萬 | 0.00% | −4,098−28.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 10,446 | $97.6 萬 | 0.03% | −84−0.8% | 減碼 |
| Ancora Advisors, LLC | 10,485 | $98.0 萬 | 0.02% | −425−3.9% | 減碼 |
| Baird Financial Group, Inc. | 10,529 | $98.4 萬 | 0.00% | +66+0.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,581 | $98.9 萬 | 0.01% | −130−1.2% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 10,629 | $99.3 萬 | 0.18% | −46,492−81.4% | 減碼 |
| Welch Group, LLC | 10,700 | $100.0 萬 | 0.05% | 00.0% | 不變 |
| NFP Retirement, Inc. | 10,761 | $100.6 萬 | 0.09% | +50.0% | 加碼 |
| Resources Investment Advisors, LLC. | 10,866 | $101.5 萬 | 0.02% | +107+1.0% | 加碼 |
| Independent Advisor Alliance | 10,876 | $101.6 萬 | 0.04% | −1,073−9.0% | 減碼 |
| Gray Wealth Management Inc. | 10,945 | $102.3 萬 | 0.46% | −63−0.6% | 減碼 |
| Banque Cantonale Vaudoise | 10,959 | $102.4 萬 | 0.04% | −22,734−67.5% | 減碼 |
| Imprint Wealth LLC | 11,425 | $105.1 萬 | 0.25% | 00.0% | 不變 |
| Vanderbilt University | 11,304 | $105.6 萬 | 0.22% | +8,757+343.8% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 11,456 | $107.0 萬 | 0.02% | +11,456 | 新進 |
| Banco Santander, S.A. | 11,636 | $108.7 萬 | 0.01% | −150−1.3% | 減碼 |
| Alberta Investment Management Corp | 11,700 | $109.3 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 11,706 | $109.4 萬 | 0.03% | +1,161+11.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,711 | $109.4 萬 | 0.43% | −365−3.0% | 減碼 |
| McKinley Capital Management LLC /Delaware | 11,874 | $111.0 萬 | 0.13% | +1,586+15.4% | 加碼 |
| Boothbay Fund Management, LLC | 11,918 | $111.4 萬 | 0.03% | −81−0.7% | 減碼 |
| Snowden Capital Advisors LLC | 11,933 | $111.5 萬 | 0.03% | +1,277+12.0% | 加碼 |
| Verde Capital Management | 12,035 | $112.5 萬 | 0.38% | +7,088+143.3% | 加碼 |
| Simplicity Wealth,LLC | 12,042 | $112.5 萬 | 0.03% | +12,042 | 新進 |
| Bleakley Financial Group, LLC | 12,096 | $113.0 萬 | 0.03% | +1,327+12.3% | 加碼 |
| Park Avenue Securities LLC | 12,178 | $113.8 萬 | 0.01% | +756+6.6% | 加碼 |
| ProVise Management Group, LLC | 12,186 | $113.9 萬 | 0.10% | −2,112−14.8% | 減碼 |
| Garrison Bradford & Associates Inc | 12,380 | $115.7 萬 | 1.19% | 00.0% | 不變 |
| AIA Group Ltd | 12,400 | $115.9 萬 | 0.04% | −600−4.6% | 減碼 |
| Sandy Spring Bank | 13,006 | $121.5 萬 | 0.06% | +1,002+8.3% | 加碼 |
| Brinker Capital Investments, LLC | 13,312 | $124.4 萬 | 0.01% | −486−3.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 13,312 | $124.4 萬 | 0.01% | −486−3.5% | 減碼 |
| NEOS Investment Management LLC | 13,352 | $124.8 萬 | 0.08% | +5,510+70.3% | 加碼 |
| Wesbanco Bank Inc | 13,373 | $125.0 萬 | 0.05% | +45+0.3% | 加碼 |
| Advance Capital Management, Inc. | 13,591 | $127.0 萬 | 0.09% | 00.0% | 不變 |
| CWM, LLC | 13,721 | $128.2 萬 | 0.01% | +734+5.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 14,052 | $131.3 萬 | 0.07% | +1,616+13.0% | 加碼 |
| Allianz SE | 14,135 | $132.1 萬 | 0.04% | +14,135 | 新進 |
| Fox Run Management, L.L.C. | 14,194 | $132.6 萬 | 0.29% | +6,097+75.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,238 | $133.0 萬 | 0.02% | −4,997−26.0% | 減碼 |
| American Financial Advisors, LLC | 14,238 | $133.0 萬 | 0.19% | −169−1.2% | 減碼 |
| NTV Asset Management LLC | 14,469 | $135.2 萬 | 0.21% | 00.0% | 不變 |
| Colony Group, LLC | 14,753 | $137.9 萬 | 0.01% | +244+1.7% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 14,867 | $138.9 萬 | 0.93% | −125−0.8% | 減碼 |
| United Services Automobile Association | 14,869 | $138.9 萬 | 0.03% | 00.0% | 不變 |
| Veriti Management LLC | 14,886 | $139.1 萬 | 0.10% | +2,079+16.2% | 加碼 |
| Bard Associates Inc | 14,987 | $140.0 萬 | 0.50% | −33−0.2% | 減碼 |
| Dean Capital Management | 15,042 | $140.6 萬 | 0.82% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 15,357 | $141.3 萬 | 0.42% | +2,655+20.9% | 加碼 |
| Jump Financial, LLC | 15,392 | $143.8 萬 | 0.04% | +7,395+92.5% | 加碼 |
| Brookstone Capital Management | 15,402 | $143.9 萬 | 0.03% | +15+0.1% | 加碼 |
| Old Second National Bank of Aurora | 15,550 | $145.3 萬 | 0.38% | −31−0.2% | 減碼 |
| Arbor Capital Management Inc | 15,212 | $148.5 萬 | 1.41% | +15,212 | 新進 |
| RDA Financial Network | 16,057 | $150.0 萬 | 0.51% | +33+0.2% | 加碼 |
| O'Rourke & Company, Inc | 16,236 | $151.7 萬 | 0.88% | +129+0.8% | 加碼 |
| Liberty Capital Management, Inc. | 16,402 | $153.3 萬 | 0.38% | −1,023−5.9% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 16,500 | $154.2 萬 | 0.15% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 16,648 | $155.6 萬 | 0.00% | +1,109+7.1% | 加碼 |
| D.A. Davidson & Co. | 16,716 | $156.2 萬 | 0.01% | −69−0.4% | 減碼 |
| V-Square Quantitative Management LLC | 16,790 | $156.9 萬 | 0.26% | +2,643+18.7% | 加碼 |
| Kestra Advisory Services, LLC | 16,825 | $157.2 萬 | 0.01% | +12,597+297.9% | 加碼 |
| Sherbrooke Park Advisers LLC | 17,191 | $160.6 萬 | 0.31% | +14,402+516.4% | 加碼 |
| Groupama Asset Managment | 6,972 | $161.7 萬 | 0.03% | −13,058−65.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 17,434 | $162.9 萬 | 0.02% | −4,736−21.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,562 | $164.1 萬 | 0.04% | +43+0.2% | 加碼 |
| Everence Capital Management Inc | 17,680 | $165.2 萬 | 0.11% | 00.0% | 不變 |
| GeoWealth Management, LLC | 17,952 | $167.7 萬 | 0.06% | +13,926+345.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,265 | $170.7 萬 | 0.12% | −1,453−7.4% | 減碼 |
| Ieq Capital, LLC | 18,292 | $170.9 萬 | 0.02% | +976+5.6% | 加碼 |
| Sumitomo Life Insurance Co | 18,390 | $171.8 萬 | 0.04% | −724−3.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,496 | $172.8 萬 | 0.02% | +391+2.2% | 加碼 |
| GYL Financial Synergies, LLC | 18,590 | $173.7 萬 | 0.14% | −133−0.7% | 減碼 |
| Vontobel Holding Ltd. | 18,634 | $174.1 萬 | 0.01% | +3,519+23.3% | 加碼 |
| Shell Asset Management Co | 16,966 | $176.9 萬 | 0.08% | −7,704−31.2% | 減碼 |