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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 21,017 | $181.8 萬 | 0.00% | +900+4.5% | 加碼 |
| Agf Management Ltd | 19,609 | $183.2 萬 | 0.01% | −14,868−43.1% | 減碼 |
| Engineers Gate Manager LP | 19,688 | $184.0 萬 | 0.05% | −4,043−17.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 19,688 | $184.0 萬 | 0.08% | +2,520+14.7% | 加碼 |
| MAI Capital Management | 19,868 | $185.6 萬 | 0.02% | −145−0.7% | 減碼 |
| Capital Investment Advisors, LLC | 19,922 | $186.1 萬 | 0.04% | +362+1.9% | 加碼 |
| FJ Capital Management LLC | 19,946 | $186.4 萬 | 0.19% | +2,193+12.4% | 加碼 |
| Forte Capital LLC | 20,229 | $189.0 萬 | 0.23% | +85+0.4% | 加碼 |
| Proquility Private Wealth Partners, LLC | 20,263 | $189.3 萬 | 0.65% | +1,072+5.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 20,739 | $193.8 萬 | 0.15% | −303−1.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 20,869 | $195.0 萬 | 0.01% | +888+4.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 20,888 | $195.2 萬 | 0.04% | +5,990+40.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 20,894 | $195.2 萬 | 0.04% | +20,894 | 新進 |
| Lockheed Martin Investment Management Co | 22,953 | $198.5 萬 | 0.14% | −6,900−23.1% | 減碼 |
| Toroso Investments, LLC | 21,326 | $199.3 萬 | 0.03% | +8,082+61.0% | 加碼 |
| United Capital Financial Advisers, LLC | 21,704 | $202.8 萬 | 0.02% | −1,095−4.8% | 減碼 |
| Private Advisor Group, LLC | 22,043 | $206.0 萬 | 0.01% | −2,661−10.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 22,204 | $207.5 萬 | 0.05% | +1,500+7.2% | 加碼 |
| Intech Investment Management LLC | 22,294 | $208.3 萬 | 0.03% | +13,300+147.9% | 加碼 |
| Moran Wealth Management, LLC | 22,598 | $211.2 萬 | 0.07% | +3,421+17.8% | 加碼 |
| Dean Investment Associates, LLC | 22,678 | $211.9 萬 | 0.29% | +106+0.5% | 加碼 |
| Pinebridge Investments, L.P. | 22,888 | $213.9 萬 | 0.02% | +22,888 | 新進 |
| Winton Group Ltd | 22,953 | $214.5 萬 | 0.15% | +22,953 | 新進 |
| Alpine Global Management, LLC | 23,500 | $219.6 萬 | 0.43% | −34,200−59.3% | 減碼 |
| Old North State Wealth Management, LLC | 23,485 | $219.6 萬 | 1.43% | +325+1.4% | 加碼 |
| Swiss Life Asset Management Ltd | 23,585 | $220.4 萬 | 0.03% | −66,162−73.7% | 減碼 |
| Avitas Wealth Management LLC | 23,755 | $222.0 萬 | 0.34% | +281+1.2% | 加碼 |
| Nicola Wealth Management Ltd. | 17,695 | $223.9 萬 | 0.22% | +4,500+34.1% | 加碼 |
| Raymond James Trust N.A. | 24,154 | $225.7 萬 | 0.05% | +828+3.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,250 | $226.6 萬 | 0.02% | +15,000+162.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 24,384 | $227.8 萬 | 0.04% | −2,372−8.9% | 減碼 |
| Commerce Bank | 24,828 | $232.0 萬 | 0.02% | −5,932−19.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $238.3 萬 | 0.03% | 00.0% | 不變 |
| Lincluden Management Ltd | 25,579 | $239.0 萬 | 0.28% | −1,792−6.5% | 減碼 |
| Centiva Capital, LP | 25,587 | $239.1 萬 | 0.13% | +25,587 | 新進 |
| Boston Family Office LLC | 25,594 | $239.2 萬 | 0.17% | −917−3.5% | 減碼 |
| Erste Asset Management GmbH | 26,100 | $242.4 萬 | 0.03% | +9,000+52.6% | 加碼 |
| Ossiam | 26,226 | $245.1 萬 | 0.04% | +10,789+69.9% | 加碼 |
| Appleton Partners Inc | 26,319 | $245.9 萬 | 0.19% | +1,365+5.5% | 加碼 |
| Romano Brothers and Company | 26,503 | $247.6 萬 | 0.34% | −402−1.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 26,684 | $249.4 萬 | 0.05% | −299−1.1% | 減碼 |
| Quantinno Capital Management LP | 27,057 | $252.8 萬 | 0.05% | +2,281+9.2% | 加碼 |
| Oppenheimer & Co Inc | 27,290 | $255.0 萬 | 0.04% | +781+2.9% | 加碼 |
| Atria Investments LLC | 27,371 | $255.8 萬 | 0.04% | +4,444+19.4% | 加碼 |
| New Mexico Educational Retirement Board | 27,848 | $260.2 萬 | 0.09% | +2,000+7.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,776 | $268.9 萬 | 0.06% | −59,331−67.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,392 | $274.6 萬 | 0.29% | +137+0.5% | 加碼 |
| Blair William & Co | 29,576 | $276.4 萬 | 0.01% | −1,428−4.6% | 減碼 |
| Gotham Asset Management, LLC | 29,732 | $277.8 萬 | 0.04% | +15,057+102.6% | 加碼 |
| Summit Place Financial Advisors, LLC | 30,124 | $281.5 萬 | 1.65% | −50−0.2% | 減碼 |
| National Asset Management, Inc. | 34,439 | $282.1 萬 | 0.08% | +1,798+5.5% | 加碼 |
| Kinneret Advisory, LLC | 30,300 | $283.1 萬 | 0.28% | −94−0.3% | 減碼 |
| Rainey & Randall Investment Management Inc. | 30,466 | $284.7 萬 | 0.67% | −29−0.1% | 減碼 |
| Merit Financial Group, LLC | 29,823 | $285.7 萬 | 0.07% | +26,262+737.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 31,197 | $291.5 萬 | 0.07% | +14,135+82.8% | 加碼 |
| Louisiana State Employees Retirement System | 32,200 | $300.9 萬 | 0.06% | −1,300−3.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 32,286 | $301.7 萬 | 0.01% | −1,423−4.2% | 減碼 |
| Westover Capital Advisors, LLC | 32,357 | $302.3 萬 | 0.88% | −1,082−3.2% | 減碼 |
| Perpetual Ltd | 32,444 | $303.2 萬 | 0.03% | +11,830+57.4% | 加碼 |
| Securian Asset Management, Inc | 32,598 | $304.6 萬 | 0.09% | −2,389−6.8% | 減碼 |
| Naviter Wealth, LLC | 32,822 | $306.7 萬 | 0.50% | +3,371+11.4% | 加碼 |
| Spinnaker Trust | 32,987 | $308.2 萬 | 0.20% | +27+0.1% | 加碼 |
| Kornitzer Capital Management Inc | 33,090 | $309.2 萬 | 0.06% | +7,900+31.4% | 加碼 |
| Pensionfund Sabic | 33,259 | $310.8 萬 | 0.92% | +8,000+31.7% | 加碼 |
| Jefferies Financial Group Inc. | 33,599 | $313.9 萬 | 0.06% | +22,508+202.9% | 加碼 |
| Spirit of America Management Corp | 33,875 | $316.5 萬 | 0.64% | +3,900+13.0% | 加碼 |
| CI Private Wealth, LLC | 34,656 | $323.8 萬 | 0.01% | +1,468+4.4% | 加碼 |
| MML Investors Services, LLC | 34,709 | $324.3 萬 | 0.01% | +463+1.4% | 加碼 |
| KBC Group NV | 34,740 | $324.6 萬 | 0.01% | +3,829+12.4% | 加碼 |
| D L Carlson Investment Group Inc | 35,174 | $328.7 萬 | 0.64% | −200−0.6% | 減碼 |
| Hartford Investment Management Co | 35,781 | $334.3 萬 | 0.12% | −1,470−3.9% | 減碼 |
| Sarasin & Partners LLP | 35,992 | $336.3 萬 | 0.03% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 36,095 | $337.3 萬 | 0.04% | −2,890−7.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,350 | $339.7 萬 | 0.05% | −2,695−6.9% | 減碼 |
| Brown Advisory Inc | 36,534 | $341.4 萬 | 0.00% | −292−0.8% | 減碼 |
| Maryland State Retirement & Pension System | 37,946 | $341.5 萬 | 0.07% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 36,700 | $342.9 萬 | 0.36% | −490−1.3% | 減碼 |
| Kempen Capital Management N.V. | 36,781 | $343.7 萬 | 0.04% | +7,481+25.5% | 加碼 |
| Pacer Advisors, Inc. | 37,602 | $351.4 萬 | 0.01% | +1,005+2.7% | 加碼 |
| Advisors Asset Management, Inc. | 37,717 | $352.4 萬 | 0.07% | −6,304−14.3% | 減碼 |
| Wealthfront Advisers LLC | 39,085 | $365.2 萬 | 0.01% | −2,419−5.8% | 減碼 |
| Metropolitan Life Insurance Co | 39,413 | $368.3 萬 | 0.16% | −60−0.2% | 減碼 |
| 1832 Asset Management L.P. | 39,900 | $372.8 萬 | 0.01% | +31,300+364.0% | 加碼 |
| Fred Alger Management, LLC | 40,257 | $376.2 萬 | 0.02% | −12,934−24.3% | 減碼 |
| Tudor Investment Corp Et Al | 40,679 | $380.1 萬 | 0.05% | +40,679 | 新進 |
| Northwestern Mutual Wealth Management Co | 40,832 | $381.5 萬 | 0.00% | −4,711−10.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 41,519 | $388.0 萬 | 0.04% | +7,585+22.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 41,773 | $390.3 萬 | 0.04% | +5,470+15.1% | 加碼 |
| Kentucky Retirement Systems | 42,032 | $392.7 萬 | 0.12% | −2,251−5.1% | 減碼 |
| Fifth Third Bancorp | 42,093 | $393.3 萬 | 0.02% | +1,403+3.4% | 加碼 |
| DoubleLine ETF Adviser LP | 42,210 | $394.4 萬 | 1.00% | +4,221+11.1% | 加碼 |
| Verition Fund Management LLC | 42,450 | $396.7 萬 | 0.04% | +32,440+324.1% | 加碼 |
| Ensign Peak Advisors, Inc | 43,095 | $402.7 萬 | 0.01% | +18,055+72.1% | 加碼 |
| Pathstone Holdings, LLC | 43,393 | $405.5 萬 | 0.02% | +7,448+20.7% | 加碼 |
| US Bancorp | 44,755 | $418.2 萬 | 0.01% | −3,078−6.4% | 減碼 |
| Norinchukin Bank, The | 44,919 | $419.7 萬 | 0.13% | −528−1.2% | 減碼 |
| Credit Agricole S A | 47,200 | $428.6 萬 | 0.07% | +18,387+63.8% | 加碼 |
| JustInvest LLC | 45,877 | $428.7 萬 | 0.09% | +5,164+12.7% | 加碼 |
| Callahan Advisors, LLC | 45,982 | $429.7 萬 | 0.45% | −1,249−2.6% | 減碼 |
| Peapack Gladstone Financial Corp | 46,364 | $433.2 萬 | 0.07% | −225−0.5% | 減碼 |