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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 32,987 | $308.2 萬 | 0.20% | +27+0.1% | 加碼 |
| Naviter Wealth, LLC | 32,822 | $306.7 萬 | 0.50% | +3,371+11.4% | 加碼 |
| Securian Asset Management, Inc | 32,598 | $304.6 萬 | 0.09% | −2,389−6.8% | 減碼 |
| Perpetual Ltd | 32,444 | $303.2 萬 | 0.03% | +11,830+57.4% | 加碼 |
| Westover Capital Advisors, LLC | 32,357 | $302.3 萬 | 0.88% | −1,082−3.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 32,286 | $301.7 萬 | 0.01% | −1,423−4.2% | 減碼 |
| Louisiana State Employees Retirement System | 32,200 | $300.9 萬 | 0.06% | −1,300−3.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 31,197 | $291.5 萬 | 0.07% | +14,135+82.8% | 加碼 |
| Merit Financial Group, LLC | 29,823 | $285.7 萬 | 0.07% | +26,262+737.5% | 加碼 |
| Rainey & Randall Investment Management Inc. | 30,466 | $284.7 萬 | 0.67% | −29−0.1% | 減碼 |
| Kinneret Advisory, LLC | 30,300 | $283.1 萬 | 0.28% | −94−0.3% | 減碼 |
| National Asset Management, Inc. | 34,439 | $282.1 萬 | 0.08% | +1,798+5.5% | 加碼 |
| Summit Place Financial Advisors, LLC | 30,124 | $281.5 萬 | 1.65% | −50−0.2% | 減碼 |
| Gotham Asset Management, LLC | 29,732 | $277.8 萬 | 0.04% | +15,057+102.6% | 加碼 |
| Blair William & Co | 29,576 | $276.4 萬 | 0.01% | −1,428−4.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,392 | $274.6 萬 | 0.29% | +137+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,776 | $268.9 萬 | 0.06% | −59,331−67.3% | 減碼 |
| New Mexico Educational Retirement Board | 27,848 | $260.2 萬 | 0.09% | +2,000+7.7% | 加碼 |
| Atria Investments LLC | 27,371 | $255.8 萬 | 0.04% | +4,444+19.4% | 加碼 |
| Oppenheimer & Co Inc | 27,290 | $255.0 萬 | 0.04% | +781+2.9% | 加碼 |
| Quantinno Capital Management LP | 27,057 | $252.8 萬 | 0.05% | +2,281+9.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 26,684 | $249.4 萬 | 0.05% | −299−1.1% | 減碼 |
| Romano Brothers and Company | 26,503 | $247.6 萬 | 0.34% | −402−1.5% | 減碼 |
| Appleton Partners Inc | 26,319 | $245.9 萬 | 0.19% | +1,365+5.5% | 加碼 |
| Ossiam | 26,226 | $245.1 萬 | 0.04% | +10,789+69.9% | 加碼 |
| Erste Asset Management GmbH | 26,100 | $242.4 萬 | 0.03% | +9,000+52.6% | 加碼 |
| Boston Family Office LLC | 25,594 | $239.2 萬 | 0.17% | −917−3.5% | 減碼 |
| Centiva Capital, LP | 25,587 | $239.1 萬 | 0.13% | +25,587 | 新進 |
| Lincluden Management Ltd | 25,579 | $239.0 萬 | 0.28% | −1,792−6.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $238.3 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 24,828 | $232.0 萬 | 0.02% | −5,932−19.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 24,384 | $227.8 萬 | 0.04% | −2,372−8.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 24,250 | $226.6 萬 | 0.02% | +15,000+162.2% | 加碼 |
| Raymond James Trust N.A. | 24,154 | $225.7 萬 | 0.05% | +828+3.5% | 加碼 |
| Nicola Wealth Management Ltd. | 17,695 | $223.9 萬 | 0.22% | +4,500+34.1% | 加碼 |
| Avitas Wealth Management LLC | 23,755 | $222.0 萬 | 0.34% | +281+1.2% | 加碼 |
| Swiss Life Asset Management Ltd | 23,585 | $220.4 萬 | 0.03% | −66,162−73.7% | 減碼 |
| Old North State Wealth Management, LLC | 23,485 | $219.6 萬 | 1.43% | +325+1.4% | 加碼 |
| Alpine Global Management, LLC | 23,500 | $219.6 萬 | 0.43% | −34,200−59.3% | 減碼 |
| Winton Group Ltd | 22,953 | $214.5 萬 | 0.15% | +22,953 | 新進 |
| Pinebridge Investments, L.P. | 22,888 | $213.9 萬 | 0.02% | +22,888 | 新進 |
| Dean Investment Associates, LLC | 22,678 | $211.9 萬 | 0.29% | +106+0.5% | 加碼 |
| Moran Wealth Management, LLC | 22,598 | $211.2 萬 | 0.07% | +3,421+17.8% | 加碼 |
| Intech Investment Management LLC | 22,294 | $208.3 萬 | 0.03% | +13,300+147.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 22,204 | $207.5 萬 | 0.05% | +1,500+7.2% | 加碼 |
| Private Advisor Group, LLC | 22,043 | $206.0 萬 | 0.01% | −2,661−10.8% | 減碼 |
| United Capital Financial Advisers, LLC | 21,704 | $202.8 萬 | 0.02% | −1,095−4.8% | 減碼 |
| Toroso Investments, LLC | 21,326 | $199.3 萬 | 0.03% | +8,082+61.0% | 加碼 |
| Lockheed Martin Investment Management Co | 22,953 | $198.5 萬 | 0.14% | −6,900−23.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 20,894 | $195.2 萬 | 0.04% | +20,894 | 新進 |
| Meiji Yasuda Life Insurance Co | 20,888 | $195.2 萬 | 0.04% | +5,990+40.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 20,869 | $195.0 萬 | 0.01% | +888+4.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 20,739 | $193.8 萬 | 0.15% | −303−1.4% | 減碼 |
| Proquility Private Wealth Partners, LLC | 20,263 | $189.3 萬 | 0.65% | +1,072+5.6% | 加碼 |
| Forte Capital LLC | 20,229 | $189.0 萬 | 0.23% | +85+0.4% | 加碼 |
| FJ Capital Management LLC | 19,946 | $186.4 萬 | 0.19% | +2,193+12.4% | 加碼 |
| Capital Investment Advisors, LLC | 19,922 | $186.1 萬 | 0.04% | +362+1.9% | 加碼 |
| MAI Capital Management | 19,868 | $185.6 萬 | 0.02% | −145−0.7% | 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 |
| Agf Management Ltd | 19,609 | $183.2 萬 | 0.01% | −14,868−43.1% | 減碼 |
| APG Asset Management N.V. | 21,017 | $181.8 萬 | 0.00% | +900+4.5% | 加碼 |
| Shell Asset Management Co | 16,966 | $176.9 萬 | 0.08% | −7,704−31.2% | 減碼 |
| Vontobel Holding Ltd. | 18,634 | $174.1 萬 | 0.01% | +3,519+23.3% | 加碼 |
| GYL Financial Synergies, LLC | 18,590 | $173.7 萬 | 0.14% | −133−0.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,496 | $172.8 萬 | 0.02% | +391+2.2% | 加碼 |
| Sumitomo Life Insurance Co | 18,390 | $171.8 萬 | 0.04% | −724−3.8% | 減碼 |
| Ieq Capital, LLC | 18,292 | $170.9 萬 | 0.02% | +976+5.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,265 | $170.7 萬 | 0.12% | −1,453−7.4% | 減碼 |
| GeoWealth Management, LLC | 17,952 | $167.7 萬 | 0.06% | +13,926+345.9% | 加碼 |
| Everence Capital Management Inc | 17,680 | $165.2 萬 | 0.11% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 17,562 | $164.1 萬 | 0.04% | +43+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 17,434 | $162.9 萬 | 0.02% | −4,736−21.4% | 減碼 |
| Groupama Asset Managment | 6,972 | $161.7 萬 | 0.03% | −13,058−65.2% | 減碼 |
| Sherbrooke Park Advisers LLC | 17,191 | $160.6 萬 | 0.31% | +14,402+516.4% | 加碼 |
| Kestra Advisory Services, LLC | 16,825 | $157.2 萬 | 0.01% | +12,597+297.9% | 加碼 |
| V-Square Quantitative Management LLC | 16,790 | $156.9 萬 | 0.26% | +2,643+18.7% | 加碼 |
| D.A. Davidson & Co. | 16,716 | $156.2 萬 | 0.01% | −69−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 16,648 | $155.6 萬 | 0.00% | +1,109+7.1% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,500 | $154.2 萬 | 0.15% | 00.0% | 不變 |
| Liberty Capital Management, Inc. | 16,402 | $153.3 萬 | 0.38% | −1,023−5.9% | 減碼 |
| O'Rourke & Company, Inc | 16,236 | $151.7 萬 | 0.88% | +129+0.8% | 加碼 |
| RDA Financial Network | 16,057 | $150.0 萬 | 0.51% | +33+0.2% | 加碼 |
| Arbor Capital Management Inc | 15,212 | $148.5 萬 | 1.41% | +15,212 | 新進 |
| Old Second National Bank of Aurora | 15,550 | $145.3 萬 | 0.38% | −31−0.2% | 減碼 |
| Brookstone Capital Management | 15,402 | $143.9 萬 | 0.03% | +15+0.1% | 加碼 |
| Jump Financial, LLC | 15,392 | $143.8 萬 | 0.04% | +7,395+92.5% | 加碼 |
| Wambolt & Associates, LLC | 15,357 | $141.3 萬 | 0.42% | +2,655+20.9% | 加碼 |
| Dean Capital Management | 15,042 | $140.6 萬 | 0.82% | 00.0% | 不變 |
| Bard Associates Inc | 14,987 | $140.0 萬 | 0.50% | −33−0.2% | 減碼 |
| Veriti Management LLC | 14,886 | $139.1 萬 | 0.10% | +2,079+16.2% | 加碼 |
| United Services Automobile Association | 14,869 | $138.9 萬 | 0.03% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 14,867 | $138.9 萬 | 0.93% | −125−0.8% | 減碼 |
| Colony Group, LLC | 14,753 | $137.9 萬 | 0.01% | +244+1.7% | 加碼 |
| NTV Asset Management LLC | 14,469 | $135.2 萬 | 0.21% | 00.0% | 不變 |
| American Financial Advisors, LLC | 14,238 | $133.0 萬 | 0.19% | −169−1.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 14,238 | $133.0 萬 | 0.02% | −4,997−26.0% | 減碼 |
| Fox Run Management, L.L.C. | 14,194 | $132.6 萬 | 0.29% | +6,097+75.3% | 加碼 |
| Allianz SE | 14,135 | $132.1 萬 | 0.04% | +14,135 | 新進 |
| Tokio Marine Asset Management Co Ltd | 14,052 | $131.3 萬 | 0.07% | +1,616+13.0% | 加碼 |