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 |
|---|---|---|---|---|---|
| CWM, LLC | 13,721 | $128.2 萬 | 0.01% | +734+5.7% | 加碼 |
| Advance Capital Management, Inc. | 13,591 | $127.0 萬 | 0.09% | 00.0% | 不變 |
| Wesbanco Bank Inc | 13,373 | $125.0 萬 | 0.05% | +45+0.3% | 加碼 |
| NEOS Investment Management LLC | 13,352 | $124.8 萬 | 0.08% | +5,510+70.3% | 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 |
| Sandy Spring Bank | 13,006 | $121.5 萬 | 0.06% | +1,002+8.3% | 加碼 |
| AIA Group Ltd | 12,400 | $115.9 萬 | 0.04% | −600−4.6% | 減碼 |
| Garrison Bradford & Associates Inc | 12,380 | $115.7 萬 | 1.19% | 00.0% | 不變 |
| ProVise Management Group, LLC | 12,186 | $113.9 萬 | 0.10% | −2,112−14.8% | 減碼 |
| Park Avenue Securities LLC | 12,178 | $113.8 萬 | 0.01% | +756+6.6% | 加碼 |
| Bleakley Financial Group, LLC | 12,096 | $113.0 萬 | 0.03% | +1,327+12.3% | 加碼 |
| Simplicity Wealth,LLC | 12,042 | $112.5 萬 | 0.03% | +12,042 | 新進 |
| Verde Capital Management | 12,035 | $112.5 萬 | 0.38% | +7,088+143.3% | 加碼 |
| Snowden Capital Advisors LLC | 11,933 | $111.5 萬 | 0.03% | +1,277+12.0% | 加碼 |
| Boothbay Fund Management, LLC | 11,918 | $111.4 萬 | 0.03% | −81−0.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 11,874 | $111.0 萬 | 0.13% | +1,586+15.4% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,711 | $109.4 萬 | 0.43% | −365−3.0% | 減碼 |
| Warren Averett Asset Management, LLC | 11,706 | $109.4 萬 | 0.03% | +1,161+11.0% | 加碼 |
| Alberta Investment Management Corp | 11,700 | $109.3 萬 | 0.01% | 00.0% | 不變 |
| Banco Santander, S.A. | 11,636 | $108.7 萬 | 0.01% | −150−1.3% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 11,456 | $107.0 萬 | 0.02% | +11,456 | 新進 |
| Vanderbilt University | 11,304 | $105.6 萬 | 0.22% | +8,757+343.8% | 加碼 |
| Imprint Wealth LLC | 11,425 | $105.1 萬 | 0.25% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 10,959 | $102.4 萬 | 0.04% | −22,734−67.5% | 減碼 |
| Gray Wealth Management Inc. | 10,945 | $102.3 萬 | 0.46% | −63−0.6% | 減碼 |
| Independent Advisor Alliance | 10,876 | $101.6 萬 | 0.04% | −1,073−9.0% | 減碼 |
| Resources Investment Advisors, LLC. | 10,866 | $101.5 萬 | 0.02% | +107+1.0% | 加碼 |
| NFP Retirement, Inc. | 10,761 | $100.6 萬 | 0.09% | +50.0% | 加碼 |
| Welch Group, LLC | 10,700 | $100.0 萬 | 0.05% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 10,629 | $99.3 萬 | 0.18% | −46,492−81.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,581 | $98.9 萬 | 0.01% | −130−1.2% | 減碼 |
| Baird Financial Group, Inc. | 10,529 | $98.4 萬 | 0.00% | +66+0.6% | 加碼 |
| Ancora Advisors, LLC | 10,485 | $98.0 萬 | 0.02% | −425−3.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 10,446 | $97.6 萬 | 0.03% | −84−0.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 10,419 | $97.4 萬 | 0.00% | −4,098−28.2% | 減碼 |
| XTX Topco Ltd | 10,368 | $96.9 萬 | 0.13% | +10,368 | 新進 |
| LGT Fund Management Co Ltd. | 10,237 | $95.7 萬 | 0.40% | +10,237 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $94.9 萬 | 0.07% | +10,153 | 新進 |
| PFG Investments, LLC | 10,079 | $94.2 萬 | 0.06% | +1,500+17.5% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $93.4 萬 | 0.09% | 00.0% | 不變 |
| Stevens Capital Management LP | 9,978 | $93.2 萬 | 0.18% | −6,193−38.3% | 減碼 |
| Panagora Asset Management Inc | 9,779 | $91.4 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 9,699 | $90.6 萬 | 0.00% | +9,699 | 新進 |
| Jeppson Wealth Management, LLC | 9,628 | $90.0 萬 | 0.35% | −25−0.3% | 減碼 |
| Buckingham Capital Management, Inc. | 9,540 | $89.1 萬 | 0.11% | +9,540 | 新進 |
| Lido Advisors, LLC | 9,332 | $87.2 萬 | 0.01% | +23+0.2% | 加碼 |
| HighPoint Advisor Group LLC | 8,719 | $86.7 萬 | 0.06% | +148+1.7% | 加碼 |
| Red Cedar Investment Management, LLC | 9,144 | $85.4 萬 | 0.11% | +9,144 | 新進 |
| Checchi Capital Advisers, LLC | 9,119 | $85.2 萬 | 0.07% | +500+5.8% | 加碼 |
| Signaturefd, LLC | 9,108 | $85.1 萬 | 0.02% | +577+6.8% | 加碼 |
| Trueblood Wealth Management, LLC | 9,061 | $84.7 萬 | 0.48% | +109+1.2% | 加碼 |
| Busey Wealth Management | 9,035 | $84.4 萬 | 0.03% | −722−7.4% | 減碼 |
| Investment Management Corp of Ontario | 8,916 | $83.3 萬 | 0.02% | −3,200−26.4% | 減碼 |
| GWM Advisors LLC | 8,793 | $82.2 萬 | 0.01% | −1,733−16.5% | 減碼 |
| Tobam | 8,736 | $81.6 萬 | 0.07% | −1,703−16.3% | 減碼 |
| Meeder Advisory Services, Inc. | 8,668 | $81.0 萬 | 0.08% | +707+8.9% | 加碼 |
| Lazard Asset Management LLC | 8,523 | $79.5 萬 | 0.00% | +2,591+43.7% | 加碼 |
| Schnieders Capital Management LLC | 8,496 | $79.4 萬 | 0.16% | −100−1.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 8,443 | $78.9 萬 | 0.19% | −24−0.3% | 減碼 |
| Wetherby Asset Management Inc | 8,396 | $78.5 萬 | 0.04% | −206−2.4% | 減碼 |
| Atlantic Union Bankshares Corp | 8,350 | $78.0 萬 | 0.07% | −150−1.8% | 減碼 |
| Profund Advisors LLC | 8,348 | $78.0 萬 | 0.03% | −1,512−15.3% | 減碼 |
| Handelsinvest Investeringsforvaltning | 8,345 | $78.0 萬 | 0.37% | −1,586−16.0% | 減碼 |
| Ofi Invest Asset Management | 8,947 | $77.4 萬 | 0.02% | −719−7.4% | 減碼 |
| Penserra Capital Management LLC | 8,262 | $77.0 萬 | 0.01% | −2,442−22.8% | 減碼 |
| Quadrature Capital Ltd | 8,228 | $76.8 萬 | 0.01% | +8,228 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 8,198 | $76.6 萬 | 0.03% | +316+4.0% | 加碼 |
| Coldstream Capital Management Inc | 8,170 | $76.3 萬 | 0.02% | +223+2.8% | 加碼 |
| Jones Financial Companies LLLP | 8,157 | $76.2 萬 | 0.00% | +2,501+44.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,110 | $75.8 萬 | 0.02% | −57−0.7% | 減碼 |
| Level Four Advisory Services, LLC | 8,381 | $75.6 萬 | 0.04% | 00.0% | 不變 |
| Horizon Investments, LLC | 8,015 | $74.4 萬 | 0.02% | +284+3.7% | 加碼 |
| Prospera Financial Services Inc | 7,941 | $74.3 萬 | 0.02% | −390−4.7% | 減碼 |
| Greenleaf Trust | 7,906 | $73.9 萬 | 0.01% | −129−1.6% | 減碼 |
| Federated Hermes, Inc. | 7,867 | $73.5 萬 | 0.00% | −1,379−14.9% | 減碼 |
| Savant Capital, LLC | 7,839 | $73.2 萬 | 0.01% | +599+8.3% | 加碼 |
| Quadrant Capital Group LLC | 7,810 | $73.0 萬 | 0.06% | −137−1.7% | 減碼 |
| MBB Public Markets I LLC | 7,766 | $72.6 萬 | 0.05% | +7,766 | 新進 |
| Lincoln National Corp | 7,707 | $72.0 萬 | 0.01% | −300−3.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,674 | $71.7 萬 | 0.01% | −2,015−20.8% | 減碼 |
| Gold Investment Management Ltd. | 7,546 | $70.5 萬 | 0.28% | −9−0.1% | 減碼 |
| Stiles Financial Services Inc | 7,543 | $70.5 萬 | 0.28% | −349−4.4% | 減碼 |
| Dodds Wealth, LLC | 7,529 | $70.4 萬 | 0.29% | 00.0% | 不變 |
| We Are One Seven, LLC | 7,511 | $70.2 萬 | 0.04% | −163−2.1% | 減碼 |
| Machina Capital S.A.S. | 7,482 | $69.9 萬 | 0.37% | +7,482 | 新進 |
| Global Retirement Partners, LLC | 7,467 | $69.8 萬 | 0.03% | −379−4.8% | 減碼 |
| Empowered Funds, LLC | 7,365 | $68.8 萬 | 0.01% | +1,901+34.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 7,257 | $67.8 萬 | 0.03% | −424−5.5% | 減碼 |
| Monetary Management Group Inc | 7,225 | $67.5 萬 | 0.19% | −350−4.6% | 減碼 |
| Arkadios Wealth Advisors | 7,044 | $65.8 萬 | 0.05% | −34−0.5% | 減碼 |
| Quest Partners LLC | 7,023 | $65.6 萬 | 0.11% | +7,023 | 新進 |
| Avantax Advisory Services, Inc. | 7,015 | $65.5 萬 | 0.01% | −2,730−28.0% | 減碼 |
| Farmers & Merchants Investments Inc | 6,990 | $65.3 萬 | 0.02% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 6,932 | $64.8 萬 | 0.58% | −288−4.0% | 減碼 |
| Dakota Wealth Management | 6,925 | $64.7 萬 | 0.02% | +1,367+24.6% | 加碼 |
| Atom Investors LP | 6,921 | $64.7 萬 | 0.08% | +2,862+70.5% | 加碼 |
| Pacific Sun Financial Corp | 6,888 | $64.4 萬 | 0.37% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,836 | $63.9 萬 | 0.15% | +155+2.3% | 加碼 |
| Inceptionr LLC | 6,798 | $63.5 萬 | 0.16% | +6,798 | 新進 |