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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 4,122 | $38.5 萬 | 0.35% | −180−4.2% | 減碼 |
| Bessemer Group Inc | 4,113 | $38.4 萬 | 0.00% | +764+22.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,105 | $38.4 萬 | 0.03% | +27+0.7% | 加碼 |
| Personal Cfo Solutions, LLC | 3,978 | $37.2 萬 | 0.06% | −60−1.5% | 減碼 |
| LCNB Corp | 3,973 | $37.1 萬 | 0.13% | −50−1.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $37.0 萬 | 0.15% | 00.0% | 不變 |
| Buckingham Strategic Partners | 3,958 | $37.0 萬 | 0.01% | −119−2.9% | 減碼 |
| Diversified Trust Co | 3,955 | $37.0 萬 | 0.01% | −1,761−30.8% | 減碼 |
| Lake Street Advisors Group, LLC | 3,935 | $36.8 萬 | 0.02% | +89+2.3% | 加碼 |
| Livelsberger Financial Advisory | 3,663 | $36.4 萬 | 4.31% | −151−4.0% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,884 | $36.3 萬 | 0.15% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,900 | $36.3 萬 | 0.00% | −1,898−32.7% | 減碼 |
| BBR Partners, LLC | 3,864 | $36.1 萬 | 0.03% | +3,864 | 新進 |
| Wendell David Associates Inc | 3,850 | $36.0 萬 | 0.04% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 3,842 | $35.9 萬 | 0.14% | +1,127+41.5% | 加碼 |
| Flputnam Investment Management Co | 3,784 | $35.4 萬 | 0.01% | +16+0.4% | 加碼 |
| Evanson Asset Management, LLC | 3,751 | $35.1 萬 | 0.03% | +11+0.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,718 | $34.7 萬 | 0.01% | +106+2.9% | 加碼 |
| Harbour Investments, Inc. | 3,704 | $34.6 萬 | 0.01% | +562+17.9% | 加碼 |
| Moors & Cabot, Inc. | 3,692 | $34.5 萬 | 0.02% | −75−2.0% | 減碼 |
| Whittier Trust Co | 3,656 | $34.2 萬 | 0.00% | −2−0.1% | 減碼 |
| Lake Street Financial LLC | 3,606 | $33.7 萬 | 0.05% | −27−0.7% | 減碼 |
| Valeo Financial Advisors, LLC | 3,595 | $33.7 萬 | 0.01% | −14−0.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,572 | $33.3 萬 | 0.01% | −15−0.4% | 減碼 |
| Tectonic Advisors LLC | 3,556 | $33.2 萬 | 0.03% | +329+10.2% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,602 | $33.1 萬 | 0.20% | +507+16.4% | 加碼 |
| Clearstead Advisors, LLC | 3,299 | $32.8 萬 | 0.02% | −35−1.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,470 | $32.4 萬 | 0.02% | +89+2.6% | 加碼 |
| Kapitalo Investimentos Ltda | 3,439 | $32.1 萬 | 0.07% | −566−14.1% | 減碼 |
| Insigneo Advisory Services, LLC | 3,423 | $32.0 萬 | 0.04% | +14+0.4% | 加碼 |
| SFMG, LLC | 3,416 | $31.9 萬 | 0.03% | −88−2.5% | 減碼 |
| Eudaimonia Advisors LLC | 3,406 | $31.8 萬 | 0.17% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $31.7 萬 | 0.05% | −3−0.1% | 減碼 |
| Stock Yards Bank & Trust Co | 3,390 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,387 | $31.6 萬 | 0.00% | +283+9.1% | 加碼 |
| Bogart Wealth, LLC | 3,377 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| PDS Planning, Inc | 3,372 | $31.5 萬 | 0.03% | +101+3.1% | 加碼 |
| CoreCap Advisors, LLC | 3,369 | $31.5 萬 | 0.02% | +479+16.6% | 加碼 |
| Koshinski Asset Management, Inc. | 3,345 | $31.3 萬 | 0.03% | −763−18.6% | 減碼 |
| Visionary Wealth Advisors | 3,340 | $31.2 萬 | 0.02% | +405+13.8% | 加碼 |
| Prairie Sky Financial Group LLC | 3,332 | $31.1 萬 | 0.19% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $31.0 萬 | 0.23% | +151+4.8% | 加碼 |
| Abbrea Capital, LLC | 3,317 | $31.0 萬 | 0.04% | −966−22.6% | 減碼 |
| Baldwin Investment Management, LLC | 3,310 | $30.9 萬 | 0.04% | +3,310 | 新進 |
| Lindbrook Capital, LLC | 3,276 | $30.6 萬 | 0.03% | +36+1.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 3,256 | $30.4 萬 | 0.06% | +51+1.6% | 加碼 |
| Emergent Wealth Advisors, LLC | 3,251 | $30.4 萬 | 0.26% | −1,911−37.0% | 減碼 |
| Cambria Investment Management, L.P. | 3,251 | $30.4 萬 | 0.02% | +399+14.0% | 加碼 |
| Kingsview Wealth Management, LLC | 3,251 | $30.4 萬 | 0.01% | +562+20.9% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $30.4 萬 | 0.13% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,249 | $30.4 萬 | 0.01% | +10+0.3% | 加碼 |
| Cetera Trust Company, N.A | 3,225 | $30.1 萬 | 0.18% | 00.0% | 不變 |
| Marcum Wealth, LLC | 3,211 | $30.0 萬 | 0.03% | +387+13.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,210 | $30.0 萬 | 0.01% | +177+5.8% | 加碼 |
| Commerzbank Aktiengesellschaft | 3,190 | $29.9 萬 | 0.01% | −2,640−45.3% | 減碼 |
| Moody National Bank Trust Division | 3,164 | $29.6 萬 | 0.02% | −1,150−26.7% | 減碼 |
| TrinityPoint Wealth, LLC | 3,101 | $29.0 萬 | 0.05% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,049 | $28.5 萬 | 0.03% | +721+31.0% | 加碼 |
| Orion Capital Management LLC | 3,020 | $28.2 萬 | 0.15% | −700−18.8% | 減碼 |
| FineMark National Bank & Trust | 3,017 | $28.2 萬 | 0.01% | −2−0.1% | 減碼 |
| Lynx Capital Group Ltd | 3,001 | $28.0 萬 | 0.19% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Clarius Group, LLC | 2,977 | $27.8 萬 | 0.02% | −509−14.6% | 減碼 |
| Conning Inc. | 2,970 | $27.8 萬 | 0.01% | +175+6.3% | 加碼 |
| Parallel Advisors, LLC | 2,959 | $27.6 萬 | 0.01% | +400+15.6% | 加碼 |
| Dearborn Partners LLC | 2,954 | $27.6 萬 | 0.01% | −225−7.1% | 減碼 |
| Keystone Financial Group | 2,946 | $27.5 萬 | 0.04% | +265+9.9% | 加碼 |
| Brighton Jones LLC | 2,928 | $27.4 萬 | 0.01% | +30+1.0% | 加碼 |
| Financial Advocates Investment Management | 2,906 | $27.2 萬 | 0.02% | +12+0.4% | 加碼 |
| Cipher Capital LP | 2,906 | $27.2 萬 | 0.13% | +2,906 | 新進 |
| True North Advisors, LLC | 2,900 | $27.1 萬 | 0.07% | −11−0.4% | 減碼 |
| Shelton Capital Management | 2,892 | $27.0 萬 | 0.01% | −300−9.4% | 減碼 |
| Keel Point, LLC | 2,886 | $27.0 萬 | 0.03% | −67−2.3% | 減碼 |
| Smartleaf Asset Management LLC | 2,902 | $26.9 萬 | 0.05% | +707+32.2% | 加碼 |
| CX Institutional | 2,882 | $26.9 萬 | 0.01% | +12+0.4% | 加碼 |
| HBK Sorce Advisory LLC | 2,871 | $26.8 萬 | 0.01% | +124+4.5% | 加碼 |
| Summit Global Investments | 2,868 | $26.8 萬 | 0.02% | −1,198−29.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 2,851 | $26.6 萬 | 0.02% | −301−9.5% | 減碼 |
| Group One Trading, L.P. | 2,847 | $26.6 萬 | 0.01% | +2,847 | 新進 |
| Equitable Holdings, Inc. | 2,812 | $26.3 萬 | 0.00% | −504−15.2% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,802 | $26.2 萬 | 0.23% | 00.0% | 不變 |
| River Street Advisors LLC | 2,781 | $26.0 萬 | 0.18% | +81+3.0% | 加碼 |
| AlphaMark Advisors, LLC | 2,759 | $25.8 萬 | 0.09% | −580−17.4% | 減碼 |
| Fortitude Advisory Group L.L.C. | 2,757 | $25.8 萬 | 0.15% | −456−14.2% | 減碼 |
| Versor Investments LP | 2,747 | $25.7 萬 | 0.05% | +2,747 | 新進 |
| Sentry Investment Management LLC | 2,720 | $25.4 萬 | 0.10% | 00.0% | 不變 |
| TownSquare Capital, LLC | 2,717 | $25.4 萬 | 0.00% | +307+12.7% | 加碼 |
| Sigma Planning Corp | 2,694 | $25.2 萬 | 0.01% | +2,694 | 新進 |
| Graypoint LLC | 2,687 | $25.1 萬 | 0.02% | +122+4.8% | 加碼 |
| Aptus Capital Advisors, LLC | 2,686 | $25.1 萬 | 0.01% | +394+17.2% | 加碼 |
| Caldwell Sutter Capital, Inc. | 2,685 | $25.1 萬 | 0.12% | +270+11.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,671 | $25.0 萬 | 0.03% | +2,671 | 新進 |
| Sage Mountain Advisors LLC | 2,667 | $24.9 萬 | 0.03% | +125+4.9% | 加碼 |
| Bowman & Co S.C. | 2,665 | $24.9 萬 | 0.15% | 00.0% | 不變 |
| Warwick Investment Management, Inc. | 2,646 | $24.7 萬 | 0.06% | +185+7.5% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,643 | $24.7 萬 | 0.08% | +18+0.7% | 加碼 |
| Horizon Wealth Management, LLC | 2,643 | $24.7 萬 | 0.06% | +48+1.8% | 加碼 |
| Balboa Wealth Partners | 2,642 | $24.7 萬 | 0.08% | −204−7.2% | 減碼 |
| Evergreen Capital Management LLC | 2,640 | $24.7 萬 | 0.01% | +20+0.8% | 加碼 |
| Painted Porch Advisors LLC | 2,623 | $24.5 萬 | 0.15% | 00.0% | 不變 |