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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 2,611 | $24.4 萬 | 0.01% | −96−3.5% | 減碼 |
| Register Financial Advisors LLC | 2,600 | $24.3 萬 | 0.13% | 00.0% | 不變 |
| NBW Capital LLC | 2,590 | $24.2 萬 | 0.05% | +2,590 | 新進 |
| Nilsine Partners, LLC | 2,585 | $24.2 萬 | 0.03% | −309−10.7% | 減碼 |
| Bokf, NA | 2,618 | $24.1 萬 | 0.00% | −88−3.3% | 減碼 |
| Wharton Business Group, LLC | 2,555 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 2,539 | $23.7 萬 | 0.01% | −686−21.3% | 減碼 |
| Hudock, Inc. | 2,513 | $23.5 萬 | 0.05% | +7+0.3% | 加碼 |
| 180 Wealth Advisors, LLC | 2,506 | $23.4 萬 | 0.04% | +2,506 | 新進 |
| Mosaic Family Wealth Partners, LLC | 2,500 | $23.4 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Trust Co | 2,490 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Pitcairn Co | 2,462 | $23.0 萬 | 0.01% | +2,462 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $22.9 萬 | 0.06% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,443 | $22.8 萬 | 0.00% | −603−19.8% | 減碼 |
| Cambiar Investors LLC | 2,438 | $22.8 萬 | 0.01% | −1,532−38.6% | 減碼 |
| Mutual Advisors, LLC | 2,414 | $22.6 萬 | 0.01% | −75−3.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 2,406 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 2,394 | $22.4 萬 | 0.01% | +72+3.1% | 加碼 |
| Whalerock Point Partners, LLC | 2,389 | $22.3 萬 | 0.06% | −1,000−29.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,376 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,341 | $21.9 萬 | 0.03% | −35−1.5% | 減碼 |
| Rehmann Capital Advisory Group | 2,313 | $21.6 萬 | 0.02% | −134−5.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,311 | $21.6 萬 | 0.04% | +2,311 | 新進 |
| Schneider Downs Wealth Management Advisors, LP | 2,310 | $21.6 萬 | 0.05% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 2,308 | $21.6 萬 | 0.10% | −285−11.0% | 減碼 |
| Planned Solutions, Inc. | 2,307 | $21.6 萬 | 0.11% | 00.0% | 不變 |
| MTM Investment Management, LLC | 2,300 | $21.5 萬 | 0.09% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 2,293 | $21.4 萬 | 0.04% | +15+0.7% | 加碼 |
| Essex Financial Services, Inc. | 2,282 | $21.3 萬 | 0.02% | +2,282 | 新進 |
| Mystic Asset Management, Inc. | 2,265 | $21.2 萬 | 0.09% | +2,265 | 新進 |
| Cutler Group LP | 2,253 | $21.0 萬 | 0.11% | +2,253 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,246 | $21.0 萬 | 0.00% | −200−8.2% | 減碼 |
| Pflug Koory, LLC | 2,215 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 2,210 | $20.7 萬 | 0.05% | +2,210 | 新進 |
| InterOcean Capital Group, LLC | 2,203 | $20.6 萬 | 0.00% | −218−9.0% | 減碼 |
| Sit Investment Associates Inc | 2,195 | $20.5 萬 | 0.00% | +2,195 | 新進 |
| Jacobi Capital Management LLC | 2,194 | $20.5 萬 | 0.02% | +2,194 | 新進 |
| Abn Amro Investment Solutions | 2,180 | $20.4 萬 | 0.00% | +2,180 | 新進 |
| Strategic Blueprint, LLC | 2,176 | $20.3 萬 | 0.01% | +2,176 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,175 | $20.3 萬 | 0.01% | −61−2.7% | 減碼 |
| Balentine LLC | 2,173 | $20.3 萬 | 0.01% | +2,173 | 新進 |
| Synovus Financial Corp | 2,157 | $20.2 萬 | 0.00% | +2,157 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 2,157 | $20.2 萬 | 0.01% | −1,197−35.7% | 減碼 |
| Farther Finance Advisors, LLC | 2,038 | $18.7 萬 | 0.01% | +39+2.0% | 加碼 |
| Allworth Financial LP | 1,983 | $18.5 萬 | 0.00% | +273+16.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,994 | $18.3 萬 | 0.00% | −291−12.7% | 減碼 |
| SYSTM Wealth Solutions LLC | 1,946 | $18.2 萬 | 0.02% | −163−7.7% | 減碼 |
| Motco | 1,913 | $17.9 萬 | 0.01% | −40−2.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,865 | $17.8 萬 | 0.01% | +394+26.8% | 加碼 |
| Mather Group, LLC. | 1,945 | $17.5 萬 | 0.00% | +1,945 | 新進 |
| Assetmark, Inc | 1,858 | $17.4 萬 | 0.00% | +66+3.7% | 加碼 |
| Ninepoint Partners LP | 1,816 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,740 | $16.3 萬 | 0.01% | +101+6.2% | 加碼 |
| Bullock Wealth Management Group | 1,758 | $16.2 萬 | 0.11% | +1,758 | 新進 |
| Colonial Trust Advisors | 1,721 | $16.1 萬 | 0.02% | −26−1.5% | 減碼 |
| Pineridge Advisors LLC | 1,714 | $16.0 萬 | 0.06% | +69+4.2% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,700 | $15.9 萬 | 0.07% | +520+44.1% | 加碼 |
| Spire Wealth Management | 1,697 | $15.9 萬 | 0.00% | +27+1.6% | 加碼 |
| Harbor Investment Advisory, LLC | 1,596 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| Riverview Trust Co | 1,582 | $14.8 萬 | 0.11% | +1,582 | 新進 |
| Continuum Advisory, LLC | 1,471 | $14.6 萬 | 0.02% | +1,471 | 新進 |
| Hanson & Doremus Investment Management | 1,500 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,453 | $13.6 萬 | 0.00% | +75+5.4% | 加碼 |
| Cornerstone Advisors, LLC | 1,400 | $13.1 萬 | 0.01% | +1,400 | 新進 |
| Aspire Private Capital, LLC | 1,373 | $12.8 萬 | 0.03% | +3+0.2% | 加碼 |
| MV Capital Management, Inc. | 1,368 | $12.8 萬 | 0.01% | −2−0.1% | 減碼 |
| SJS Investment Consulting Inc. | 1,356 | $12.7 萬 | 0.03% | +183+15.6% | 加碼 |
| Beacon Capital Management, LLC | 1,347 | $12.6 萬 | 0.03% | +470+53.6% | 加碼 |
| Parkside Financial Bank & Trust | 1,345 | $12.6 萬 | 0.02% | −420−23.8% | 減碼 |
| Alta Advisers Ltd | 1,300 | $12.1 萬 | 0.06% | 00.0% | 不變 |
| Mirova | 1,283 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| TCTC Holdings, LLC | 1,262 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1,261 | $11.5 萬 | 0.00% | −9−0.7% | 減碼 |
| Key Financial Inc | 1,226 | $11.5 萬 | 0.03% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,188 | $11.1 萬 | 0.01% | +20+1.7% | 加碼 |
| Westside Investment Management, Inc. | 1,200 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,179 | $11.0 萬 | 0.01% | −26−2.2% | 減碼 |
| ICA Group Wealth Management, LLC | 1,149 | $10.7 萬 | 0.02% | +37+3.3% | 加碼 |
| Capital Analysts, LLC | 1,132 | $10.6 萬 | 0.00% | +2+0.2% | 加碼 |
| Dogwood Wealth Management LLC | 1,121 | $10.5 萬 | 0.07% | +258+29.9% | 加碼 |
| Arcadia Investment Management Corp | 1,101 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,070 | $10.0 萬 | 0.01% | +7+0.7% | 加碼 |
| City State Bank | 1,058 | $9.90 萬 | 0.04% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 1,038 | $9.70 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,028 | $9.60 萬 | 0.00% | +94+10.1% | 加碼 |
| Baldwin Brothers Inc | 1,000 | $9.34 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 962 | $8.90 萬 | 0.01% | 00.0% | 不變 |
| Private Ocean, LLC | 948 | $8.86 萬 | 0.01% | 00.0% | 不變 |
| Bollard Group LLC | 929 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 911 | $8.51 萬 | 0.04% | +1+0.1% | 加碼 |
| Glen Eagle Advisors, LLC | 876 | $8.18 萬 | 0.02% | +57+7.0% | 加碼 |
| Rosenberg Matthew Hamilton | 883 | $8.12 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Co | 850 | $7.94 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 850 | $7.94 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 849 | $7.93 萬 | 0.01% | +333+64.5% | 加碼 |
| Valley National Advisers Inc | 840 | $7.80 萬 | 0.01% | −85−9.2% | 減碼 |
| Pathway Financial Advisers, LLC | 818 | $7.65 萬 | 0.03% | −131−13.8% | 減碼 |
| Private Trust Co NA | 808 | $7.55 萬 | 0.01% | −17−2.1% | 減碼 |
| First United Bank Trust | 800 | $7.48 萬 | 0.03% | −90−10.1% | 減碼 |
| Acadian Asset Management LLC | 769 | $7.10 萬 | 0.00% | −3,700−82.8% | 減碼 |