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 2 季 13F 持有人
Welltower Inc. 在 2024/6/30 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
- 1,001
- 較 2024 年第 1 季 +54 家
- 持有股數
- 5.85 億
- 較 2024 年第 1 季 +2,310 萬 (+4.1%)
- 總市值
- $609.7 億
- 較 2024 年第 1 季 +$84.8 億 (+16.2%)
- 新進機構
- 124
- 另有 439 家加碼
- 清倉機構
- 70
- 另有 287 家減碼
另有 16 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Spinnaker Trust | 33,042 | $344.5 萬 | 0.22% | +55+0.2% | 加碼 |
| Nicola Wealth Management Ltd. | 23,995 | $342.3 萬 | 0.31% | +6,300+35.6% | 加碼 |
| Westover Capital Advisors, LLC | 32,819 | $342.1 萬 | 0.88% | +462+1.4% | 加碼 |
| BCJ Capital Management, LLC | 32,724 | $341.1 萬 | 0.27% | +32,724 | 新進 |
| Quantinno Capital Management LP | 32,551 | $339.3 萬 | 0.06% | +5,494+20.3% | 加碼 |
| Vanderbilt University | 31,832 | $331.8 萬 | 0.69% | +20,528+181.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 31,290 | $326.2 萬 | 0.01% | −996−3.1% | 減碼 |
| National Asset Management, Inc. | 30,821 | $321.3 萬 | 0.08% | −3,618−10.5% | 減碼 |
| Mercer Global Advisors Inc | 72,446 | $320.7 萬 | 0.01% | +2,602+3.7% | 加碼 |
| Rainey & Randall Investment Management Inc. | 30,490 | $317.9 萬 | 0.75% | +24+0.1% | 加碼 |
| Intech Investment Management LLC | 30,485 | $317.8 萬 | 0.04% | +8,191+36.7% | 加碼 |
| Perpetual Ltd | 30,264 | $315.5 萬 | 0.03% | −2,180−6.7% | 減碼 |
| Merit Financial Group, LLC | 29,947 | $312.2 萬 | 0.07% | +124+0.4% | 加碼 |
| Summit Place Financial Advisors, LLC | 29,884 | $311.5 萬 | 1.84% | −240−0.8% | 減碼 |
| Blair William & Co | 29,586 | $308.4 萬 | 0.01% | +100.0% | 加碼 |
| Impax Asset Management Group plc | 29,448 | $307.0 萬 | 0.01% | −20,975−41.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 29,247 | $304.9 萬 | 0.07% | −1,950−6.3% | 減碼 |
| Allstate Corp | 29,166 | $304.1 萬 | 0.25% | +29,166 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,151 | $303.9 萬 | 0.31% | −241−0.8% | 減碼 |
| Atria Investments LLC | 29,145 | $303.8 萬 | 0.04% | +1,774+6.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 28,120 | $293.1 萬 | 0.06% | +1,436+5.4% | 加碼 |
| Oppenheimer & Co Inc | 28,082 | $292.8 萬 | 0.05% | +792+2.9% | 加碼 |
| New Mexico Educational Retirement Board | 27,848 | $290.3 萬 | 0.10% | 00.0% | 不變 |
| Buckingham Capital Management, Inc. | 27,740 | $289.2 萬 | 0.35% | +18,200+190.8% | 加碼 |
| Kestra Advisory Services, LLC | 27,426 | $285.9 萬 | 0.02% | +10,601+63.0% | 加碼 |
| Ossiam | 27,411 | $285.8 萬 | 0.05% | +1,185+4.5% | 加碼 |
| Dean Investment Associates, LLC | 27,312 | $284.7 萬 | 0.40% | +4,634+20.4% | 加碼 |
| GeoWealth Management, LLC | 27,102 | $282.5 萬 | 0.12% | +9,150+51.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 26,840 | $279.8 萬 | 0.06% | +5,946+28.5% | 加碼 |
| Appleton Partners Inc | 26,204 | $273.2 萬 | 0.21% | −115−0.4% | 減碼 |
| Romano Brothers and Company | 26,153 | $272.6 萬 | 0.38% | −350−1.3% | 減碼 |
| Boston Family Office LLC | 25,801 | $269.0 萬 | 0.19% | +207+0.8% | 加碼 |
| Lincluden Management Ltd | 25,579 | $266.7 萬 | 0.32% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $265.8 萬 | 0.03% | 00.0% | 不變 |
| Erste Asset Management GmbH | 25,300 | $261.7 萬 | 0.03% | −800−3.1% | 減碼 |
| FORA Capital, LLC | 25,080 | $261.5 萬 | 0.32% | +25,080 | 新進 |
| Raymond James Trust N.A. | 24,666 | $257.1 萬 | 0.06% | +512+2.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 24,404 | $254.4 萬 | 0.06% | +2,200+9.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,250 | $252.8 萬 | 0.03% | 00.0% | 不變 |
| XTX Topco Ltd | 24,135 | $251.6 萬 | 0.22% | +13,767+132.8% | 加碼 |
| Avitas Wealth Management LLC | 23,820 | $248.3 萬 | 0.36% | +65+0.3% | 加碼 |
| MAI Capital Management | 23,578 | $245.8 萬 | 0.02% | +3,710+18.7% | 加碼 |
| Commerce Bank | 23,316 | $243.1 萬 | 0.02% | −1,512−6.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 23,138 | $241.2 萬 | 0.05% | +2,250+10.8% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 22,842 | $238.1 萬 | 0.05% | +11,386+99.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 22,772 | $237.4 萬 | 0.10% | +3,084+15.7% | 加碼 |
| La Banque Postale Asset Management SA | 22,626 | $235.9 萬 | 0.10% | +22,626 | 新進 |
| Campbell & CO Investment Adviser LLC | 22,282 | $232.3 萬 | 0.20% | +22,282 | 新進 |
| FJ Capital Management LLC | 22,108 | $230.5 萬 | 0.24% | +2,162+10.8% | 加碼 |
| Jones Financial Companies LLLP | 22,007 | $229.4 萬 | 0.00% | +13,850+169.8% | 加碼 |
| Alpine Global Management, LLC | 22,000 | $229.3 萬 | 0.40% | −1,500−6.4% | 減碼 |
| Moran Wealth Management, LLC | 21,762 | $226.9 萬 | 0.07% | −836−3.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 21,659 | $225.8 萬 | 0.01% | +790+3.8% | 加碼 |
| Verition Fund Management LLC | 21,281 | $221.9 萬 | 0.02% | −21,169−49.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 21,203 | $221.1 萬 | 0.04% | +16,156+320.1% | 加碼 |
| Kinneret Advisory, LLC | 21,187 | $220.9 萬 | 0.21% | −9,113−30.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,746 | $216.3 萬 | 0.02% | +2,250+12.2% | 加碼 |
| Ieq Capital, LLC | 20,553 | $214.3 萬 | 0.03% | +2,261+12.4% | 加碼 |
| Proquility Private Wealth Partners, LLC | 20,541 | $214.1 萬 | 0.73% | +278+1.4% | 加碼 |
| Greenland Capital Management LP | 20,400 | $212.7 萬 | 0.45% | +20,400 | 新進 |
| United Capital Financial Advisers, LLC | 20,278 | $211.4 萬 | 0.02% | −1,426−6.6% | 減碼 |
| Banque Cantonale Vaudoise | 20,034 | $208.8 萬 | 0.08% | +9,075+82.8% | 加碼 |
| Private Advisor Group, LLC | 19,918 | $207.7 萬 | 0.01% | −2,125−9.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 19,377 | $202.0 萬 | 0.19% | −1,362−6.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 19,349 | $201.7 萬 | 0.07% | +12,092+166.6% | 加碼 |
| NEOS Investment Management LLC | 19,328 | $201.5 萬 | 0.08% | +5,976+44.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 19,285 | $201.0 萬 | 0.14% | +1,020+5.6% | 加碼 |
| Omers Administration Corp | 19,259 | $200.8 萬 | 0.02% | +19,259 | 新進 |
| Capital Investment Advisors, LLC | 19,191 | $200.1 萬 | 0.05% | −731−3.7% | 減碼 |
| GYL Financial Synergies, LLC | 19,114 | $199.3 萬 | 0.15% | +524+2.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,029 | $198.4 萬 | 0.05% | +1,467+8.4% | 加碼 |
| Wolverine Trading, LLC | 18,907 | $197.1 萬 | 0.03% | +18,907 | 新進 |
| Forte Capital LLC | 18,660 | $194.5 萬 | 0.23% | −1,569−7.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 18,443 | $192.3 萬 | 0.02% | +1,009+5.8% | 加碼 |
| Prelude Capital Management, LLC | 17,819 | $185.8 萬 | 0.16% | +17,819 | 新進 |
| Vontobel Holding Ltd. | 17,771 | $185.3 萬 | 0.01% | −863−4.6% | 減碼 |
| Veriti Management LLC | 17,634 | $183.8 萬 | 0.11% | +2,748+18.5% | 加碼 |
| Assenagon Asset Management S.A. | 17,231 | $179.6 萬 | 0.00% | +583+3.5% | 加碼 |
| Cullinan Associates Inc | 17,190 | $179.2 萬 | 0.10% | +11,380+195.9% | 加碼 |
| Colony Group, LLC | 16,959 | $176.8 萬 | 0.01% | +2,206+15.0% | 加碼 |
| V-Square Quantitative Management LLC | 16,842 | $175.6 萬 | 0.28% | +52+0.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,500 | $172.0 萬 | 0.16% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 16,287 | $169.8 萬 | 0.04% | −2,103−11.4% | 減碼 |
| Groupama Asset Managment | 16,287 | $169.8 萬 | 0.03% | +9,315+133.6% | 加碼 |
| Davy Global Fund Management Ltd | 16,272 | $169.6 萬 | 0.19% | +10,468+180.4% | 加碼 |
| O'Rourke & Company, Inc | 16,254 | $169.4 萬 | 0.95% | +18+0.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 16,212 | $169.0 萬 | 0.02% | +1,974+13.9% | 加碼 |
| Liberty Capital Management, Inc. | 16,179 | $168.7 萬 | 0.40% | −223−1.4% | 減碼 |
| D.A. Davidson & Co. | 16,169 | $168.6 萬 | 0.01% | −547−3.3% | 減碼 |
| Everence Capital Management Inc | 17,680 | $168.5 萬 | 0.12% | 00.0% | 不變 |
| RDA Financial Network | 16,161 | $168.5 萬 | 0.55% | +104+0.6% | 加碼 |
| Wambolt & Associates, LLC | 16,174 | $168.2 萬 | 0.49% | +817+5.3% | 加碼 |
| Sandy Spring Bank | 15,606 | $162.7 萬 | 0.07% | +2,600+20.0% | 加碼 |
| Brinker Capital Investments, LLC | 15,459 | $161.2 萬 | 0.02% | +2,147+16.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 15,459 | $161.2 萬 | 0.02% | +2,147+16.1% | 加碼 |
| HighPoint Advisor Group LLC | 14,305 | $160.6 萬 | 0.10% | +5,586+64.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 15,331 | $159.8 萬 | 0.08% | +1,279+9.1% | 加碼 |
| Arbor Capital Management Inc | 15,047 | $156.5 萬 | 1.45% | −165−1.1% | 減碼 |
| Old Second National Bank of Aurora | 14,965 | $156.0 萬 | 0.40% | −585−3.8% | 減碼 |
| CWM, LLC | 14,915 | $155.5 萬 | 0.01% | +1,194+8.7% | 加碼 |