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 |
|---|---|---|---|---|---|
| Bard Associates Inc | 14,887 | $155.2 萬 | 0.59% | −100−0.7% | 減碼 |
| Verde Capital Management | 14,832 | $154.6 萬 | 0.49% | +2,797+23.2% | 加碼 |
| Benjamin Edwards Inc | 14,590 | $152.1 萬 | 0.29% | +9,344+178.1% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 14,557 | $151.8 萬 | 1.04% | −310−2.1% | 減碼 |
| Fairfield Financial Advisors, LTD | 14,535 | $151.5 萬 | 0.55% | +14,535 | 新進 |
| NTV Asset Management LLC | 14,444 | $150.6 萬 | 0.22% | −25−0.2% | 減碼 |
| Toroso Investments, LLC | 14,377 | $149.9 萬 | 0.02% | −6,949−32.6% | 減碼 |
| Lockheed Martin Investment Management Co | 14,350 | $149.6 萬 | 0.09% | −8,603−37.5% | 減碼 |
| United Services Automobile Association | 13,857 | $144.5 萬 | 0.04% | −1,012−6.8% | 減碼 |
| Entropy Technologies, LP | 13,794 | $143.8 萬 | 0.16% | +13,794 | 新進 |
| Advance Capital Management, Inc. | 13,673 | $142.5 萬 | 0.07% | +82+0.6% | 加碼 |
| American Financial Advisors, LLC | 13,609 | $141.9 萬 | 0.20% | −629−4.4% | 減碼 |
| Illinois Municipal Retirement Fund | 13,466 | $140.4 萬 | 0.02% | −49,008−78.4% | 減碼 |
| Point72 Asset Management, L.P. | 13,324 | $138.9 萬 | 0.00% | +13,324 | 新進 |
| Wesbanco Bank Inc | 13,242 | $138.0 萬 | 0.05% | −131−1.0% | 減碼 |
| AIA Group Ltd | 13,200 | $137.6 萬 | 0.04% | +800+6.5% | 加碼 |
| RSM US Wealth Management LLC | 13,095 | $136.2 萬 | 0.02% | +13,095 | 新進 |
| Wahed Invest LLC | 12,868 | $134.1 萬 | 0.27% | +12,868 | 新進 |
| Old North State Wealth Management, LLC | 12,786 | $133.5 萬 | 0.88% | −10,699−45.6% | 減碼 |
| Investment Management Corp of Ontario | 12,616 | $131.5 萬 | 0.04% | +3,700+41.5% | 加碼 |
| Meeder Advisory Services, Inc. | 12,504 | $130.4 萬 | 0.09% | +3,836+44.3% | 加碼 |
| Garrison Bradford & Associates Inc | 12,380 | $129.1 萬 | 1.33% | 00.0% | 不變 |
| Paloma Partners Management Co | 12,211 | $127.3 萬 | 0.11% | +12,211 | 新進 |
| Bleakley Financial Group, LLC | 12,179 | $127.0 萬 | 0.04% | +83+0.7% | 加碼 |
| Simplicity Wealth,LLC | 12,155 | $126.7 萬 | 0.03% | +113+0.9% | 加碼 |
| Warren Averett Asset Management, LLC | 11,956 | $124.6 萬 | 0.02% | +250+2.1% | 加碼 |
| Presima Inc. | 11,937 | $124.4 萬 | 0.28% | −42,300−78.0% | 減碼 |
| LGT Fund Management Co Ltd. | 11,864 | $123.7 萬 | 0.15% | +1,627+15.9% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,839 | $123.4 萬 | 0.47% | +128+1.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 11,752 | $122.5 萬 | 0.21% | −122−1.0% | 減碼 |
| ProVise Management Group, LLC | 11,692 | $121.9 萬 | 0.10% | −494−4.1% | 減碼 |
| Resources Investment Advisors, LLC. | 11,686 | $121.8 萬 | 0.02% | +820+7.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,685 | $121.8 萬 | 0.12% | +1,532+15.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,555 | $120.5 萬 | 0.01% | +974+9.2% | 加碼 |
| Banco Santander, S.A. | 11,486 | $119.7 萬 | 0.01% | −150−1.3% | 減碼 |
| Snowden Capital Advisors LLC | 11,410 | $118.9 萬 | 0.04% | −523−4.4% | 減碼 |
| Park Avenue Securities LLC | 11,245 | $117.2 萬 | 0.01% | −933−7.7% | 減碼 |
| Independent Advisor Alliance | 11,038 | $115.1 萬 | 0.04% | +162+1.5% | 加碼 |
| USA Financial Portformulas Corp | 10,940 | $114.0 萬 | 0.18% | +10,940 | 新進 |
| Gray Wealth Management Inc. | 10,914 | $113.8 萬 | 0.49% | −31−0.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 10,706 | $111.6 萬 | 0.01% | −48,394−81.9% | 減碼 |
| Welch Group, LLC | 10,700 | $111.5 萬 | 0.05% | 00.0% | 不變 |
| NFP Retirement, Inc. | 10,584 | $110.3 萬 | 0.09% | −177−1.6% | 減碼 |
| Paradigm Asset Management Co LLC | 10,538 | $109.9 萬 | 0.31% | +9,500+915.2% | 加碼 |
| Capital International Sarl | 10,457 | $109.0 萬 | 0.03% | +10,457 | 新進 |
| Arrowstreet Capital, Limited Partnership | 10,419 | $108.6 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 10,310 | $107.5 萬 | 0.08% | +231+2.3% | 加碼 |
| Lido Advisors, LLC | 10,285 | $107.2 萬 | 0.01% | +953+10.2% | 加碼 |
| Walleye Capital LLC | 10,259 | $107.0 萬 | 0.01% | +4,512+78.5% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 10,179 | $106.1 萬 | 0.04% | −267−2.6% | 減碼 |
| Nebula Research & Development LLC | 10,033 | $104.6 萬 | 0.17% | +10,033 | 新進 |
| American Assets Investment Management, LLC | 10,000 | $104.3 萬 | 0.10% | 00.0% | 不變 |
| CTC Alternative Strategies, Ltd. | 9,997 | $104.2 萬 | 0.44% | +9,997 | 新進 |
| American Assets Capital Advisers, LLC | 9,753 | $101.7 萬 | 0.32% | +9,753 | 新進 |
| Quantitative Investment Management, LLC | 9,746 | $101.6 萬 | 0.11% | +9,746 | 新進 |
| GWM Advisors LLC | 9,641 | $100.5 萬 | 0.01% | +848+9.6% | 加碼 |
| Jeppson Wealth Management, LLC | 9,618 | $100.3 萬 | 0.38% | −10−0.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,542 | $99.5 萬 | 0.20% | +6,286+193.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 9,535 | $99.4 萬 | 0.07% | +9,500+27,142.9% | 加碼 |
| Diversified Trust Co | 9,534 | $99.4 萬 | 0.03% | +5,579+141.1% | 加碼 |
| Nomura Holdings Inc | 9,404 | $98.0 萬 | 0.01% | +4,986+112.9% | 加碼 |
| Empowered Funds, LLC | 9,398 | $98.0 萬 | 0.02% | +2,033+27.6% | 加碼 |
| Azzad Asset Management Inc | 9,365 | $97.6 萬 | 0.12% | +3,286+54.1% | 加碼 |
| Federated Hermes, Inc. | 9,337 | $97.3 萬 | 0.00% | +1,470+18.7% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 9,335 | $97.3 萬 | 0.22% | +1,137+13.9% | 加碼 |
| Checchi Capital Advisers, LLC | 9,310 | $97.1 萬 | 0.08% | +191+2.1% | 加碼 |
| Baird Financial Group, Inc. | 9,274 | $96.7 萬 | 0.00% | −1,255−11.9% | 減碼 |
| Coldstream Capital Management Inc | 9,274 | $96.7 萬 | 0.02% | +1,104+13.5% | 加碼 |
| Profund Advisors LLC | 9,263 | $96.6 萬 | 0.04% | +915+11.0% | 加碼 |
| Signaturefd, LLC | 9,250 | $96.4 萬 | 0.02% | +142+1.6% | 加碼 |
| Change Path, LLC | 9,174 | $95.6 萬 | 0.05% | +3,053+49.9% | 加碼 |
| Ancora Advisors, LLC | 9,160 | $95.5 萬 | 0.02% | −1,325−12.6% | 減碼 |
| Trueblood Wealth Management, LLC | 9,062 | $94.5 萬 | 0.53% | +10.0% | 加碼 |
| Greenleaf Trust | 9,013 | $94.0 萬 | 0.01% | +1,107+14.0% | 加碼 |
| Tradewinds, LLC. | 8,938 | $93.2 萬 | 0.29% | +8,938 | 新進 |
| Penserra Capital Management LLC | 8,874 | $92.6 萬 | 0.01% | +612+7.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 8,872 | $92.5 萬 | 0.00% | +3,948+80.2% | 加碼 |
| Brookstone Capital Management | 8,589 | $91.7 萬 | 0.02% | −6,813−44.2% | 減碼 |
| Panagora Asset Management Inc | 8,780 | $91.5 萬 | 0.00% | −999−10.2% | 減碼 |
| Horizon Investments, LLC | 8,658 | $90.3 萬 | 0.02% | +643+8.0% | 加碼 |
| Lazard Asset Management LLC | 8,520 | $88.8 萬 | 0.00% | −30.0% | 減碼 |
| Schnieders Capital Management LLC | 8,396 | $87.5 萬 | 0.18% | −100−1.2% | 減碼 |
| Ofi Invest Asset Management | 8,984 | $87.4 萬 | 0.02% | +37+0.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 8,323 | $86.8 萬 | 0.22% | −120−1.4% | 減碼 |
| Savant Capital, LLC | 8,269 | $86.2 萬 | 0.01% | +430+5.5% | 加碼 |
| Quadrant Capital Group LLC | 8,163 | $85.1 萬 | 0.06% | +353+4.5% | 加碼 |
| Busey Wealth Management | 8,128 | $84.7 萬 | 0.03% | −907−10.0% | 減碼 |
| Wetherby Asset Management Inc | 8,126 | $84.7 萬 | 0.04% | −270−3.2% | 減碼 |
| Qtron Investments LLC | 8,099 | $84.4 萬 | 0.12% | +2,540+45.7% | 加碼 |
| Atlantic Union Bankshares Corp | 8,000 | $83.4 萬 | 0.05% | −350−4.2% | 減碼 |
| Prospera Financial Services Inc | 7,987 | $83.3 萬 | 0.02% | +46+0.6% | 加碼 |
| Dakota Wealth Management | 7,955 | $82.9 萬 | 0.02% | +1,030+14.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 7,948 | $82.9 萬 | 0.03% | −162−2.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 7,867 | $82.1 萬 | 0.06% | +2,278+40.8% | 加碼 |
| Global Retirement Partners, LLC | 7,745 | $80.7 萬 | 0.03% | +278+3.7% | 加碼 |
| Stiles Financial Services Inc | 7,567 | $78.9 萬 | 0.30% | +24+0.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,493 | $78.1 萬 | 0.01% | −181−2.4% | 減碼 |
| Red Cedar Investment Management, LLC | 7,439 | $77.6 萬 | 0.11% | −1,705−18.6% | 減碼 |
| We Are One Seven, LLC | 7,260 | $75.7 萬 | 0.04% | −251−3.3% | 減碼 |
| Monetary Management Group Inc | 7,225 | $75.3 萬 | 0.20% | 00.0% | 不變 |