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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 7,200 | $75.1 萬 | 0.01% | +1,287+21.8% | 加碼 |
| Sherbrooke Park Advisers LLC | 7,125 | $74.3 萬 | 0.13% | −10,066−58.6% | 減碼 |
| Oak Thistle LLC | 7,097 | $74.0 萬 | 0.55% | +7,097 | 新進 |
| Fulcrum Capital LLC | 7,088 | $73.9 萬 | 0.17% | +252+3.7% | 加碼 |
| Arkadios Wealth Advisors | 7,063 | $73.6 萬 | 0.05% | +19+0.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 7,055 | $73.5 萬 | 0.27% | +7,055 | 新進 |
| Farmers & Merchants Investments Inc | 6,990 | $72.9 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 6,955 | $72.5 萬 | 0.03% | +6,355+1,059.2% | 加碼 |
| GAMMA Investing LLC | 6,882 | $71.7 萬 | 0.10% | +2,474+56.1% | 加碼 |
| Wedmont Private Capital | 6,872 | $71.6 萬 | 0.05% | +1,716+33.3% | 加碼 |
| Richwood Investment Advisors, LLC | 6,845 | $71.4 萬 | 0.63% | −87−1.3% | 減碼 |
| Stephens Inc | 6,753 | $70.4 萬 | 0.01% | +71+1.1% | 加碼 |
| Pacific Sun Financial Corp | 6,738 | $70.2 萬 | 0.42% | −150−2.2% | 減碼 |
| Integrated Wealth Concepts LLC | 6,602 | $68.8 萬 | 0.01% | +119+1.8% | 加碼 |
| Boothbay Fund Management, LLC | 6,582 | $68.6 萬 | 0.02% | −5,336−44.8% | 減碼 |
| Greenup Street Wealth Management LLC | 6,573 | $68.5 萬 | 0.16% | +30.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,551 | $68.3 萬 | 0.03% | −202−3.0% | 減碼 |
| Siemens Fonds Invest GmbH | 6,550 | $68.3 萬 | 0.05% | +672+11.4% | 加碼 |
| Madden Advisory Services, Inc. | 6,506 | $67.8 萬 | 0.34% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 6,465 | $67.4 萬 | 0.16% | +6,465 | 新進 |
| Level Four Advisory Services, LLC | 6,464 | $67.4 萬 | 0.03% | −1,917−22.9% | 減碼 |
| Dodds Wealth, LLC | 6,422 | $67.3 萬 | 0.26% | −1,107−14.7% | 減碼 |
| Davenport & Co LLC | 6,452 | $67.3 萬 | 0.00% | +47+0.7% | 加碼 |
| Ameritas Advisory Services, LLC | 6,425 | $67.0 萬 | 0.03% | +196+3.1% | 加碼 |
| Ingalls & Snyder LLC | 6,326 | $65.9 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,292 | $65.6 萬 | 0.02% | +305+5.1% | 加碼 |
| Allianz SE | 6,270 | $65.4 萬 | 0.02% | −7,865−55.6% | 減碼 |
| Glenmede Trust Co NA | 6,159 | $64.2 萬 | 0.00% | +148+2.5% | 加碼 |
| Edgestream Partners, L.P. | 6,155 | $64.2 萬 | 0.03% | +3,616+142.4% | 加碼 |
| Virtu Financial LLC | 6,146 | $64.1 萬 | 0.04% | +279+4.8% | 加碼 |
| CAPROCK Group, Inc. | 6,144 | $64.1 萬 | 0.03% | +868+16.5% | 加碼 |
| Cigna Investments Inc | 6,127 | $63.9 萬 | 0.12% | +270+4.6% | 加碼 |
| Dudley Capital Management, LLC | 6,075 | $63.3 萬 | 0.35% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 6,046 | $63.0 萬 | 0.01% | +222+3.8% | 加碼 |
| Values First Advisors, Inc. | 6,020 | $62.8 萬 | 0.38% | +10+0.2% | 加碼 |
| Sara-Bay Financial | 6,007 | $62.6 萬 | 0.25% | +655+12.2% | 加碼 |
| Proequities, Inc. | 5,918 | $61.7 萬 | 0.04% | +79+1.4% | 加碼 |
| Abn Amro Investment Solutions | 5,916 | $61.7 萬 | 0.01% | +3,736+171.4% | 加碼 |
| Capstone Investment Advisors, LLC | 5,748 | $59.9 萬 | 0.01% | −224,401−97.5% | 減碼 |
| NorthRock Partners, LLC | 5,710 | $59.5 萬 | 0.02% | −51−0.9% | 減碼 |
| Bailard, Inc. | 5,635 | $58.7 萬 | 0.02% | −64−1.1% | 減碼 |
| Huntington National Bank | 5,632 | $58.7 萬 | 0.00% | +30+0.5% | 加碼 |
| Jump Financial, LLC | 5,628 | $58.7 萬 | 0.01% | −9,764−63.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,627 | $58.7 萬 | 0.32% | +15+0.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,515 | $57.5 萬 | 0.03% | +2,844+106.5% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $57.3 萬 | 0.27% | 00.0% | 不變 |
| HF Advisory Group, LLC | 5,492 | $57.3 萬 | 0.30% | +6+0.1% | 加碼 |
| Ballentine Partners, LLC | 5,479 | $57.1 萬 | 0.01% | +661+13.7% | 加碼 |
| Exchange Traded Concepts, LLC | 5,400 | $56.3 萬 | 0.01% | −187−3.3% | 減碼 |
| Centiva Capital, LP | 5,382 | $56.1 萬 | 0.03% | −20,205−79.0% | 減碼 |
| Ellevest, Inc. | 5,382 | $56.1 萬 | 0.03% | +656+13.9% | 加碼 |
| Ibex Wealth Advisors | 5,348 | $55.8 萬 | 0.09% | +5,348 | 新進 |
| Texas Yale Capital Corp. | 5,262 | $54.9 萬 | 0.03% | +234+4.7% | 加碼 |
| LongView Wealth Management | 5,258 | $54.8 萬 | 0.20% | +142+2.8% | 加碼 |
| Drake & Associates, LLC | 5,233 | $54.6 萬 | 0.20% | +289+5.8% | 加碼 |
| Brass Tax Wealth Management, Inc | 5,233 | $54.6 萬 | 0.11% | +5,233 | 新進 |
| Everhart Financial Group, Inc. | 5,215 | $54.4 萬 | 0.14% | +346+7.1% | 加碼 |
| Good Life Advisors, LLC | 5,195 | $54.2 萬 | 0.04% | +137+2.7% | 加碼 |
| Intrua Financial, LLC | 5,152 | $53.7 萬 | 0.09% | +5,152 | 新進 |
| Hendershot Investments Inc. | 5,142 | $53.6 萬 | 0.08% | −600−10.4% | 減碼 |
| IHT Wealth Management, LLC | 5,108 | $53.3 萬 | 0.02% | +67+1.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,094 | $53.1 萬 | 0.04% | +5,094 | 新進 |
| Benchmark Investment Advisors LLC | 5,060 | $52.8 萬 | 0.38% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 5,057 | $52.7 萬 | 0.07% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 5,012 | $52.3 萬 | 0.01% | +5,012 | 新進 |
| Nations Financial Group Inc, | 4,999 | $52.1 萬 | 0.04% | −144−2.8% | 減碼 |
| Ostrum Asset Management | 4,965 | $51.8 萬 | 0.05% | +284+6.1% | 加碼 |
| LRI Investments, LLC | 4,953 | $51.6 萬 | 0.06% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 4,936 | $51.5 萬 | 0.04% | +112+2.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,878 | $50.9 萬 | 0.14% | +299+6.5% | 加碼 |
| Tower Bridge Advisors | 4,850 | $50.6 萬 | 0.06% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 4,846 | $50.5 萬 | 0.20% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 4,766 | $49.7 萬 | 0.01% | +1,515+46.6% | 加碼 |
| Integrated Advisors Network LLC | 4,753 | $49.5 萬 | 0.03% | −198−4.0% | 減碼 |
| Associated Banc-Corp | 4,714 | $49.1 萬 | 0.02% | +11+0.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,693 | $48.9 萬 | 0.04% | +4,693 | 新進 |
| Cypress Capital Group | 4,639 | $48.4 萬 | 0.06% | −197−4.1% | 減碼 |
| Gold Investment Management Ltd. | 4,631 | $48.3 萬 | 0.20% | −2,915−38.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,627 | $48.2 萬 | 0.01% | −1,725−27.2% | 減碼 |
| AlphaCore Capital LLC | 4,530 | $47.2 萬 | 0.11% | +69+1.5% | 加碼 |
| Syon Capital LLC | 4,512 | $47.0 萬 | 0.04% | +176+4.1% | 加碼 |
| Clearstead Advisors, LLC | 4,507 | $47.0 萬 | 0.01% | +1,208+36.6% | 加碼 |
| Prudent Man Advisors, LLC | 4,503 | $46.9 萬 | 0.17% | +240+5.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $46.5 萬 | 0.03% | 00.0% | 不變 |
| Monument Capital Management | 4,411 | $46.0 萬 | 0.14% | −260−5.6% | 減碼 |
| Joel Isaacson & Co., LLC | 4,397 | $45.8 萬 | 0.02% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 4,362 | $45.5 萬 | 0.19% | +70+1.6% | 加碼 |
| Atomi Financial Group, Inc. | 4,354 | $45.4 萬 | 0.03% | +1,305+42.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 4,351 | $45.4 萬 | 0.01% | +1,141+35.5% | 加碼 |
| SpiderRock Advisors, LLC | 4,327 | $45.1 萬 | 0.01% | −55−1.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 4,289 | $44.7 萬 | 0.01% | +3+0.1% | 加碼 |
| Wedbush Securities Inc | 4,269 | $44.5 萬 | 0.02% | −147−3.3% | 減碼 |
| First American Trust, FSB | 4,249 | $44.3 萬 | 0.04% | +15+0.4% | 加碼 |
| Bessemer Group Inc | 4,218 | $44.0 萬 | 0.00% | +105+2.6% | 加碼 |
| Financial Counselors Inc | 4,168 | $43.5 萬 | 0.01% | −30−0.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,166 | $43.4 萬 | 0.03% | +61+1.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,151 | $43.3 萬 | 0.07% | +4,151 | 新進 |
| Apollon Wealth Management, LLC | 4,112 | $42.9 萬 | 0.01% | −112−2.7% | 減碼 |
| Hamilton Capital Partners Inc. | 4,103 | $42.8 萬 | 0.05% | +4,103 | 新進 |
| Glenview Trust Co | 4,091 | $42.6 萬 | 0.01% | −71−1.7% | 減碼 |