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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 4,059 | $42.3 萬 | 0.01% | +355+9.6% | 加碼 |
| Lake Street Advisors Group, LLC | 4,057 | $42.3 萬 | 0.02% | +122+3.1% | 加碼 |
| LCNB Corp | 3,973 | $41.4 萬 | 0.15% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $41.3 萬 | 0.16% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 3,940 | $41.1 萬 | 0.03% | +3,940 | 新進 |
| Principal Securities, Inc. | 3,935 | $41.0 萬 | 0.01% | −206−5.0% | 減碼 |
| Brighton Jones LLC | 3,910 | $40.8 萬 | 0.01% | +982+33.5% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,884 | $40.5 萬 | 0.16% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 3,873 | $40.4 萬 | 0.04% | +1,206+45.2% | 加碼 |
| Buckingham Strategic Partners | 3,860 | $40.2 萬 | 0.01% | −98−2.5% | 減碼 |
| LifePlan Financial, LLC | 3,840 | $40.0 萬 | 0.37% | −282−6.8% | 減碼 |
| Tectonic Advisors LLC | 3,836 | $40.0 萬 | 0.03% | +280+7.9% | 加碼 |
| Personal Cfo Solutions, LLC | 3,826 | $39.9 萬 | 0.06% | −152−3.8% | 減碼 |
| Pettyjohn, Wood & White, Inc | 3,809 | $39.7 萬 | 0.08% | −316−7.7% | 減碼 |
| Flputnam Investment Management Co | 3,805 | $39.7 萬 | 0.01% | +21+0.6% | 加碼 |
| Evanson Asset Management, LLC | 3,761 | $39.2 萬 | 0.03% | +10+0.3% | 加碼 |
| Baldwin Investment Management, LLC | 3,760 | $39.2 萬 | 0.05% | +450+13.6% | 加碼 |
| Investment Advisory Services Inc | 3,755 | $39.1 萬 | 0.14% | −411−9.9% | 減碼 |
| Proficio Capital Partners LLC | 3,743 | $39.0 萬 | 0.04% | −960−20.4% | 減碼 |
| Southland Equity Partners LLC | 3,722 | $38.8 萬 | 0.11% | −890−19.3% | 減碼 |
| Moors & Cabot, Inc. | 3,717 | $38.7 萬 | 0.02% | +25+0.7% | 加碼 |
| Allworth Financial LP | 3,598 | $38.6 萬 | 0.00% | +1,615+81.4% | 加碼 |
| Whittier Trust Co | 3,706 | $38.6 萬 | 0.01% | +50+1.4% | 加碼 |
| Livelsberger Financial Advisory | 3,678 | $38.3 萬 | 5.72% | +15+0.4% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,651 | $38.0 萬 | 0.21% | +49+1.4% | 加碼 |
| MQS Management LLC | 3,634 | $37.9 萬 | 0.23% | −1,815−33.3% | 減碼 |
| Cambria Investment Management, L.P. | 3,593 | $37.5 萬 | 0.02% | +342+10.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,586 | $37.4 萬 | 0.01% | +14+0.4% | 加碼 |
| Valeo Financial Advisors, LLC | 3,574 | $37.3 萬 | 0.01% | −21−0.6% | 減碼 |
| Lake Street Financial LLC | 3,565 | $37.2 萬 | 0.05% | −41−1.1% | 減碼 |
| Relative Value Partners Group, LLC | 3,565 | $37.2 萬 | 0.05% | +3,565 | 新進 |
| Smartleaf Asset Management LLC | 3,577 | $37.0 萬 | 0.06% | +675+23.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,522 | $36.7 萬 | 0.03% | −641−15.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,523 | $36.7 萬 | 0.01% | +1,080+44.2% | 加碼 |
| Peak Planning Group, LLC | 3,519 | $36.7 萬 | 0.18% | +3,519 | 新進 |
| PDS Planning, Inc | 3,452 | $36.0 萬 | 0.04% | +80+2.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 3,437 | $35.9 萬 | 0.01% | +247+7.7% | 加碼 |
| EP Wealth Advisors, LLC | 3,428 | $35.7 萬 | 0.00% | +41+1.2% | 加碼 |
| CoreCap Advisors, LLC | 3,400 | $35.4 萬 | 0.04% | +31+0.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,397 | $35.4 萬 | 0.05% | 00.0% | 不變 |
| SFMG, LLC | 3,354 | $35.0 萬 | 0.03% | −62−1.8% | 減碼 |
| Prairie Sky Financial Group LLC | 3,332 | $34.7 萬 | 0.22% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $34.6 萬 | 0.23% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 3,308 | $34.5 萬 | 0.01% | −82−2.4% | 減碼 |
| Corton Capital Inc. | 3,295 | $34.4 萬 | 0.18% | +3,295 | 新進 |
| J.W. Cole Advisors, Inc. | 3,292 | $34.3 萬 | 0.02% | −178−5.1% | 減碼 |
| Boston Private Wealth LLC | 3,279 | $34.2 萬 | 0.01% | −1,451−30.7% | 減碼 |
| Emergent Wealth Advisors, LLC | 3,251 | $33.9 萬 | 0.27% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 3,250 | $33.9 萬 | 0.14% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,238 | $33.8 萬 | 0.01% | +598+22.7% | 加碼 |
| Cetera Trust Company, N.A | 3,225 | $33.6 萬 | 0.21% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,187 | $33.2 萬 | 0.01% | +501+18.7% | 加碼 |
| M&G Plc | 3,181 | $33.1 萬 | 0.00% | +3,181 | 新進 |
| Moody National Bank Trust Division | 3,164 | $33.0 萬 | 0.03% | 00.0% | 不變 |
| TownSquare Capital, LLC | 3,148 | $32.8 萬 | 0.00% | +431+15.9% | 加碼 |
| Conning Inc. | 3,120 | $32.5 萬 | 0.01% | +150+5.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,101 | $32.3 萬 | 0.01% | +3,101 | 新進 |
| Dynamic Advisor Solutions LLC | 3,082 | $32.1 萬 | 0.01% | −636−17.1% | 減碼 |
| River Street Advisors LLC | 3,044 | $31.7 萬 | 0.20% | +263+9.5% | 加碼 |
| Parallel Advisors, LLC | 3,020 | $31.5 萬 | 0.01% | +61+2.1% | 加碼 |
| FineMark National Bank & Trust | 3,017 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Dearborn Partners LLC | 3,008 | $31.4 萬 | 0.01% | +54+1.8% | 加碼 |
| Graypoint LLC | 3,007 | $31.3 萬 | 0.02% | +320+11.9% | 加碼 |
| Lynx Capital Group Ltd | 3,001 | $31.3 萬 | 0.22% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $31.3 萬 | 0.06% | 00.0% | 不變 |
| Independent Financial Group, LLC | 2,978 | $31.0 萬 | 0.01% | −2,590−46.5% | 減碼 |
| Point72 (DIFC) Ltd | 2,965 | $30.9 萬 | 0.03% | +2,965 | 新進 |
| Visionary Wealth Advisors | 2,945 | $30.7 萬 | 0.02% | −395−11.8% | 減碼 |
| Quest Partners LLC | 2,911 | $30.3 萬 | 0.04% | −4,112−58.6% | 減碼 |
| Keystone Financial Group | 2,910 | $30.3 萬 | 0.11% | −36−1.2% | 減碼 |
| HBK Sorce Advisory LLC | 2,909 | $30.3 萬 | 0.01% | +38+1.3% | 加碼 |
| Advisory Services Network, LLC | 2,909 | $30.3 萬 | 0.01% | −340−10.5% | 減碼 |
| Financial Advocates Investment Management | 2,888 | $30.1 萬 | 0.02% | −18−0.6% | 減碼 |
| Essex Financial Services, Inc. | 2,577 | $29.8 萬 | 0.02% | +295+12.9% | 加碼 |
| TrinityPoint Wealth, LLC | 2,853 | $29.7 萬 | 0.05% | −248−8.0% | 減碼 |
| CX Institutional | 2,839 | $29.6 萬 | 0.01% | −43−1.5% | 減碼 |
| AE Wealth Management LLC | 2,828 | $29.5 萬 | 0.00% | +2,828 | 新進 |
| Pitcairn Co | 2,824 | $29.4 萬 | 0.02% | +362+14.7% | 加碼 |
| Equitable Holdings, Inc. | 2,823 | $29.4 萬 | 0.00% | +11+0.4% | 加碼 |
| Summit Global Investments | 2,824 | $29.4 萬 | 0.02% | −44−1.5% | 減碼 |
| Clarius Group, LLC | 2,816 | $29.4 萬 | 0.02% | −161−5.4% | 減碼 |
| Keel Point, LLC | 2,502 | $29.3 萬 | 0.03% | −384−13.3% | 減碼 |
| Shelton Capital Management | 2,792 | $29.1 萬 | 0.01% | −100−3.5% | 減碼 |
| Golden State Equity Partners | 2,781 | $29.0 萬 | 0.06% | +2,781 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,774 | $28.9 萬 | 0.02% | −77−2.7% | 減碼 |
| Summit Trail Advisors, LLC | 2,764 | $28.8 萬 | 0.01% | +153+5.9% | 加碼 |
| Nilsine Partners, LLC | 2,763 | $28.8 萬 | 0.04% | +178+6.9% | 加碼 |
| Abbrea Capital, LLC | 2,767 | $28.8 萬 | 0.04% | −550−16.6% | 減碼 |
| 180 Wealth Advisors, LLC | 2,732 | $28.6 萬 | 0.05% | +226+9.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 2,742 | $28.6 萬 | 0.17% | −15−0.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,718 | $28.3 萬 | 0.03% | +2,718 | 新進 |
| Koshinski Asset Management, Inc. | 2,661 | $27.9 萬 | 0.03% | −684−20.4% | 減碼 |
| Bowman & Co S.C. | 2,665 | $27.8 萬 | 0.16% | 00.0% | 不變 |
| Hartline Investment Corp | 2,652 | $27.6 萬 | 0.04% | +2,652 | 新進 |
| Balboa Wealth Partners | 2,632 | $27.4 萬 | 0.07% | −10−0.4% | 減碼 |
| Bokf, NA | 2,610 | $27.2 萬 | 0.00% | −8−0.3% | 減碼 |
| Inceptionr LLC | 2,601 | $27.1 萬 | 0.08% | −4,197−61.7% | 減碼 |
| Register Financial Advisors LLC | 2,600 | $27.1 萬 | 0.14% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 2,585 | $26.9 萬 | 0.05% | +274+11.9% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,573 | $26.8 萬 | 0.08% | −70−2.6% | 減碼 |