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 3 季 13F 持有人
Welltower Inc. 在 2024/9/30 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
- 1,064
- 較 2024 年第 2 季 +76 家
- 持有股數
- 6.01 億
- 較 2024 年第 2 季 +7,583 萬 (+14.4%)
- 總市值
- $769.4 億
- 較 2024 年第 2 季 +$221.7 億 (+40.5%)
- 新進機構
- 138
- 另有 405 家加碼
- 清倉機構
- 62
- 另有 356 家減碼
另有 13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 2,217 | $28.3 萬 | 0.11% | −19−0.8% | 減碼 |
| Pflug Koory, LLC | 2,215 | $28.4 萬 | 0.14% | +2,215 | 新進 |
| Orion Capital Management LLC | 2,220 | $28.4 萬 | 0.14% | 00.0% | 不變 |
| Western Wealth Management, LLC | 2,242 | $28.7 萬 | 0.02% | +216+10.7% | 加碼 |
| AlphaMark Advisors, LLC | 2,250 | $28.8 萬 | 0.10% | +2,250 | 新進 |
| MTM Investment Management, LLC | 2,300 | $28.9 萬 | 0.11% | 00.0% | 不變 |
| L2 Asset Management, LLC | 2,258 | $28.9 萬 | 0.08% | +76+3.5% | 加碼 |
| Carr Financial Group Corp | 2,262 | $29.0 萬 | 0.09% | +11+0.5% | 加碼 |
| Mystic Asset Management, Inc. | 2,265 | $29.0 萬 | 0.11% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 2,307 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,307 | $29.5 萬 | 0.12% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 2,310 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 2,310 | $29.6 萬 | 0.00% | +2,310 | 新進 |
| Summit Global Investments | 2,359 | $30.2 萬 | 0.02% | −465−16.5% | 減碼 |
| Advisory Services Network, LLC | 2,909 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Tuttle Tactical Management | 2,369 | $30.3 萬 | 1.65% | +309+15.0% | 加碼 |
| True North Advisors, LLC | 2,371 | $30.4 萬 | 0.08% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,389 | $30.6 萬 | 0.01% | +2,389 | 新進 |
| Whalerock Point Partners, LLC | 2,389 | $30.6 萬 | 0.07% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 2,402 | $30.8 萬 | 0.00% | +202+9.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 2,406 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 2,414 | $30.9 萬 | 0.03% | −88−3.5% | 減碼 |
| Rehmann Capital Advisory Group | 2,416 | $30.9 萬 | 0.02% | +131+5.7% | 加碼 |
| AA Financial Advisors, LLC | 2,418 | $31.0 萬 | 0.09% | +48+2.0% | 加碼 |
| Fiduciary Trust Co | 2,432 | $31.1 萬 | 0.00% | −66−2.6% | 減碼 |
| BSW Wealth Partners | 2,433 | $31.1 萬 | 0.05% | +426+21.2% | 加碼 |
| Cambiar Investors LLC | 2,438 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 2,444 | $31.3 萬 | 0.02% | +81+3.4% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 2,474 | $31.7 萬 | 0.01% | +2,474 | 新進 |
| Hudock, Inc. | 2,474 | $31.7 萬 | 0.05% | −45−1.8% | 減碼 |
| Summit Financial, LLC | 2,476 | $31.7 萬 | 0.01% | +2,476 | 新進 |
| Mosaic Family Wealth Partners, LLC | 2,500 | $32.0 萬 | 0.05% | −30−1.2% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,502 | $32.0 萬 | 0.26% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 2,525 | $32.3 萬 | 0.15% | −10−0.4% | 減碼 |
| Lindbrook Capital, LLC | 2,527 | $32.4 萬 | 0.03% | +8+0.3% | 加碼 |
| Marcum Wealth, LLC | 2,530 | $32.4 萬 | 0.03% | +75+3.1% | 加碼 |
| Avestar Capital, LLC | 2,536 | $32.5 萬 | 0.04% | +232+10.1% | 加碼 |
| Painted Porch Advisors LLC | 2,545 | $32.6 萬 | 0.16% | 00.0% | 不變 |
| Wharton Business Group, LLC | 2,555 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 2,611 | $33.0 萬 | 0.01% | +10.0% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,588 | $33.1 萬 | 0.09% | +15+0.6% | 加碼 |
| Register Financial Advisors LLC | 2,600 | $33.3 萬 | 0.17% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 2,611 | $33.4 萬 | 0.03% | −50−1.9% | 減碼 |
| Bryn Mawr Trust Co | 2,631 | $33.7 萬 | 0.01% | +2,631 | 新進 |
| Fortitude Advisory Group L.L.C. | 2,632 | $33.7 萬 | 0.21% | −110−4.0% | 減碼 |
| Essex Financial Services, Inc. | 2,603 | $33.9 萬 | 0.02% | +26+1.0% | 加碼 |
| Hartline Investment Corp | 2,652 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Atom Investors LP | 2,654 | $34.0 萬 | 0.04% | +160+6.4% | 加碼 |
| Strategic Wealth Partners, Ltd. | 2,662 | $34.1 萬 | 0.03% | −56−2.1% | 減碼 |
| Bowman & Co S.C. | 2,665 | $34.1 萬 | 0.18% | 00.0% | 不變 |
| Clarius Group, LLC | 2,718 | $34.7 萬 | 0.02% | −98−3.5% | 減碼 |
| Covenant Asset Management, LLC | 2,713 | $34.7 萬 | 0.08% | +250+10.2% | 加碼 |
| Capital Analysts, LLC | 2,729 | $34.9 萬 | 0.01% | +1,540+129.5% | 加碼 |
| Dark Forest Capital Management LP | 2,754 | $35.3 萬 | 0.05% | +2,754 | 新進 |
| Financial Advocates Investment Management | 2,756 | $35.3 萬 | 0.02% | −132−4.6% | 減碼 |
| 180 Wealth Advisors, LLC | 2,761 | $35.3 萬 | 0.06% | +29+1.1% | 加碼 |
| Vise Technologies, Inc. | 2,766 | $35.4 萬 | 0.05% | +2,766 | 新進 |
| Legacy Financial Advisors, Inc. | 2,769 | $35.4 萬 | 0.06% | +184+7.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,769 | $35.5 萬 | 0.02% | −5−0.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,774 | $35.5 萬 | 0.01% | +258+10.3% | 加碼 |
| MBB Public Markets I LLC | 2,790 | $35.7 萬 | 0.03% | −37,485−93.1% | 減碼 |
| Shelton Capital Management | 2,792 | $35.7 萬 | 0.01% | 00.0% | 不變 |
| Net Worth Advisory Group | 2,809 | $36.0 萬 | 0.11% | +2,809 | 新進 |
| 44 Wealth Management LLC | 2,737 | $36.1 萬 | 0.13% | +2,737 | 新進 |
| HBK Investments L P | 2,824 | $36.2 萬 | 0.01% | −223,347−98.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 2,827 | $36.2 萬 | 0.01% | +2,827 | 新進 |
| Investment Advisory Services Inc | 2,855 | $36.6 萬 | 0.13% | −900−24.0% | 減碼 |
| Visionary Wealth Advisors | 2,860 | $36.6 萬 | 0.02% | −85−2.9% | 減碼 |
| Diametric Capital, LP | 2,862 | $36.6 萬 | 0.18% | +2,862 | 新進 |
| CX Institutional | 2,883 | $36.9 萬 | 0.02% | +44+1.5% | 加碼 |
| Nilsine Partners, LLC | 2,902 | $37.2 萬 | 0.05% | +139+5.0% | 加碼 |
| Keystone Financial Group | 2,910 | $37.3 萬 | 0.05% | 00.0% | 不變 |
| Corton Capital Inc. | 2,912 | $37.3 萬 | 0.18% | −383−11.6% | 減碼 |
| HBK Sorce Advisory LLC | 2,953 | $37.8 萬 | 0.01% | +44+1.5% | 加碼 |
| Stock Yards Bank & Trust Co | 2,975 | $38.1 萬 | 0.01% | −333−10.1% | 減碼 |
| Dearborn Partners LLC | 2,993 | $38.3 萬 | 0.02% | −15−0.5% | 減碼 |
| Dividend Assets Capital, LLC | 3,000 | $38.4 萬 | 0.07% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 3,001 | $38.4 萬 | 0.25% | 00.0% | 不變 |
| River Street Advisors LLC | 3,021 | $38.7 萬 | 0.21% | −23−0.8% | 減碼 |
| Cetera Trust Company, N.A | 3,025 | $38.7 萬 | 0.24% | −200−6.2% | 減碼 |
| Equitable Holdings, Inc. | 3,031 | $38.8 萬 | 0.00% | +208+7.4% | 加碼 |
| Plato Investment Management Ltd | 3,075 | $39.3 萬 | 0.03% | +3,075 | 新進 |
| Conning Inc. | 3,118 | $39.9 萬 | 0.01% | −2−0.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,138 | $40.2 萬 | 0.01% | +56+1.8% | 加碼 |
| M&G Plc | 3,181 | $40.7 萬 | 0.00% | 00.0% | 不變 |
| Magnetar Financial LLC | 3,191 | $40.9 萬 | 0.01% | +3,191 | 新進 |
| Howard Capital Management Inc. | 3,197 | $40.9 萬 | 0.01% | +3,197 | 新進 |
| CoreCap Advisors, LLC | 3,226 | $41.3 萬 | 0.02% | −174−5.1% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $41.6 萬 | 0.16% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 3,251 | $41.6 萬 | 0.02% | −41−1.2% | 減碼 |
| Emergent Wealth Advisors, LLC | 3,251 | $41.6 萬 | 0.31% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,256 | $41.7 萬 | 0.01% | +18+0.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,275 | $41.9 萬 | 0.02% | +174+5.6% | 加碼 |
| Optiver Holding B.V. | 3,293 | $42.2 萬 | 0.01% | +3,293 | 新進 |
| Aptus Capital Advisors, LLC | 3,296 | $42.2 萬 | 0.01% | +109+3.4% | 加碼 |
| SFMG, LLC | 3,301 | $42.3 萬 | 0.03% | −53−1.6% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $42.5 萬 | 0.27% | 00.0% | 不變 |
| Synovus Financial Corp | 3,326 | $42.6 萬 | 0.00% | +1,128+51.3% | 加碼 |
| Prairie Sky Financial Group LLC | 3,332 | $42.7 萬 | 0.24% | 00.0% | 不變 |