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 |
|---|---|---|---|---|---|
| Graypoint LLC | 3,343 | $42.8 萬 | 0.03% | +336+11.2% | 加碼 |
| Cambria Investment Management, L.P. | 3,366 | $43.1 萬 | 0.03% | −227−6.3% | 減碼 |
| Wealthspire Advisors, LLC | 3,368 | $43.1 萬 | 0.00% | +1,182+54.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,371 | $43.2 萬 | 0.04% | +1,195+54.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,386 | $43.4 萬 | 0.06% | −11−0.3% | 減碼 |
| GDS Wealth Management | 3,414 | $43.7 萬 | 0.04% | +3,414 | 新進 |
| Lake Street Financial LLC | 3,418 | $43.8 萬 | 0.07% | −147−4.1% | 減碼 |
| Summit Trail Advisors, LLC | 3,443 | $44.1 萬 | 0.01% | +679+24.6% | 加碼 |
| PDS Planning, Inc | 3,471 | $44.4 萬 | 0.04% | +19+0.6% | 加碼 |
| LifePlan Financial, LLC | 3,483 | $44.6 萬 | 0.38% | −357−9.3% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,484 | $44.6 萬 | 0.16% | −400−10.3% | 減碼 |
| EP Wealth Advisors, LLC | 3,496 | $44.8 萬 | 0.00% | +68+2.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,522 | $45.1 萬 | 0.03% | 00.0% | 不變 |
| Peak Planning Group, LLC | 3,528 | $45.2 萬 | 0.20% | +9+0.3% | 加碼 |
| Trustmark National Bank Trust Department | 3,531 | $45.2 萬 | 0.03% | +3,531 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 3,575 | $45.6 萬 | 0.25% | −76−2.1% | 減碼 |
| LCNB Corp | 3,604 | $46.1 萬 | 0.16% | −369−9.3% | 減碼 |
| Farther Finance Advisors, LLC | 3,610 | $46.2 萬 | 0.02% | +1,261+53.7% | 加碼 |
| Moors & Cabot, Inc. | 3,617 | $46.3 萬 | 0.02% | −100−2.7% | 減碼 |
| Allworth Financial LP | 3,663 | $46.9 萬 | 0.00% | +65+1.8% | 加碼 |
| Valeo Financial Advisors, LLC | 3,668 | $47.0 萬 | 0.01% | +94+2.6% | 加碼 |
| Southland Equity Partners LLC | 3,676 | $47.1 萬 | 0.11% | −46−1.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 3,749 | $48.0 萬 | 0.09% | −60−1.6% | 減碼 |
| Balboa Wealth Partners | 3,758 | $48.1 萬 | 0.12% | +1,126+42.8% | 加碼 |
| Baldwin Investment Management, LLC | 3,760 | $48.1 萬 | 0.06% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 3,764 | $48.2 萬 | 0.04% | −109−2.8% | 減碼 |
| Evanson Asset Management, LLC | 3,771 | $48.3 萬 | 0.03% | +10+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 3,800 | $48.6 萬 | 0.07% | −26−0.7% | 減碼 |
| Tectonic Advisors LLC | 3,813 | $48.8 萬 | 0.03% | −23−0.6% | 減碼 |
| Flputnam Investment Management Co | 3,831 | $49.1 萬 | 0.01% | +26+0.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,844 | $49.2 萬 | 0.04% | −96−2.4% | 減碼 |
| Parallel Advisors, LLC | 3,861 | $49.4 萬 | 0.01% | +841+27.8% | 加碼 |
| Golden State Equity Partners | 3,884 | $49.7 萬 | 0.08% | +1,103+39.7% | 加碼 |
| Brighton Jones LLC | 3,906 | $50.0 萬 | 0.02% | −4−0.1% | 減碼 |
| Glenview Trust Co | 3,953 | $50.6 萬 | 0.01% | −138−3.4% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $50.7 萬 | 0.19% | 00.0% | 不變 |
| Monument Capital Management | 4,045 | $51.8 萬 | 0.14% | −366−8.3% | 減碼 |
| Hendershot Investments Inc. | 4,116 | $52.7 萬 | 0.07% | −1,026−20.0% | 減碼 |
| Apollon Wealth Management, LLC | 4,123 | $52.8 萬 | 0.01% | +11+0.3% | 加碼 |
| Financial Counselors Inc | 4,168 | $53.4 萬 | 0.01% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 4,211 | $53.9 萬 | 0.08% | +60+1.4% | 加碼 |
| Harbour Investments, Inc. | 4,215 | $54.0 萬 | 0.02% | +156+3.8% | 加碼 |
| First American Trust, FSB | 4,293 | $55.0 萬 | 0.05% | +44+1.0% | 加碼 |
| Lake Street Advisors Group, LLC | 4,293 | $55.0 萬 | 0.03% | +236+5.8% | 加碼 |
| Whittier Trust Co | 4,331 | $55.4 萬 | 0.01% | +625+16.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 4,360 | $55.8 萬 | 0.01% | +9+0.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 4,386 | $56.2 萬 | 0.01% | +800+22.3% | 加碼 |
| Joel Isaacson & Co., LLC | 4,397 | $56.3 萬 | 0.03% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 4,400 | $56.3 萬 | 0.26% | +4,400 | 新進 |
| Dorsey & Whitney Trust CO LLC | 4,405 | $56.4 萬 | 0.03% | +239+5.7% | 加碼 |
| Commerzbank Aktiengesellschaft | 4,399 | $56.4 萬 | 0.02% | +962+28.0% | 加碼 |
| Dogwood Wealth Management LLC | 4,416 | $56.5 萬 | 0.33% | +2,433+122.7% | 加碼 |
| Principal Securities, Inc. | 4,429 | $56.7 萬 | 0.01% | +494+12.6% | 加碼 |
| Ellevest, Inc. | 4,445 | $56.9 萬 | 0.03% | −937−17.4% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $57.1 萬 | 0.03% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 4,480 | $57.4 萬 | 0.22% | +118+2.7% | 加碼 |
| Global Retirement Partners, LLC | 4,491 | $57.5 萬 | 0.02% | −3,254−42.0% | 減碼 |
| Prudent Man Advisors, LLC | 4,503 | $57.7 萬 | 0.19% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 4,537 | $57.7 萬 | 0.24% | −94−2.0% | 減碼 |
| Syon Capital LLC | 4,532 | $58.0 萬 | 0.05% | +20+0.4% | 加碼 |
| Schechter Investment Advisors, LLC | 4,543 | $58.2 萬 | 0.04% | −393−8.0% | 減碼 |
| Qtron Investments LLC | 4,543 | $58.2 萬 | 0.08% | −3,556−43.9% | 減碼 |
| Clearstead Advisors, LLC | 4,583 | $58.7 萬 | 0.01% | +76+1.7% | 加碼 |
| SpiderRock Advisors, LLC | 4,584 | $58.7 萬 | 0.01% | +257+5.9% | 加碼 |
| Cypress Capital Group | 4,613 | $59.1 萬 | 0.07% | −26−0.6% | 減碼 |
| Ronald Blue Trust, Inc. | 5,688 | $59.3 萬 | 0.01% | +3,672+182.1% | 加碼 |
| Capital Square, LLC | 4,636 | $59.4 萬 | 0.36% | +4,636 | 新進 |
| AlphaCore Capital LLC | 4,640 | $59.4 萬 | 0.13% | +110+2.4% | 加碼 |
| Panoramic Investment Advisors, LLC | 4,652 | $59.6 萬 | 0.41% | +4,652 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,683 | $60.0 萬 | 0.01% | +56+1.2% | 加碼 |
| Integrated Advisors Network LLC | 4,706 | $60.3 萬 | 0.03% | −47−1.0% | 減碼 |
| Associated Banc-Corp | 4,714 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 4,804 | $61.5 萬 | 0.21% | −42−0.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,813 | $61.6 萬 | 0.03% | +3,668+320.3% | 加碼 |
| Exchange Traded Concepts, LLC | 4,850 | $62.1 萬 | 0.01% | −550−10.2% | 減碼 |
| Tower Bridge Advisors | 4,850 | $62.1 萬 | 0.06% | 00.0% | 不變 |
| Nations Financial Group Inc, | 4,909 | $62.9 萬 | 0.05% | −90−1.8% | 減碼 |
| Smartleaf Asset Management LLC | 4,946 | $62.9 萬 | 0.08% | +1,369+38.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,953 | $63.4 萬 | 0.17% | +75+1.5% | 加碼 |
| Kingsview Wealth Management, LLC | 4,966 | $63.6 萬 | 0.01% | +200+4.2% | 加碼 |
| Drake & Associates, LLC | 4,971 | $63.6 萬 | 0.21% | −262−5.0% | 減碼 |
| Atomi Financial Group, Inc. | 5,020 | $64.3 萬 | 0.04% | +666+15.3% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,021 | $64.3 萬 | 0.08% | −36−0.7% | 減碼 |
| Benchmark Investment Advisors LLC | 5,060 | $64.8 萬 | 0.46% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 5,074 | $65.0 萬 | 0.01% | +62+1.2% | 加碼 |
| Good Life Advisors, LLC | 5,104 | $65.3 萬 | 0.04% | −91−1.8% | 減碼 |
| Marshall Financial Group LLC | 5,105 | $65.4 萬 | 0.16% | +5,105 | 新進 |
| HF Advisory Group, LLC | 5,127 | $65.6 萬 | 0.31% | −365−6.6% | 減碼 |
| Ostrum Asset Management | 5,131 | $65.7 萬 | 0.05% | +166+3.3% | 加碼 |
| LongView Wealth Management | 5,144 | $65.9 萬 | 0.21% | −114−2.2% | 減碼 |
| LRI Investments, LLC | 4,953 | $66.6 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 5,219 | $66.8 萬 | 0.04% | +125+2.5% | 加碼 |
| CenterBook Partners LP | 5,298 | $67.8 萬 | 0.04% | +5,298 | 新進 |
| Jump Financial, LLC | 5,315 | $68.0 萬 | 0.01% | −313−5.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,344 | $68.4 萬 | 0.34% | −283−5.0% | 減碼 |
| Sara-Bay Financial | 5,352 | $68.5 萬 | 0.29% | −655−10.9% | 減碼 |
| TownSquare Capital, LLC | 5,446 | $69.7 萬 | 0.01% | +2,298+73.0% | 加碼 |
| Huntington National Bank | 5,459 | $69.9 萬 | 0.01% | −173−3.1% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $70.4 萬 | 0.31% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 5,500 | $70.4 萬 | 0.03% | −655−10.6% | 減碼 |