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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 20,566 | $263.3 萬 | 0.01% | +3,335+19.4% | 加碼 |
| FJ Capital Management LLC | 20,642 | $264.3 萬 | 0.28% | −1,466−6.6% | 減碼 |
| Kinneret Advisory, LLC | 20,913 | $267.7 萬 | 0.25% | −274−1.3% | 減碼 |
| Veriti Management LLC | 20,919 | $267.8 萬 | 0.14% | +3,285+18.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,997 | $268.7 萬 | 0.03% | +251+1.2% | 加碼 |
| Toroso Investments, LLC | 21,016 | $269.1 萬 | 0.03% | +6,639+46.2% | 加碼 |
| Colony Group, LLC | 21,097 | $270.1 萬 | 0.01% | +4,138+24.4% | 加碼 |
| Commerce Bank | 21,331 | $273.1 萬 | 0.02% | −1,985−8.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 21,504 | $275.3 萬 | 0.01% | −155−0.7% | 減碼 |
| Moran Wealth Management, LLC | 21,636 | $277.0 萬 | 0.09% | −126−0.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 22,404 | $286.8 萬 | 0.21% | +122+0.5% | 加碼 |
| Ieq Capital, LLC | 22,585 | $289.2 萬 | 0.04% | +2,032+9.9% | 加碼 |
| MAI Capital Management | 22,927 | $293.5 萬 | 0.03% | −651−2.8% | 減碼 |
| Red Cedar Investment Management, LLC | 22,986 | $294.3 萬 | 0.37% | +15,547+209.0% | 加碼 |
| Perpetual Ltd | 23,384 | $299.4 萬 | 0.03% | −6,880−22.7% | 減碼 |
| Walleye Capital LLC | 23,554 | $301.6 萬 | 0.03% | +13,295+129.6% | 加碼 |
| WESPAC Advisors SoCal, LLC | 23,744 | $304.0 萬 | 0.70% | +23,744 | 新進 |
| Gamco Investors, Inc. Et Al | 23,750 | $304.1 萬 | 0.03% | −500−2.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 24,054 | $308.0 萬 | 0.08% | −350−1.4% | 減碼 |
| Avitas Wealth Management LLC | 24,160 | $309.3 萬 | 0.43% | +340+1.4% | 加碼 |
| NEOS Investment Management LLC | 24,200 | $309.8 萬 | 0.09% | +4,872+25.2% | 加碼 |
| Lincluden Management Ltd | 25,027 | $320.4 萬 | 0.35% | −552−2.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 25,203 | $322.7 萬 | 0.06% | −1,637−6.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 25,342 | $324.5 萬 | 0.06% | +2,204+9.5% | 加碼 |
| Summit Place Financial Advisors, LLC | 25,400 | $325.2 萬 | 1.81% | −4,484−15.0% | 減碼 |
| Twinbeech Capital LP | 25,413 | $325.4 萬 | 0.06% | +25,413 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $326.5 萬 | 0.04% | 00.0% | 不變 |
| Appleton Partners Inc | 26,004 | $332.9 萬 | 0.24% | −200−0.8% | 減碼 |
| Romano Brothers and Company | 26,053 | $333.6 萬 | 0.42% | −100−0.4% | 減碼 |
| Boston Family Office LLC | 26,217 | $335.7 萬 | 0.23% | +416+1.6% | 加碼 |
| Kornitzer Capital Management Inc | 26,400 | $338.0 萬 | 0.06% | −6,690−20.2% | 減碼 |
| Dean Investment Associates, LLC | 26,448 | $338.6 萬 | 0.46% | −864−3.2% | 減碼 |
| Nicola Wealth Management Ltd. | 19,795 | $342.7 萬 | 0.27% | −4,200−17.5% | 減碼 |
| National Asset Management, Inc. | 27,126 | $344.8 萬 | 0.10% | −3,695−12.0% | 減碼 |
| Erste Asset Management GmbH | 27,200 | $346.2 萬 | 0.04% | +1,900+7.5% | 加碼 |
| Raymond James Trust N.A. | 27,183 | $348.0 萬 | 0.08% | +2,517+10.2% | 加碼 |
| ING Groep NV | 27,191 | $348.1 萬 | 0.02% | +27,191 | 新進 |
| Oppenheimer & Co Inc | 27,780 | $355.7 萬 | 0.05% | −302−1.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,838 | $356.5 萬 | 0.06% | −282−1.0% | 減碼 |
| BCJ Capital Management, LLC | 27,918 | $357.4 萬 | 0.27% | −4,806−14.7% | 減碼 |
| Shell Asset Management Co | 28,373 | $363.3 萬 | 0.16% | +28,373 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 28,504 | $364.9 萬 | 0.04% | −14,716−34.0% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 28,504 | $364.9 萬 | 0.04% | +28,504 | 新進 |
| Pensionfund Sabic | 28,559 | $365.6 萬 | 1.14% | −4,700−14.1% | 減碼 |
| Ranger Global Real Estate Advisors, LLC | 28,717 | $367.7 萬 | 1.59% | +28,717 | 新進 |
| Vanderbilt University | 28,861 | $369.5 萬 | 0.68% | −2,971−9.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,010 | $371.4 萬 | 0.35% | −141−0.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 29,247 | $374.4 萬 | 0.09% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 29,248 | $374.5 萬 | 0.13% | +1,400+5.0% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 29,360 | $375.9 萬 | 0.07% | +6,518+28.5% | 加碼 |
| Blair William & Co | 29,399 | $376.4 萬 | 0.01% | −187−0.6% | 減碼 |
| Davis Selected Advisers | 29,740 | $380.8 萬 | 0.02% | −66,760−69.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 29,830 | $381.9 萬 | 0.10% | −30,596−50.6% | 減碼 |
| Swiss Life Asset Management Ltd | 30,074 | $384.6 萬 | 0.04% | −4,335−12.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 30,357 | $388.7 萬 | 0.03% | +19,651+183.6% | 加碼 |
| Rainey & Randall Investment Management Inc. | 30,513 | $390.7 萬 | 0.84% | +23+0.1% | 加碼 |
| Legacy CG, LLC | 30,845 | $394.9 萬 | 1.29% | +30,845 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 31,220 | $399.7 萬 | 0.07% | −4,186−11.8% | 減碼 |
| Securian Asset Management, Inc | 32,005 | $409.8 萬 | 0.12% | −2,375−6.9% | 減碼 |
| GeoWealth Management, LLC | 32,061 | $410.5 萬 | 0.14% | +4,959+18.3% | 加碼 |
| Naviter Wealth, LLC | 32,062 | $410.5 萬 | 0.57% | −2,788−8.0% | 減碼 |
| Louisiana State Employees Retirement System | 32,600 | $417.4 萬 | 0.08% | −1,200−3.6% | 減碼 |
| Westover Capital Advisors, LLC | 32,673 | $418.3 萬 | 0.80% | −146−0.4% | 減碼 |
| Spinnaker Trust | 32,706 | $418.7 萬 | 0.26% | −336−1.0% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 33,000 | $422.5 萬 | 0.19% | +33,000 | 新進 |
| Truist Financial Corp | 33,167 | $424.6 萬 | 0.01% | −23,856−41.8% | 減碼 |
| Sarasin & Partners LLP | 33,962 | $434.8 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 34,383 | $440.2 萬 | 0.05% | −4,190−10.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,512 | $441.9 萬 | 0.02% | +3,222+10.3% | 加碼 |
| DoubleLine ETF Adviser LP | 34,692 | $444.2 萬 | 1.08% | +34,692 | 新進 |
| D L Carlson Investment Group Inc | 34,748 | $444.9 萬 | 0.81% | −47−0.1% | 減碼 |
| Maryland State Retirement & Pension System | 34,766 | $445.1 萬 | 0.09% | −11,356−24.6% | 減碼 |
| Atria Investments LLC | 35,072 | $449.0 萬 | 0.06% | +5,927+20.3% | 加碼 |
| Brown Advisory Inc | 35,237 | $451.1 萬 | 0.01% | −167−0.5% | 減碼 |
| MML Investors Services, LLC | 35,467 | $454.1 萬 | 0.02% | +447+1.3% | 加碼 |
| Gotham Asset Management, LLC | 35,485 | $454.3 萬 | 0.05% | +37+0.1% | 加碼 |
| Spirit of America Management Corp | 35,825 | $458.7 萬 | 0.91% | +650+1.8% | 加碼 |
| Buckingham Capital Management, Inc. | 35,954 | $460.3 萬 | 0.53% | +8,214+29.6% | 加碼 |
| Stevens Capital Management LP | 36,148 | $462.8 萬 | 0.66% | +36,148 | 新進 |
| KMG Fiduciary Partners, LLC | 36,311 | $464.9 萬 | 0.40% | −376−1.0% | 減碼 |
| Impax Asset Management Group plc | 36,375 | $465.7 萬 | 0.02% | +6,927+23.5% | 加碼 |
| Quantinno Capital Management LP | 36,423 | $466.3 萬 | 0.06% | +3,872+11.9% | 加碼 |
| Hartford Investment Management Co | 36,483 | $467.1 萬 | 0.15% | −1,856−4.8% | 減碼 |
| Sterling Capital Management LLC | 37,299 | $477.5 萬 | 0.06% | +37,299 | 新進 |
| Mizuho Securities USA LLC | 37,525 | $480.4 萬 | 0.10% | −8,580−18.6% | 減碼 |
| Banque Cantonale Vaudoise | 39,480 | $505.4 萬 | 0.21% | +19,446+97.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 39,664 | $507.8 萬 | 0.00% | −141−0.4% | 減碼 |
| Kentucky Retirement Systems | 40,315 | $516.2 萬 | 0.15% | −4,742−10.5% | 減碼 |
| Avantax Advisory Services, Inc. | 40,737 | $521.6 萬 | 0.03% | −599−1.4% | 減碼 |
| Jones Financial Companies LLLP | 41,832 | $532.5 萬 | 0.01% | +19,825+90.1% | 加碼 |
| Pinnacle Associates Ltd | 61,590 | $555.4 萬 | 0.10% | +1,344+2.2% | 加碼 |
| CI Private Wealth, LLC | 44,027 | $563.7 萬 | 0.01% | +7,937+22.0% | 加碼 |
| Garland Capital Management Inc | 44,213 | $566.1 萬 | 4.35% | −6,875−13.5% | 減碼 |
| Pathstone Holdings, LLC | 44,609 | $571.1 萬 | 0.03% | +548+1.2% | 加碼 |
| Wealthfront Advisers LLC | 44,620 | $571.3 萬 | 0.02% | −37−0.1% | 減碼 |
| US Bancorp | 44,837 | $574.1 萬 | 0.01% | −1,235−2.7% | 減碼 |
| Vident Advisory, LLC | 44,952 | $575.5 萬 | 0.14% | −48,342−51.8% | 減碼 |
| Callahan Advisors, LLC | 45,532 | $583.0 萬 | 0.57% | −1,559−3.3% | 減碼 |
| Consolidated Planning Corp | 45,757 | $585.8 萬 | 0.87% | +2,319+5.3% | 加碼 |
| Advisors Asset Management, Inc. | 45,925 | $588.0 萬 | 0.11% | +3,460+8.1% | 加碼 |