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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 32,673 | $418.3 萬 | 0.80% | −146−0.4% | 減碼 |
| Louisiana State Employees Retirement System | 32,600 | $417.4 萬 | 0.08% | −1,200−3.6% | 減碼 |
| Naviter Wealth, LLC | 32,062 | $410.5 萬 | 0.57% | −2,788−8.0% | 減碼 |
| GeoWealth Management, LLC | 32,061 | $410.5 萬 | 0.14% | +4,959+18.3% | 加碼 |
| Securian Asset Management, Inc | 32,005 | $409.8 萬 | 0.12% | −2,375−6.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 31,220 | $399.7 萬 | 0.07% | −4,186−11.8% | 減碼 |
| Legacy CG, LLC | 30,845 | $394.9 萬 | 1.29% | +30,845 | 新進 |
| Rainey & Randall Investment Management Inc. | 30,513 | $390.7 萬 | 0.84% | +23+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 30,357 | $388.7 萬 | 0.03% | +19,651+183.6% | 加碼 |
| Swiss Life Asset Management Ltd | 30,074 | $384.6 萬 | 0.04% | −4,335−12.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 29,830 | $381.9 萬 | 0.10% | −30,596−50.6% | 減碼 |
| Davis Selected Advisers | 29,740 | $380.8 萬 | 0.02% | −66,760−69.2% | 減碼 |
| Blair William & Co | 29,399 | $376.4 萬 | 0.01% | −187−0.6% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 29,360 | $375.9 萬 | 0.07% | +6,518+28.5% | 加碼 |
| New Mexico Educational Retirement Board | 29,248 | $374.5 萬 | 0.13% | +1,400+5.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 29,247 | $374.4 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,010 | $371.4 萬 | 0.35% | −141−0.5% | 減碼 |
| Vanderbilt University | 28,861 | $369.5 萬 | 0.68% | −2,971−9.3% | 減碼 |
| Ranger Global Real Estate Advisors, LLC | 28,717 | $367.7 萬 | 1.59% | +28,717 | 新進 |
| Pensionfund Sabic | 28,559 | $365.6 萬 | 1.14% | −4,700−14.1% | 減碼 |
| 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 |
| Shell Asset Management Co | 28,373 | $363.3 萬 | 0.16% | +28,373 | 新進 |
| BCJ Capital Management, LLC | 27,918 | $357.4 萬 | 0.27% | −4,806−14.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,838 | $356.5 萬 | 0.06% | −282−1.0% | 減碼 |
| Oppenheimer & Co Inc | 27,780 | $355.7 萬 | 0.05% | −302−1.1% | 減碼 |
| ING Groep NV | 27,191 | $348.1 萬 | 0.02% | +27,191 | 新進 |
| Raymond James Trust N.A. | 27,183 | $348.0 萬 | 0.08% | +2,517+10.2% | 加碼 |
| Erste Asset Management GmbH | 27,200 | $346.2 萬 | 0.04% | +1,900+7.5% | 加碼 |
| National Asset Management, Inc. | 27,126 | $344.8 萬 | 0.10% | −3,695−12.0% | 減碼 |
| Nicola Wealth Management Ltd. | 19,795 | $342.7 萬 | 0.27% | −4,200−17.5% | 減碼 |
| Dean Investment Associates, LLC | 26,448 | $338.6 萬 | 0.46% | −864−3.2% | 減碼 |
| Kornitzer Capital Management Inc | 26,400 | $338.0 萬 | 0.06% | −6,690−20.2% | 減碼 |
| Boston Family Office LLC | 26,217 | $335.7 萬 | 0.23% | +416+1.6% | 加碼 |
| Romano Brothers and Company | 26,053 | $333.6 萬 | 0.42% | −100−0.4% | 減碼 |
| Appleton Partners Inc | 26,004 | $332.9 萬 | 0.24% | −200−0.8% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $326.5 萬 | 0.04% | 00.0% | 不變 |
| Twinbeech Capital LP | 25,413 | $325.4 萬 | 0.06% | +25,413 | 新進 |
| Summit Place Financial Advisors, LLC | 25,400 | $325.2 萬 | 1.81% | −4,484−15.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 25,342 | $324.5 萬 | 0.06% | +2,204+9.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 25,203 | $322.7 萬 | 0.06% | −1,637−6.1% | 減碼 |
| Lincluden Management Ltd | 25,027 | $320.4 萬 | 0.35% | −552−2.2% | 減碼 |
| NEOS Investment Management LLC | 24,200 | $309.8 萬 | 0.09% | +4,872+25.2% | 加碼 |
| Avitas Wealth Management LLC | 24,160 | $309.3 萬 | 0.43% | +340+1.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 24,054 | $308.0 萬 | 0.08% | −350−1.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 23,750 | $304.1 萬 | 0.03% | −500−2.1% | 減碼 |
| WESPAC Advisors SoCal, LLC | 23,744 | $304.0 萬 | 0.70% | +23,744 | 新進 |
| Walleye Capital LLC | 23,554 | $301.6 萬 | 0.03% | +13,295+129.6% | 加碼 |
| Perpetual Ltd | 23,384 | $299.4 萬 | 0.03% | −6,880−22.7% | 減碼 |
| Red Cedar Investment Management, LLC | 22,986 | $294.3 萬 | 0.37% | +15,547+209.0% | 加碼 |
| MAI Capital Management | 22,927 | $293.5 萬 | 0.03% | −651−2.8% | 減碼 |
| Ieq Capital, LLC | 22,585 | $289.2 萬 | 0.04% | +2,032+9.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 22,404 | $286.8 萬 | 0.21% | +122+0.5% | 加碼 |
| Moran Wealth Management, LLC | 21,636 | $277.0 萬 | 0.09% | −126−0.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 21,504 | $275.3 萬 | 0.01% | −155−0.7% | 減碼 |
| Commerce Bank | 21,331 | $273.1 萬 | 0.02% | −1,985−8.5% | 減碼 |
| Colony Group, LLC | 21,097 | $270.1 萬 | 0.01% | +4,138+24.4% | 加碼 |
| Toroso Investments, LLC | 21,016 | $269.1 萬 | 0.03% | +6,639+46.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,997 | $268.7 萬 | 0.03% | +251+1.2% | 加碼 |
| Veriti Management LLC | 20,919 | $267.8 萬 | 0.14% | +3,285+18.6% | 加碼 |
| Kinneret Advisory, LLC | 20,913 | $267.7 萬 | 0.25% | −274−1.3% | 減碼 |
| FJ Capital Management LLC | 20,642 | $264.3 萬 | 0.28% | −1,466−6.6% | 減碼 |
| Assenagon Asset Management S.A. | 20,566 | $263.3 萬 | 0.01% | +3,335+19.4% | 加碼 |
| United Capital Financial Advisers, LLC | 20,404 | $261.2 萬 | 0.02% | +126+0.6% | 加碼 |
| Ossiam | 20,263 | $259.4 萬 | 0.05% | −7,148−26.1% | 減碼 |
| Allstate Corp | 20,201 | $258.6 萬 | 0.25% | −8,965−30.7% | 減碼 |
| Merit Financial Group, LLC | 20,066 | $256.9 萬 | 0.06% | −9,881−33.0% | 減碼 |
| Lazard Asset Management LLC | 19,979 | $255.6 萬 | 0.00% | +11,459+134.5% | 加碼 |
| Centiva Capital, LP | 19,903 | $254.8 萬 | 0.12% | +14,521+269.8% | 加碼 |
| Investment Management Corp of Ontario | 19,816 | $253.7 萬 | 0.06% | +7,200+57.1% | 加碼 |
| Benjamin Edwards Inc | 19,722 | $252.9 萬 | 0.04% | +5,132+35.2% | 加碼 |
| Vontobel Holding Ltd. | 19,617 | $251.2 萬 | 0.01% | +1,846+10.4% | 加碼 |
| Private Advisor Group, LLC | 19,616 | $251.1 萬 | 0.02% | −302−1.5% | 減碼 |
| GEM Realty Capital | 19,527 | $250.0 萬 | 0.24% | −309,862−94.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 19,263 | $246.6 萬 | 0.07% | −86−0.4% | 減碼 |
| Omers Administration Corp | 19,259 | $246.6 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 19,140 | $245.0 萬 | 0.19% | +1,321+7.4% | 加碼 |
| Beck Capital Management, LLC | 19,138 | $245.0 萬 | 0.65% | +19,138 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 19,109 | $244.7 萬 | 0.21% | −268−1.4% | 減碼 |
| Capital Investment Advisors, LLC | 18,875 | $241.7 萬 | 0.05% | −316−1.6% | 減碼 |
| GYL Financial Synergies, LLC | 18,699 | $239.4 萬 | 0.18% | −415−2.2% | 減碼 |
| Forte Capital LLC | 18,618 | $238.4 萬 | 0.27% | −42−0.2% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 18,607 | $238.2 萬 | 0.52% | +18,607 | 新進 |
| Diversified Trust Co | 18,474 | $236.5 萬 | 0.06% | +8,940+93.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,341 | $234.8 萬 | 0.05% | −688−3.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 18,301 | $234.3 萬 | 0.03% | −142−0.8% | 減碼 |
| Everence Capital Management Inc | 17,680 | $226.4 萬 | 0.14% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 17,636 | $225.8 萬 | 0.10% | +2,305+15.0% | 加碼 |
| Federated Hermes, Inc. | 17,422 | $223.1 萬 | 0.00% | +8,085+86.6% | 加碼 |
| V-Square Quantitative Management LLC | 17,220 | $220.5 萬 | 0.32% | +378+2.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,134 | $219.4 萬 | 0.15% | −2,151−11.2% | 減碼 |
| D.A. Davidson & Co. | 17,118 | $219.2 萬 | 0.02% | +949+5.9% | 加碼 |
| Paloma Partners Management Co | 17,017 | $217.9 萬 | 0.12% | +4,806+39.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 16,812 | $215.2 萬 | 0.02% | +600+3.7% | 加碼 |
| Longbow Finance SA | 16,746 | $214.4 萬 | 0.23% | +16,746 | 新進 |
| Proquility Private Wealth Partners, LLC | 16,743 | $214.4 萬 | 0.69% | −3,798−18.5% | 減碼 |
| Sumitomo Life Insurance Co | 16,672 | $213.5 萬 | 0.04% | +385+2.4% | 加碼 |
| Wambolt & Associates, LLC | 16,615 | $212.0 萬 | 0.58% | +441+2.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,420 | $210.2 萬 | 0.18% | −80−0.5% | 減碼 |
| Brinker Capital Investments, LLC | 16,280 | $208.4 萬 | 0.02% | +821+5.3% | 加碼 |