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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 16,280 | $208.4 萬 | 0.02% | +821+5.3% | 加碼 |
| O'Rourke & Company, Inc | 16,277 | $208.4 萬 | 1.04% | +23+0.1% | 加碼 |
| Profund Advisors LLC | 16,222 | $207.7 萬 | 0.08% | +6,959+75.1% | 加碼 |
| Liberty Capital Management, Inc. | 16,179 | $207.1 萬 | 0.46% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 16,150 | $206.8 萬 | 0.18% | +12,047+293.6% | 加碼 |
| Kestra Advisory Services, LLC | 15,947 | $204.2 萬 | 0.01% | −11,479−41.9% | 減碼 |
| Brevan Howard Capital Management LP | 15,842 | $202.8 萬 | 0.10% | +15,842 | 新進 |
| Cullinan Associates Inc | 15,155 | $198.0 萬 | 0.11% | −2,035−11.8% | 減碼 |
| RDA Financial Network | 15,391 | $197.1 萬 | 0.61% | −770−4.8% | 減碼 |
| Catalytic Wealth RIA, LLC | 15,371 | $196.8 萬 | 0.34% | +5,829+61.1% | 加碼 |
| Sandy Spring Bank | 15,351 | $196.5 萬 | 0.08% | −255−1.6% | 減碼 |
| Verde Capital Management | 15,199 | $194.6 萬 | 0.58% | +367+2.5% | 加碼 |
| Dean Capital Management | 15,042 | $192.6 萬 | 0.82% | +15,042 | 新進 |
| Fairfield Financial Advisors, LTD | 14,921 | $191.0 萬 | 0.65% | +386+2.7% | 加碼 |
| Wahed Invest LLC | 14,643 | $187.5 萬 | 0.33% | +1,775+13.8% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 14,557 | $186.4 萬 | 1.17% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 14,524 | $186.0 萬 | 0.45% | −441−2.9% | 減碼 |
| NTV Asset Management LLC | 14,444 | $184.9 萬 | 0.25% | 00.0% | 不變 |
| Bard Associates Inc | 14,384 | $184.2 萬 | 0.63% | −503−3.4% | 減碼 |
| CWM, LLC | 14,364 | $183.9 萬 | 0.01% | −551−3.7% | 減碼 |
| RSM US Wealth Management LLC | 14,381 | $183.5 萬 | 0.03% | +1,286+9.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 13,823 | $176.9 萬 | 0.11% | +5,956+75.7% | 加碼 |
| AIA Group Ltd | 13,800 | $176.7 萬 | 0.05% | +600+4.5% | 加碼 |
| Advance Capital Management, Inc. | 13,673 | $175.1 萬 | 0.08% | 00.0% | 不變 |
| American Financial Advisors, LLC | 13,546 | $173.4 萬 | 0.24% | −63−0.5% | 減碼 |
| Illinois Municipal Retirement Fund | 13,466 | $172.4 萬 | 0.02% | 00.0% | 不變 |
| Beacon Financial Planning, Inc | 13,422 | $171.8 萬 | 1.06% | +11,101+478.3% | 加碼 |
| Capital International Sarl | 13,350 | $170.9 萬 | 0.04% | +2,893+27.7% | 加碼 |
| Balyasny Asset Management LLC | 13,310 | $170.4 萬 | 0.00% | −99,817−88.2% | 減碼 |
| United Services Automobile Association | 13,183 | $168.8 萬 | 0.04% | −674−4.9% | 減碼 |
| Wesbanco Bank Inc | 13,158 | $168.5 萬 | 0.06% | −84−0.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 13,097 | $167.7 萬 | 0.02% | +1,542+13.3% | 加碼 |
| Independent Financial Group, LLC | 13,043 | $167.0 萬 | 0.06% | +10,065+338.0% | 加碼 |
| Easterly Investment Partners LLC | 13,012 | $166.6 萬 | 0.13% | +13,012 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 12,992 | $165.9 萬 | 0.03% | +7,477+135.6% | 加碼 |
| Arbor Capital Management Inc | 12,932 | $165.1 萬 | 1.56% | −2,115−14.1% | 減碼 |
| Old North State Wealth Management, LLC | 12,864 | $164.8 萬 | 0.92% | +78+0.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 12,823 | $164.2 萬 | 0.14% | +1,138+9.7% | 加碼 |
| Bleakley Financial Group, LLC | 12,790 | $163.8 萬 | 0.05% | +611+5.0% | 加碼 |
| Meeder Advisory Services, Inc. | 12,361 | $158.3 萬 | 0.10% | −143−1.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,222 | $156.5 萬 | 0.01% | +3,350+37.8% | 加碼 |
| Garrison Bradford & Associates Inc | 12,167 | $155.8 萬 | 1.54% | −213−1.7% | 減碼 |
| Catalyst Funds Management Pty Ltd | 12,000 | $153.6 萬 | 0.34% | +12,000 | 新進 |
| HighPoint Advisor Group LLC | 11,995 | $153.6 萬 | 0.09% | −2,310−16.1% | 減碼 |
| Resources Investment Advisors, LLC. | 11,891 | $152.2 萬 | 0.02% | +205+1.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,719 | $150.0 萬 | 0.52% | −120−1.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,693 | $149.7 萬 | 0.01% | +11,693 | 新進 |
| Davy Global Fund Management Ltd | 11,666 | $149.4 萬 | 0.16% | −4,606−28.3% | 減碼 |
| Warren Averett Asset Management, LLC | 11,643 | $149.1 萬 | 0.03% | −313−2.6% | 減碼 |
| ProVise Management Group, LLC | 11,582 | $148.3 萬 | 0.12% | −110−0.9% | 減碼 |
| LGT Fund Management Co Ltd. | 11,580 | $147.1 萬 | 0.15% | −284−2.4% | 減碼 |
| Banco Santander, S.A. | 11,286 | $144.5 萬 | 0.02% | −200−1.7% | 減碼 |
| Verition Fund Management LLC | 11,241 | $143.9 萬 | 0.01% | −10,040−47.2% | 減碼 |
| Park Avenue Securities LLC | 11,206 | $143.5 萬 | 0.02% | −39−0.3% | 減碼 |
| Denali Advisors LLC | 11,148 | $142.7 萬 | 0.15% | +11,148 | 新進 |
| Baird Financial Group, Inc. | 11,130 | $142.5 萬 | 0.00% | +1,856+20.0% | 加碼 |
| Independent Advisor Alliance | 11,049 | $141.5 萬 | 0.05% | +11+0.1% | 加碼 |
| Lido Advisors, LLC | 10,983 | $140.6 萬 | 0.01% | +698+6.8% | 加碼 |
| Gray Wealth Management Inc. | 10,935 | $140.0 萬 | 0.55% | +21+0.2% | 加碼 |
| Welch Group, LLC | 10,700 | $137.0 萬 | 0.06% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,662 | $136.5 萬 | 0.04% | −748−6.6% | 減碼 |
| Stephens Inc | 10,610 | $135.8 萬 | 0.02% | +3,857+57.1% | 加碼 |
| International Assets Investment Management, LLC | 173,888 | $135.8 萬 | 0.01% | +173,073+21,236.0% | 加碼 |
| Paradigm Asset Management Co LLC | 10,538 | $134.9 萬 | 0.35% | 00.0% | 不變 |
| NFP Retirement, Inc. | 10,408 | $133.3 萬 | 0.11% | −176−1.7% | 減碼 |
| PFG Investments, LLC | 10,316 | $132.1 萬 | 0.09% | +6+0.1% | 加碼 |
| Coldstream Capital Management Inc | 10,236 | $131.6 萬 | 0.03% | +962+10.4% | 加碼 |
| Empowered Funds, LLC | 10,094 | $129.2 萬 | 0.02% | +696+7.4% | 加碼 |
| TrinityPoint Wealth, LLC | 10,068 | $128.9 萬 | 0.19% | +7,215+252.9% | 加碼 |
| American Assets Investment Management, LLC | 10,000 | $128.0 萬 | 0.11% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 9,826 | $125.8 萬 | 0.04% | −353−3.5% | 減碼 |
| Signaturefd, LLC | 9,747 | $124.8 萬 | 0.02% | +497+5.4% | 加碼 |
| Azzad Asset Management Inc | 9,743 | $124.7 萬 | 0.14% | +378+4.0% | 加碼 |
| Change Path, LLC | 9,737 | $124.7 萬 | 0.04% | +563+6.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 9,617 | $123.1 萬 | 0.09% | +82+0.9% | 加碼 |
| Jeppson Wealth Management, LLC | 9,573 | $122.6 萬 | 0.44% | −45−0.5% | 減碼 |
| GWM Advisors LLC | 9,409 | $120.5 萬 | 0.01% | −232−2.4% | 減碼 |
| Greenland Capital Management LP | 9,400 | $120.3 萬 | 0.22% | −11,000−53.9% | 減碼 |
| Dakota Wealth Management | 9,336 | $119.5 萬 | 0.03% | +1,381+17.4% | 加碼 |
| GAMMA Investing LLC | 9,083 | $116.3 萬 | 0.12% | +2,201+32.0% | 加碼 |
| Greenleaf Trust | 9,079 | $116.2 萬 | 0.01% | +66+0.7% | 加碼 |
| Trueblood Wealth Management, LLC | 9,063 | $116.0 萬 | 0.58% | +10.0% | 加碼 |
| Checchi Capital Advisers, LLC | 9,034 | $115.7 萬 | 0.09% | −276−3.0% | 減碼 |
| USA Financial Portformulas Corp | 8,927 | $114.3 萬 | 0.18% | −2,013−18.4% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 8,907 | $114.0 萬 | 0.23% | −428−4.6% | 減碼 |
| GTS Securities LLC | 8,900 | $113.9 萬 | 0.02% | +8,900 | 新進 |
| Schnieders Capital Management LLC | 8,790 | $112.5 萬 | 0.21% | +394+4.7% | 加碼 |
| Panagora Asset Management Inc | 8,776 | $112.4 萬 | 0.01% | −40.0% | 減碼 |
| Wolverine Trading, LLC | 8,815 | $112.1 萬 | 0.03% | −10,092−53.4% | 減碼 |
| Penserra Capital Management LLC | 8,754 | $111.9 萬 | 0.02% | −120−1.4% | 減碼 |
| Tradewinds, LLC. | 8,689 | $111.2 萬 | 0.34% | −249−2.8% | 減碼 |
| HB Wealth Management, LLC | 8,629 | $110.5 萬 | 0.01% | +1,429+19.8% | 加碼 |
| American Assets Capital Advisers, LLC | 8,612 | $110.3 萬 | 0.34% | −1,141−11.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 8,609 | $110.2 萬 | 0.00% | −1,810−17.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 8,586 | $109.9 萬 | 0.02% | +4,297+100.2% | 加碼 |
| CAPROCK Group, Inc. | 8,529 | $109.2 萬 | 0.04% | +2,385+38.8% | 加碼 |
| Brookstone Capital Management | 8,502 | $108.9 萬 | 0.02% | −87−1.0% | 減碼 |
| Prospera Financial Services Inc | 8,450 | $108.3 萬 | 0.03% | +463+5.8% | 加碼 |
| Waterloo Capital, L.P. | 8,368 | $107.1 萬 | 0.12% | +8,368 | 新進 |
| Community Bank & Trust, Waco, Texas | 8,259 | $105.7 萬 | 0.24% | −64−0.8% | 減碼 |