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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 8,123 | $104.0 萬 | 0.02% | −1,037−11.3% | 減碼 |
| Quadrant Capital Group LLC | 8,065 | $103.3 萬 | 0.07% | −98−1.2% | 減碼 |
| Virtus ETF Advisers LLC | 8,065 | $103.3 萬 | 0.48% | +8,065 | 新進 |
| Atlantic Union Bankshares Corp | 8,000 | $102.4 萬 | 0.06% | 00.0% | 不變 |
| Horizon Investments, LLC | 7,883 | $100.4 萬 | 0.03% | −775−9.0% | 減碼 |
| Wetherby Asset Management Inc | 7,836 | $100.3 萬 | 0.05% | −290−3.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,824 | $100.2 萬 | 0.01% | +331+4.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 7,808 | $100.0 萬 | 0.03% | −140−1.8% | 減碼 |
| Siemens Fonds Invest GmbH | 7,644 | $97.9 萬 | 0.08% | +1,094+16.7% | 加碼 |
| Axecap Investments, LLC | 7,622 | $97.6 萬 | 0.74% | +7,622 | 新進 |
| Prestige Wealth Management Group LLC | 7,619 | $97.5 萬 | 0.20% | +7,529+8,365.6% | 加碼 |
| Stiles Financial Services Inc | 7,589 | $97.2 萬 | 0.34% | +22+0.3% | 加碼 |
| Ameritas Advisory Services, LLC | 7,448 | $95.4 萬 | 0.04% | +1,023+15.9% | 加碼 |
| Bessemer Group Inc | 7,297 | $93.3 萬 | 0.00% | +3,079+73.0% | 加碼 |
| Abn Amro Investment Solutions | 7,278 | $93.2 萬 | 0.02% | +1,362+23.0% | 加碼 |
| Boothbay Fund Management, LLC | 7,240 | $92.7 萬 | 0.03% | +658+10.0% | 加碼 |
| We Are One Seven, LLC | 7,233 | $92.6 萬 | 0.04% | −27−0.4% | 減碼 |
| Wolverine Asset Management LLC | 7,176 | $91.9 萬 | 0.02% | +7,176 | 新進 |
| Engineers Gate Manager LP | 7,019 | $89.9 萬 | 0.02% | +7,019 | 新進 |
| Farmers & Merchants Investments Inc | 6,973 | $89.3 萬 | 0.03% | −17−0.2% | 減碼 |
| Jackson Creek Investment Advisors LLC | 6,908 | $88.4 萬 | 0.26% | −147−2.1% | 減碼 |
| MQS Management LLC | 6,834 | $87.5 萬 | 0.49% | +3,200+88.1% | 加碼 |
| Geneos Wealth Management Inc. | 6,827 | $87.4 萬 | 0.03% | −128−1.8% | 減碼 |
| Richwood Investment Advisors, LLC | 6,820 | $87.3 萬 | 0.72% | −25−0.4% | 減碼 |
| Level Four Advisory Services, LLC | 6,460 | $87.1 萬 | 0.04% | −4−0.1% | 減碼 |
| Busey Wealth Management | 6,754 | $86.5 萬 | 0.03% | −1,374−16.9% | 減碼 |
| Glenmede Trust Co NA | 6,702 | $85.8 萬 | 0.00% | +543+8.8% | 加碼 |
| Allianz SE | 6,640 | $85.0 萬 | 0.02% | +370+5.9% | 加碼 |
| Monetary Management Group Inc | 6,600 | $84.5 萬 | 0.22% | −625−8.7% | 減碼 |
| Greenup Street Wealth Management LLC | 6,599 | $84.5 萬 | 0.17% | +26+0.4% | 加碼 |
| Groupama Asset Managment | 8,153 | $83.8 萬 | 0.02% | −8,134−49.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,545 | $83.8 萬 | 0.03% | −6−0.1% | 減碼 |
| IHT Wealth Management, LLC | 6,550 | $83.8 萬 | 0.02% | +1,442+28.2% | 加碼 |
| Pitcairn Co | 6,513 | $83.4 萬 | 0.05% | +3,689+130.6% | 加碼 |
| Wedmont Private Capital | 6,688 | $83.1 萬 | 0.05% | −184−2.7% | 減碼 |
| Arkadios Wealth Advisors | 6,486 | $83.0 萬 | 0.05% | −577−8.2% | 減碼 |
| Davenport & Co LLC | 6,468 | $82.8 萬 | 0.00% | +16+0.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,408 | $82.0 萬 | 0.19% | −57−0.9% | 減碼 |
| Fulcrum Capital LLC | 6,368 | $81.5 萬 | 0.18% | −720−10.2% | 減碼 |
| Friedenthal Financial | 6,337 | $81.1 萬 | 0.48% | +5,861+1,231.3% | 加碼 |
| Madden Advisory Services, Inc. | 6,270 | $80.3 萬 | 0.37% | −236−3.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 6,266 | $80.2 萬 | 0.02% | +6,266 | 新進 |
| Ingalls & Snyder LLC | 6,246 | $80.0 萬 | 0.03% | −80−1.3% | 減碼 |
| Cigna Investments Inc | 6,187 | $79.2 萬 | 0.14% | +60+1.0% | 加碼 |
| Dodds Wealth, LLC | 6,422 | $79.1 萬 | 0.26% | 00.0% | 不變 |
| Savant Capital, LLC | 6,148 | $78.7 萬 | 0.01% | −2,121−25.7% | 減碼 |
| Pacific Sun Financial Corp | 6,138 | $78.6 萬 | 0.43% | −600−8.9% | 減碼 |
| Dudley Capital Management, LLC | 6,075 | $77.8 萬 | 0.41% | 00.0% | 不變 |
| Bailard, Inc. | 6,043 | $77.4 萬 | 0.02% | +408+7.2% | 加碼 |
| Values First Advisors, Inc. | 5,997 | $76.8 萬 | 0.42% | −23−0.4% | 減碼 |
| Integrated Wealth Concepts LLC | 5,956 | $76.3 萬 | 0.01% | −646−9.8% | 減碼 |
| Everhart Financial Group, Inc. | 5,917 | $75.8 萬 | 0.17% | +702+13.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,861 | $75.0 萬 | 0.02% | −431−6.8% | 減碼 |
| Johnson Investment Counsel Inc | 5,857 | $75.0 萬 | 0.01% | −189−3.1% | 減碼 |
| NorthRock Partners, LLC | 5,846 | $74.8 萬 | 0.02% | +136+2.4% | 加碼 |
| Proequities, Inc. | 5,835 | $74.7 萬 | 0.04% | −83−1.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,778 | $74.0 萬 | 0.01% | −15,425−72.7% | 減碼 |
| APG Asset Management N.V. | 6,387 | $73.3 萬 | 0.00% | −62,630−90.7% | 減碼 |
| Assetmark, Inc | 5,703 | $73.0 萬 | 0.00% | +3,533+162.8% | 加碼 |
| Ballentine Partners, LLC | 5,595 | $71.6 萬 | 0.01% | +116+2.1% | 加碼 |
| Texas Yale Capital Corp. | 5,545 | $71.0 萬 | 0.03% | +283+5.4% | 加碼 |
| Buckingham Strategic Partners | 5,525 | $70.7 萬 | 0.01% | +1,665+43.1% | 加碼 |
| Sigma Planning Corp | 5,524 | $70.7 萬 | 0.02% | +3,448+166.1% | 加碼 |
| Edgestream Partners, L.P. | 5,500 | $70.4 萬 | 0.03% | −655−10.6% | 減碼 |
| Lumbard & Kellner, LLC | 5,496 | $70.4 萬 | 0.31% | 00.0% | 不變 |
| Huntington National Bank | 5,459 | $69.9 萬 | 0.01% | −173−3.1% | 減碼 |
| TownSquare Capital, LLC | 5,446 | $69.7 萬 | 0.01% | +2,298+73.0% | 加碼 |
| Sara-Bay Financial | 5,352 | $68.5 萬 | 0.29% | −655−10.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,344 | $68.4 萬 | 0.34% | −283−5.0% | 減碼 |
| Jump Financial, LLC | 5,315 | $68.0 萬 | 0.01% | −313−5.6% | 減碼 |
| CenterBook Partners LP | 5,298 | $67.8 萬 | 0.04% | +5,298 | 新進 |
| Fifth Third Wealth Advisors LLC | 5,219 | $66.8 萬 | 0.04% | +125+2.5% | 加碼 |
| LRI Investments, LLC | 4,953 | $66.6 萬 | 0.06% | 00.0% | 不變 |
| LongView Wealth Management | 5,144 | $65.9 萬 | 0.21% | −114−2.2% | 減碼 |
| Ostrum Asset Management | 5,131 | $65.7 萬 | 0.05% | +166+3.3% | 加碼 |
| HF Advisory Group, LLC | 5,127 | $65.6 萬 | 0.31% | −365−6.6% | 減碼 |
| Marshall Financial Group LLC | 5,105 | $65.4 萬 | 0.16% | +5,105 | 新進 |
| Good Life Advisors, LLC | 5,104 | $65.3 萬 | 0.04% | −91−1.8% | 減碼 |
| Foundations Investment Advisors, LLC | 5,074 | $65.0 萬 | 0.01% | +62+1.2% | 加碼 |
| Benchmark Investment Advisors LLC | 5,060 | $64.8 萬 | 0.46% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 5,021 | $64.3 萬 | 0.08% | −36−0.7% | 減碼 |
| Atomi Financial Group, Inc. | 5,020 | $64.3 萬 | 0.04% | +666+15.3% | 加碼 |
| Drake & Associates, LLC | 4,971 | $63.6 萬 | 0.21% | −262−5.0% | 減碼 |
| Kingsview Wealth Management, LLC | 4,966 | $63.6 萬 | 0.01% | +200+4.2% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,953 | $63.4 萬 | 0.17% | +75+1.5% | 加碼 |
| Smartleaf Asset Management LLC | 4,946 | $62.9 萬 | 0.08% | +1,369+38.3% | 加碼 |
| Nations Financial Group Inc, | 4,909 | $62.9 萬 | 0.05% | −90−1.8% | 減碼 |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,813 | $61.6 萬 | 0.03% | +3,668+320.3% | 加碼 |
| Investment Advisory Group, LLC | 4,804 | $61.5 萬 | 0.21% | −42−0.9% | 減碼 |
| Associated Banc-Corp | 4,714 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 4,706 | $60.3 萬 | 0.03% | −47−1.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,683 | $60.0 萬 | 0.01% | +56+1.2% | 加碼 |
| Panoramic Investment Advisors, LLC | 4,652 | $59.6 萬 | 0.41% | +4,652 | 新進 |
| AlphaCore Capital LLC | 4,640 | $59.4 萬 | 0.13% | +110+2.4% | 加碼 |
| Capital Square, LLC | 4,636 | $59.4 萬 | 0.36% | +4,636 | 新進 |
| Ronald Blue Trust, Inc. | 5,688 | $59.3 萬 | 0.01% | +3,672+182.1% | 加碼 |
| Cypress Capital Group | 4,613 | $59.1 萬 | 0.07% | −26−0.6% | 減碼 |
| SpiderRock Advisors, LLC | 4,584 | $58.7 萬 | 0.01% | +257+5.9% | 加碼 |