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 4 季 13F 持有人
Welltower Inc. 在 2024/12/31 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
- 1,132
- 較 2024 年第 3 季 +84 家
- 持有股數
- 6.18 億
- 較 2024 年第 3 季 +1,744 萬 (+2.9%)
- 總市值
- $778.6 億
- 較 2024 年第 3 季 +$10.3 億 (+1.3%)
- 新進機構
- 160
- 另有 462 家加碼
- 清倉機構
- 76
- 另有 325 家減碼
另有 16 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centennial Bank | 740 | $9.33 萬 | 0.04% | +740 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 680 | $9.45 萬 | 0.00% | −1,353−66.6% | 減碼 |
| GHP Investment Advisors, Inc. | 775 | $9.77 萬 | 0.00% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 776 | $9.78 萬 | 0.01% | +776 | 新進 |
| Virtus Investment Advisers, Inc. | 785 | $9.89 萬 | 0.08% | +785 | 新進 |
| Militia Capital Partners, LP | 800 | $10.1 萬 | 0.05% | +800 | 新進 |
| First United Bank Trust | 800 | $10.1 萬 | 0.04% | 00.0% | 不變 |
| Tobam | 821 | $10.3 萬 | 0.03% | −204−19.9% | 減碼 |
| Pathway Financial Advisers, LLC | 825 | $10.4 萬 | 0.04% | +2+0.2% | 加碼 |
| Princeton Global Asset Management LLC | 829 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 836 | $10.5 萬 | 0.03% | −15−1.8% | 減碼 |
| Rosenberg Matthew Hamilton | 883 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Bollard Group LLC | 929 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 945 | $11.9 萬 | 0.01% | +445+89.0% | 加碼 |
| Ronald Blue Trust, Inc. | 956 | $12.0 萬 | 0.00% | −4,732−83.2% | 減碼 |
| Sit Investment Associates Inc | 990 | $12.5 萬 | 0.00% | −210−17.5% | 減碼 |
| Quent Capital, LLC | 995 | $12.5 萬 | 0.01% | +236+31.1% | 加碼 |
| Zions Bancorporation, N.A. | 1,020 | $12.9 萬 | 0.01% | −13−1.3% | 減碼 |
| Quarry LP | 1,024 | $12.9 萬 | 0.03% | +993+3,203.2% | 加碼 |
| Beacon Capital Management, LLC | 1,029 | $13.0 萬 | 0.02% | −563−35.4% | 減碼 |
| SRS Capital Advisors, Inc. | 1,039 | $13.1 萬 | 0.01% | +521+100.6% | 加碼 |
| SJS Investment Consulting Inc. | 1,046 | $13.2 萬 | 0.02% | 00.0% | 不變 |
| City State Bank | 1,058 | $13.3 萬 | 0.05% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 1,101 | $13.9 萬 | 0.02% | 00.0% | 不變 |
| Eastern Bank | 1,152 | $14.5 萬 | 0.00% | +1,055+1,087.6% | 加碼 |
| Westside Investment Management, Inc. | 1,200 | $15.1 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Co | 1,200 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Co | 1,227 | $15.5 萬 | 0.02% | +43+3.6% | 加碼 |
| Key Financial Inc | 1,231 | $15.5 萬 | 0.04% | 00.0% | 不變 |
| Global X Japan Co., Ltd. | 1,307 | $16.5 萬 | 0.02% | +196+17.6% | 加碼 |
| Cary Street Partners Financial LLC | 1,339 | $16.9 萬 | 0.01% | +1,339 | 新進 |
| Rothschild Investment LLC | 1,363 | $17.2 萬 | 0.01% | +21+1.6% | 加碼 |
| MV Capital Management, Inc. | 1,379 | $17.4 萬 | 0.02% | −6−0.4% | 減碼 |
| IFP Advisors, Inc | 1,427 | $18.0 萬 | 0.01% | +546+62.0% | 加碼 |
| Parkside Financial Bank & Trust | 1,437 | $18.1 萬 | 0.02% | +46+3.3% | 加碼 |
| Fairscale Capital, LLC | 1,448 | $18.2 萬 | 0.16% | −55−3.7% | 減碼 |
| State of Wyoming | 1,459 | $18.4 萬 | 0.02% | +1,459 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,463 | $18.4 萬 | 0.04% | −714−32.8% | 減碼 |
| Hanson & Doremus Investment Management | 1,500 | $18.9 萬 | 0.03% | 00.0% | 不變 |
| Riverview Trust Co | 1,504 | $19.0 萬 | 0.17% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,519 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 1,522 | $19.2 萬 | 0.02% | +1,522 | 新進 |
| TD Private Client Wealth LLC | 1,541 | $19.4 萬 | 0.01% | −46−2.9% | 減碼 |
| Liberty Wealth Management LLC | 1,588 | $20.0 萬 | 0.03% | +1+0.1% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,594 | $20.1 萬 | 0.05% | +4+0.3% | 加碼 |
| Hunter Associates Investment Management LLC | 1,600 | $20.1 萬 | 0.03% | −50−3.0% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 1,595 | $20.1 萬 | 0.11% | +1,595 | 新進 |
| Harbor Investment Advisory, LLC | 1,596 | $20.1 萬 | 0.02% | 00.0% | 不變 |
| Intrua Financial, LLC | 1,596 | $20.1 萬 | 0.03% | −82−4.9% | 減碼 |
| Empower Advisory Group, LLC | 1,599 | $20.2 萬 | 0.00% | +1,599 | 新進 |
| Cherokee Insurance Co | 1,600 | $20.2 萬 | 0.09% | +1,600 | 新進 |
| Investment Partners, Ltd. | 1,602 | $20.2 萬 | 0.08% | +1,602 | 新進 |
| Walter & Keenan Financial Consulting Co | 1,631 | $20.6 萬 | 0.06% | +18+1.1% | 加碼 |
| Natural Investments, LLC | 1,641 | $20.6 萬 | 0.06% | +1,641 | 新進 |
| Mechanics Bank Trust Department | 1,649 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Cidel Asset Management Inc | 1,653 | $20.8 萬 | 0.01% | −98−5.6% | 減碼 |
| M&G Plc | 1,655 | $20.9 萬 | 0.00% | −1,526−48.0% | 減碼 |
| Lokken Investment Group LLC | 1,655 | $20.9 萬 | 0.09% | +1+0.1% | 加碼 |
| Custom Index Systems, LLC | 1,662 | $20.9 萬 | 0.11% | +1,662 | 新進 |
| Investment Advisory Services Inc | 1,680 | $21.2 萬 | 0.07% | −1,175−41.2% | 減碼 |
| Accurate Wealth Management, LLC | 1,698 | $21.2 萬 | 0.04% | +68+4.2% | 加碼 |
| Lafayette Investments, Inc. | 1,699 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| Middleton & Co Inc | 1,700 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 1,700 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 1,710 | $21.5 萬 | 0.11% | 00.0% | 不變 |
| Legacy Advisors, LLC | 1,710 | $21.6 萬 | 0.02% | +1,710 | 新進 |
| Cahill Financial Advisors Inc | 1,715 | $21.6 萬 | 0.03% | −107−5.9% | 減碼 |
| Colonial Trust Advisors | 1,717 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| True North Advisors, LLC | 1,741 | $21.9 萬 | 0.05% | −630−26.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,750 | $22.1 萬 | 0.14% | −1,525−46.6% | 減碼 |
| Continuum Advisory, LLC | 1,757 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 1,765 | $22.2 萬 | 0.01% | +8+0.5% | 加碼 |
| Mystic Asset Management, Inc. | 1,765 | $22.2 萬 | 0.06% | −500−22.1% | 減碼 |
| Holderness Investments Co | 1,777 | $22.4 萬 | 0.05% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 1,777 | $22.4 萬 | 0.04% | +87+5.1% | 加碼 |
| Catalina Capital Group, LLC | 1,777 | $22.4 萬 | 0.07% | +3+0.2% | 加碼 |
| Cromwell Holdings LLC | 1,781 | $22.4 萬 | 0.13% | 00.0% | 不變 |
| Probity Advisors, Inc. | 1,785 | $22.5 萬 | 0.04% | −73−3.9% | 減碼 |
| Valued Retirements, Inc. | 1,790 | $22.6 萬 | 0.30% | 00.0% | 不變 |
| XML Financial, LLC | 1,790 | $22.6 萬 | 0.02% | +1+0.1% | 加碼 |
| Angeles Investment Advisors, LLC | 1,802 | $22.7 萬 | 0.01% | +4+0.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,811 | $22.8 萬 | 0.01% | +89+5.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 1,814 | $22.9 萬 | 0.14% | −818−31.1% | 減碼 |
| Skopos Labs, Inc. | 1,859 | $23.4 萬 | 0.07% | +147+8.6% | 加碼 |
| Focus Financial Network, Inc. | 1,863 | $23.5 萬 | 0.01% | +206+12.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 1,873 | $23.6 萬 | 0.03% | −165−8.1% | 減碼 |
| RFG Advisory, LLC | 1,885 | $23.8 萬 | 0.01% | +1,885 | 新進 |
| Strategic Blueprint, LLC | 1,891 | $23.8 萬 | 0.01% | +3+0.2% | 加碼 |
| Wealth Alliance | 1,893 | $23.9 萬 | 0.03% | −92−4.6% | 減碼 |
| Apella Capital, LLC | 1,904 | $24.0 萬 | 0.01% | +21+1.1% | 加碼 |
| Geller Advisors LLC | 1,911 | $24.1 萬 | 0.02% | +69+3.7% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,918 | $24.2 萬 | 0.04% | +9+0.5% | 加碼 |
| Prosperity Financial Group, Inc. | 1,919 | $24.2 萬 | 0.12% | +2+0.1% | 加碼 |
| Bullock Wealth Management Group | 1,923 | $24.2 萬 | 0.14% | +14+0.7% | 加碼 |
| Valmark Advisers, Inc. | 1,932 | $24.3 萬 | 0.00% | +1,932 | 新進 |
| AE Wealth Management LLC | 1,932 | $24.4 萬 | 0.00% | +315+19.5% | 加碼 |
| Alta Advisers Ltd | 1,933 | $24.4 萬 | 0.15% | +533+38.1% | 加碼 |
| Commons Capital, LLC | 1,935 | $24.4 萬 | 0.22% | −69−3.4% | 減碼 |
| Bridge Creek Capital Management LLC | 1,953 | $24.6 萬 | 0.08% | 00.0% | 不變 |
| Motco | 1,961 | $24.7 萬 | 0.03% | 00.0% | 不變 |