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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 1,969 | $24.8 萬 | 0.00% | −118−5.7% | 減碼 |
| SNS Financial Group, LLC | 2,000 | $25.2 萬 | 0.03% | −107−5.1% | 減碼 |
| C2C Wealth Management, LLC | 2,000 | $25.2 萬 | 0.23% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,000 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Echo Wealth Management, LLC | 2,000 | $25.2 萬 | 0.17% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,028 | $25.6 萬 | 0.24% | +2,028 | 新進 |
| Kathmere Capital Management, LLC | 2,038 | $25.7 萬 | 0.02% | +2,038 | 新進 |
| Mather Group, LLC. | 2,053 | $25.9 萬 | 0.00% | +75+3.8% | 加碼 |
| Quotient Wealth Partners, LLC | 2,062 | $26.0 萬 | 0.01% | +103+5.3% | 加碼 |
| Ritholtz Wealth Management | 2,072 | $26.1 萬 | 0.01% | +2,072 | 新進 |
| Guyasuta Investment Advisors Inc | 2,074 | $26.1 萬 | 0.02% | +2,074 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,080 | $26.2 萬 | 0.04% | −1,306−38.6% | 減碼 |
| Evoke Wealth, LLC | 2,088 | $26.3 萬 | 0.01% | +53+2.6% | 加碼 |
| Mutual Advisors, LLC | 2,045 | $26.3 萬 | 0.01% | +15+0.7% | 加碼 |
| Northcape Wealth Management, LLC | 2,092 | $26.4 萬 | 0.09% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 2,100 | $26.4 萬 | 0.08% | −117−5.3% | 減碼 |
| Massmutual Trust Co FSB | 2,109 | $26.6 萬 | 0.01% | +123+6.2% | 加碼 |
| Aureus Asset Management, LLC | 2,116 | $26.7 萬 | 0.02% | +2,116 | 新進 |
| First Affirmative Financial Network | 2,118 | $26.7 萬 | 0.15% | +280+15.2% | 加碼 |
| Orion Capital Management LLC | 2,120 | $26.7 萬 | 0.12% | −100−4.5% | 減碼 |
| Verdence Capital Advisors LLC | 2,125 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 2,137 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| One Degree Advisors Inc | 1,885 | $27.0 萬 | 0.11% | −30−1.6% | 減碼 |
| Childress Capital Advisors, LLC | 2,152 | $27.1 萬 | 0.08% | +76+3.7% | 加碼 |
| Shelton Wealth Management, LLC | 2,164 | $27.3 萬 | 0.15% | +11+0.5% | 加碼 |
| Triad Wealth Partners, LLC | 2,182 | $27.5 萬 | 0.10% | +2,182 | 新進 |
| Simon Quick Advisors, LLC | 2,195 | $27.7 萬 | 0.02% | +225+11.4% | 加碼 |
| AlphaMark Advisors, LLC | 2,200 | $27.7 萬 | 0.12% | −50−2.2% | 減碼 |
| Blue Fin Capital, Inc. | 2,210 | $27.9 萬 | 0.05% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 2,213 | $27.9 萬 | 0.02% | +81+3.8% | 加碼 |
| Pflug Koory, LLC | 2,215 | $27.9 萬 | 0.14% | 00.0% | 不變 |
| Longboard Asset Management, LP | 2,215 | $27.9 萬 | 0.74% | +2,215 | 新進 |
| Pensionmark Financial Group, LLC | 2,236 | $28.2 萬 | 0.01% | +2,236 | 新進 |
| Contravisory Investment Management, Inc. | 2,238 | $28.2 萬 | 0.06% | +98+4.6% | 加碼 |
| Modera Wealth Management, LLC | 2,245 | $28.3 萬 | 0.00% | +500+28.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,242 | $28.4 萬 | 0.00% | +496+28.4% | 加碼 |
| Register Financial Advisors LLC | 2,250 | $28.4 萬 | 0.14% | −350−13.5% | 減碼 |
| Golden State Equity Partners | 2,270 | $28.6 萬 | 0.05% | −1,614−41.6% | 減碼 |
| Carr Financial Group Corp | 2,271 | $28.6 萬 | 0.09% | +9+0.4% | 加碼 |
| Wedbush Securities Inc | 2,287 | $28.8 萬 | 0.01% | +247+12.1% | 加碼 |
| MTM Investment Management, LLC | 2,300 | $29.0 萬 | 0.11% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 2,307 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,307 | $29.1 萬 | 0.12% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 2,321 | $29.3 萬 | 0.10% | +2,321 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,329 | $29.4 萬 | 0.01% | −445−16.0% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,330 | $29.4 萬 | 0.10% | +200+9.4% | 加碼 |
| Sentry Investment Management LLC | 2,332 | $29.4 萬 | 0.14% | +2,332 | 新進 |
| Flow Traders U.S. LLC | 2,348 | $29.6 萬 | 0.01% | +2,348 | 新進 |
| Barnes Pettey Financial Advisors, LLC | 2,352 | $29.6 萬 | 0.23% | −150−6.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,357 | $29.7 萬 | 0.01% | −117−4.7% | 減碼 |
| West Family Investments, Inc. | 2,362 | $29.8 萬 | 0.10% | +683+40.7% | 加碼 |
| Western Wealth Management, LLC | 2,383 | $30.0 萬 | 0.02% | +141+6.3% | 加碼 |
| Rehmann Capital Advisory Group | 2,386 | $30.1 萬 | 0.02% | −30−1.2% | 減碼 |
| Oddo BHF Asset Management SAS | 2,394 | $30.2 萬 | 0.02% | +2,394 | 新進 |
| Clifford Swan Investment Counsel LLC | 2,406 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Atom Investors LP | 2,409 | $30.4 萬 | 0.04% | −245−9.2% | 減碼 |
| L2 Asset Management, LLC | 2,414 | $30.4 萬 | 0.07% | +156+6.9% | 加碼 |
| AA Financial Advisors, LLC | 2,418 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Purkiss Capital Advisors LLC | 2,429 | $30.6 萬 | 0.26% | +2,429 | 新進 |
| Cambiar Investors LLC | 2,438 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 2,449 | $30.9 萬 | 0.02% | +35+1.4% | 加碼 |
| bLong Financial, LLC | 2,450 | $30.9 萬 | 0.25% | +2,450 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $30.9 萬 | 0.07% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,455 | $30.9 萬 | 0.03% | −75−3.0% | 減碼 |
| Retirement Planning Group, LLC | 2,476 | $31.2 萬 | 0.34% | +2,476 | 新進 |
| IFG Advisory, LLC | 2,477 | $31.2 萬 | 0.02% | +2,477 | 新進 |
| Hudock, Inc. | 2,479 | $31.3 萬 | 0.05% | +5+0.2% | 加碼 |
| Bokf, NA | 2,509 | $31.3 萬 | 0.01% | −102−3.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,495 | $31.4 萬 | 0.01% | −11,328−82.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 2,500 | $31.5 萬 | 0.05% | 00.0% | 不變 |
| Balboa Wealth Partners | 2,523 | $31.8 萬 | 0.07% | −1,235−32.9% | 減碼 |
| Rothschild Capital Partners, LLC | 2,524 | $31.8 萬 | 0.08% | +710+39.1% | 加碼 |
| 44 Wealth Management LLC | 2,528 | $31.9 萬 | 0.12% | −209−7.6% | 減碼 |
| Painted Porch Advisors LLC | 2,545 | $32.1 萬 | 0.16% | 00.0% | 不變 |
| Wharton Business Group, LLC | 2,555 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 2,557 | $32.2 萬 | 0.01% | +838+48.7% | 加碼 |
| Lindbrook Capital, LLC | 2,559 | $32.3 萬 | 0.03% | +32+1.3% | 加碼 |
| Essex Financial Services, Inc. | 2,595 | $32.7 萬 | 0.02% | −8−0.3% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,600 | $32.8 萬 | 0.09% | +12+0.5% | 加碼 |
| Jacobi Capital Management LLC | 2,613 | $32.9 萬 | 0.02% | +169+6.9% | 加碼 |
| Blue Capital, Inc. | 2,616 | $33.0 萬 | 0.23% | +2,616 | 新進 |
| Whalerock Point Partners, LLC | 2,638 | $33.2 萬 | 0.08% | +249+10.4% | 加碼 |
| Advisory Services Network, LLC | 2,645 | $33.3 萬 | 0.01% | −264−9.1% | 減碼 |
| Hartline Investment Corp | 2,652 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 2,659 | $33.5 萬 | 0.07% | −54−2.0% | 減碼 |
| Fiduciary Trust Co | 2,660 | $33.5 萬 | 0.00% | +228+9.4% | 加碼 |
| Bowman & Co S.C. | 2,665 | $33.6 萬 | 0.17% | 00.0% | 不變 |
| Pitcairn Co | 2,666 | $33.6 萬 | 0.02% | −3,847−59.1% | 減碼 |
| Koshinski Asset Management, Inc. | 2,669 | $33.6 萬 | 0.03% | +58+2.2% | 加碼 |
| Clarius Group, LLC | 2,671 | $33.7 萬 | 0.02% | −47−1.7% | 減碼 |
| Dearborn Partners LLC | 2,675 | $33.7 萬 | 0.01% | −318−10.6% | 減碼 |
| 180 Wealth Advisors, LLC | 2,690 | $33.9 萬 | 0.05% | −71−2.6% | 減碼 |
| Capital Analysts, LLC | 2,743 | $34.6 萬 | 0.01% | +14+0.5% | 加碼 |
| Visionary Wealth Advisors | 2,760 | $34.8 萬 | 0.02% | −100−3.5% | 減碼 |
| Bryn Mawr Trust Co | 2,774 | $35.0 萬 | 0.01% | +143+5.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,787 | $35.1 萬 | 0.06% | +18+0.7% | 加碼 |
| Savvy Advisors, Inc. | 2,796 | $35.2 萬 | 0.04% | +2,796 | 新進 |
| Alps Advisors Inc | 2,805 | $35.4 萬 | 0.00% | +2,805 | 新進 |
| Boothbay Fund Management, LLC | 2,842 | $35.8 萬 | 0.01% | −4,398−60.7% | 減碼 |
| Cetera Trust Company, N.A | 2,850 | $35.9 萬 | 0.23% | −175−5.8% | 減碼 |