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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 2,854 | $36.0 萬 | 0.01% | +27+1.0% | 加碼 |
| BSW Wealth Partners | 2,893 | $36.5 萬 | 0.05% | +460+18.9% | 加碼 |
| Whipplewood Advisors, LLC | 2,909 | $36.7 萬 | 0.21% | +2,909 | 新進 |
| Keystone Financial Group | 2,910 | $36.7 萬 | 0.04% | 00.0% | 不變 |
| CX Institutional | 2,929 | $36.9 萬 | 0.01% | +46+1.6% | 加碼 |
| Stock Yards Bank & Trust Co | 2,975 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 3,001 | $37.8 萬 | 0.22% | 00.0% | 不變 |
| Financial Advocates Investment Management | 3,032 | $38.2 萬 | 0.02% | +276+10.0% | 加碼 |
| Kapitalo Investimentos Ltda | 3,077 | $38.8 萬 | 0.26% | +3,077 | 新進 |
| Plato Investment Management Ltd | 3,075 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,090 | $38.9 萬 | 0.00% | +59+1.9% | 加碼 |
| Nilsine Partners, LLC | 3,103 | $39.1 萬 | 0.04% | +201+6.9% | 加碼 |
| HBK Sorce Advisory LLC | 3,106 | $39.1 萬 | 0.01% | +153+5.2% | 加碼 |
| CoreCap Advisors, LLC | 3,113 | $39.2 萬 | 0.02% | −113−3.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,593 | $39.3 萬 | 0.03% | −69−2.6% | 減碼 |
| Personal Cfo Solutions, LLC | 3,186 | $40.2 萬 | 0.08% | −614−16.2% | 減碼 |
| Tuttle Tactical Management | 3,193 | $40.2 萬 | 2.07% | +824+34.8% | 加碼 |
| Avestar Capital, LLC | 3,198 | $40.3 萬 | 0.04% | +662+26.1% | 加碼 |
| Boston Private Wealth LLC | 3,229 | $40.7 萬 | 0.01% | +3,229 | 新進 |
| Beech Hill Advisors, Inc. | 3,250 | $41.0 萬 | 0.15% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 3,251 | $41.0 萬 | 0.30% | 00.0% | 不變 |
| Conning Inc. | 3,277 | $41.3 萬 | 0.01% | +159+5.1% | 加碼 |
| Shelton Capital Management | 3,278 | $41.3 萬 | 0.01% | +486+17.4% | 加碼 |
| SFMG, LLC | 3,299 | $41.6 萬 | 0.03% | −2−0.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $41.8 萬 | 0.26% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 3,332 | $42.0 萬 | 0.26% | 00.0% | 不變 |
| River Street Advisors LLC | 3,365 | $42.4 萬 | 0.22% | +344+11.4% | 加碼 |
| Howard Capital Management Inc. | 3,368 | $42.4 萬 | 0.01% | +171+5.3% | 加碼 |
| Lake Street Financial LLC | 3,418 | $43.1 萬 | 0.07% | 00.0% | 不變 |
| Graypoint LLC | 3,427 | $43.2 萬 | 0.03% | +84+2.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 3,444 | $43.4 萬 | 0.08% | −305−8.1% | 減碼 |
| Wealthspire Advisors, LLC | 3,451 | $43.5 萬 | 0.00% | +83+2.5% | 加碼 |
| Stonebridge Financial Group, LLC | 3,452 | $43.5 萬 | 0.05% | +3,452 | 新進 |
| PDS Planning, Inc | 3,457 | $43.6 萬 | 0.04% | −14−0.4% | 減碼 |
| Evergreen Capital Management LLC | 3,461 | $43.6 萬 | 0.01% | +205+6.3% | 加碼 |
| Harbour Investments, Inc. | 3,486 | $43.9 萬 | 0.01% | −729−17.3% | 減碼 |
| St Germain D J Co Inc | 3,499 | $44.1 萬 | 0.02% | +2,949+536.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,522 | $44.4 萬 | 0.03% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 3,527 | $44.5 萬 | 0.03% | −4−0.1% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,535 | $44.6 萬 | 0.24% | −40−1.1% | 減碼 |
| Peak Planning Group, LLC | 3,535 | $44.6 萬 | 0.19% | +7+0.2% | 加碼 |
| Farther Finance Advisors, LLC | 3,548 | $44.7 萬 | 0.02% | −62−1.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,571 | $45.0 萬 | 0.04% | +200+5.9% | 加碼 |
| LCNB Corp | 3,604 | $45.4 萬 | 0.17% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,619 | $45.6 萬 | 0.01% | −49−1.3% | 減碼 |
| Sustainable Insight Capital Management, LLC | 3,622 | $45.6 萬 | 0.20% | −778−17.7% | 減碼 |
| Perigon Wealth Management, LLC | 3,549 | $45.7 萬 | 0.01% | +1,160+48.6% | 加碼 |
| Panagora Asset Management Inc | 3,649 | $46.0 萬 | 0.00% | −5,127−58.4% | 減碼 |
| Synovus Financial Corp | 3,655 | $46.1 萬 | 0.01% | +329+9.9% | 加碼 |
| Moors & Cabot, Inc. | 3,672 | $46.3 萬 | 0.02% | +55+1.5% | 加碼 |
| LMR Partners LLP | 3,712 | $46.8 萬 | 0.01% | +3,712 | 新進 |
| Caldwell Sutter Capital, Inc. | 3,725 | $46.9 萬 | 0.22% | +1,200+47.5% | 加碼 |
| Great Lakes Advisors, LLC | 3,739 | $47.1 萬 | 0.00% | +1,429+61.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,753 | $47.3 萬 | 0.03% | +1,583+72.9% | 加碼 |
| Evanson Asset Management, LLC | 3,780 | $47.6 萬 | 0.03% | +9+0.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,788 | $47.7 萬 | 0.02% | +537+16.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,844 | $48.4 萬 | 0.04% | 00.0% | 不變 |
| Flputnam Investment Management Co | 3,845 | $48.5 萬 | 0.01% | +14+0.4% | 加碼 |
| Sage Mountain Advisors LLC | 3,886 | $49.0 萬 | 0.04% | +122+3.2% | 加碼 |
| Cypress Capital Group | 3,887 | $49.0 萬 | 0.06% | −726−15.7% | 減碼 |
| Monument Capital Management | 3,921 | $49.4 萬 | 0.14% | −124−3.1% | 減碼 |
| Glenview Trust Co | 3,958 | $49.9 萬 | 0.01% | +5+0.1% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,962 | $49.9 萬 | 0.18% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,966 | $50.0 萬 | 0.01% | −420−9.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,013 | $50.6 萬 | 0.01% | −670−14.3% | 減碼 |
| Baldwin Investment Management, LLC | 4,027 | $50.8 萬 | 0.07% | +267+7.1% | 加碼 |
| GTS Securities LLC | 4,033 | $50.8 萬 | 0.02% | −4,867−54.7% | 減碼 |
| Proficio Capital Partners LLC | 4,047 | $51.0 萬 | 0.04% | +2,417+148.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,060 | $51.2 萬 | 0.04% | +4,060 | 新進 |
| Fidelis Capital Partners, LLC | 3,669 | $51.5 萬 | 0.05% | +1,988+118.3% | 加碼 |
| Callan Family Office, LLC | 4,095 | $51.6 萬 | 0.03% | +4,095 | 新進 |
| Whittier Trust Co of Nevada Inc | 4,115 | $51.9 萬 | 0.01% | −245−5.6% | 減碼 |
| Hendershot Investments Inc. | 4,116 | $51.9 萬 | 0.07% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,157 | $52.4 萬 | 0.00% | +661+18.9% | 加碼 |
| Great Diamond Partners, LLC | 4,172 | $52.6 萬 | 0.14% | +4,172 | 新進 |
| Summit Trail Advisors, LLC | 4,185 | $52.7 萬 | 0.02% | +742+21.6% | 加碼 |
| Brighton Jones LLC | 4,185 | $52.7 萬 | 0.02% | +279+7.1% | 加碼 |
| Whittier Trust Co | 4,202 | $53.0 萬 | 0.01% | −129−3.0% | 減碼 |
| Lake Street Advisors Group, LLC | 4,240 | $53.4 萬 | 0.02% | −53−1.2% | 減碼 |
| Net Worth Advisory Group | 4,247 | $53.5 萬 | 0.16% | +1,438+51.2% | 加碼 |
| Comprehensive Money Management Services LLC | 4,276 | $53.9 萬 | 0.44% | +4,276 | 新進 |
| Cambria Investment Management, L.P. | 4,290 | $54.1 萬 | 0.03% | +924+27.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 4,296 | $54.1 萬 | 0.01% | −4,290−50.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 4,308 | $54.3 萬 | 0.01% | +4,308 | 新進 |
| Global Retirement Partners, LLC | 4,315 | $54.4 萬 | 0.02% | −176−3.9% | 減碼 |
| Summit Financial, LLC | 4,315 | $54.4 萬 | 0.02% | +1,839+74.3% | 加碼 |
| First American Trust, FSB | 4,319 | $54.4 萬 | 0.05% | +26+0.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,223 | $54.8 萬 | 0.10% | −6,911−40.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,350 | $54.8 萬 | 0.08% | +139+3.3% | 加碼 |
| HF Advisory Group, LLC | 4,351 | $54.8 萬 | 0.25% | −776−15.1% | 減碼 |
| Southland Equity Partners LLC | 4,368 | $55.0 萬 | 0.13% | +692+18.8% | 加碼 |
| Stokes Family Office, LLC | 4,387 | $55.3 萬 | 0.06% | +4,387 | 新進 |
| Joel Isaacson & Co., LLC | 4,397 | $55.4 萬 | 0.02% | 00.0% | 不變 |
| Syon Capital LLC | 4,406 | $55.5 萬 | 0.05% | −126−2.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,457 | $56.2 萬 | 0.03% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 4,484 | $56.5 萬 | 0.24% | −53−1.2% | 減碼 |
| Clearstead Advisors, LLC | 4,495 | $56.6 萬 | 0.01% | −88−1.9% | 減碼 |
| Aptus Capital Advisors, LLC | 4,509 | $56.8 萬 | 0.01% | +1,213+36.8% | 加碼 |
| AlphaCore Capital LLC | 4,522 | $57.0 萬 | 0.12% | −118−2.5% | 減碼 |