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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 4,538 | $57.2 萬 | 0.03% | +133+3.0% | 加碼 |
| Carmel Capital Partners, LLC | 4,540 | $57.2 萬 | 0.23% | +60+1.3% | 加碼 |
| Qtron Investments LLC | 4,543 | $57.3 萬 | 0.08% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,582 | $57.7 萬 | 0.01% | +721+18.7% | 加碼 |
| Verition Fund Management LLC | 4,636 | $58.4 萬 | 0.00% | −6,605−58.8% | 減碼 |
| Panoramic Investment Advisors, LLC | 4,652 | $58.6 萬 | 0.38% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 4,658 | $58.7 萬 | 0.04% | +115+2.5% | 加碼 |
| Davenport & Co LLC | 4,672 | $58.9 萬 | 0.00% | −1,796−27.8% | 減碼 |
| Exchange Traded Concepts, LLC | 4,687 | $59.1 萬 | 0.01% | −163−3.4% | 減碼 |
| Associated Banc-Corp | 4,714 | $59.4 萬 | 0.02% | 00.0% | 不變 |
| Principal Securities, Inc. | 4,750 | $59.9 萬 | 0.01% | +321+7.2% | 加碼 |
| Prudent Man Advisors, LLC | 4,774 | $60.2 萬 | 0.22% | +271+6.0% | 加碼 |
| Integrated Advisors Network LLC | 4,821 | $60.8 萬 | 0.03% | +115+2.4% | 加碼 |
| Dogwood Wealth Management LLC | 4,846 | $61.1 萬 | 0.32% | +430+9.7% | 加碼 |
| Apollon Wealth Management, LLC | 4,847 | $61.1 萬 | 0.01% | +724+17.6% | 加碼 |
| Tower Bridge Advisors | 4,850 | $61.1 萬 | 0.07% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 4,885 | $61.6 萬 | 0.17% | −68−1.4% | 減碼 |
| Investment Advisory Group, LLC | 4,889 | $61.6 萬 | 0.21% | +85+1.8% | 加碼 |
| Nations Financial Group Inc, | 4,894 | $61.7 萬 | 0.05% | −15−0.3% | 減碼 |
| Marshall Financial Group LLC | 4,935 | $62.2 萬 | 0.15% | −170−3.3% | 減碼 |
| Pinebridge Investments, L.P. | 4,938 | $62.2 萬 | 0.00% | +4,938 | 新進 |
| Walleye Capital LLC | 4,949 | $62.4 萬 | 0.01% | −18,605−79.0% | 減碼 |
| LRI Investments, LLC | 4,953 | $62.4 萬 | 0.06% | 00.0% | 不變 |
| LongView Wealth Management | 4,978 | $62.7 萬 | 0.19% | −166−3.2% | 減碼 |
| Brookstone Capital Management | 5,007 | $63.1 萬 | 0.01% | −3,495−41.1% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,021 | $63.3 萬 | 0.09% | 00.0% | 不變 |
| Benchmark Investment Advisors LLC | 5,060 | $63.8 萬 | 0.41% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 5,065 | $63.8 萬 | 0.01% | −9−0.2% | 減碼 |
| IHT Wealth Management, LLC | 5,089 | $64.1 萬 | 0.02% | −1,461−22.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,140 | $64.8 萬 | 0.04% | −79−1.5% | 減碼 |
| Ostrum Asset Management | 5,217 | $65.7 萬 | 0.06% | +86+1.7% | 加碼 |
| Sara-Bay Financial | 5,300 | $66.2 萬 | 0.25% | −52−1.0% | 減碼 |
| Allworth Financial LP | 5,079 | $66.6 萬 | 0.00% | +1,416+38.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,356 | $67.5 萬 | 0.33% | +12+0.2% | 加碼 |
| NorthRock Partners, LLC | 5,359 | $67.5 萬 | 0.02% | −487−8.3% | 減碼 |
| Raiffeisen Bank International AG | 5,513 | $68.9 萬 | 0.01% | +5,513 | 新進 |
| Ellevest, Inc. | 5,494 | $69.2 萬 | 0.04% | +1,049+23.6% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $69.3 萬 | 0.30% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 5,579 | $69.7 萬 | 0.02% | +1,180+26.8% | 加碼 |
| Quantbot Technologies LP | 5,536 | $69.8 萬 | 0.03% | +5,536 | 新進 |
| Federated Hermes, Inc. | 5,550 | $69.9 萬 | 0.00% | −11,872−68.1% | 減碼 |
| Ibex Wealth Advisors | 5,592 | $70.5 萬 | 0.08% | +5,592 | 新進 |
| Atomi Financial Group, Inc. | 5,634 | $71.0 萬 | 0.04% | +614+12.2% | 加碼 |
| Cresset Asset Management, LLC | 5,654 | $71.3 萬 | 0.00% | +5,654 | 新進 |
| Good Life Advisors, LLC | 5,675 | $71.5 萬 | 0.05% | +571+11.2% | 加碼 |
| Buckingham Strategic Partners | 5,699 | $71.8 萬 | 0.01% | +174+3.1% | 加碼 |
| Texas Yale Capital Corp. | 5,714 | $72.0 萬 | 0.03% | +169+3.0% | 加碼 |
| Kingsview Wealth Management, LLC | 5,720 | $72.1 萬 | 0.01% | +754+15.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,764 | $72.6 萬 | 0.02% | −97−1.7% | 減碼 |
| Smartleaf Asset Management LLC | 5,843 | $73.0 萬 | 0.07% | +897+18.1% | 加碼 |
| Madden Advisory Services, Inc. | 5,859 | $73.8 萬 | 0.34% | −411−6.6% | 減碼 |
| Ballentine Partners, LLC | 5,924 | $74.7 萬 | 0.01% | +329+5.9% | 加碼 |
| Everhart Financial Group, Inc. | 6,069 | $76.5 萬 | 0.16% | +152+2.6% | 加碼 |
| Dudley Capital Management, LLC | 6,075 | $76.6 萬 | 0.39% | 00.0% | 不變 |
| Manske Wealth Management | 6,113 | $77.0 萬 | 0.31% | +6,113 | 新進 |
| Fulcrum Capital LLC | 6,126 | $77.2 萬 | 0.16% | −242−3.8% | 減碼 |
| Pacific Sun Financial Corp | 6,138 | $77.4 萬 | 0.42% | 00.0% | 不變 |
| Proequities, Inc. | 5,947 | $78.0 萬 | 0.04% | +112+1.9% | 加碼 |
| Bailard, Inc. | 6,216 | $78.3 萬 | 0.02% | +173+2.9% | 加碼 |
| Finward Bancorp | 6,223 | $78.4 萬 | 0.68% | +6,223 | 新進 |
| Values First Advisors, Inc. | 6,236 | $78.6 萬 | 0.43% | +239+4.0% | 加碼 |
| Ingalls & Snyder LLC | 6,246 | $78.7 萬 | 0.03% | 00.0% | 不變 |
| Sigma Planning Corp | 6,276 | $79.1 萬 | 0.02% | +752+13.6% | 加碼 |
| Cigna Investments Inc | 6,313 | $79.5 萬 | 0.14% | +126+2.0% | 加碼 |
| Huntington National Bank | 6,325 | $79.7 萬 | 0.01% | +866+15.9% | 加碼 |
| Integrated Wealth Concepts LLC | 6,331 | $79.8 萬 | 0.01% | +375+6.3% | 加碼 |
| Monetary Management Group Inc | 6,350 | $80.0 萬 | 0.21% | −250−3.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $80.7 萬 | 0.04% | +1,600+33.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,408 | $80.8 萬 | 0.19% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 6,418 | $80.9 萬 | 0.04% | −68−1.0% | 減碼 |
| Williamson Legacy Group, LLC | 6,432 | $81.1 萬 | 0.54% | +6,432 | 新進 |
| Oak Thistle LLC | 6,507 | $82.0 萬 | 0.24% | +6,507 | 新進 |
| Geneos Wealth Management Inc. | 6,508 | $82.0 萬 | 0.03% | −319−4.7% | 減碼 |
| Level Four Advisory Services, LLC | 6,512 | $82.1 萬 | 0.03% | +52+0.8% | 加碼 |
| Greenup Street Wealth Management LLC | 6,603 | $83.2 萬 | 0.17% | +4+0.1% | 加碼 |
| TownSquare Capital, LLC | 6,642 | $83.7 萬 | 0.01% | +1,196+22.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 6,669 | $84.0 萬 | 0.25% | −239−3.5% | 減碼 |
| Dodds Wealth, LLC | 6,422 | $84.2 萬 | 0.27% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 6,686 | $84.3 萬 | 0.04% | −1,150−14.7% | 減碼 |
| Richwood Investment Advisors, LLC | 6,820 | $86.0 萬 | 0.72% | 00.0% | 不變 |
| Busey Wealth Management | 6,881 | $86.7 萬 | 0.03% | +127+1.9% | 加碼 |
| Wolverine Trading, LLC | 6,957 | $86.9 萬 | 0.02% | −1,858−21.1% | 減碼 |
| Agate Pass Investment Management, LLC | 6,915 | $87.1 萬 | 0.39% | +6,915 | 新進 |
| Summit Global Investments | 6,925 | $87.3 萬 | 0.05% | +4,566+193.6% | 加碼 |
| Farmers & Merchants Investments Inc | 6,973 | $87.9 萬 | 0.03% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 6,982 | $88.0 萬 | 0.03% | +6,982 | 新進 |
| Headlands Technologies LLC | 7,005 | $88.3 萬 | 0.09% | +7,005 | 新進 |
| Machina Capital S.A.S. | 7,089 | $89.3 萬 | 0.38% | +7,089 | 新進 |
| Wedmont Private Capital | 7,221 | $90.1 萬 | 0.05% | +533+8.0% | 加碼 |
| Capital Square, LLC | 6,595 | $90.2 萬 | 0.51% | +1,959+42.3% | 加碼 |
| Alteri Wealth LLC | 7,176 | $90.4 萬 | 0.25% | +7,176 | 新進 |
| ProVise Management Group, LLC | 7,200 | $90.7 萬 | 0.08% | −4,382−37.8% | 減碼 |
| Johnson Investment Counsel Inc | 7,261 | $91.5 萬 | 0.01% | +1,404+24.0% | 加碼 |
| Board of the Pension Protection Fund | 7,300 | $92.0 萬 | 1.06% | +7,300 | 新進 |
| We Are One Seven, LLC | 7,333 | $92.4 萬 | 0.04% | +100+1.4% | 加碼 |
| Waterloo Capital, L.P. | 7,361 | $92.8 萬 | 0.10% | −1,007−12.0% | 減碼 |
| Ameritas Advisory Services, LLC | 7,596 | $95.7 萬 | 0.03% | +148+2.0% | 加碼 |
| Axecap Investments, LLC | 7,599 | $95.8 萬 | 0.72% | −23−0.3% | 減碼 |
| Stiles Financial Services Inc | 7,607 | $95.9 萬 | 0.35% | +18+0.2% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 7,631 | $96.2 萬 | 0.82% | +7,631 | 新進 |