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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 14,417 | $181.7 萬 | 0.06% | +7,872+120.3% | 加碼 |
| NTV Asset Management LLC | 14,424 | $181.8 萬 | 0.24% | −20−0.1% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 14,507 | $182.8 萬 | 1.23% | −50−0.3% | 減碼 |
| Vontobel Holding Ltd. | 14,618 | $184.2 萬 | 0.01% | −4,999−25.5% | 減碼 |
| RDA Financial Network | 14,736 | $185.7 萬 | 0.54% | −655−4.3% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 14,898 | $187.8 萬 | 0.14% | +2,075+16.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 14,962 | $188.6 萬 | 0.02% | −3,339−18.2% | 減碼 |
| O'Rourke & Company, Inc | 15,144 | $190.9 萬 | 0.94% | −1,133−7.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,368 | $193.7 萬 | 0.02% | −1,444−8.6% | 減碼 |
| Achmea Investment Management B.V. | 15,549 | $195.9 萬 | 0.03% | +15,549 | 新進 |
| Wahed Invest LLC | 15,588 | $196.5 萬 | 0.33% | +945+6.5% | 加碼 |
| Fairfield Financial Advisors, LTD | 15,624 | $196.9 萬 | 0.69% | +703+4.7% | 加碼 |
| CenterBook Partners LP | 15,809 | $199.2 萬 | 0.12% | +10,511+198.4% | 加碼 |
| Verde Capital Management | 15,883 | $200.2 萬 | 0.56% | +684+4.5% | 加碼 |
| Everence Capital Management Inc | 16,000 | $201.6 萬 | 0.13% | −1,680−9.5% | 減碼 |
| SG Americas Securities, LLC | 16,138 | $203.4 萬 | 0.01% | −58,343−78.3% | 減碼 |
| Sumitomo Life Insurance Co | 16,260 | $204.9 萬 | 0.04% | −412−2.5% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 16,400 | $206.7 萬 | 0.18% | −20−0.1% | 減碼 |
| Sandy Spring Bank | 16,512 | $208.1 萬 | 0.08% | +1,161+7.6% | 加碼 |
| Liberty Capital Management, Inc. | 16,529 | $208.3 萬 | 0.46% | +350+2.2% | 加碼 |
| Proquility Private Wealth Partners, LLC | 16,585 | $209.0 萬 | 0.67% | −158−0.9% | 減碼 |
| Donoghue Forlines LLC | 16,615 | $209.4 萬 | 0.70% | +16,615 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 16,936 | $213.4 萬 | 0.01% | −4,568−21.2% | 減碼 |
| Centaurus Financial, Inc. | 17,135 | $215.9 萬 | 0.13% | +16,347+2,074.5% | 加碼 |
| D.A. Davidson & Co. | 17,133 | $215.9 萬 | 0.02% | +15+0.1% | 加碼 |
| Groupama Asset Managment | – | $218.3 萬 | 0.04% | – | – |
| Capital Investment Advisors, LLC | 17,328 | $218.4 萬 | 0.04% | −1,547−8.2% | 減碼 |
| Centiva Capital, LP | 17,582 | $221.6 萬 | 0.08% | −2,321−11.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 17,611 | $222.0 萬 | 0.19% | −1,498−7.8% | 減碼 |
| Kestra Advisory Services, LLC | 17,621 | $222.1 萬 | 0.01% | +1,674+10.5% | 加碼 |
| Brinker Capital Investments, LLC | 17,713 | $223.2 萬 | 0.02% | +1,433+8.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 17,713 | $223.2 萬 | 0.02% | +1,433+8.8% | 加碼 |
| Ossiam | 18,582 | $234.2 萬 | 0.04% | −1,681−8.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,783 | $236.7 萬 | 0.05% | +442+2.4% | 加碼 |
| V-Square Quantitative Management LLC | 18,859 | $237.7 萬 | 0.34% | +1,639+9.5% | 加碼 |
| TD Waterhouse Canada Inc. | 19,082 | $240.2 萬 | 0.02% | +17,899+1,513.0% | 加碼 |
| Forte Capital LLC | 19,079 | $240.5 萬 | 0.27% | +461+2.5% | 加碼 |
| Private Advisor Group, LLC | 19,143 | $241.3 萬 | 0.01% | −473−2.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 19,159 | $241.5 萬 | 0.07% | −104−0.5% | 減碼 |
| J. Safra Sarasin Holding AG | 19,186 | $241.8 萬 | 0.04% | +19,186 | 新進 |
| Engineers Gate Manager LP | 19,268 | $242.8 萬 | 0.04% | +12,249+174.5% | 加碼 |
| FJ Capital Management LLC | 19,341 | $243.8 萬 | 0.28% | −1,301−6.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 19,394 | $244.4 萬 | 0.09% | +1,758+10.0% | 加碼 |
| Beck Capital Management, LLC | 19,883 | $250.6 萬 | 0.67% | +745+3.9% | 加碼 |
| Kinneret Advisory, LLC | 19,982 | $251.8 萬 | 0.24% | −931−4.5% | 減碼 |
| United Capital Financial Advisers, LLC | 20,315 | $256.0 萬 | 0.02% | −89−0.4% | 減碼 |
| Asset Planning,Inc | 20,588 | $259.5 萬 | 1.98% | +20,588 | 新進 |
| Commerce Bank | 20,655 | $260.3 萬 | 0.02% | −676−3.2% | 減碼 |
| Illinois Municipal Retirement Fund | 20,691 | $260.8 萬 | 0.04% | +7,225+53.7% | 加碼 |
| Argentarii, LLC | 20,838 | $262.6 萬 | 1.32% | +20,838 | 新進 |
| Assenagon Asset Management S.A. | 20,931 | $263.8 萬 | 0.00% | +365+1.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 21,252 | $267.0 萬 | 0.03% | +8,260+63.6% | 加碼 |
| Benjamin Edwards Inc | 22,330 | $282.0 萬 | 0.04% | +2,608+13.2% | 加碼 |
| Capital International Sarl | 22,754 | $286.8 萬 | 0.07% | +9,404+70.4% | 加碼 |
| National Asset Management, Inc. | 22,869 | $288.2 萬 | 0.09% | −4,257−15.7% | 減碼 |
| Catalytic Wealth RIA, LLC | 23,006 | $289.9 萬 | 0.51% | +7,635+49.7% | 加碼 |
| Hamilton Capital Partners Inc. | 23,287 | $293.5 萬 | 0.22% | +7,137+44.2% | 加碼 |
| Ieq Capital, LLC | 23,389 | $294.8 萬 | 0.03% | +804+3.6% | 加碼 |
| Omers Administration Corp | 23,491 | $296.1 萬 | 0.03% | +4,232+22.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 23,671 | $298.2 萬 | 0.02% | +11,449+93.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 23,673 | $298.4 萬 | 0.06% | −6,157−20.6% | 減碼 |
| Lincluden Management Ltd | 23,741 | $299.2 萬 | 0.36% | −1,286−5.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 23,999 | $302.5 萬 | 0.05% | +23,999 | 新進 |
| Perpetual Ltd | 24,204 | $305.0 萬 | 0.04% | +820+3.5% | 加碼 |
| Investment Management Corp of Ontario | 24,256 | $305.7 萬 | 0.10% | +4,440+22.4% | 加碼 |
| Avitas Wealth Management LLC | 24,294 | $306.2 萬 | 0.42% | +134+0.6% | 加碼 |
| Merit Financial Group, LLC | 24,557 | $309.5 萬 | 0.06% | +4,491+22.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,750 | $311.9 萬 | 0.03% | +1,000+4.2% | 加碼 |
| Summit Place Financial Advisors, LLC | 24,960 | $314.6 萬 | 1.79% | −440−1.7% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 25,000 | $315.1 萬 | 0.20% | −8,000−24.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 25,029 | $315.4 萬 | 0.06% | −313−1.2% | 減碼 |
| ING Groep NV | 25,351 | $319.5 萬 | 0.02% | −1,840−6.8% | 減碼 |
| Romano Brothers and Company | 25,453 | $320.8 萬 | 0.40% | −600−2.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $321.4 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 25,923 | $326.7 萬 | 0.06% | +720+2.9% | 加碼 |
| MAI Capital Management | 26,112 | $329.1 萬 | 0.02% | +3,185+13.9% | 加碼 |
| Beacon Financial Planning, Inc | 26,113 | $329.1 萬 | 1.92% | +12,691+94.6% | 加碼 |
| Appleton Partners Inc | 26,119 | $329.2 萬 | 0.24% | +115+0.4% | 加碼 |
| Kornitzer Capital Management Inc | 26,400 | $332.7 萬 | 0.07% | 00.0% | 不變 |
| Boston Family Office LLC | 26,635 | $335.7 萬 | 0.23% | +418+1.6% | 加碼 |
| Nicola Wealth Management Ltd. | 18,695 | $338.8 萬 | 0.32% | −1,100−5.6% | 減碼 |
| GDS Wealth Management | 26,903 | $339.1 萬 | 0.31% | +23,489+688.0% | 加碼 |
| Impax Asset Management Group plc | 27,541 | $347.1 萬 | 0.02% | −8,834−24.3% | 減碼 |
| New Mexico Educational Retirement Board | 27,548 | $347.2 萬 | 0.12% | −1,700−5.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,781 | $350.1 萬 | 0.06% | −57−0.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 28,082 | $353.9 萬 | 0.33% | −928−3.2% | 減碼 |
| Rainey & Randall Investment Management Inc. | 28,146 | $354.7 萬 | 0.70% | −2,367−7.8% | 減碼 |
| Oppenheimer & Co Inc | 28,164 | $355.0 萬 | 0.05% | +384+1.4% | 加碼 |
| Pensionfund Sabic | 28,559 | $359.9 萬 | 0.95% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 28,674 | $361.4 萬 | 0.08% | +4,620+19.2% | 加碼 |
| Blair William & Co | 29,214 | $368.2 萬 | 0.01% | −185−0.6% | 減碼 |
| Davis Selected Advisers | 29,550 | $372.4 萬 | 0.02% | −190−0.6% | 減碼 |
| Vident Advisory, LLC | 30,434 | $383.6 萬 | 0.07% | −14,518−32.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 30,582 | $385.4 萬 | 0.04% | +2,078+7.3% | 加碼 |
| Vanderbilt University | 30,645 | $386.2 萬 | 0.76% | +1,784+6.2% | 加碼 |
| Legacy CG, LLC | 31,061 | $391.5 萬 | 1.20% | +216+0.7% | 加碼 |
| Squarepoint Ops LLC | 31,063 | $391.5 萬 | 0.01% | −678,496−95.6% | 減碼 |
| Spinnaker Trust | 31,175 | $392.9 萬 | 0.25% | −1,531−4.7% | 減碼 |
| Westover Capital Advisors, LLC | 31,233 | $393.6 萬 | 0.87% | −1,440−4.4% | 減碼 |
| Marshall Wace, LLP | 31,476 | $396.7 萬 | 0.00% | −823,887−96.3% | 減碼 |