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 |
|---|---|---|---|---|---|
| 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 |
| Kestra Advisory Services, LLC | 17,621 | $222.1 萬 | 0.01% | +1,674+10.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 17,611 | $222.0 萬 | 0.19% | −1,498−7.8% | 減碼 |
| Centiva Capital, LP | 17,582 | $221.6 萬 | 0.08% | −2,321−11.7% | 減碼 |
| Capital Investment Advisors, LLC | 17,328 | $218.4 萬 | 0.04% | −1,547−8.2% | 減碼 |
| Groupama Asset Managment | – | $218.3 萬 | 0.04% | – | – |
| D.A. Davidson & Co. | 17,133 | $215.9 萬 | 0.02% | +15+0.1% | 加碼 |
| Centaurus Financial, Inc. | 17,135 | $215.9 萬 | 0.13% | +16,347+2,074.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 16,936 | $213.4 萬 | 0.01% | −4,568−21.2% | 減碼 |
| Donoghue Forlines LLC | 16,615 | $209.4 萬 | 0.70% | +16,615 | 新進 |
| Proquility Private Wealth Partners, LLC | 16,585 | $209.0 萬 | 0.67% | −158−0.9% | 減碼 |
| Liberty Capital Management, Inc. | 16,529 | $208.3 萬 | 0.46% | +350+2.2% | 加碼 |
| Sandy Spring Bank | 16,512 | $208.1 萬 | 0.08% | +1,161+7.6% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 16,400 | $206.7 萬 | 0.18% | −20−0.1% | 減碼 |
| Sumitomo Life Insurance Co | 16,260 | $204.9 萬 | 0.04% | −412−2.5% | 減碼 |
| SG Americas Securities, LLC | 16,138 | $203.4 萬 | 0.01% | −58,343−78.3% | 減碼 |
| Everence Capital Management Inc | 16,000 | $201.6 萬 | 0.13% | −1,680−9.5% | 減碼 |
| Verde Capital Management | 15,883 | $200.2 萬 | 0.56% | +684+4.5% | 加碼 |
| CenterBook Partners LP | 15,809 | $199.2 萬 | 0.12% | +10,511+198.4% | 加碼 |
| Fairfield Financial Advisors, LTD | 15,624 | $196.9 萬 | 0.69% | +703+4.7% | 加碼 |
| Wahed Invest LLC | 15,588 | $196.5 萬 | 0.33% | +945+6.5% | 加碼 |
| Achmea Investment Management B.V. | 15,549 | $195.9 萬 | 0.03% | +15,549 | 新進 |
| Atria Wealth Solutions, Inc. | 15,368 | $193.7 萬 | 0.02% | −1,444−8.6% | 減碼 |
| O'Rourke & Company, Inc | 15,144 | $190.9 萬 | 0.94% | −1,133−7.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 14,962 | $188.6 萬 | 0.02% | −3,339−18.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 14,898 | $187.8 萬 | 0.14% | +2,075+16.2% | 加碼 |
| RDA Financial Network | 14,736 | $185.7 萬 | 0.54% | −655−4.3% | 減碼 |
| Vontobel Holding Ltd. | 14,618 | $184.2 萬 | 0.01% | −4,999−25.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 14,507 | $182.8 萬 | 1.23% | −50−0.3% | 減碼 |
| NTV Asset Management LLC | 14,424 | $181.8 萬 | 0.24% | −20−0.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 14,417 | $181.7 萬 | 0.06% | +7,872+120.3% | 加碼 |
| CWM, LLC | 14,413 | $181.6 萬 | 0.01% | +49+0.3% | 加碼 |
| Edgestream Partners, L.P. | 14,377 | $181.2 萬 | 0.08% | +8,877+161.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,372 | $181.1 萬 | 0.02% | −6,625−31.6% | 減碼 |
| Old Second National Bank of Aurora | 14,341 | $180.7 萬 | 0.41% | −183−1.3% | 減碼 |
| Bard Associates Inc | 14,334 | $180.7 萬 | 0.61% | −50−0.3% | 減碼 |
| Red Cedar Investment Management, LLC | 14,256 | $179.7 萬 | 0.23% | −8,730−38.0% | 減碼 |
| Denali Advisors LLC | 14,167 | $178.5 萬 | 0.19% | +3,019+27.1% | 加碼 |
| RSM US Wealth Management LLC | 14,029 | $175.4 萬 | 0.03% | −352−2.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,824 | $174.2 萬 | 0.02% | +8,046+139.3% | 加碼 |
| Warren Averett Asset Management, LLC | 13,805 | $174.0 萬 | 0.03% | +2,162+18.6% | 加碼 |
| Advance Capital Management, Inc. | 13,670 | $172.3 萬 | 0.08% | −30.0% | 減碼 |
| Wambolt & Associates, LLC | 13,665 | $172.2 萬 | 0.55% | −2,950−17.8% | 減碼 |
| American Financial Advisors, LLC | 13,585 | $171.2 萬 | 0.24% | +39+0.3% | 加碼 |
| HighPoint Advisor Group LLC | 12,223 | $170.5 萬 | 0.09% | +228+1.9% | 加碼 |
| Cullinan Associates Inc | 13,517 | $170.4 萬 | 0.11% | −1,638−10.8% | 減碼 |
| United Services Automobile Association | 13,488 | $170.0 萬 | 0.06% | +305+2.3% | 加碼 |
| Park Avenue Securities LLC | 13,456 | $169.6 萬 | 0.02% | +2,250+20.1% | 加碼 |
| Allianz SE | 13,402 | $167.4 萬 | 0.04% | +6,762+101.8% | 加碼 |
| Prelude Capital Management, LLC | 13,157 | $165.8 萬 | 0.14% | −5,983−31.3% | 減碼 |
| Wesbanco Bank Inc | 13,147 | $165.7 萬 | 0.06% | −11−0.1% | 減碼 |
| Change Path, LLC | 13,116 | $165.3 萬 | 0.05% | +3,379+34.7% | 加碼 |
| Stevens Capital Management LP | 13,064 | $164.6 萬 | 0.66% | −23,084−63.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 13,058 | $164.6 萬 | 0.17% | +13,058 | 新進 |
| Old North State Wealth Management, LLC | 12,925 | $163.1 萬 | 0.92% | +61+0.5% | 加碼 |
| Independent Advisor Alliance | 12,813 | $161.5 萬 | 0.02% | +1,764+16.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 12,568 | $158.4 萬 | 0.01% | −529−4.0% | 減碼 |
| Arbor Capital Management Inc | 11,464 | $155.4 萬 | 1.53% | −1,468−11.4% | 減碼 |
| LGT Fund Management Co Ltd. | 12,253 | $154.4 萬 | 0.14% | +673+5.8% | 加碼 |
| AIA Group Ltd | 12,200 | $153.8 萬 | 0.04% | −1,600−11.6% | 減碼 |
| Meeder Advisory Services, Inc. | 12,013 | $151.4 萬 | 0.09% | −348−2.8% | 減碼 |
| Triasima Portfolio Management inc. | 12,000 | $151.2 萬 | 0.29% | +12,000 | 新進 |
| Drake & Associates, LLC | 10,583 | $150.9 萬 | 0.43% | +5,612+112.9% | 加碼 |
| Garrison Bradford & Associates Inc | 11,926 | $150.3 萬 | 1.57% | −241−2.0% | 減碼 |
| Baird Financial Group, Inc. | 11,914 | $150.2 萬 | 0.00% | +784+7.0% | 加碼 |
| Canada Post Corp Registered Pension Plan | 11,509 | $145.0 萬 | 0.09% | +11,509 | 新進 |
| TrinityPoint Wealth, LLC | 11,404 | $143.7 萬 | 0.20% | +1,336+13.3% | 加碼 |
| Independent Financial Group, LLC | 11,282 | $142.2 萬 | 0.05% | −1,761−13.5% | 減碼 |
| GF Fund Management Co. Ltd. | 11,239 | $141.6 萬 | 0.03% | +11,239 | 新進 |
| Empowered Funds, LLC | 11,226 | $141.5 萬 | 0.02% | +1,132+11.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 11,221 | $141.4 萬 | 0.49% | −498−4.2% | 減碼 |
| Resources Investment Advisors, LLC. | 11,191 | $141.0 萬 | 0.02% | −700−5.9% | 減碼 |
| Assetmark, Inc | 11,168 | $140.8 萬 | 0.00% | +5,465+95.8% | 加碼 |
| Azzad Asset Management Inc | 10,877 | $137.1 萬 | 0.26% | +1,134+11.6% | 加碼 |
| Paradigm Asset Management Co LLC | 10,838 | $136.6 萬 | 0.37% | +300+2.8% | 加碼 |
| Gray Wealth Management Inc. | 10,687 | $134.7 萬 | 0.51% | −248−2.3% | 減碼 |
| Coldstream Capital Management Inc | 10,656 | $134.3 萬 | 0.03% | +420+4.1% | 加碼 |
| Vise Technologies, Inc. | 10,643 | $134.1 萬 | 0.11% | +7,877+284.8% | 加碼 |
| Snowden Capital Advisors LLC | 10,612 | $133.7 萬 | 0.04% | −50−0.5% | 減碼 |
| Welch Group, LLC | 10,700 | $133.7 萬 | 0.06% | 00.0% | 不變 |
| Wexford Capital LP | 10,500 | $132.3 萬 | 0.34% | +10,500 | 新進 |
| Diversified Trust Co | 10,410 | $131.2 萬 | 0.03% | −8,064−43.7% | 減碼 |
| Stephens Inc | 10,308 | $129.9 萬 | 0.02% | −302−2.8% | 減碼 |
| Signaturefd, LLC | 10,297 | $129.8 萬 | 0.02% | +550+5.6% | 加碼 |
| American Assets Capital Advisers, LLC | 10,296 | $129.8 萬 | 0.43% | +1,684+19.6% | 加碼 |
| Financial Counselors Inc | 10,272 | $129.5 萬 | 0.02% | +6,104+146.4% | 加碼 |
| Davy Global Fund Management Ltd | 10,262 | $129.3 萬 | 0.15% | −1,404−12.0% | 減碼 |
| NFP Retirement, Inc. | 10,148 | $127.9 萬 | 0.10% | −260−2.5% | 減碼 |
| PFG Investments, LLC | 10,053 | $126.7 萬 | 0.08% | −263−2.5% | 減碼 |
| American Assets Investment Management, LLC | 10,000 | $126.0 萬 | 0.10% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 9,990 | $125.9 萬 | 0.04% | −2,800−21.9% | 減碼 |
| Prospera Financial Services Inc | 9,971 | $125.7 萬 | 0.03% | +1,521+18.0% | 加碼 |
| GAMMA Investing LLC | 9,964 | $125.6 萬 | 0.11% | +881+9.7% | 加碼 |
| GWM Advisors LLC | 9,938 | $125.3 萬 | 0.01% | +529+5.6% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 9,826 | $123.8 萬 | 0.04% | 00.0% | 不變 |
| Tradewinds, LLC. | 8,674 | $123.5 萬 | 0.34% | −15−0.2% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,659 | $121.7 萬 | 0.40% | +9,659 | 新進 |
| Frank, Rimerman Advisors LLC | 9,619 | $121.2 萬 | 0.09% | +20.0% | 加碼 |
| Ofi Invest Asset Management | 9,949 | $121.1 萬 | 0.03% | +9,949 | 新進 |