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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 9,545 | $120.3 萬 | 0.04% | −6,677−41.2% | 減碼 |
| Jeppson Wealth Management, LLC | 9,523 | $120.0 萬 | 0.44% | −50−0.5% | 減碼 |
| Greenleaf Trust | 9,420 | $118.7 萬 | 0.01% | +341+3.8% | 加碼 |
| CAPROCK Group, Inc. | 9,372 | $118.1 萬 | 0.04% | +843+9.9% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 9,365 | $118.0 萬 | 0.23% | +458+5.1% | 加碼 |
| Penserra Capital Management LLC | 9,291 | $116.8 萬 | 0.02% | +537+6.1% | 加碼 |
| Checchi Capital Advisers, LLC | 9,206 | $116.0 萬 | 0.09% | +172+1.9% | 加碼 |
| HB Wealth Management, LLC | 9,191 | $115.8 萬 | 0.01% | +562+6.5% | 加碼 |
| Entropy Technologies, LP | 9,187 | $115.8 萬 | 0.12% | +9,187 | 新進 |
| Sequoia Financial Advisors, LLC | 9,131 | $115.1 萬 | 0.01% | +1,307+16.7% | 加碼 |
| Abn Amro Investment Solutions | 9,082 | $114.5 萬 | 0.02% | +1,804+24.8% | 加碼 |
| Trueblood Wealth Management, LLC | 9,048 | $114.0 萬 | 0.56% | −15−0.2% | 減碼 |
| USA Financial Portformulas Corp | 9,029 | $113.8 萬 | 0.18% | +102+1.1% | 加碼 |
| Savant Capital, LLC | 8,971 | $113.1 萬 | 0.01% | +2,823+45.9% | 加碼 |
| Banco Santander, S.A. | 8,903 | $112.2 萬 | 0.01% | −2,383−21.1% | 減碼 |
| Lazard Asset Management LLC | 8,857 | $111.5 萬 | 0.00% | −11,122−55.7% | 減碼 |
| Virtus ETF Advisers LLC | 8,818 | $111.1 萬 | 0.45% | +753+9.3% | 加碼 |
| Wolverine Asset Management LLC | 8,788 | $110.8 萬 | 0.02% | +1,612+22.5% | 加碼 |
| Glenmede Trust Co NA | 8,783 | $110.7 萬 | 0.01% | +2,081+31.1% | 加碼 |
| MUFG Securities Americas Inc. | 8,732 | $110.0 萬 | 0.14% | +8,732 | 新進 |
| Schnieders Capital Management LLC | 8,704 | $109.7 萬 | 0.22% | −86−1.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 8,187 | $103.2 萬 | 0.08% | −14,217−63.5% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 8,136 | $102.5 萬 | 0.41% | +8,136 | 新進 |
| Fig Financial Advisory Services Inc | 8,068 | $101.7 萬 | 0.69% | +8,068 | 新進 |
| Quadrant Capital Group LLC | 8,042 | $101.4 萬 | 0.07% | −23−0.3% | 減碼 |
| Atlantic Union Bankshares Corp | 8,000 | $100.8 萬 | 0.06% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 7,999 | $100.8 萬 | 0.21% | +380+5.0% | 加碼 |
| Horizon Investments, LLC | 7,978 | $100.5 萬 | 0.03% | +95+1.2% | 加碼 |
| Community Bank & Trust, Waco, Texas | 7,964 | $100.4 萬 | 0.23% | −295−3.6% | 減碼 |
| Bessemer Group Inc | 7,914 | $99.7 萬 | 0.00% | +617+8.5% | 加碼 |
| Ancora Advisors, LLC | 7,853 | $99.0 萬 | 0.02% | −270−3.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 7,808 | $98.4 萬 | 0.03% | 00.0% | 不變 |
| Morey & Quinn Wealth Partners, LLC | 7,631 | $96.2 萬 | 0.82% | +7,631 | 新進 |
| Stiles Financial Services Inc | 7,607 | $95.9 萬 | 0.35% | +18+0.2% | 加碼 |
| Axecap Investments, LLC | 7,599 | $95.8 萬 | 0.72% | −23−0.3% | 減碼 |
| Ameritas Advisory Services, LLC | 7,596 | $95.7 萬 | 0.03% | +148+2.0% | 加碼 |
| Waterloo Capital, L.P. | 7,361 | $92.8 萬 | 0.10% | −1,007−12.0% | 減碼 |
| We Are One Seven, LLC | 7,333 | $92.4 萬 | 0.04% | +100+1.4% | 加碼 |
| Board of the Pension Protection Fund | 7,300 | $92.0 萬 | 1.06% | +7,300 | 新進 |
| Johnson Investment Counsel Inc | 7,261 | $91.5 萬 | 0.01% | +1,404+24.0% | 加碼 |
| ProVise Management Group, LLC | 7,200 | $90.7 萬 | 0.08% | −4,382−37.8% | 減碼 |
| Alteri Wealth LLC | 7,176 | $90.4 萬 | 0.25% | +7,176 | 新進 |
| Capital Square, LLC | 6,595 | $90.2 萬 | 0.51% | +1,959+42.3% | 加碼 |
| Wedmont Private Capital | 7,221 | $90.1 萬 | 0.05% | +533+8.0% | 加碼 |
| Machina Capital S.A.S. | 7,089 | $89.3 萬 | 0.38% | +7,089 | 新進 |
| Headlands Technologies LLC | 7,005 | $88.3 萬 | 0.09% | +7,005 | 新進 |
| Graham Capital Management, L.P. | 6,982 | $88.0 萬 | 0.03% | +6,982 | 新進 |
| Farmers & Merchants Investments Inc | 6,973 | $87.9 萬 | 0.03% | 00.0% | 不變 |
| Summit Global Investments | 6,925 | $87.3 萬 | 0.05% | +4,566+193.6% | 加碼 |
| Agate Pass Investment Management, LLC | 6,915 | $87.1 萬 | 0.39% | +6,915 | 新進 |
| Wolverine Trading, LLC | 6,957 | $86.9 萬 | 0.02% | −1,858−21.1% | 減碼 |
| Busey Wealth Management | 6,881 | $86.7 萬 | 0.03% | +127+1.9% | 加碼 |
| Richwood Investment Advisors, LLC | 6,820 | $86.0 萬 | 0.72% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 6,686 | $84.3 萬 | 0.04% | −1,150−14.7% | 減碼 |
| Dodds Wealth, LLC | 6,422 | $84.2 萬 | 0.27% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 6,669 | $84.0 萬 | 0.25% | −239−3.5% | 減碼 |
| TownSquare Capital, LLC | 6,642 | $83.7 萬 | 0.01% | +1,196+22.0% | 加碼 |
| Greenup Street Wealth Management LLC | 6,603 | $83.2 萬 | 0.17% | +4+0.1% | 加碼 |
| Level Four Advisory Services, LLC | 6,512 | $82.1 萬 | 0.03% | +52+0.8% | 加碼 |
| Geneos Wealth Management Inc. | 6,508 | $82.0 萬 | 0.03% | −319−4.7% | 減碼 |
| Oak Thistle LLC | 6,507 | $82.0 萬 | 0.24% | +6,507 | 新進 |
| Williamson Legacy Group, LLC | 6,432 | $81.1 萬 | 0.54% | +6,432 | 新進 |
| Arkadios Wealth Advisors | 6,418 | $80.9 萬 | 0.04% | −68−1.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,408 | $80.8 萬 | 0.19% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,413 | $80.7 萬 | 0.04% | +1,600+33.2% | 加碼 |
| Monetary Management Group Inc | 6,350 | $80.0 萬 | 0.21% | −250−3.8% | 減碼 |
| Integrated Wealth Concepts LLC | 6,331 | $79.8 萬 | 0.01% | +375+6.3% | 加碼 |
| Huntington National Bank | 6,325 | $79.7 萬 | 0.01% | +866+15.9% | 加碼 |
| Cigna Investments Inc | 6,313 | $79.5 萬 | 0.14% | +126+2.0% | 加碼 |
| Sigma Planning Corp | 6,276 | $79.1 萬 | 0.02% | +752+13.6% | 加碼 |
| Ingalls & Snyder LLC | 6,246 | $78.7 萬 | 0.03% | 00.0% | 不變 |
| Values First Advisors, Inc. | 6,236 | $78.6 萬 | 0.43% | +239+4.0% | 加碼 |
| Finward Bancorp | 6,223 | $78.4 萬 | 0.68% | +6,223 | 新進 |
| Bailard, Inc. | 6,216 | $78.3 萬 | 0.02% | +173+2.9% | 加碼 |
| Proequities, Inc. | 5,947 | $78.0 萬 | 0.04% | +112+1.9% | 加碼 |
| Pacific Sun Financial Corp | 6,138 | $77.4 萬 | 0.42% | 00.0% | 不變 |
| Fulcrum Capital LLC | 6,126 | $77.2 萬 | 0.16% | −242−3.8% | 減碼 |
| Manske Wealth Management | 6,113 | $77.0 萬 | 0.31% | +6,113 | 新進 |
| Dudley Capital Management, LLC | 6,075 | $76.6 萬 | 0.39% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 6,069 | $76.5 萬 | 0.16% | +152+2.6% | 加碼 |
| Ballentine Partners, LLC | 5,924 | $74.7 萬 | 0.01% | +329+5.9% | 加碼 |
| Madden Advisory Services, Inc. | 5,859 | $73.8 萬 | 0.34% | −411−6.6% | 減碼 |
| Smartleaf Asset Management LLC | 5,843 | $73.0 萬 | 0.07% | +897+18.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,764 | $72.6 萬 | 0.02% | −97−1.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,720 | $72.1 萬 | 0.01% | +754+15.2% | 加碼 |
| Texas Yale Capital Corp. | 5,714 | $72.0 萬 | 0.03% | +169+3.0% | 加碼 |
| Buckingham Strategic Partners | 5,699 | $71.8 萬 | 0.01% | +174+3.1% | 加碼 |
| Good Life Advisors, LLC | 5,675 | $71.5 萬 | 0.05% | +571+11.2% | 加碼 |
| Cresset Asset Management, LLC | 5,654 | $71.3 萬 | 0.00% | +5,654 | 新進 |
| Atomi Financial Group, Inc. | 5,634 | $71.0 萬 | 0.04% | +614+12.2% | 加碼 |
| Ibex Wealth Advisors | 5,592 | $70.5 萬 | 0.08% | +5,592 | 新進 |
| Federated Hermes, Inc. | 5,550 | $69.9 萬 | 0.00% | −11,872−68.1% | 減碼 |
| Quantbot Technologies LP | 5,536 | $69.8 萬 | 0.03% | +5,536 | 新進 |
| Commerzbank Aktiengesellschaft | 5,579 | $69.7 萬 | 0.02% | +1,180+26.8% | 加碼 |
| Lumbard & Kellner, LLC | 5,496 | $69.3 萬 | 0.30% | 00.0% | 不變 |
| Ellevest, Inc. | 5,494 | $69.2 萬 | 0.04% | +1,049+23.6% | 加碼 |
| Raiffeisen Bank International AG | 5,513 | $68.9 萬 | 0.01% | +5,513 | 新進 |
| NorthRock Partners, LLC | 5,359 | $67.5 萬 | 0.02% | −487−8.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,356 | $67.5 萬 | 0.33% | +12+0.2% | 加碼 |
| Allworth Financial LP | 5,079 | $66.6 萬 | 0.00% | +1,416+38.7% | 加碼 |