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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 3,444 | $43.4 萬 | 0.08% | −305−8.1% | 減碼 |
| Graypoint LLC | 3,427 | $43.2 萬 | 0.03% | +84+2.5% | 加碼 |
| Lake Street Financial LLC | 3,418 | $43.1 萬 | 0.07% | 00.0% | 不變 |
| Howard Capital Management Inc. | 3,368 | $42.4 萬 | 0.01% | +171+5.3% | 加碼 |
| River Street Advisors LLC | 3,365 | $42.4 萬 | 0.22% | +344+11.4% | 加碼 |
| Prairie Sky Financial Group LLC | 3,332 | $42.0 萬 | 0.26% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 3,318 | $41.8 萬 | 0.26% | 00.0% | 不變 |
| SFMG, LLC | 3,299 | $41.6 萬 | 0.03% | −2−0.1% | 減碼 |
| Shelton Capital Management | 3,278 | $41.3 萬 | 0.01% | +486+17.4% | 加碼 |
| Conning Inc. | 3,277 | $41.3 萬 | 0.01% | +159+5.1% | 加碼 |
| Emergent Wealth Advisors, LLC | 3,251 | $41.0 萬 | 0.30% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 3,250 | $41.0 萬 | 0.15% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,229 | $40.7 萬 | 0.01% | +3,229 | 新進 |
| Avestar Capital, LLC | 3,198 | $40.3 萬 | 0.04% | +662+26.1% | 加碼 |
| Tuttle Tactical Management | 3,193 | $40.2 萬 | 2.07% | +824+34.8% | 加碼 |
| Personal Cfo Solutions, LLC | 3,186 | $40.2 萬 | 0.08% | −614−16.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,593 | $39.3 萬 | 0.03% | −69−2.6% | 減碼 |
| CoreCap Advisors, LLC | 3,113 | $39.2 萬 | 0.02% | −113−3.5% | 減碼 |
| HBK Sorce Advisory LLC | 3,106 | $39.1 萬 | 0.01% | +153+5.2% | 加碼 |
| Nilsine Partners, LLC | 3,103 | $39.1 萬 | 0.04% | +201+6.9% | 加碼 |
| Equitable Holdings, Inc. | 3,090 | $38.9 萬 | 0.00% | +59+1.9% | 加碼 |
| Plato Investment Management Ltd | 3,075 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 3,077 | $38.8 萬 | 0.26% | +3,077 | 新進 |
| Financial Advocates Investment Management | 3,032 | $38.2 萬 | 0.02% | +276+10.0% | 加碼 |
| Lynx Capital Group Ltd | 3,001 | $37.8 萬 | 0.22% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 3,000 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,975 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| CX Institutional | 2,929 | $36.9 萬 | 0.01% | +46+1.6% | 加碼 |
| Keystone Financial Group | 2,910 | $36.7 萬 | 0.04% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 2,909 | $36.7 萬 | 0.21% | +2,909 | 新進 |
| BSW Wealth Partners | 2,893 | $36.5 萬 | 0.05% | +460+18.9% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 2,854 | $36.0 萬 | 0.01% | +27+1.0% | 加碼 |
| Cetera Trust Company, N.A | 2,850 | $35.9 萬 | 0.23% | −175−5.8% | 減碼 |
| Boothbay Fund Management, LLC | 2,842 | $35.8 萬 | 0.01% | −4,398−60.7% | 減碼 |
| Alps Advisors Inc | 2,805 | $35.4 萬 | 0.00% | +2,805 | 新進 |
| Savvy Advisors, Inc. | 2,796 | $35.2 萬 | 0.04% | +2,796 | 新進 |
| Legacy Financial Advisors, Inc. | 2,787 | $35.1 萬 | 0.06% | +18+0.7% | 加碼 |
| Bryn Mawr Trust Co | 2,774 | $35.0 萬 | 0.01% | +143+5.4% | 加碼 |
| Visionary Wealth Advisors | 2,760 | $34.8 萬 | 0.02% | −100−3.5% | 減碼 |
| Capital Analysts, LLC | 2,743 | $34.6 萬 | 0.01% | +14+0.5% | 加碼 |
| 180 Wealth Advisors, LLC | 2,690 | $33.9 萬 | 0.05% | −71−2.6% | 減碼 |
| Dearborn Partners LLC | 2,675 | $33.7 萬 | 0.01% | −318−10.6% | 減碼 |
| Clarius Group, LLC | 2,671 | $33.7 萬 | 0.02% | −47−1.7% | 減碼 |
| Koshinski Asset Management, Inc. | 2,669 | $33.6 萬 | 0.03% | +58+2.2% | 加碼 |
| Pitcairn Co | 2,666 | $33.6 萬 | 0.02% | −3,847−59.1% | 減碼 |
| Bowman & Co S.C. | 2,665 | $33.6 萬 | 0.17% | 00.0% | 不變 |
| Fiduciary Trust Co | 2,660 | $33.5 萬 | 0.00% | +228+9.4% | 加碼 |
| Covenant Asset Management, LLC | 2,659 | $33.5 萬 | 0.07% | −54−2.0% | 減碼 |
| Hartline Investment Corp | 2,652 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,645 | $33.3 萬 | 0.01% | −264−9.1% | 減碼 |
| Whalerock Point Partners, LLC | 2,638 | $33.2 萬 | 0.08% | +249+10.4% | 加碼 |
| Blue Capital, Inc. | 2,616 | $33.0 萬 | 0.23% | +2,616 | 新進 |
| Jacobi Capital Management LLC | 2,613 | $32.9 萬 | 0.02% | +169+6.9% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,600 | $32.8 萬 | 0.09% | +12+0.5% | 加碼 |
| Essex Financial Services, Inc. | 2,595 | $32.7 萬 | 0.02% | −8−0.3% | 減碼 |
| Lindbrook Capital, LLC | 2,559 | $32.3 萬 | 0.03% | +32+1.3% | 加碼 |
| ICONIQ Capital, LLC | 2,557 | $32.2 萬 | 0.01% | +838+48.7% | 加碼 |
| Wharton Business Group, LLC | 2,555 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 2,545 | $32.1 萬 | 0.16% | 00.0% | 不變 |
| 44 Wealth Management LLC | 2,528 | $31.9 萬 | 0.12% | −209−7.6% | 減碼 |
| Rothschild Capital Partners, LLC | 2,524 | $31.8 萬 | 0.08% | +710+39.1% | 加碼 |
| Balboa Wealth Partners | 2,523 | $31.8 萬 | 0.07% | −1,235−32.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 2,500 | $31.5 萬 | 0.05% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,495 | $31.4 萬 | 0.01% | −11,328−82.0% | 減碼 |
| Bokf, NA | 2,509 | $31.3 萬 | 0.01% | −102−3.9% | 減碼 |
| Hudock, Inc. | 2,479 | $31.3 萬 | 0.05% | +5+0.2% | 加碼 |
| IFG Advisory, LLC | 2,477 | $31.2 萬 | 0.02% | +2,477 | 新進 |
| Retirement Planning Group, LLC | 2,476 | $31.2 萬 | 0.34% | +2,476 | 新進 |
| Marcum Wealth, LLC | 2,455 | $30.9 萬 | 0.03% | −75−3.0% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,455 | $30.9 萬 | 0.07% | 00.0% | 不變 |
| bLong Financial, LLC | 2,450 | $30.9 萬 | 0.25% | +2,450 | 新進 |
| Keel Point, LLC | 2,449 | $30.9 萬 | 0.02% | +35+1.4% | 加碼 |
| Cambiar Investors LLC | 2,438 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Purkiss Capital Advisors LLC | 2,429 | $30.6 萬 | 0.26% | +2,429 | 新進 |
| AA Financial Advisors, LLC | 2,418 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| L2 Asset Management, LLC | 2,414 | $30.4 萬 | 0.07% | +156+6.9% | 加碼 |
| Atom Investors LP | 2,409 | $30.4 萬 | 0.04% | −245−9.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 2,406 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 2,394 | $30.2 萬 | 0.02% | +2,394 | 新進 |
| Rehmann Capital Advisory Group | 2,386 | $30.1 萬 | 0.02% | −30−1.2% | 減碼 |
| Western Wealth Management, LLC | 2,383 | $30.0 萬 | 0.02% | +141+6.3% | 加碼 |
| West Family Investments, Inc. | 2,362 | $29.8 萬 | 0.10% | +683+40.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,357 | $29.7 萬 | 0.01% | −117−4.7% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,352 | $29.6 萬 | 0.23% | −150−6.0% | 減碼 |
| Flow Traders U.S. LLC | 2,348 | $29.6 萬 | 0.01% | +2,348 | 新進 |
| Sentry Investment Management LLC | 2,332 | $29.4 萬 | 0.14% | +2,332 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,330 | $29.4 萬 | 0.10% | +200+9.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,329 | $29.4 萬 | 0.01% | −445−16.0% | 減碼 |
| Bridgefront Capital, LLC | 2,321 | $29.3 萬 | 0.10% | +2,321 | 新進 |
| Planned Solutions, Inc. | 2,307 | $29.1 萬 | 0.12% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 2,307 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| MTM Investment Management, LLC | 2,300 | $29.0 萬 | 0.11% | 00.0% | 不變 |
| Wedbush Securities Inc | 2,287 | $28.8 萬 | 0.01% | +247+12.1% | 加碼 |
| Carr Financial Group Corp | 2,271 | $28.6 萬 | 0.09% | +9+0.4% | 加碼 |
| Golden State Equity Partners | 2,270 | $28.6 萬 | 0.05% | −1,614−41.6% | 減碼 |
| Register Financial Advisors LLC | 2,250 | $28.4 萬 | 0.14% | −350−13.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,242 | $28.4 萬 | 0.00% | +496+28.4% | 加碼 |
| Modera Wealth Management, LLC | 2,245 | $28.3 萬 | 0.00% | +500+28.7% | 加碼 |
| Contravisory Investment Management, Inc. | 2,238 | $28.2 萬 | 0.06% | +98+4.6% | 加碼 |
| Pensionmark Financial Group, LLC | 2,236 | $28.2 萬 | 0.01% | +2,236 | 新進 |