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。
2021 年第 2 季 13F 持有人
Welltower Inc. 在 2021/6/30 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
- 759
- 較 2021 年第 1 季 +31 家
- 持有股數
- 4.02 億
- 較 2021 年第 1 季 +2,216 萬 (+5.8%)
- 總市值
- $334.3 億
- 較 2021 年第 1 季 +$62.1 億 (+22.8%)
- 新進機構
- 88
- 另有 267 家加碼
- 清倉機構
- 57
- 另有 265 家減碼
另有 7 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 66,365,510 | $55.1 億 | 0.14% | +462,414+0.7% | 加碼 |
| BlackRock Inc. | 43,710,123 | $36.3 億 | 0.10% | +520,431+1.2% | 加碼 |
| State Street Corp | 24,420,697 | $20.3 億 | 0.11% | +486,423+2.0% | 加碼 |
| Price T Rowe Associates Inc | 19,431,012 | $16.1 億 | 0.15% | +2,107,730+12.2% | 加碼 |
| Cohen & Steers, Inc. | 18,090,894 | $15.0 億 | 2.86% | +9,623,065+113.6% | 加碼 |
| Principal Financial Group Inc | 14,257,610 | $11.8 億 | 0.77% | +187,373+1.3% | 加碼 |
| FMR LLC | 10,862,630 | $9.03 億 | 0.07% | +327,775+3.1% | 加碼 |
| Geode Capital Management, LLC | 8,407,744 | $6.97 億 | 0.10% | +191,770+2.3% | 加碼 |
| PGGM Investments | 8,125,123 | $6.75 億 | 2.86% | −349,233−4.1% | 減碼 |
| JPMorgan Chase & Co | 7,957,751 | $6.61 億 | 0.08% | +503,573+6.8% | 加碼 |
| Invesco Ltd. | 7,822,044 | $6.50 億 | 0.16% | −29,086−0.4% | 減碼 |
| Resolution Capital Ltd | 7,712,052 | $6.41 億 | 9.08% | +1,140,647+17.4% | 加碼 |
| Northern Trust Corp | 6,827,754 | $5.67 億 | 0.10% | −223,958−3.2% | 減碼 |
| Dimensional Fund Advisors LP | 5,981,136 | $4.97 億 | 0.16% | −36,858−0.6% | 減碼 |
| Norges Bank | 5,657,931 | $4.70 億 | 0.10% | +1,416,435+33.4% | 加碼 |
| Centersquare Investment Management LLC | 5,605,537 | $4.66 億 | 4.74% | −406,613−6.8% | 減碼 |
| Legal & General Group Plc | 5,142,317 | $4.27 億 | 0.14% | +201,098+4.1% | 加碼 |
| Morgan Stanley | 5,013,226 | $4.17 億 | 0.05% | +172,344+3.6% | 加碼 |
| Daiwa Securities Group Inc. | 4,712,254 | $3.92 億 | 2.64% | −794,719−14.4% | 減碼 |
| Deutsche Bank AG | 4,508,830 | $3.75 億 | 0.18% | +397,466+9.7% | 加碼 |
| Nuveen Asset Management, LLC | 4,332,128 | $3.60 億 | 0.11% | −13,317−0.3% | 減碼 |
| Bank of New York Mellon Corp | 4,286,143 | $3.56 億 | 0.07% | −31,734−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 3,796,883 | $3.16 億 | 0.10% | +46,482+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 3,464,886 | $2.88 億 | 0.12% | −150,981−4.2% | 減碼 |
| Boston Partners | 3,158,455 | $2.62 億 | 0.33% | +60,894+2.0% | 加碼 |
| Ameriprise Financial Inc | 3,113,274 | $2.59 億 | 0.08% | +143,126+4.8% | 加碼 |
| Wellington Management Group LLP | 2,971,072 | $2.47 億 | 0.04% | +2,116,462+247.7% | 加碼 |
| Prudential Financial Inc | 2,829,890 | $2.35 億 | 0.32% | +811,101+40.2% | 加碼 |
| Zimmer Partners, LP | 2,737,500 | $2.27 億 | 3.17% | +1,637,500+148.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,601,507 | $2.16 億 | 0.13% | −775,399−23.0% | 減碼 |
| Brookfield Asset Management Inc. | 2,263,167 | $1.88 億 | 0.89% | +72,252+3.3% | 加碼 |
| Macquarie Group Ltd | 2,186,648 | $1.82 億 | 0.15% | +1,641,929+301.4% | 加碼 |
| Russell Investments Group, Ltd. | 2,133,473 | $1.77 億 | 0.30% | +387,214+22.2% | 加碼 |
| Goldman Sachs Group Inc | 2,030,321 | $1.69 億 | 0.05% | −331,782−14.0% | 減碼 |
| AMP Capital Investors Ltd | 1,999,348 | $1.66 億 | 0.80% | −56,751−2.8% | 減碼 |
| Cullen Capital Management LLC | 1,974,059 | $1.64 億 | 1.59% | −108,808−5.2% | 減碼 |
| Bank of America Corp | 1,862,247 | $1.55 億 | 0.02% | +57,429+3.2% | 加碼 |
| Heitman Real Estate Securities LLC | 1,808,573 | $1.50 億 | 6.84% | +587,825+48.2% | 加碼 |
| Massachusetts Financial Services Co | 1,805,526 | $1.50 億 | 0.04% | +3,772+0.2% | 加碼 |
| Aew Capital Management L P | 1,707,307 | $1.42 億 | 4.20% | −1,128,684−39.8% | 減碼 |
| American Century Companies Inc | 1,703,861 | $1.42 億 | 0.10% | +896,266+111.0% | 加碼 |
| Swiss National Bank | 1,701,880 | $1.41 億 | 0.09% | +97,946+6.1% | 加碼 |
| Duff & Phelps Investment Management Co | 1,545,517 | $1.28 億 | 1.67% | +237,210+18.1% | 加碼 |
| SEI Investments Co | 1,526,528 | $1.27 億 | 0.28% | +164,754+12.1% | 加碼 |
| Adelante Capital Management LLC | 1,430,781 | $1.19 億 | 6.37% | +88,439+6.6% | 加碼 |
| Parametric Portfolio Associates LLC | 1,370,527 | $1.14 億 | 0.06% | +38,355+2.9% | 加碼 |
| Amundi | 1,294,775 | $1.08 億 | 0.07% | +1,294,775 | 新進 |
| Alliancebernstein L.P. | 1,275,761 | $1.06 億 | 0.04% | +41,641+3.4% | 加碼 |
| Cbre Clarion Securities LLC | 1,270,971 | $1.06 億 | 1.97% | +723,861+132.3% | 加碼 |
| Wells Fargo & Company | 1,232,909 | $1.02 億 | 0.02% | +11,742+1.0% | 加碼 |
| STRS Ohio | 1,161,849 | $9,655 萬 | 0.35% | −27,243−2.3% | 減碼 |
| Canada Pension Plan Investment Board | 1,157,767 | $9,621 萬 | 0.12% | −135,711−10.5% | 減碼 |
| Citigroup Inc | 1,152,408 | $9,577 萬 | 0.08% | +42,564+3.8% | 加碼 |
| Credit Suisse AG | 1,140,804 | $9,516 萬 | 0.07% | +153,102+15.5% | 加碼 |
| HSBC Holdings PLC | 1,070,823 | $8,899 萬 | 0.11% | +2,446+0.2% | 加碼 |
| UBS Group AG | 1,034,089 | $8,593 萬 | 0.04% | +95,318+10.2% | 加碼 |
| Neuberger Berman Group LLC | 998,998 | $8,292 萬 | 0.07% | +20,408+2.1% | 加碼 |
| Schroder Investment Management Group | 955,028 | $7,936 萬 | 0.10% | +227,009+31.2% | 加碼 |
| California Public Employees Retirement System | 944,787 | $7,851 萬 | 0.06% | −20,268−2.1% | 減碼 |
| Pictet Asset Management Ltd | 930,031 | $7,729 萬 | 0.08% | +95,028+11.4% | 加碼 |
| Standard Life Aberdeen plc | 922,433 | $7,666 萬 | 0.17% | +62,198+7.2% | 加碼 |
| Asset Management One Co.,Ltd. | 917,265 | $7,622 萬 | 0.28% | −2,524−0.3% | 減碼 |
| FIL Ltd | 886,253 | $7,365 萬 | 0.08% | +366,851+70.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 825,705 | $6,854 萬 | 0.14% | −102,411−11.0% | 減碼 |
| Lasalle Investment Management Securities LLC | 801,604 | $6,661 萬 | 2.08% | −908,471−53.1% | 減碼 |
| Epoch Investment Partners, Inc. | 783,675 | $6,512 萬 | 0.35% | −279,151−26.3% | 減碼 |
| AXA S.A. | 765,001 | $6,357 萬 | 0.18% | +2,060+0.3% | 加碼 |
| California State Teachers Retirement System | 760,594 | $6,321 萬 | 0.08% | −44,251−5.5% | 減碼 |
| National Pension Service | 735,033 | $6,108 萬 | 0.12% | +12,661+1.8% | 加碼 |
| Rhumbline Advisers | 715,881 | $5,949 萬 | 0.08% | −25,371−3.4% | 減碼 |
| Bank of Montreal | 703,907 | $5,871 萬 | 0.03% | +143,724+25.7% | 加碼 |
| Barclays PLC | 699,307 | $5,811 萬 | 0.05% | +101,228+16.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 695,069 | $5,776 萬 | 0.10% | +646,396+1,328.0% | 加碼 |
| Public Employees Retirement System of Ohio | 676,573 | $5,622 萬 | 0.20% | −29,125−4.1% | 減碼 |
| Westpac Banking Corp | 615,333 | $5,113 萬 | 0.51% | −42,346−6.4% | 減碼 |
| Factory Mutual Insurance Co | 611,024 | $5,078 萬 | 0.62% | +39,705+6.9% | 加碼 |
| Royal Bank of Canada | 604,175 | $5,021 萬 | 0.01% | +57,506+10.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 536,906 | $4,462 萬 | 0.08% | −1200.0% | 減碼 |
| CORDA Investment Management, LLC. | 532,101 | $4,422 萬 | 3.80% | −7,859−1.5% | 減碼 |
| Great West Life Assurance Co | 515,963 | $4,286 萬 | 0.10% | −44,753−8.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 494,748 | $4,111 萬 | 0.13% | +56,280+12.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 488,924 | $4,063 萬 | 0.08% | +173,151+54.8% | 加碼 |
| New York State Common Retirement Fund | 485,598 | $4,035 萬 | 0.04% | −9,302−1.9% | 減碼 |
| Swedbank AB | 482,572 | $4,010 萬 | 0.08% | +9,550+2.0% | 加碼 |
| New York State Teachers Retirement System | 463,559 | $3,852 萬 | 0.08% | −23,692−4.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 451,406 | $3,751 萬 | 0.07% | −10,900−2.4% | 減碼 |
| Securian Asset Management, Inc | 449,548 | $3,736 萬 | 0.76% | −1,083−0.2% | 減碼 |
| Envestnet Asset Management Inc | 446,342 | $3,709 萬 | 0.02% | +59,762+15.5% | 加碼 |
| Nomura Asset Management Co Ltd | 439,362 | $3,651 萬 | 0.21% | +15,762+3.7% | 加碼 |
| Retirement Systems of Alabama | 439,291 | $3,651 萬 | 0.13% | −3,830−0.9% | 減碼 |
| HealthCor Management, L.P. | 434,590 | $3,611 萬 | 1.48% | −492,450−53.1% | 減碼 |
| Uniplan Investment Counsel, Inc. | 419,141 | $3,483 萬 | 2.05% | −15,261−3.5% | 減碼 |
| Cambiar Investors LLC | 413,168 | $3,433 萬 | 1.11% | −76,355−15.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 406,196 | $3,376 萬 | 0.03% | −43,494−9.7% | 減碼 |
| Hazelview Securities Inc. | 380,003 | $3,227 萬 | 4.27% | −153,920−28.8% | 減碼 |
| Presima Inc. | 382,150 | $3,176 萬 | 4.57% | −130,300−25.4% | 減碼 |
| Raymond James & Associates | 381,457 | $3,170 萬 | 0.03% | +39,253+11.5% | 加碼 |
| Victory Capital Management Inc | 367,677 | $3,055 萬 | 0.03% | −5,649−1.5% | 減碼 |
| Guggenheim Capital LLC | 347,735 | $2,890 萬 | 0.17% | −11,641−3.2% | 減碼 |
| Clough Capital Partners L P | 336,630 | $2,797 萬 | 1.57% | +336,630 | 新進 |