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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 29,768 | $247.4 萬 | 0.01% | +9,027+43.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 30,241 | $251.2 萬 | 0.05% | +28,910+2,172.1% | 加碼 |
| Oppenheimer & Co Inc | 30,265 | $251.5 萬 | 0.05% | −664−2.1% | 減碼 |
| Mackenzie Financial Corp | 30,408 | $252.7 萬 | 0.00% | +4,350+16.7% | 加碼 |
| Private Advisor Group, LLC | 30,580 | $254.1 萬 | 0.02% | +2,987+10.8% | 加碼 |
| Moody National Bank Trust Division | 30,955 | $257.3 萬 | 0.05% | −124−0.4% | 減碼 |
| Callahan Advisors, LLC | 32,013 | $266.0 萬 | 0.34% | +5,534+20.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 32,050 | $266.3 萬 | 0.02% | 00.0% | 不變 |
| Fma Advisory Inc | 32,715 | $271.9 萬 | 1.01% | +455+1.4% | 加碼 |
| Maryland State Retirement & Pension System | 32,026 | $272.7 萬 | 0.09% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 33,438 | $277.9 萬 | 0.01% | +1,970+6.3% | 加碼 |
| Pendal Group Limited | 33,774 | $280.7 萬 | 0.03% | −43,200−56.1% | 減碼 |
| Pensionfund Sabic | 34,259 | $284.7 萬 | 0.61% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 34,594 | $287.5 萬 | 0.03% | 00.0% | 不變 |
| Rainey & Randall Investment Management Inc. | 35,309 | $293.4 萬 | 1.44% | −150−0.4% | 減碼 |
| Spinnaker Trust | 35,870 | $298.1 萬 | 0.21% | −248−0.7% | 減碼 |
| CIBC Asset Management Inc | 36,679 | $304.8 萬 | 0.01% | +628+1.7% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $305.7 萬 | 0.05% | +26,290+250.4% | 加碼 |
| Vident Investment Advisory, LLC | 37,175 | $308.9 萬 | 0.09% | +5,284+16.6% | 加碼 |
| Cetera Advisor Networks LLC | 37,314 | $310.1 萬 | 0.04% | +25,253+209.4% | 加碼 |
| Nordea Investment Management AB | 37,573 | $312.2 萬 | 0.00% | −13,217−26.0% | 減碼 |
| American Financial Advisors, LLC | 37,988 | $315.7 萬 | 0.43% | −15,135−28.5% | 減碼 |
| Ensign Peak Advisors, Inc | 38,234 | $317.7 萬 | 0.01% | −15,255−28.5% | 減碼 |
| M&T Bank Corp | 38,532 | $320.2 萬 | 0.01% | +4,639+13.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 38,927 | $323.5 萬 | 0.01% | +3,631+10.3% | 加碼 |
| Voloridge Investment Management, LLC | 39,135 | $325.2 萬 | 0.02% | −29,786−43.2% | 減碼 |
| First Republic Investment Management, Inc. | 39,347 | $327.0 萬 | 0.01% | +4,101+11.6% | 加碼 |
| Ancora Advisors, LLC | 40,483 | $336.4 萬 | 0.09% | −2,107−4.9% | 減碼 |
| Bard Financial Services, Inc. | 40,610 | $337.5 萬 | 0.30% | −550−1.3% | 減碼 |
| US Bancorp | 41,361 | $343.8 萬 | 0.01% | +892+2.2% | 加碼 |
| Norinchukin Bank, The | 41,936 | $348.5 萬 | 0.05% | +315+0.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 42,058 | $349.5 萬 | 0.01% | +36,889+713.7% | 加碼 |
| NN Investment Partners Holdings N.V. | 42,696 | $354.8 萬 | 0.02% | +3,298+8.4% | 加碼 |
| Redpoint Investment Management Pty Ltd | 42,947 | $356.9 萬 | 0.29% | +1,074+2.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 43,041 | $357.7 萬 | 0.02% | +824+2.0% | 加碼 |
| Rafferty Asset Management, LLC | 45,648 | $379.3 萬 | 0.02% | +14,231+45.3% | 加碼 |
| Gateway Investment Advisers LLC | 45,691 | $379.7 萬 | 0.04% | −96−0.2% | 減碼 |
| Vestcor Inc | 46,564 | $386.9 萬 | 0.13% | −2,357−4.8% | 減碼 |
| Peapack Gladstone Financial Corp | 47,851 | $397.6 萬 | 0.10% | −1,166−2.4% | 減碼 |
| Andra AP-fonden | 48,400 | $402.2 萬 | 0.08% | −36,300−42.9% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 48,514 | $403.1 萬 | 0.06% | +21,456+79.3% | 加碼 |
| Windward Capital Management Co | 48,870 | $406.1 萬 | 0.38% | +336+0.7% | 加碼 |
| Advisors Asset Management, Inc. | 49,024 | $407.4 萬 | 0.06% | −6,583−11.8% | 減碼 |
| Hartford Investment Management Co | 51,383 | $427.0 萬 | 0.11% | −1,596−3.0% | 減碼 |
| Achmea Investment Management B.V. | 51,497 | $428.0 萬 | 0.15% | −13,009−20.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 51,970 | $431.9 萬 | 0.88% | +760+1.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,311 | $434.7 萬 | 0.05% | +110+0.2% | 加碼 |
| Bank of Nova Scotia | 53,632 | $445.8 萬 | 0.01% | −15,020−21.9% | 減碼 |
| Garland Capital Management Inc | 54,395 | $452.0 萬 | 3.18% | −450−0.8% | 減碼 |
| Teacher Retirement System of Texas | 54,424 | $452.3 萬 | 0.02% | −32,712−37.5% | 減碼 |
| Sarasin & Partners LLP | 54,534 | $453.2 萬 | 0.05% | −2,038−3.6% | 減碼 |
| HGK Asset Management Inc | 54,837 | $455.7 萬 | 1.45% | −7,006−11.3% | 減碼 |
| IFM Investors Pty Ltd | 54,896 | $456.2 萬 | 0.09% | +8,200+17.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 56,095 | $466.1 萬 | 3.03% | −53−0.1% | 減碼 |
| ING Groep NV | 57,873 | $480.9 萬 | 0.08% | +22,963+65.8% | 加碼 |
| Private Asset Management Inc | 58,173 | $483.4 萬 | 0.64% | −1,359−2.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,920 | $506.2 萬 | 0.12% | +4,409+7.8% | 加碼 |
| Ashfield Capital Partners, LLC | 62,845 | $522.2 萬 | 0.37% | +2,972+5.0% | 加碼 |
| Advisors Management Group Inc | 64,030 | $532.1 萬 | 1.59% | −90−0.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 64,256 | $534.0 萬 | 0.04% | +19,700+44.2% | 加碼 |
| KMG Fiduciary Partners, LLC | 64,407 | $535.2 萬 | 0.94% | +324+0.5% | 加碼 |
| Azimuth Capital Management LLC | 65,403 | $543.5 萬 | 0.23% | +4,595+7.6% | 加碼 |
| Mackay Shields LLC | 65,753 | $546.4 萬 | 0.05% | −33,127−33.5% | 減碼 |
| DnB Asset Management AS | 67,193 | $558.4 萬 | 0.04% | +5,682+9.2% | 加碼 |
| APG Asset Management N.V. | 80,650 | $565.1 萬 | 0.01% | +15,000+22.8% | 加碼 |
| Texas Permanent School Fund | 69,362 | $576.4 萬 | 0.07% | −334−0.5% | 減碼 |
| Millennium Management LLC | 69,739 | $579.5 萬 | 0.01% | −206,838−74.8% | 減碼 |
| Manning & Napier Group, LLC | 70,638 | $586.9 萬 | 0.05% | +10,628+17.7% | 加碼 |
| First Trust Advisors LP | 72,272 | $600.6 萬 | 0.01% | +8,078+12.6% | 加碼 |
| State of Tennessee, Treasury Department | 74,368 | $618.0 萬 | 0.02% | +152+0.2% | 加碼 |
| DuPont Capital Management Corp | 75,239 | $625.2 萬 | 0.15% | +19,603+35.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 75,328 | $626.0 萬 | 0.03% | −189−0.3% | 減碼 |
| B. Riley Wealth Management, Inc. | 75,611 | $628.3 萬 | 0.70% | −2,017−2.6% | 減碼 |
| Carret Asset Management, LLC | 76,043 | $631.9 萬 | 0.74% | +5,679+8.1% | 加碼 |
| British Columbia Investment Management Corp | 77,098 | $640.7 萬 | 0.04% | +8,648+12.6% | 加碼 |
| Metropolitan Life Insurance Co | 77,373 | $643.0 萬 | 0.09% | −16,984−18.0% | 減碼 |
| Mutual of America Capital Management LLC | 77,965 | $647.9 萬 | 0.06% | +635+0.8% | 加碼 |
| Hill Winds Capital LP | 78,000 | $648.2 萬 | 3.44% | +78,000 | 新進 |
| Utah Retirement Systems | 79,603 | $661.5 萬 | 0.09% | −600−0.7% | 減碼 |
| Eii Capital Management, Inc. | 80,106 | $665.7 萬 | 3.13% | −3,416−4.1% | 減碼 |
| Natixis Advisors, L.P. | 82,018 | $681.6 萬 | 0.03% | −48,667−37.2% | 減碼 |
| Pensionfund DSM Netherlands | 82,753 | $687.7 萬 | 0.88% | −2,000−2.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 84,544 | $702.5 萬 | 0.09% | −175−0.2% | 減碼 |
| Lincluden Management Ltd | 86,045 | $715.0 萬 | 0.69% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 86,349 | $717.6 萬 | 0.05% | +25,920+42.9% | 加碼 |
| M&G Investment Management Ltd | 89,163 | $740.1 萬 | 0.04% | +89,163 | 新進 |
| Nissay Asset Management Corp | 90,260 | $750.1 萬 | 0.07% | +2,904+3.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 90,960 | $755.9 萬 | 0.05% | −8,290−8.4% | 減碼 |
| Venture Visionary Partners LLC | 91,427 | $759.7 萬 | 0.61% | +1,736+1.9% | 加碼 |
| Central Trust Co | 93,422 | $776.3 萬 | 0.28% | −150.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 95,594 | $794.4 萬 | 0.01% | +34,953+57.6% | 加碼 |
| MetLife Investment Management | 96,799 | $804.4 萬 | 0.07% | −2,662−2.7% | 減碼 |
| Advisor Group Holdings, Inc. | 99,519 | $827.3 萬 | 0.02% | −14,462−12.7% | 減碼 |
| Forsta Ap-Fonden | 99,600 | $827.7 萬 | 0.10% | +13,500+15.7% | 加碼 |
| Maryland Capital Management | 100,633 | $836.2 萬 | 0.50% | +4,141+4.3% | 加碼 |
| Credit Agricole S A | 102,880 | $854.9 萬 | 0.28% | −5,940−5.5% | 減碼 |
| Veritas Asset Management LLP | 104,500 | $868.4 萬 | 0.05% | −28,000−21.1% | 減碼 |
| State of Michigan Retirement System | 104,996 | $872.5 萬 | 0.05% | +200+0.2% | 加碼 |
| Trust Co of Toledo NA | 106,710 | $886.8 萬 | 1.50% | +124+0.1% | 加碼 |
| Commonwealth Equity Services, LLC | 110,964 | $922.1 萬 | 0.02% | −1,819−1.6% | 減碼 |